Advice and answers from the Housecall Pro Team

Search results for:create a job

How to create a job

Step-by-step instructions showing how to create, dispatch, & schedule a single visit or recurring job in the web portal… a custom line item for a specific invoice Click to edit the service line item, description, or… desired time frame This window acts as a buffer and lets customers know roughly what time you

How do I create a job on my Android?

Learn how to quickly create a job with ease on your Android device!… Select 'new job.' ​… The next screen will take you to the actual job

Schedule a Job on Mobile

Quickly create a job on your iPhone or Android Device… If a job has a deposit applied, it will NOT automatically update if any line items or materials are added… OR add a new customer by clicking the icon in the upper right corner Set your: Job date

How to create email job reminders for my customers

How to create automatic email reminders for customers and what do email notifications look like for my customer?… How to Create a Job Reminder Email… Click Here to Create a Job Reminder Email Now

Create a Recurring Job

Learn how to schedule a daily, weekly, monthly, or annual recurring job… Delete a Recurring Job How do I create a recurrence from a job that has already been scheduled… To create a recurring job, you’ll complete the same steps you would for a one-time job with one additional

Using Commission on the Job

a new job, each employee you dispatch to that job will be automatically commissioned for every line… Creating a job… In the example below, we dispatch Paul MacStaging to a job with two line items

Schedule Recurring Jobs from your Mobile Device

Schedule a daily, weekly, monthly, or annual recurring job from your mobile device… Create a recurring job from the mobile app:… There is an option to create a series without an exact end time by selecting "Doesn't End."

Using Job Templates

Learn how to use job templates to streamline job setup… You can also create a job template from an existing job by selecting the gear icon on the job page and… Note: if information is added to a job before a job template is applied, applying a template later will

How do I create a recurrence from a job that has already been scheduled?

Set a job to reoccur in the system, after it has already been scheduled as a one time visit… Keep in mind a job with segments cannot be made into a recurring job… To change a job to recurring, go to the job details page of the job you'd like to update and click the

How do I add or reassign an employee to a job after it has been scheduled?

Assign one or multiple employees to a job after it has been created… Here you can add, remove, or change the employees assigned to a job by clicking the check box next to… You know they are assigned to the job when a blue check mark appears in the box directly left of their