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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 job… Create a Job (HCP Web Portal)… Create a Job (HCP Mobile App- iOS)
Create a Recurring Job
Create daily, weekly, monthly, yearly and custom recurring jobs… How to Create a Recurring Job (HCP Web Portal)… How to Create a Recurring Job (HCP Mobile App)
Estimates on Jobs
This article explains how to sell jobs more efficiently by creating an estimate directly from an ongoing job… To create an Estimate on a Job from the HCP web portal: Open a job to access the Job details page… To create an Estimate on a Job on the HCP mobile app: Open a job to view the Job details screen
Using Job Templates
Learn how to use job templates to streamline job setup… Pro Tip: You can also create a job template from an existing job by clicking the wrench & gear… Create a new template by clicking the + Job template button to the right
How to Access Job & Estimate Pages
How to access your Jobs and Estimates in Housecall Pro… Create a job or estimate easily… To access a Job or Estimate page: Jobs and Estimates can be accessed by clicking on the 'Customers
Collect Custom Job Signatures
Create and collect up to 3 custom signatures on a job… To collect a signature on a job: Open a job on the mobile app… View a signature on the Job details page: Open a job in the web portal
Multi-day Job Appointments Overview
Effectively manage and schedule jobs across multiple employees and days by creating multiple assigned appointments within 1 job… a schedule (without any appointments) Create a job with a schedule (with a single appointment)… If there's a need to unschedule a job, all appointments have to be deleted or a new segment on a job
Job Name and Summary of Work
Name your Jobs to make it easier to identify and organize your work, and add a Summary of Work for a synopsis of what the Job is for… When you create a Job, you can add a Job Name to describe the Job further… Click on the name field on the Job page to add a Job Name
How can I use Segments?
Use segments for jobs that require multiple visits, a return visit, collecting deductibles, and taking multiple payments… Both options will create a second segment for the job… Add segment will create a completely blank Job page for the second day
How to Copy or Convert Jobs and Estimates
Learn how to copy/convert information between jobs and estimates… To convert a multi-option estimate to a job: Open an existing estimate or create a new estimate with… Important Considerations: Copying multiple options to a job will create a single job segment