Account Setup Guide

Follow this guide to get your 7 steps completed and account setup to 100%!

Christy Billings avatar Alexa Greenberg avatar Taylor Morrison avatar +1
11 articles in this collection
Written by Christy Billings, Alexa Greenberg, Taylor Morrison and 1 other

Housecall Pro Gameplan

This game plan is going to help set you on the path to becoming a successful pro!
Taylor Morrison avatar
Written by Taylor Morrison
Updated over a week ago

Access Your Account Settings

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Written by Abbey Weber
Updated over a week ago

Account Setup Guide 🎉

New to Housecall Pro? Start here.
Christy Billings avatar
Written by Christy Billings
Updated over a week ago

1 of 7 Tell us about your company

company profile, update information about your company
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Written by Christy Billings
Updated over a week ago

How to set up your community profile

Step by step instructions to make sure your profile on the Housecall Community page is optimized
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Written by Alexa Greenberg
Updated over a week ago

2 of 7 Invite Your Employees

Onboard your employees so you can easily dispatch jobs to your team and stay updated with the work they're doing in the field.
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Written by Christy Billings
Updated over a week ago

3 of 7 Add your price list

services, price list, materials, parts
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Written by Christy Billings
Updated over a week ago

4 of 7 What is your service area?

service area, service radius, online booking
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Written by Christy Billings
Updated over a week ago

5 of 7 When are you open?

business hours, business open/close, online booking windows, soonest availability
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Written by Christy Billings
Updated over a week ago

6 of 7 Start accepting credit cards

payouts, bank account, credit card
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Written by Christy Billings
Updated over a week ago

7 of 7 Add Your Existing Customers

customer list, database, customer
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Written by Christy Billings
Updated over a week ago