Advice and answers from the Housecall Pro Team
I'm Just Getting Started
Designed for beginners, follow this guide to get your account setup and start scheduling your jobs!



MAX Starter Kit
Work your way through this module one step at a time to get started with your new XL Plan.
What's New
Updates from Housecall Pro

Account Settings
Learn about your account settings, how to properly get your account setup



Billing
Answers to questions you may have about your Housecall Pro subscription and billing.



Import & Export your Data
Learn how to import and export your data into Housecall Pro



iOS Mobile App
Everything you need to take advantage of your mobile app for iPhone



Android Mobile App
How to use each of the mobile apps to effectively manage work while on the go.



Company Dashboard
The main view into your business. Each section, explained in depth here.

Voice
Learn how to use our voice features in our Voice solution.

Calendar
This collection covers everything you need to know or may have questions about regarding your calendar.



Customers
Here is where you'll find articles and how-to's for managing your customers.



Jobs, Estimates, Events, & Sales Proposals
All about creating, editing, sending and assigning jobs, estimates, events, and sales proposals.


Vehicle GPS Tracking
Learn how to use Vehicle GPS Tracking powered by Force by Mojio

Service Plans
Create, maintain, send, and cancel recurring service plans otherwise known as Maintenance Plans, Planned Maintenance Programs, Care Clubs and Membership Plans.


Pipeline
Learn how to use Pipeline and Customer Intake.


Payments
How Payments, Credit Card processing, invoice payments, and payment terms all behave in Housecall Pro.

HCP Money
Reporting
Reporting in Housecall Pro empowers you to build the reports you actually want, rather than having to settle for cookie cutter reports pre determined for you.


Invoicing

Price Book
Learn how to set up your Price Book for the services and materials that you provide


Price List
How to set up your price list for the services that you provide.



Employees
Adding, managing, removing, or assigning jobs to an employee of yours.


Notifications
Notifications throughout the system, explained.



Tasks
How to use tasks to keep track of day to day duties

App Store
Learn about the app store


Online Booking
Learn everything there is to know about setting up your online booking and optimizing your online booking experience for your customers



Marketing
Learn how to leverage your marketing tools from within Housecall Pro. We will share tips & tricks for how to drive repeat business and referrals.


Job Inbox
Get jobs, leads, and opportunities delivered right to your Housecall Pro inbox


QuickBooks Online
Get help with integrating Housecall Pro with QuickBooks Online.

Checklists
Create and save Checklist Templates that you can add to jobs which must be completed by employees before they can mark a job as finished.
Reviews


Website Builder
Housecall Pro is no longer offering new subscriptions to our legacy Website Builder Product. If you currently have a Website Builder site from Housecall Pro, your site will continue to be supported. You may use this help article to find helpful information and resources related to your Website Builder site. If you are interested in a new website, check out our brand new offering, Websites by Housecall Pro!

Websites by Housecall Pro
Let our team of experts build a professional and integrated website for you that attracts and wins customers through engaging digital experiences

Google Calendar
Integrating Housecall Pro with Google Calendar.

Housecall Pro Training University
Training courses for those looking to get started with Housecall Pro or looking to optimize their most powerful tools!

HVAC Getting Started Guide
Designed specifically for Heating & Air Conditioning pros to get up and running with Housecall Pro quickly
Property Profile

Spanish - Español
Consulta nuestra colección de tutoriales en español.



Superpro

Tech Support Tips
Tips and Tricks to help resolve any technical issues you may be having.



XL Advanced
In this series we are going to take things up a notch and introduce tips, tricks, and favorite strategies for fully utilizing your HCP account.
HCP Coach

Business Financing

HCP Assist
Your space to find answers to your questions for HCP Assist!

Multiday Job Appointments
Multi-day Jobs Appointments is currently in Beta Testing
QuickBooks Online: Set Up

Housecall Pro Accounting
New Online Booking

Payroll
Pay your employees and contractors right through HCP Payroll


Benefits

Twilio 10DLC Registration
Google Integrations
Google LSA and Reserve with Google

