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.
Learn about your account settings, how to properly get your account setup
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.
The main view into your business. Each section, explained in depth here.
This collection covers everything you need to know or may have questions about regarding your calendar.
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
Create, maintain, send, and cancel recurring service plans otherwise known as Maintenance Plans, Planned Maintenance Programs, Care Clubs and Membership Plans.
How Payments, Credit Card processing, invoice payments, and payment terms all behave in Housecall Pro.
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.
Learn how to set up your Price Book for the services and materials that you provide
How to set up your price list for the services that you provide.
Adding, managing, removing, or assigning jobs to an employee of yours.
Notifications throughout the system, explained.
Learn everything there is to know about setting up your online booking and optimizing your online booking experience for your customers
Learn how to leverage your marketing tools from within Housecall Pro. We will share tips & tricks for how to drive repeat business and referrals.
Get jobs, leads, and opportunities delivered right to your Housecall Pro inbox
Get help with integrating Housecall Pro with QuickBooks Online.
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.
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
Spanish - Español
Consulta nuestra colección de tutoriales en español.
Tech Support Tips
Tips and Tricks to help resolve any technical issues you may be having.
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.
Your space to find answers to your questions for HCP Assist!
Multiday Job Appointments
Multi-day Jobs Appointments is currently in Beta Testing