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!

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12 articles in this collection
Written by Abbey W., Christy Billings, Alexa Greenberg and 1 other

XL Starter Kit

Work your way through this module one step at a time to get started with your new XL Plan.

10 articles in this collection
Written by Taylor Morrison

Account Settings

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

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15 articles in this collection
Written by Alyssa Moretti, Alexa Greenberg, Abbey W. and 4 others

Android Mobile App

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

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28 articles in this collection
Written by Abbey W., Steven Stiriti, Nick W and 2 others

App Store

Learn about the app store

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5 articles in this collection
Written by Jil Overstreet, Katherine Scott, Caroline Knetsch and 1 other

Billing

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

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8 articles in this collection
Written by Abbey W., Nick W, Alyssa Moretti and 3 others

CallRail

Integration with CallRail, a call analytics and recording platform.

2 articles in this collection
Written by Connor Kuehnle

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.

7 articles in this collection
Written by Taylor Morrison

Company Dashboard

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

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16 articles in this collection
Written by Abbey W., Mason Sloan, Jil Overstreet and 5 others

Customers

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

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31 articles in this collection
Written by Michael Stoeffler, Andrea L., Kristine and 8 others

Employees

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

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28 articles in this collection
Written by Jil Overstreet, Alyssa Moretti, Erin and 6 others

Google Calendars

Integrating Housecall Pro with Google Calendar.

3 articles in this collection
Written by Christy Billings

Housecall Pro Training University

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

8 articles in this collection
Written by Laura Fonseca

Invoicing

Learn invoicing basics including how to create and send invoices via email and text, set up invoice reminders, batch invoicing, and auto invoicing.

1 article in this collection
Written by Taylor Morrison

iOS Mobile App

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

32 articles in this collection
Written by Abbey W., Jil Overstreet, and Alyssa Moretti

Job Costing

Job costing is a critical tool to making sure you're making money on every job. Track costs and Profit/Loss (P&L) on each job.

3 articles in this collection
Written by Taylor Morrison

Jobs, Estimates, Events

All about creating, rescheduling, and assigning Jobs, Estimates, or Events.

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79 articles in this collection
Written by Abbey W., Alyssa Moretti, Jil Overstreet and 7 others

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.

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13 articles in this collection
Written by Christy Billings, Taylor Morrison, Alyssa Moretti and 3 others

Online Booking

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

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21 articles in this collection
Written by Christy Billings, Angel, Abbey W. and 8 others

Payments

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

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57 articles in this collection
Written by Michael Stoeffler, Abbey W., Christy Billings and 8 others

Price List

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

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11 articles in this collection
Written by Jil Overstreet, Alyssa Moretti, Taylor Morrison and 3 others

Property Profile

1 article in this collection
Written by Connor Kuehnle

Notifications

Notifications throughout the system, explained.

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13 articles in this collection
Written by HouseCallPro Bot, Andrea L., Christy Billings and 4 others

Quickbooks Desktop Integration

Learn about the integration between Housecall Pro and Quickbooks Online. We support US versions of Quickbooks Desktop (QBD) for Windows only (2017 or later) Quickbooks Desktop is required to be…

14 articles in this collection
Written by Taylor Morrison

QuickBooks Online

Get help with integrating HouseCall Pro with QuickBooks Online.

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35 articles in this collection
Written by Taylor Morrison, Jil Overstreet, Kristine and 5 others

Recurring Service Plans

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

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22 articles in this collection
Written by Christy Billings, Laura Fonseca, Abbey W. and 3 others

Reviews

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14 articles in this collection
Written by Taylor Morrison, Nick W, Caroline Knetsch and 2 others

Spanish - Español

8 articles in this collection
Written by Laura Fonseca, Christy Billings, and Karina Sanchez

Superpro

9 articles in this collection
Written by Alexa Greenberg

Tasks

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

3 articles in this collection
Written by Taylor Morrison and Abbey W.

Tech Support Tips

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

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5 articles in this collection
Written by Nick W, Alyssa Moretti, Jil Overstreet and 1 other

Website Builder

9 articles in this collection
Written by Caroline Knetsch and Abbey W.

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.

22 articles in this collection
Written by Taylor Morrison