Designed for beginners, follow this guide to get your account setup and start scheduling your jobs!
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
How to use each of the mobile apps to effectively manage work while on the go.
Learn about the app store
Answers to questions you may have about your Housecall Pro subscription and billing.
Integration with CallRail, a call analytics and recording platform.
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.
The main view into your business. Each section, explained in depth here.
Here is where you'll find articles and how-to's for managing your customers.
Adding, managing, removing, or assigning jobs to an employee of yours.
Integrating Housecall Pro with Google Calendar.
Training courses for those looking to get started with Housecall Pro or looking to optimize their most powerful tools!
Learn invoicing basics including how to create and send invoices via email and text, set up invoice reminders, batch invoicing, and auto invoicing.
Everything you need to take advantage of your mobile app for iPhone
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.
All about creating, rescheduling, and assigning Jobs, Estimates, or Events.
Learn how to leverage your marketing tools from within Housecall Pro. We will share tips & tricks for how to drive repeat business and referrals.
Learn everything there is to know about setting up your online booking and optimizing your online booking experience for your customers
How Payments, Credit Card processing, invoice payments, and payment terms all behave in Housecall Pro.
How to set up your price list for the services that you provide.
Notifications throughout the system, explained.
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…
Get help with integrating HouseCall Pro with QuickBooks Online.
Create, maintain, send, and cancel recurring service plans otherwise known as Maintenance Plans, Planned Maintenance Programs, Care Clubs and Membership Plans.
How to use tasks to keep track of day to day duties
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.