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.
Updates from Housecall Pro
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.
Learn how to import and export your data into Housecall Pro
Everything you need to take advantage of your mobile app for iPhone
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.
Learn how to use our voice features in our Voice solution.
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.
All about creating, editing, sending and assigning jobs, estimates, events, and sales proposals.
Learn how to use pipeline and customer intake.
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.
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.
How to use tasks to keep track of day to day duties
Learn about the app store
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.
Learn how to use Vehicle GPS Tracking powered by Force by Mojio
Get jobs, leads, and opportunities delivered right to your Housecall Pro inbox
Get help with integrating Housecall Pro with QuickBooks Online.
Learn about the integration between Housecall Pro and QuickBooks Desktop. We support US versions of QuickBooks Desktop (QBD) for Windows only (2017 or later). QuickBooks Desktop is required to be…
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.
Create, maintain, send, and cancel recurring service plans otherwise known as Maintenance Plans, Planned Maintenance Programs, Care Clubs and Membership Plans.
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!
Designed specifically for Heating & Air Conditioning pros to get up and running with Housecall Pro quickly
Consulta nuestra colección de tutoriales en español.
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.