I'm Just Getting Started

Designed for beginners, follow this guide to get your account setup and start scheduling your jobs!

Ian avatarJasmine Baptiste avatarAlexa Greenberg avatar
4 authors12 articles

MAX Starter Kit

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

Taylor Morrison avatarSarah Connors avatar
2 authors11 articles

What's New

Updates from Housecall Pro

Angel avatarJ
2 authors6 articles

Account Settings

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

Alyssa Moretti avatarIan avatarAlexa Greenberg avatar
6 authors18 articles


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

Alyssa Moretti avatarNick W avatarSteven Stiriti avatar
4 authors9 articles

Import & Export your Data

Learn how to import and export your data into Housecall Pro

Angel avatarSteven Stiriti avatarSienna Magee avatar
7 authors14 articles

iOS Mobile App

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

Allie Bosnic avatarIan avatarJil O. avatar
6 authors36 articles

Android Mobile App

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

Nick W avatarSteven Stiriti avatarIan avatar
5 authors24 articles

Company Dashboard

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

JIan avatarJ
6 authors19 articles


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

Gillian Hyde avatar
1 author22 articles


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

Alyssa Moretti avatarAllie Bosnic avatarIan avatar
4 authors11 articles


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

Ian avatarAngel avatarAlyssa Moretti avatar
7 authors26 articles

Jobs, Estimates, Events, & Sales Proposals

All about creating, editing, sending and assigning jobs, estimates, events, and sales proposals.

Bricelyn Jones avatarJJasmine Baptiste avatar
10 authors85 articles

Vehicle GPS Tracking

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

Jackie Greenberg avatar
1 author4 articles

Service Plans

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

Sarah Connors avatarAllie Bosnic avatarLaura Fonseca avatar
5 authors35 articles


Learn how to use Pipeline and Customer Intake.

KJasmine Baptiste avatarIan avatar
4 authors14 articles


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

Ian avatarSTaylor Morrison avatar
11 authors68 articles

HCP Money

Ethan Foster avatarWL
6 authors14 articles


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.

JIan avatarBricelyn Jones avatar
4 authors21 articles


Laura Fonseca avatar
1 author2 articles

Price Book

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

Ian avatarLaura Fonseca avatarJ
4 authors30 articles

Price List

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

Jil O. avatarIan avatarAlyssa Moretti avatar
5 authors10 articles


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

Steven Stiriti avatarTaylor Morrison avatarIan avatar
7 authors28 articles


Notifications throughout the system, explained.

Jackie Greenberg avatarIan avatarHouseCallPro Bot avatar
5 authors17 articles


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

Taylor Morrison avatarIan avatar
2 authors3 articles

App Store

Learn about the app store

Taylor Morrison avatarJackie Greenberg avatarIan avatar
5 authors42 articles

Online Booking

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

Jil O. avatarAngel avatarIan avatar
9 authors18 articles


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

Alexa Greenberg avatarAlyssa Moretti avatarTaylor Morrison avatar
5 authors12 articles

Job Inbox

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

Jackie Greenberg avatarJoanna Dare avatar
2 authors12 articles

QuickBooks Online

Get help with integrating Housecall Pro with QuickBooks Online.

Taylor Morrison avatarBAngel avatar
17 authors94 articles


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.

Taylor Morrison avatar
1 author7 articles


Alyssa Moretti avatarNick W avatarTaylor Morrison avatar
4 authors14 articles

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!

Ian avatarJ
2 authors9 articles

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

JElise avatar
2 authors4 articles

Google Calendar

Integrating Housecall Pro with Google Calendar.

Ian avatar
1 author3 articles

Housecall Pro Training University

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

Laura Fonseca avatar
1 author6 articles

HVAC Getting Started Guide

Designed specifically for Heating & Air Conditioning pros to get up and running with Housecall Pro quickly

Taylor Morrison avatar
1 author16 articles

Property Profile

Taylor Morrison avatarIan avatar
2 authors3 articles

Spanish - Español

Consulta nuestra colección de tutoriales en español.

Laura Fonseca avatarKarina S. avatarIan avatar
3 authors8 articles


Chris Nordensson avatar
1 author9 articles

Tech Support Tips

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

Alyssa Moretti avatarJil O. avatarIan avatar
5 authors6 articles

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.

Taylor Morrison avatar
1 author21 articles

HCP Coach

Ian avatar
1 author1 article

Business Financing

Ian avatar
1 author2 articles

HCP Assist

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

KBen Bosnic avatarA
3 authors4 articles

Multiday Job Appointments

Multi-day Jobs Appointments is currently in Beta Testing

1 author2 articles

QuickBooks Online: Set Up

Tomas Waples avatar
1 author3 articles

Housecall Pro Accounting

1 author1 article

New Online Booking

Kasia avatarJ
2 authors4 articles


Pay your employees and contractors right through HCP Payroll

Ian avatarAmparo DeLeon avatar
2 authors7 articles


Ian avatarT
2 authors2 articles

Twilio 10DLC Registration

1 author6 articles

Google Integrations

Google LSA and Reserve with Google

Taylor Morrison avatarIan avatarJackie Greenberg avatar
3 authors5 articles