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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!

Taylor Morrison avatarAlexa Greenberg avatarIan avatar
By Taylor and 2 others3 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
By Taylor and 1 other2 authors11 articles

What's New

Updates from Housecall Pro

JLaura Fonseca avatarAngel avatar
By Joe and 3 others4 authors10 articles

Account Settings

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

Ian avatarAlyssa Moretti avatarAlexa Greenberg avatar
By Ian and 6 others7 authors19 articles

Billing

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

Ian avatarNick W avatarAlyssa Moretti avatar
By Ian and 3 others4 authors9 articles

Import & Export your Data

Learn how to import and export your data into Housecall Pro

Sienna Magee avatarIan avatarLaura Fonseca avatar
By Sienna and 6 others7 authors14 articles

iOS Mobile App

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

Jil O. avatarIan avatarAlyssa Moretti avatar
By Jil and 3 others4 authors33 articles

Android Mobile App

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

Jil O. avatarGIan avatar
By Jil and 4 others5 authors24 articles

Company Dashboard

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

Taylor Morrison avatarHouseCallPro Bot avatarC
By Taylor and 5 others6 authors19 articles

Voice

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

Gillian Hyde avatar
By Gillian1 author22 articles

Calendar

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

MIan avatarAlyssa Moretti avatar
By Mateusz and 4 others5 authors10 articles

Customers

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

Ian avatarAlyssa Moretti avatarAngel avatar
By Ian and 6 others7 authors26 articles

Jobs, Estimates, Events, & Sales Proposals

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

Bricelyn Jones avatarJPaweł Nowak avatar
By Bricelyn and 7 others8 authors79 articles

Vehicle GPS Tracking

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

Jackie Greenberg avatar
By Jackie1 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 avatarTaylor Morrison avatarLaura Fonseca avatar
By Sarah and 4 others5 authors34 articles

Pipeline

Learn how to use pipeline and customer intake.

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By Katie and 1 other2 authors11 articles

Payments

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

Charlie Hoffert avatarIan avatarAngel avatar
By Charlie and 9 others10 authors66 articles

HCP Money

LIan avatarS
By Lani and 4 others5 authors10 articles

Reporting

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.

JCBricelyn Jones avatar
By James and 2 others3 authors18 articles

Price Book

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

Laura Fonseca avatarIan avatarJ
By Laura and 3 others4 authors30 articles

Price List

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

Taylor Morrison avatarIan avatarAlyssa Moretti avatar
By Taylor and 4 others5 authors10 articles

Employees

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

Ian avatarTaylor Morrison avatarSteven Stiriti avatar
By Ian and 6 others7 authors29 articles

Notifications

Notifications throughout the system, explained.

Jackie Greenberg avatarIan avatarHouseCallPro Bot avatar
By Jackie and 4 others5 authors17 articles

Tasks

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

Ian avatarTaylor Morrison avatar
By Ian and 1 other2 authors3 articles

App Store

Learn about the app store

Cathlin H. avatarJackie Greenberg avatarIan avatar
By Cathlin and 4 others5 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

Ian avatarAlexa Greenberg avatarAlyssa Moretti avatar
By Ian and 9 others10 authors23 articles

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.

Alexa Greenberg avatarIan avatarSteven Stiriti avatar
By Alexa and 4 others5 authors12 articles

Job Inbox

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

Joanna Dare avatarJackie Greenberg avatar
By Joanna and 1 other2 authors12 articles

QuickBooks Online

Get help with integrating Housecall Pro with QuickBooks Online.

Jeff H. avatarTaylor Morrison avatarCaitlin Oruska avatar
By Jeff and 16 others17 authors94 articles

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.

Taylor Morrison avatar
By Taylor1 author7 articles

Reviews

Taylor Morrison avatarNick W avatarIan avatar
By Taylor and 3 others4 authors14 articles

Website Builder

Ian avatar
By Ian1 author8 articles

Google Calendar

Integrating Housecall Pro with Google Calendar.

Ian avatar
By Ian1 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
By Laura1 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
By Taylor1 author16 articles

Property Profile

Taylor Morrison avatarIan avatar
By Taylor and 1 other2 authors3 articles

Spanish - Español

Consulta nuestra colección de tutoriales en español.

Laura Fonseca avatarIan avatarKarina S. avatar
By Laura and 2 others3 authors8 articles

Superpro

Chris Nordensson avatar
By Chris1 author9 articles

Tech Support Tips

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

Nick W avatarJoanna Dare avatarAlyssa Moretti avatar
By Nick and 4 others5 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
By Taylor1 author21 articles

HCP Coach

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By Coach1 author1 article

Business Financing

Ian avatar
By Ian1 author2 articles

HCP Assist

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

KBen Bosnic avatar
By Kat and 1 other2 authors3 articles

Multiday Job Appointments

Multi-day Jobs Appointments is currently in Beta Testing

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By Mateusz1 author2 articles

QuickBooks Online: Set Up

Tomas Waples avatar
By Tomas1 author3 articles

Housecall Pro Accounting

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By Michał1 author1 article

New Online Booking

Kasia avatar
By Kasia1 author2 articles

Payroll

Pay your employees and contractors right through HCP Payroll

Paweł Nowak avatar
By Paweł1 author1 article
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