Housecall Pro Help Center

I'm Just Getting Started

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

M

12 articles in this collection
Written by Alexa Greenberg, Mary Nagel, and Taylor Morrison

MAX 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

M

+4

18 articles in this collection
Written by Steven Stiriti, Mary Nagel, Alyssa Moretti and 4 others

Android Mobile App

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

M

+1

24 articles in this collection
Written by Jil O., Mary Nagel, Steven Stiriti and 1 other

App Store

Learn about the app store

M

+3

43 articles in this collection
Written by Mary Nagel, Tim B., Taylor Morrison and 3 others

Vehicle GPS Tracking

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

2 articles in this collection
Written by Jackie Greenberg

Billing

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

M

+2

9 articles in this collection
Written by Mary Nagel, Nick W, Alyssa Moretti and 2 others

Calendar

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

M

+4

12 articles in this collection
Written by Taylor Morrison, Mary Nagel, Andrea L. and 4 others

Price Book

+2

29 articles in this collection
Written by Tim B., Laura Fonseca, Ian and 2 others

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.

+4

19 articles in this collection
Written by Taylor Morrison, HouseCallPro Bot, Alexa Greenberg and 4 others

Customers

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

+6

33 articles in this collection
Written by Jil O., Andrea L., Alyssa Moretti and 6 others

Employees

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

+5

30 articles in this collection
Written by Jil O., Alyssa Moretti, Tim B. and 5 others

Google Calendars

Integrating Housecall Pro with Google Calendar.

M

3 articles in this collection
Written by Mary Nagel

Housecall Pro Training University

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

9 articles in this collection
Written by Laura Fonseca

HVAC Getting Started Guide

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

16 articles in this collection
Written by Taylor Morrison

iOS Mobile App

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

M

+1

33 articles in this collection
Written by Jil O., Mary Nagel, Alyssa Moretti and 1 other

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, & Sales Proposals

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

M

+4

70 articles in this collection
Written by Alyssa Moretti, Mary Nagel, Allie Bosnic and 4 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.

M

+3

12 articles in this collection
Written by Mary Nagel, Steven Stiriti, Tim B. 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

M

+8

23 articles in this collection
Written by Mary Nagel, Angel, Jil O. and 8 others

Payments

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

M

+7

71 articles in this collection
Written by Mary Nagel, Alyssa Moretti, Taylor Morrison and 7 others

Price List

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

+3

11 articles in this collection
Written by Jil O., Alyssa Moretti, Andrea L. and 3 others

Property Profile

3 articles in this collection
Written by Taylor Morrison and Tim B.

Notifications

Notifications throughout the system, explained.

M

+5

17 articles in this collection
Written by Mary Nagel, Alyssa Moretti, Tim B. and 5 others

Quickbooks Desktop

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…

J +3

22 articles in this collection
Written by Taylor Morrison, Tim B., Judy Gingerich and 3 others

QuickBooks Online

Get help with integrating HouseCall Pro with QuickBooks Online.

M +7

49 articles in this collection
Written by Angel, Jil O., Mary Nagel and 7 others

Service Plans

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

M

+5

32 articles in this collection
Written by Mary Nagel, Allie Bosnic, Taylor Morrison and 5 others

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.

J

3 articles in this collection
Written by James Nichols