I'm Just Getting Started

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

Taylor Morrison avatarAlyssa Moretti avatarKarina S. avatar
10 authors30 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 avatarAlyssa Moretti avatarSarah Connors avatar
5 authors13 articles

What's New

Updates from Housecall Pro

Angel avatarRoland Ligtenberg avatar
2 authors4 articles

Account Settings

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

Alyssa Moretti avatarIan avatarAllison L avatar
11 authors24 articles


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

Alyssa Moretti avatarNick W avatarIan avatar
4 authors9 articles

Import & Export your Data

Learn how to import and export your data into Housecall Pro

Sienna Magee avatarSteven Stiriti avatarTaylor Morrison avatar
6 authors13 articles

iOS Mobile App

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

Allie Bosnic avatarIan avatarJil O. avatar
5 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 authors23 articles

Company Dashboard

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

JIan avatarJ
7 authors24 articles


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

Ian avatarOAngel avatar
9 authors28 articles


Overview of your schedule, schedule settings and basic scheduling features.

Allie Bosnic avatarAlyssa Moretti avatarIan avatar
4 authors9 articles

Jobs, Estimates, Events, & Sales Proposals

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

Jasmine Baptiste avatarIan avatarBricelyn Jones avatar
13 authors92 articles

Multi-Day Jobs Appointments

Ian avatarSarah Connors avatar
2 authors2 articles


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

Gillian Hyde avatarAngel avatar
2 authors37 articles

Fleet Management

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

Joanna Dare avatarIan avatar
2 authors6 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.

KJeff H. avatarIan avatar
6 authors16 articles


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

Ian avatarTaylor Morrison avatarCharlie Hoffert avatar
10 authors71 articles

HCP Money

Ethan Foster avatarLW
6 authors26 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 authors23 articles


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2 authors8 articles

Price Book

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

Sarah Connors avatarIan avatarRoland Ligtenberg avatar
7 authors36 articles

Price List

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

Jil O. avatarIan avatarAlyssa Moretti avatar
5 authors9 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.

MIan avatarAlyssa Moretti avatar
4 authors16 articles


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

Ian avatar
1 author1 article

App Store

Learn about the app store

Taylor Morrison avatarIan avatarCathlin H. avatar
5 authors43 articles

Customer Portal

Learn about the tool for your customers to self-serve information on your history with them

Sienna Magee avatar
1 author2 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
8 authors29 articles

Job Inbox

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

Joanna Dare avatarIan avatarMathew Hoover avatar
3 authors14 articles

QuickBooks Online

Get help with integrating Housecall Pro with QuickBooks Online.

BTaylor Morrison avatarAngel avatar
19 authors104 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 avatarDyamond W. avatar
2 authors7 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 avatarRoland Ligtenberg avatar
2 authors9 articles

Websites add-on

Let our team of experts build a professional and integrated website for you that attracts and wins customers through engaging digital experiences

Elise avatarRoland Ligtenberg avatar
2 authors6 articles

Google Calendar

Integrating Housecall Pro with Google Calendar.

Ian avatarDelano G. avatar
2 authors4 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 author5 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 author15 articles

Property Profile

Taylor Morrison avatarIan avatar
2 authors3 articles

Spanish - Español

Consulta nuestra colección de tutoriales en español.

Karina S. avatarLaura Fonseca avatarIan avatar
4 authors9 articles


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1 author1 article

Tech Support Tips

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

Alyssa Moretti avatarJil O. avatarIan avatar
6 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 author16 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 authors5 articles

QuickBooks Online: Set Up

Tomas Waples avatar
1 author3 articles

Housecall Pro Accounting

1 author1 article

New Online Booking

Give customers a way to book jobs and estimates to your calendar from any device, 24/7

Kasia avatarRoland Ligtenberg avatar
2 authors9 articles


Pay your employees and contractors right through HCP Payroll

Ian avatarAmparo DeLeon avatarN
5 authors19 articles


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1 author2 articles

Twilio 10DLC Registration

1 author2 articles

Google Integrations

Google LSA and Reserve with Google

Joanna Dare avatarTaylor Morrison avatarIan avatar
3 authors7 articles

Conquer Coaching

Ian avatarJ
2 authors29 articles

AI Team

Introducing your custom AI Team. Bring on specialized expertise and assemble the support you need.

Joanna Dare avatar
1 author1 article