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.
Adding, managing, removing, or assigning jobs to an employee of yours.
Learn everything there is to know about setting up your online booking and optimizing your online booking experience for your customers
Create, maintain, send, and cancel recurring service plans otherwise known as Maintenance Plans, Planned Maintenance Programs, Care Clubs and Membership Plans.
View our catalogue of pre-recorded webinars and tutorials to help get you and your team trained and up and running.
Learn about your account settings, how to properly get your account setup
All about creating, rescheduling, and assigning Jobs, Estimates, or Events.
Here is where you'll find articles and how-to's for managing your customers.
How to set up your price list for the services that you provide.
Get help with integrating HouseCall Pro with QuickBooks Online.
How Payments, Credit Card processing, invoice payments, and payment terms all behave in Housecall Pro.
How to use each of the mobile apps to effectively manage work while on the go.
Everything you need to take advantage of your mobile app for iPhone
Notifications throughout the system, explained.
The main view into your business. Each section, explained in depth here.
Tips and Tricks to help resolve any technical issues you may be having.
Tips & Tricks for how to drive repeat business from previous customers of yours.
Integrating Housecall Pro with Google Calendar.
Answers to questions you may have about your Housecall Pro subscription.
Learn about the app store
How to use tasks to keep track of day to day duties
Resources specific to your Housecall Pro plan
Integration with CallRail, a call analytics and recording platform.
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.
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.
