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!

9 articles in this collection
Written by Abbey Weber, Christy Billings, and Alexa Greenberg

XL 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

Employees

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

+6

26 articles in this collection
Written by Jil Overstreet, Alyssa Moretti, Erin and 6 others

Online Booking

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

+8

20 articles in this collection
Written by Christy Billings, Angel, Abbey Weber and 8 others

Recurring Service Plans

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

+3

22 articles in this collection
Written by Christy Billings, Laura Fonseca, Abbey Weber and 3 others

Training Videos and Tutorials

View our catalogue of pre-recorded webinars and tutorials to help get you and your team trained and up and running.

+4

10 articles in this collection
Written by Nick Wildman, Abbey Weber, Laura Fonseca and 4 others

Account Settings

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

+3

12 articles in this collection
Written by Alyssa Moretti, Alexa Greenberg, Abbey Weber and 3 others

Jobs, Estimates, Events

All about creating, rescheduling, and assigning Jobs, Estimates, or Events.

+7

78 articles in this collection
Written by Abbey Weber, Alyssa Moretti, Jil Overstreet and 7 others

Customers

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

+7

31 articles in this collection
Written by Michael Stoeffler, Andrea L., Alexa Greenberg and 7 others

Price List

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

+1

9 articles in this collection
Written by Alyssa Moretti, Andrea L., Abbey Weber and 1 other

QuickBooks Online

Get help with integrating HouseCall Pro with QuickBooks Online.

+4

35 articles in this collection
Written by Jil Overstreet, Abbey Weber, Steven Stiriti and 4 others

Payments

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

+8

56 articles in this collection
Written by Michael Stoeffler, Abbey Weber, Christy Billings and 8 others

Android Mobile App

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

+2

28 articles in this collection
Written by Abbey Weber, Steven Stiriti, Nick Wildman and 2 others

iOS Mobile App

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

32 articles in this collection
Written by Abbey Weber, Jil Overstreet, and Alyssa Moretti

Notifications

Notifications throughout the system, explained.

+4

13 articles in this collection
Written by HouseCallPro Bot, Andrea L., Christy Billings and 4 others

Company Dashboard

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

+5

16 articles in this collection
Written by Abbey Weber, Mason Sloan, Jil Overstreet and 5 others

Tech Support Tips

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

3 articles in this collection
Written by Alyssa Moretti and Adam Perry-Pelletier

Marketing

Tips & Tricks for how to drive repeat business from previous customers of yours.

+2

12 articles in this collection
Written by Erin, Steven Stiriti, Christy Billings and 2 others

Superpro

10 articles in this collection
Written by Alexa Greenberg

Google Calendars

Integrating Housecall Pro with Google Calendar.

3 articles in this collection
Written by Christy Billings

Housecall Pro Subscription Billing

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

+3

8 articles in this collection
Written by Abbey Weber, Nick Wildman, Alyssa Moretti and 3 others

App Store

Learn about the app store

+1

5 articles in this collection
Written by Caroline Knetsch, Abbey Weber, Jil Overstreet and 1 other

Property Profile

1 article in this collection
Written by Connor Kuehnle

Reviews

+2

14 articles in this collection
Written by Taylor Morrison, Nick Wildman, Caroline Knetsch and 2 others

Tasks

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

3 articles in this collection
Written by Taylor Morrison and Abbey Weber

Plan Onboarding

Resources specific to your Housecall Pro plan

2 articles in this collection
Written by Taylor Morrison and Abbey Weber

Spanish - Español

8 articles in this collection
Written by Laura Fonseca, Christy Billings, and Karina Sanchez

CallRail

Integration with CallRail, a call analytics and recording platform.

2 articles in this collection
Written by Connor Kuehnle

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

Website Builder

9 articles in this collection
Written by Caroline Knetsch and Abbey Weber

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.

22 articles in this collection
Written by Taylor Morrison

Invoicing

Learn invoicing basics including how to create and send invoices via email and text, set up invoice reminders, batch invoicing, and auto invoicing.

1 article in this collection
Written by Taylor Morrison