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!

12 articles in this collection
Written by Alexa Greenberg, Ian, 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

What's New

Updates from Housecall Pro

J

5 articles in this collection
Written by Angel and Joe Burkhart

Account Settings

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

+3

18 articles in this collection
Written by Steven Stiriti, Ian, Alyssa Moretti and 3 others

Billing

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

+1

9 articles in this collection
Written by Ian, Nick W, Alyssa Moretti and 1 other

Import & Export your Data

Learn how to import and export your data into Housecall Pro

+3

12 articles in this collection
Written by Ian, Laura Fonseca, Sienna Magee and 3 others

iOS Mobile App

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

+1

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

Android Mobile App

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

+1

23 articles in this collection
Written by Jil O., Ian, Steven Stiriti and 1 other

Company Dashboard

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

+3

19 articles in this collection
Written by Taylor Morrison, HouseCallPro Bot, Alexa Greenberg and 3 others

Voice

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

K

15 articles in this collection
Written by Gillian Hyde and Kat Gonzales-Earhart

Calendar

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

M

+2

9 articles in this collection
Written by Mateusz Zmuda, Ian, Alyssa Moretti and 2 others

Customers

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

+5

26 articles in this collection
Written by Alexa Greenberg, Taylor Morrison, Ian and 5 others

Jobs, Estimates, Events, & Sales Proposals

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

+4

70 articles in this collection
Written by Alyssa Moretti, Ian, Allie Bosnic and 4 others

Pipeline

Learn how to use pipeline and customer intake.

K C

9 articles in this collection
Written by Katie Hickey and Coach at HCP

Payments

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

+6

66 articles in this collection
Written by Ian, Alyssa Moretti, Taylor Morrison and 6 others

Housecall Pro Expense Card

L S

10 articles in this collection
Written by Ian, Lani Young, and Shane Dixon

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

10 articles in this collection
Written by James Nichols and Bricelyn Jones

Price Book

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

J +1

30 articles in this collection
Written by Ian, Laura Fonseca, Joe Burkhart and 1 other

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

Employees

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

+4

29 articles in this collection
Written by Jil O., Alyssa Moretti, Ian and 4 others

Notifications

Notifications throughout the system, explained.

+4

17 articles in this collection
Written by Ian, Alyssa Moretti, Alexa Greenberg and 4 others

Tasks

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

3 articles in this collection
Written by Ian and Taylor Morrison

App Store

Learn about the app store

+2

42 articles in this collection
Written by Ian, Taylor Morrison, Cathlin H. and 2 others

Online Booking

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

+7

23 articles in this collection
Written by Ian, Angel, Jil O. and 7 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.

+2

12 articles in this collection
Written by Ian, Steven Stiriti, Taylor Morrison and 2 others

Vehicle GPS Tracking

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

4 articles in this collection
Written by Jackie Greenberg

Job Inbox

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

8 articles in this collection
Written by Jackie Greenberg and Joanna Dare

QuickBooks Online

Get help with integrating Housecall Pro with QuickBooks Online.

+11

70 articles in this collection
Written by Angel, Jil O., Ian and 11 others

QuickBooks Desktop

Learn about the integration between Housecall Pro and QuickBooks Desktop. We support US versions of QuickBooks Desktop (QBD) for Windows only (2017 or later). QuickBooks Desktop is required to be…

+5

25 articles in this collection
Written by Taylor Morrison, Caitlin Oruska, Ian and 5 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

Service Plans

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

+3

33 articles in this collection
Written by Ian, Allie Bosnic, Taylor Morrison and 3 others