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Advice and answers from the Housecall Pro Team

Search results for:checklists
Checklists Advanced
Housecall Pro is excited to introduce Checklists Advanced, a more powerful version of our Checklists… Checklists Advanced Overview… Checklists Advanced is a paid feature available with the HCP Cam Add-On
How to Create & Manage Checklists
Learn how to create checklist templates so that your employees can use this checklist while on the job… Create & Manage Checklists… Add Checklists to Invoices
Checklist Templates for Plumbing
Find templates for service call checklists and inspection checklists specific to the plumbing industry… Inspection Checklist… Service Call Checklist
Checklist Templates for HVAC
Find templates for service call checklists, estimate checklists, and more specific to the heating & air conditioning industry… Inspection Checklist… Service Call Checklist
How do Field Techs use Checklists on Mobile?
Learn how to use checklists in the field on the mobile app. Make it easy for employees to complete job specific tasks on a checklist… Completing Checklists on Mobile… If you're looking for more advice on how to effectively use checklists, along with other great features
Checklist Improvements
Use custom checklists to ensure the right steps are followed on every job… You can also create job templates to which checklists can be added to facilitate auto-adding checklists… Using and Completing Checklists on Jobs and Estimates
Electrical Checklist Templates
Find templates for JSA, Rough-In, and Risk Assessment checklists specific to the electrical industry… JSA (Job Safety Analysis) Checklist… Rough-In Checklist
HCP Cam Overview
Checklists Advanced… With Photo Annotations, Video Uploads, and Checklists Advanced, you can gain complete control over what's… Use checklists for clear client communication and guided workflows, and stay connected to the field with
Employee Training Materials
This article includes Employee Training Checklists, Video Tutorials & our Employee Handbook Template to help with training your employees… Employee Training Checklists… Field Tech Training Checklist
Sending Invoices
Add any attachments (photos, documents, or checklists) you'd like to send from the job by clicking on… Add any attachments (photos, documents, or checklists) you'd like to send from the job by clicking on