Advice and answers from the Housecall Pro Team

Search results for:create a job

How to Create a Job

Step-by-step instructions showing how to create, dispatch, & schedule a job… Create a Job… How to Create a Job from the HCP Mobile App

Automated Email Campaigns Overview and FAQ

Efficiently create and manage automated email campaigns for effective customer engagement and streamlined operations… A pop-up will appear prompting you to select whether you would like to create a campaign before a job… A pop-up will appear prompting you to select whether you would like to create a campaign before a job

Estimates on Jobs

This article explains how to sell jobs more efficiently by creating an estimate directly from an ongoing job… To create an estimate on a job on mobile, navigate to any job to view the details screen… How to create an estimate on a job? What are the main features of estimates created on jobs?

Manage Recurring Jobs

Make changes a single recurring job or the entire series… Create a Recurring Job… How to Create a Recurring Job (HCP Web Portal)

Using Commission on the Job

To create a job, click the black 'New' button on your navigation bar and select 'Job' In the example… a new job, each employee you dispatch to that job will be automatically commissioned for every line… Creating a job

Using Job Templates

Learn how to use job templates to streamline job setup… Adding a template while creating a job: Adding a template from an existing job: Job Templates… You can also create a job template from an existing job by selecting the gear icon on the job page and

Collect Custom Job Signatures

Create and collect up to 3 custom signatures on a job… Create a custom job signature… To create a custom signature, navigate to your job settings on the web: Select the gear icon

How to create a report for travel and job duration time.

Create a custom report to track travel time and job duration for each employee… already selected, you will need to add the columns to your report for End Time, Travel Duration, On the Job… Once added you can then filter by a specific employee on the report

How to Access Job & Estimate Pages

How to access your Jobs and Estimates in Housecall Pro… Create a job or estimate easily… To access a Job or Estimate page: Jobs and Estimates can be accessed by clicking on the 'Customers

Job Tags

Add job and estimate tags to categorize, track, and report… To add a job tag: Locate the desired job you would like to add the job tag to Scroll down… What is a job tag?