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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… To create a job: Click the ➕ Create button in the top left corner of your account Select Job… Create a Job (Web)
Create a Recurring Job
Create daily, weekly, monthly, yearly and custom recurring jobs… To create a recurring job: Click + Create in the left navigation bar of your HCP account… To create a recurring job in the HCP Mobile App: Tap the + on your home screen and select 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 from the HCP web portal: Open a job to access the Job details page… "Pro-approve" and create a new job
Using Job Templates
Learn how to use job templates to streamline job setup… Pro Tip: You can also create a job template from an existing job by clicking the wrench… Go to my Job Templates When you create an account with Housecall Pro and select plumbing, HVAC,
Collect Custom Job Signatures
Create and collect up to 3 custom signatures on a job… Custom Job Signatures… Add and Manage Custom Job Signatures
Tasks on Jobs and Estimates
Create a task from a job or estimate… Create a task from a job or estimate… Where are tasks I create from a job or estimate visible?
How to Access Job & Estimate Pages
How to access your Jobs and Estimates in Housecall Pro… Create a job or estimate easily… Accessing Jobs and Estimates
Multi-day Job Appointments Overview
Effectively manage and schedule jobs across multiple employees and days by creating multiple assigned appointments within 1 job… It will now say Appointment instead of Schedule: It is still possible to: Create a job without… a schedule (without any appointments) Create a job with a schedule (with a single appointment)
How can I use Segments?
Use segments for jobs that require multiple visits, a return visit, collecting deductibles, and taking multiple payments… Both options will create a second segment for the job… Add segment will create a completely blank Job page for the second day
Job Name and Summary of Work
Name your Jobs to make it easier to identify and organize your work, and add a Summary of Work for a synopsis of what the Job is for… When you create a Job, you can add a Job Name to describe the Job further… Click on the name field on the Job page to add a Job Name