Advice and answers from the Housecall Pro Team

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Job Costing Reporting

Understand how our job costing reports work… Material cost: Sum of material cost. Miscellaneous cost: Sum of miscellaneous cost… Labor cost: Sum of labor cost

Using Job Costing

When the Show expected job costs setting is enabled, the unit cost of any service line item on a job… will be treated as an expected cost and will be shown under the expected costs section of the job costing… job cost

Using Job Templates

Learn how to use job templates to streamline job setup… You can also create a job template from an existing job by selecting the gear icon on the job page and… Job fields Learn more about job fields here

Add Job Tags

Add job and estimate tags to categorize, track, and report… details like type of job or lead source… Where can I manage my customer and job tags?

Job notes 101

Add and edit internal job notes about the job for your company to view prior to or while on the job… add notes while creating a job How job notes work for recurring jobs A job note is a private… What is a job note?

Job Inbox Overview

Never miss an opportunity for a new job! Follow these steps to enable partners for Job Inbox and receive notifications for new jobs… Q: Are there a lot of steps to complete a job through Job Inbox?… Q: How do I view job opportunities through Job Inbox?

Cancel a Job

Cancel a job or estimate and automatically send your customer a text and email notification… Canceling a job (from the web portal) will give you an option to notify your customer that the job has… the customer's notification settings Delete a Job Restore a Deleted/Canceled Job or Estimate

Customer Job History

View your customer's estimate and job history… Details Page Delete a Job or Estimate Cancel a Job or Estimate Restore Deleted/Canceled Jobs and… dates shown: Set your dates and click 'X' View a Customer's Billing Invoice History Estimate/Job

How to Cancel a Job Received through Job Inbox

Learn how to cancel a Job Inbox job… You accidentally accepted a job through Job Inbox… You do not need to notify the customer that the job is cancelled, because the job will be offered to

Delete a Job/Invoice

Delete a one-time job from your calendar… It cannot not be used for another job or estimate Cancel a Job Restore Deleted/Canceled Jobs and Estimates… Select 'Delete job' from the drop down ​ 4