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Search results for:
property profile
Property
Profile
Track work happening on equipment and other items on your customer's
property
… The
property
profile
app allows you to track the work done on specific items on your customer's
property
… Turning ON
property
profile
Written by
Tim B.
Updated over a week ago
Checklists and
Property
Profile
Training
An intermediate Housecall Pro University training where we cover the set up and activation of the Checklist and
Property
Profile
Tool…
Profile
(Minute 16:20- end) How to activate and set up
property
profile
items Attaching… Click here to begin setting up your checklists Click here to activate the
Property
Profile
Tool
Written by
Laura Fonseca
Updated over a week ago
How to export your
property
profile
equipment list
[Inline Video] Step 1: From your dashboard click on MY APPS the
PROPERTY
PROFILE
Written by
Taylor Morrison
Updated over a week ago
Attaching a
Property
Profile
Item to a Service Plan
Quick steps to associate the details in your customers'
Property
Profiles and their respective Service Plans… If you utilize our
Property
Profile
feature for recording Make, Model, and Serial Number information… On the Service Plan details page select the
Property
Profile
Item you'd like to associate with the plan
Written by
Allie Bosnic
Updated over a week ago
How to view, sort, and filter all equipment saved under
property
profile
[Inline Video] Step 1: From your dashboard click on MY APPS the
PROPERTY
PROFILE
Written by
Taylor Morrison
Updated over a week ago
Add Customer Notes
Add (or edit) important notes about your customer that will act as reminders for your company and remain with the
profile
indefinitely… Add to New Customer
Profile
… Add To Customer
Profile
M
Written by
Mary Nagel
Updated over a week ago
Customer
Profile
Attachments
Attach pictures or PDFs to your customer's
profile
… Customer
profile
attachments will appear on the customer's
profile
until you remove the attachment or… you add attachments to specific jobs or estimates, you can attach PDFs or photographs to a customer
profile
M
Written by
Mary Nagel
Updated over a week ago
Setup Your Company
Profile
company
profile
, update information about your company, add logo, setup tax rates… Click Here to Setup your Company
Profile
Now… Business
Profile
& License Number
M
Written by
Mary Nagel
Updated this week
Add Multiple Addresses to a Customer
Add multiple addresses to a single customer contact
profile
… in the '
Profile
' section of the customer
profile
2… You can add as many addresses to a customer
profile
as you like at any time
M
Written by
Mary Nagel
Updated over a week ago
Set up your company
profile
Click to set up your company
profile
… Click to set up your company
profile
… dashboard Clock on your photo or initials and click on ACCOUNT SETTINGS Step 2: Click on COMPANY
PROFILE
Written by
Taylor Morrison
Updated over a week ago