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Advice and answers from the Housecall Pro Team

Search results for:property profile

Property Profile
Track work happening on equipment and other items on your customer's property… Add Property Profile Items to a Customer Profile (Web)… linked to the property profile item in the Customer Profile
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… How to Attach a Property Profile Item to a Service Plan… If you utilize our Property Profile feature for recording Make, Model, and Serial Number information
Bluon Integration
Seamlessly drop all equipment and part info directly into a customer’s property profile on a job or estimate… Once you have found the unit in question, you may add to Property Profile or use MasterMechanic to diagnose… Yes, you can save the Bluon model to a customer’s property profile record for easy reference later
Add Multiple Addresses to a Customer
If you are communicating with one customer, but invoicing another (i.e. property management companies… the right of the address to: Create a new job Create a new estimate Add a new property… Delete the address Note: Addresses that have been previously associated with a Property
Navigating Housecall Pro
Serial Numbers: search added Property Profile Equipment items by serial number… on all screen sizes and provides easy access to applications like Service Plans, Timesheets, and Property… as Activity Feed for viewing account activity, My Account to update your phone number, email, and profile
Pro Power Hour: Product Training Webinars
Online Booking (2024) Link to Zoom Recording Link to YouTube Recording Property… Payroll (2024) Link to Zoom Recording Link to YouTube Recording Customer Profile… Recording Link to Facebook Live Link to YouTube Recording Sub-Customers and Property
Do Not Service Property
How do I apply this property to multiple customers?… Where else can I see the Do not service property?… You can apply this property to new or existing customers
Customer Profile Overview
Learn how to make edits to your customers' profiles in Housecall Pro!… Customer Profile Notes: These are internal notes for your company to keep on a customer, property… Customer Profile Summary by CSR AI
Customer Profile: Job History
How to view a customer's job history from the Customer Profile… To view a customer's job history in the HCP web portal: Open a Customer Profile
Your Brand and Company Profile
Developing a Strong Company Profile… In the competitive landscape of the home service industry, your brand and company profile are not just… What elements are crucial for a compelling company profile?