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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
Tim B. avatar
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
Laura Fonseca avatar
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
Taylor Morrison avatar
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
Allie Bosnic avatar
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
Taylor Morrison avatar
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
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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
Taylor Morrison avatar
Written by Taylor Morrison
Updated over a week ago