Housecall Pro

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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How to print or download a PDF copy of an existing customer 

We run through common scenarios and questions for how to best set up and use 

… [Inline Video] For more information on 

 in Housecall Pro for customers who have already purchased and paid for 

 Plan memberships to generate recurring revenue, streamline sales, manage 

 Dashboard and use each section… To get started with 

Frequently asked questions about using the 

 feature on the Housecall Pro mobile application… For more information about 

 Plan Overview to view your customer's billing and payment… Scroll down the page to see which specific 

 dashboard, in the top right-hand corner, click on + 

Reports and metrics to help dive into your 

 plan data… Within reporting, if you are using 

' option in the left sidebar… If you're using 

 in Housecall Pro, you can now track the revenue generated from 

 plan visits can be scheduled from the jobs page, 

 plan dashboard… For more information on 

Advice and answers from the Housecall Pro Team

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