Housecall Pro

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 for a national marketing campaign. How do I ensure all my Franchisees have access to these new 

 are used throughout HouseCall Pro as unique identifiers and are a great way to better manage lead… Click here to learn more about using 

Learn how to add, merge, rename, and delete customer and job 

 page where you can view and manage all of the 

 you use throughout… You must select at least two 

Learn how to create a lead by entering customer info, adding services, and managing details like assignees and 

… On the left side of the Lead creation screen, you can manage the Lead Assignee, Private Notes, Lead 

… To locate a specific Lead, use the search bar or apply filters based on criteria like status, 

, & Postcards for a loyalty campaign. Boost engagement with referral postcards & FREE Canva templates!… For more details on creating and using 

 for customers, check out this help article… In this video, we are going to share a strategy for utilizing your Reporting tab, customer 

 report, which has been upgraded with our new reporting… Job 

 Card Upgrade… What is the Legacy Job by 

 you want to exclude… How to Set Up Exclusion 

 in Your Reviews App… specific customers or jobs you’d like to exclude from receiving review requests, you can use exclusion 

 to a Customer Profile… Filter Your Customer List by Customer 

 Dashboard… This report on your dashboard will show you at a glance which job 

 are attached to the most jobs… It's a snapshot views of jobs by tag to gain insights into which Job 