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Advice and answers from the Housecall Pro Team

Search results for:tags
Tags Overview
How to use Customer, Job, and Estimate Tags effectively… Job Tags… Customer Tags
Command & Control: Tags
to create new Tags, update existing Tags, or delete Tags… I need to add new Tags for a national marketing campaign. How do I ensure all my Franchisees have access to these new Tags?… What is Command & Control: Tags?
Where can I manage my Tags?
Learn how to add, merge, rename, and delete Tags… Select Tags from the left menu, under Tags & Tools… Select Tags from the left menu, under Tags & Tools
How to Create and Manage Leads
Learn how to create a lead by entering customer info, adding services, and managing details like assignees and tags… On the left side of the Lead creation screen, you can manage the Lead Assignee, Private Notes, Lead Tags… To locate a specific Lead, use the search bar or apply filters based on criteria like status, tags, or
Customer Referral and Loyalty Campaigns
Master Reporting, Customer Tags, & Postcards for a loyalty campaign. Boost engagement with referral postcards & FREE Canva templates!… For more details on creating and using tags for customers, check out this help article… In this video, we are going to share a strategy for utilizing your Reporting tab, customer tags, and
Custom Fields
Tags… Tags are used throughout Housecall Pro as unique identifiers and are a great way to better manage lead… Click here to learn more about using Tags. ​ Need help or have questions?
Company Dashboard: Card Upgrades (2024)
The Jobs by Tags card was replaced with the Job Tags report, which has been upgraded with our new reporting… Job Tags Card Upgrade… What is the Legacy Job by Tags Card?
Sharing Your Reviews with Customers
How to Set Up Exclusion Tags in Your Reviews App… specific customers or jobs you’d like to exclude from receiving review requests, you can use exclusion tags… or job tags you want to exclude
Customer Profile Overview
Customer Tags… Add Tags to a Customer Profile… Filter Your Customer List by Customer Tags
Customers - Job & Estimate List Reporting
full date Last invoice sent date Job lead source Customer lead source Job Tags… Customer tags Job Status (Unscheduled, Scheduled, In progress, Completed, and Cancelled)… Customer mobile number Customer home number Customer work number Customer tags