Creating Estimates in Housecall Pro
Creating quotes allows your customers to get an idea of what a project will cost and ensures that you and the customer are on the same page.
📌 Note: To take a payment, the estimate must first be converted into a job.
Create an Estimate (HCP Web Portal)
To create an estimate in the HCP web portal:
Click the New button in the navigation bar at the top of your Housecall Pro account.
Select Estimate from the drop-down.
Enter your customer's information: In the Customer section of the estimate, type an existing customer's name in the search bar and choose the correct profile and address from the drop-down menu.
Alternatively, click + NEW CUSTOMER to add a new customer for the estimate.
Schedule the estimate (optional): To edit the time and date, click the blue box once, or you can drag and drop the blue box to the desired time. Click Confirm once complete.
Add line items to the estimate: Type the service line item directly into the space provided to search your set price list and select from the drop-down.
You can continue typing to create a custom line item for a specific invoice.
Click to edit the service line item, description, or price within the invoice (this will not change the item in your main price list).
Dispatch: Click on the Dispatch icon to select who you'd like to assign to the job. You may select more than one employee.
Arrival Window: To set your arrival window, click the square icon and select the desired time frame. If you'd like to set that window as your default moving forward, check Set arrival window as default in the bottom left of the pop-up.
Notify customer: This will default to the customer profile notification settings. If you do NOT want your customer to receive the email and text notification confirming the scheduled job, you can un-check this box before clicking Save.
Click Save Estimate in the top right corner of the page once you've finished scheduling and setting dispatch.
You can add/edit/delete Estimate tags, Private Notes, Attachments, and Lead Sources beneath this section.
Create an Estimate (HCP Mobile App - iOS)
To create an estimate from the HCP mobile app on iPhones/iPads:
Tap the + icon in the top right corner of the screen, then select Estimate.
Add all necessary details into the following sections: Customer Info, Invoice, Schedule, Dispatch to, Estimate fields, and Job Tags.
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After all details have been entered, tap Done in the top right corner of the screen.
You'll then be taken to the Estimate details page. From here, you'll be able to see all of the details previously entered and update the estimate if needed.
You can preview and send the estimate by pressing the Estimate option at the top of the page.
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Create an Estimate (HCP Mobile App - Android)
To create an estimate from the HCP mobile app on Android:
Click the green + button in the bottom right corner of your screen.
Select New estimate.
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Add all necessary details into the following sections:
Customer Info
Line Items
Schedule
Dispatch to
Estimate fields
Job Tags
After all details have been filled in, tap the checkmark in the top right corner of your screen.
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You'll then be taken to the Estimate details page. From here, you'll be able to see all of the details previously entered and update the estimate if needed.
You can preview and send the estimate by pressing the Estimate option at the top of the page.
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Having trouble finding what you need?
For further assistance, please reach out to our Chat Support team
via the Blue Chat Bubble in your Housecall Pro account, or
contact our Phone Support team at (858) 842-5746.