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 (Web)
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.
Add line items to the estimate: Type the service line item directly into the space provided to search your set Price book 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 book).
Schedule the Estimate (optional): In the Schedule section of the Estimate creation page, you can set the date and time using the From and To fields. You can also click the pencil icon to open the full calendar view.
Arrival Window: To set your arrival window, click the Edit (pencil) icon in the Schedule section, then use the Arrival window dropdown on the left, where you can select the desired time frame. If you'd like to set this as your default moving forward, click 'Set arrival window as default' under the dropdown. Click Save in the top right corner of the page once complete.
Dispatch: Click on the Edit team dropdown to select who you'd like to assign to the Estimate. You may select more than one employee.
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 estimate, you can un-check this box before saving.
Click the Checklists, Attachments, Fields, Tags, or Lead source options to add, edit, or delete that information as needed.
Click Save estimate in the top right corner of the page once you've finished.
Add Options to an Estimate (Beta)
After saving the estimate, you can add multiple estimate options from the Estimate details page by clicking + New option.
You can choose to add these from a template or build from scratch. You also have the option to save an option built from scratch as a template.
Change Approval Settings on Individual Estimates (Beta)
To quickly manage approval settings from the estimate itself, you can edit from the header from the Estimate details page. Here you can choose if the customer can approve a single option or multiple.
Add Attachments and Tags to an Estimate (Beta)
In order to add attachments and tags to your estimate, you can find them at the bottom of the Estimate details page.
Create an Estimate (Mobile)
To create an estimate from the HCP mobile app:
iOS: Tap the ➕ icon in the top right corner of the screen.
Android: Tap the green ➕ button in the bottom right corner of the screen.
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Then:
iOS: Select Estimate.
Android: 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
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After entering all details:
iOS: Tap Done in the top right corner.
Android: Tap the checkmark in the top right corner.
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You’ll then be taken to the Estimate details page, where you can review and update any information as needed.
To preview and send the estimate, tap Estimate at the top of the page.
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Need help or have questions?
We're here for you! Chat with Support using the Blue Chat Bubble in your Housecall Pro account, or give us a call at (858) 842-5746.