Customer Intake is available with the Voice, HCP Assist, or Pipeline add-ons.
Customer Intake Reminders
Reminders will appear at the top of each of the three pages in the Customer Intake form: Request, Schedule, and Contact. These reminders are shown for each step in the intake flow, helping you ensure that critical information is addressed during customer interactions.
Add Reminders to your Customer Intake
To add reminders to your Customer Intake flow:
Click the gear icon in the top right corner of your Housecall Pro account to access your Settings.
In the Settings menu on the left, scroll down to the Booking section and select Customer intake > Reminders.
Add a reminder by clicking + Reminder under each step: Request, Schedule, or Contact.
When you click + Reminder, a sidebar menu will pop out from the right side of the screen. In this sidebar, enter a Title and a Note into their respective fields.
Once you’ve entered your information, click Add in the top right corner of the Add reminder sidebar.
You can continue to click + Reminder to add additional reminders for each step, ensuring you have all relevant details covered.
🛠️ Pro Tip: Helpful reminders to include might focus on scheduling specifics, fees, services you don't offer, or estimated wait times for materials.
Manage Customer Intake Reminders
To manage your Customer Intake reminders, follow these steps:
Click the gear icon in the top right corner of your Housecall Pro account to access your Settings.
In the Settings menu on the left, scroll down to the Booking section and select Customer intake > Reminders.
Click the More icon (three dots) to the right of a reminder.
To edit the reminder:
Select Edit from the drop-down menu.
A sidebar will pop out from the right side of the screen, allowing you to update both the Title and Note fields.
After making your changes, click Save in the top right corner of the Edit sidebar to ensure your updates are applied. This will allow you to keep important information current and relevant to your intake process.
To move the reminder:
Select Move Up or Move Down from the drop-down menu.
After making the adjustments, your reminders will be repositioned accordingly.
🛠️ Pro Tip: Rearranging the order of your reminders ensures that they appear in the sequence that best fits your intake process.
To delete the reminder:
Select Delete from the drop-down menu.
⚠️ Important: Please note that there will not be a confirmation screen before the reminder is deleted. Be careful to ensure that you truly want to delete the reminder, as this action cannot be undone.
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.