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.
How to Add Reminders
To add a reminder:
Click the gear icon in the top right corner of your Housecall Pro account.
From 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.
How to Edit Reminders
To edit existing reminders in the Customer Intake form:
Click the gear icon in the top right corner of your Housecall Pro account.
From the Settings menu on the left, scroll down to the Booking section and select Customer Intake > Reminders.
Once you're on the Reminders page, find the reminder you wish to edit.
To begin editing, click the More icon (three dots) next to the reminder, then 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 upper right-hand corner of the Edit Reminder sidebar to ensure your updates are applied. This will allow you to keep important information current and relevant to your intake process.
How to Delete Reminders
To delete reminders in the Customer Intake form:
Click the gear icon in the top right corner of your Housecall Pro account.
From the Settings menu on the left, scroll down to the Booking section and select Customer Intake > Reminders.
Once you're on the Reminders page, locate the reminder you wish to delete.
Click the More icon (three dots) next to the reminder, then select Delete from the drop-down menu.
❗ Important: Be cautious when deleting a reminder, as no confirmation message will appear after selecting Delete. Ensure that you truly want to remove the reminder before proceeding, as this action cannot be undone.
How to Move Reminders
Rearranging the order of your reminders ensures that they appear in the sequence that best fits your intake process. After making the adjustments, your reminders will be repositioned accordingly.
To move reminders in the Customer Intake form:
Click the gear icon in the top right corner of your Housecall Pro account.
From the Settings menu on the left, scroll down to the Booking section and select Customer Intake > Reminders.
Once you're on the Reminders page, locate the reminder you want to move.
Click the More icon (three dots) next to the reminder, then select Move Up or Move Down from the drop-down menu.
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.