Customer Intake is available with the Voice, HCP Assist, or Pipeline add-ons.
Customer Intake FAQs
The FAQs section is always available on the left side of the Customer Intake form, regardless of which page you are on—Request, Schedule, or Contact. This setup ensures that you and your employees can access important information at any stage of the intake process, making it easier to find necessary details and enhancing overall workflow efficiency.
Each FAQ entry includes a Question and an Answer. These FAQs are searchable from the intake screen, allowing you to include a wide range of questions while still ensuring that you can easily find the relevant information. Common FAQs might cover topics such as warranty terms, discounts offered, company details, or accepted payment methods.
Add FAQs to Your Customer Intake
This process makes it easier for you and your employees to find relevant information quickly, providing a better customer service experience by ensuring that answers are readily available.
To add a new FAQ:
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 > FAQ.
Then, click + Question to add a new entry. A sidebar will pop out from the right side of the screen where you can enter a Question and an Answer into their respective fields.
After filling in these fields, click Add in the upper right-hand corner of the sidebar to save your FAQ.
Manage Customer Intake FAQs
Keep your FAQs section accurate and up-to-date, providing valuable information quickly for an improved customer service experience.
To manage existing FAQs in the Customer Intake form:
Click the gear icon in the top right corner of your account to access your Settings.
From the Settings menu on the left, scroll down to the Booking section and select Customer intake > FAQ.
Click the More icon (three dots) to the right of the FAQ.
To edit an FAQ's question or answer:
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 Question and Answer fields.
After making your changes, click Save in the upper right-hand corner of the Edit FAQ sidebar to ensure your updates are applied.
To move an FAQ:
Select Move Up or Move Down from the drop-down menu.
🛠️ Pro Tip: Reorganizing your FAQs ensures that the most relevant questions are positioned prominently. This helps streamline information access and enhances the efficiency of your customer intake process.
To delete an FAQ:
Select Delete from the drop-down menu.
⚠️ Important: Please note that there will not be a confirmation screen before the FAQ is deleted. Be careful to ensure that you truly want to delete the question, 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.