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Email & SMS Communications

Taylor L avatar
Written by Taylor L
Updated yesterday

Communications Overview

Housecall Pro sends automated and manual communications to both your team and your customers. These messages help keep everyone informed about scheduling, job progress, payments, and more. This article breaks down all communications by feature so you can see exactly what’s sent, who receives it, and how it can be customized.

Job Communications

Job - Scheduled

  • Sent To: The Customer

  • Sent From: Pro's Company

  • Can be Sent as Email: Yes

  • Can be Sent as SMS: Yes

Email Example

SMS Example

Job - OMW

  • Sent To: The Customer

  • Sent From: Pro's Company

  • Can be Sent as Email: No

  • Can be Sent as SMS: Yes

  • Customizable: Yes

Job - Finished

  • Sent To: Customer

  • Sent From: Pro's Company

  • Can be Sent as Email: No

  • Can be Sent as SMS: Yes

  • Customizable: Yes

Job - Canceled

  • Sent To: The Customer

  • Sent From: Pro's Company

  • Can be Sent as Email: Yes

  • Can be Sent as SMS: Yes

  • Customizable: No

Email Example

SMS Example

Job - Reminder

  • Sent To: The Customer

  • Sent From: Pro's Company

  • Can be Sent as Email: No

  • Can be Sent as SMS: Yes

  • Customizable: Yes

Estimate Communications

Estimate - Scheduled

  • Sent To: The Customer

  • Sent From: Pro's Company

  • Can be Sent as Email: Yes

  • Can be Sent as SMS: Yes

  • Customizable: No

Email Example

SMS Example

Estimate - OMW

  • Sent To: The Customer

  • Sent From: Pro's Company

  • Can be Sent as Email: No

  • Can be Sent as SMS: Yes

  • Customizable: No

Estimate - Finished

  • Sent To: The Customer

  • Sent From: Pro's Company

  • Can be Sent as Email: No

  • Can be Sent as SMS: Yes

  • Customizable: No

Estimate - Sent

  • Sent To: The Customer

  • Sent From: Pro's Company

  • Can be Sent as Email: Yes

  • Can be Sent as SMS: Yes

  • Customizable: Yes

Email Example

SMS Example

Estimate - Canceled

  • Sent To: The Customer

  • Sent From: Pro's Company

  • Can be Sent as Email: Yes

  • Can be Sent as SMS: Yes

  • Customizable: No

Email Example

SMS Example

Estimate - Approved or Declined

  • Sent To: Pro's Company

  • Sent From: HCP

  • Can be Sent as Email: Yes

Invoice Communications

Invoice - Due

  • Sent To: The Customer

  • Sent From: Pro's Company

  • Can be Sent as Email: Yes

  • Can be Sent as SMS: Yes

  • Customizable: Yes

Email Example

SMS Example

Reviews Communications

Review Request

  • Sent To: The Customer

  • Sent From: Pro's Company

  • Can be Sent as Email: Yes

  • Can be Sent as SMS: Yes

  • Customizable: No

Email Example

SMS Example

Service Plan Communications

Service Plan - Sent to Customer to Accept

  • Sent To: The Customer

  • Sent From: Pro's Company

  • Can be Sent as Email: Yes

  • Can be Sent as SMS: No

Service Plan - Customer has Accepted

  • Sent To: Pros Company

  • Sent From: HCP

  • Can be Sent as Email: Yes

  • Can be Sent as SMS: No

Service Plan - Plan has been accepted

  • Sent To: The Customer

  • Sent From: Pros Company

  • Can be Sent as Email: Yes

  • Can be Sent as SMS: No

  • Customizable: No

Service Plan - Payment Receipt for Customers

  • Sent To: The Customer

  • Sent From: Pro's Company

  • Can be Sent as Email: Yes

  • Can be Sent as SMS: No

  • Customizable: No

Service Plan - Visit to be scheduled

  • Sent To: The Customer

  • Sent From: Pro's Company

  • Can be Sent as Email: Yes

  • Can be Sent as SMS: Yes

Service Plan - Renewal Reminder

  • Sent To: The Customer

  • Sent From: Pro's Company

  • Can be Sent as Email: Yes

  • Can be Sent as SMS: No

Payment Communications

Invoice Payment - Receipt To Pro

  • Sent To: Pro's Company

  • Sent From: HCP

  • Can be Sent as Email: Yes

  • Can be Sent as SMS: No

Invoice Payment - Receipt to Customer

  • Sent To: The Customer

  • Sent From: Pro's Company

  • Can be Sent as Email: Yes

  • Can be Sent as SMS: No

  • Customizable: No

More Payment Communications coming soon!

Pipeline Communications

Lead Status - New Lead

  • Sent To: The Customer

  • Sent From: Pro's Company

  • Can be Sent as Email: Yes

  • Can be Sent as SMS: Yes

  • Customizable: Yes

Email Example

SMS Example

Lead Status - First Contact

  • Sent To: The Customer

  • Sent From: Pro's Company

  • Can be Sent as Email: Yes

  • Can be Sent as SMS: Yes

  • Customizable: Yes

Email Example

SMS Example

Lead Status - Second Contact

  • Sent To: The Customer

  • Sent From: Pro's Company

  • Can be Sent as Email: Yes

  • Can be Sent as SMS: Yes

  • Customizable: Yes

Email Example

SMS Example

Estimate Status - Sent

  • Sent To: The Customer

  • Sent From: Pro's Company

  • Can be Sent as Email: Yes

  • Can be Sent as SMS: Yes

Email Example

SMS Example

Estimate Status - First Follow-Up

  • Sent To: The Customer

  • Sent From: Pro's Company

  • Can be Sent as Email: Yes

  • Can be Sent as SMS: Yes

  • Customizable: Yes

Email Example

SMS Example

Estimate Status - Second Follow-Up

  • Sent To: The Customer

  • Sent From: Pro's Company

  • Can be Sent as Email: Yes

  • Can be Sent as SMS: Yes

  • Customizable: Yes

Email Example

SMS Example

Job Status - Unscheduled

  • Sent To: The Customer

  • Sent From: Pro's Company

  • Can be Sent as Email: Yes

  • Can be Sent as SMS: Yes

  • Customizable: Yes

Email Example

SMS Example

Job Status - First Attempt

  • Sent To: The Customer

  • Sent From: Pro's Company

  • Can be Sent as Email: Yes

  • Can be Sent as SMS: Yes

  • Customizable: Yes

Email Example

SMS Example

Job Status - Second Attempt

  • Sent To: The Customer

  • Sent From: Pro's Company

  • Can be Sent as Email: Yes

  • Can be Sent as SMS: Yes

  • Customizable: Yes

Email Example

SMS Example

Customer Portal Communications

Invite - Customer Portal

  • Sent To: The Customer

  • Sent From: Pro's Company

  • Can be Sent as Email: Yes

  • Can be Sent as SMS: No

  • Customizable: No

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.

Related Articles
Custom SMS Best Practices
Getting Started with Pipeline
Invoice Email & SMS
Setting Up SMS Job Reminders
Customize SMS Notifications
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