Having your customer database at your fingertips not only makes it easy to schedule jobs more quickly for your existing customers but it also builds a customer database complete with their contact information and customer history so that you can easily look back and see what you did and how much you charged a customer last time you were there. There are a handful of ways you can add customers to your account, whether a bulk import through a spreadsheet, Google or Quickbooks or one-by-one.
What are the options for importing my customer info into Housecall Pro?
There are a few options for importing your customer list into Housecall.
Connect and import customer info from your QuickBooks account.
Quickbooks Online: Watch this video to learn how to easily import your customer list, price list and job history from Quickbooks Online to Housecall Pro.
Quickbooks Desktop: Watch this video to learn how to connect and import your customer list, price list, and job history from Quickbooks Desktop to Housecall Pro.
Bulk import your customer list from an Excel or .CSV file directly into HouseCall Pro. If you're coming from another software or using Quickbooks Desktop (and don't want to transition to Quickbooks Online) this will be the option for you.
You can choose to import your list yourself or email your list in Excel or .CSV format to our import team at firstname.lastname@example.org to have it uploaded for you.
If you choose to have our team at Housecall import your customer list, please allow 3-5 business days for it to appear in your database.
If you don't have an official list and your contacts are in your phone or you're a new business, that's okay! Housecall Pro is a great tool to help create and build your customer database.
I've uploaded my customer information or sent it to you. What's next?
We celebrate!!! 👍🏽 🎉 🤗 🎂
Check out our tips on how to better connect with your customers.