Welcome to the New Housecall Pro Experience
Housecall Pro’s navigation has been redesigned, with the main menu moving from the top of the page to the left side of the screen. This updated layout brings your tools into one consistent place, making it easier to move throughout your account and quickly find and access the features you use most.
🚀 Coming Soon: This update is currently being rolled out and is not yet available on all accounts.
Key Navigation Changes
The main navigation menu has moved from the top of the page to the left side.
Actions like creating jobs, estimates, customers, and more are now available from the + Create button at the top of the left navigation menu.
Core features like Customers, Jobs, Estimates, Leads, Invoices, and Price book are now always visible.
The following features are now grouped into dropdown menus, providing the flexibility to choose where to go without being automatically redirected:
Communications (previously Inbox)
Money (previously My Money)
Marketing
Reporting
Team
Find Tools and Settings
My Apps is now listed directly in the navigation menu
Settings has moved to the bottom left of the screen
Your profile menu is also located in the bottom left
Click your name or profile icon to access:
My account
Billing
Refer a friend
Help center
Customer support number
Sign out
Use the Top Bar for Quick Actions
The top of the screen still includes tools for quick access:
Global search
Map view
Notifications
Tasks and Activity Feed (new)
QuickBooks sync alerts (if connected)
Customize Your View
You can collapse the left navigation menu to show icons only
Hover over icons to see labels
Expand the menu at any time for the full view
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.