Overview
If you run more than one business unit under one HCP account, you can now narrow your Pipeline board down to just the one you're working in.
How it works:
Open the filter panel on your Pipeline board.
Select one or more business units from the Business Unit filter.
Your board updates to show only Jobs, Estimates, and Leads from the selected unit(s).
Combine with other filters (like employee or job type) to narrow further.
Who it's for: Multi-business-unit orgs — separate brands, service lines, or locations run from one account.
📖 To learn more about how to use Pipeline, check out our Help Center article 'Getting Started with Pipeline'.
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.