Housecall Pro: Billing, Plan Changes, and Account Management
Managing your Housecall Pro account and billing information is essential for a smooth experience. This guide provides a clear overview of how to handle billing processes, update your payment details, and manage your account settings.
You'll learn how to effectively navigate billing features and keep your payment information current. Additionally, discover how to switch between different Housecall Pro plans to best suit your needs before considering account cancellation. This guide offers the essential information you need to make informed decisions about your account and billing management.
Navigating to the Billing Page and Updating Account Information
The Billing page in your Housecall Pro account allows you to manage your plan, edit payment methods, and view past payments.
To access your 'Billing' page, click the gear icon in the upper right corner of your Housecall Pro account to open your account settings.
Next, select 'Billing' from the navigation bar on the left. This will bring you to your billing profile, where you can view your current plan, the next billing date, any special notes about your billing, and a history of all charges made to your account.
How to Add or Update a Payment Method for Your Housecall Pro Subscription
To update your payment method or add a new one, go to your 'Billing' page. Click the gear icon in the upper right corner of your Housecall Pro account to access your account settings. Then, select 'Billing' from the navigation bar on the left.
On the 'Billing' page, you can manage your payment methods under the 'Payment Method' section of your billing profile. To update an existing payment method, click the vertical three dots next to the current card and select 'Update Card.' Alternatively, click 'Add Credit Card' to add a new card.
When you click Add Credit Card or Update Card, a pop-up will appear. This pop-up contains the following fields:
Name on Card: Enter the name as it appears on the card.
Card Number: Enter the card number.
Exp Date: Enter the card’s expiration date.
CVC: Enter the card's security code.
Postal Code: Enter the postal code associated with the card.
Below these fields, there is a note stating, "You authorize us to charge any additional forms of payments you have on file with us if your primary form of payment fails."
At the bottom left of the pop-up, you will find a checkbox labeled Set as Primary if you want to make this new card your primary payment method. To the bottom right, you will see the options to Cancel or Add Card.
Changing Your Housecall Pro Plan
To change your Housecall Pro plan, start by accessing the 'Billing' dashboard. Click the gear icon in the upper right corner of your Housecall Pro account to open your account settings. Then, select 'Billing' from the navigation bar on the left to access the billing dashboard.
Once on the billing dashboard, locate the section labeled 'My Plan' and click the blue 'Change Plan' button to begin modifying your plan.
A new window will appear with a list of available plans. The current plan you’re on will already be selected. Choose the new plan you want and press the blue 'Next' button in the lower right to proceed.
On the next page, review the payment details, additional log-ins, and any add-ons you may want. Once you’re satisfied, click the blue 'Next' button in the lower right.
On the final screen, select your preferred payment method and click 'Update Plan' to complete the process.
I Upgraded My Account—Was I Charged the Correct Amount?
When you upgrade your account on a monthly plan, you will initially be charged a prorated amount for the remainder of the current billing cycle. Starting from your next billing date, you will be charged the full monthly rate for the new plan.
For example, if you are on the Basic plan with a billing date on the 15th of each month and you upgrade to the Essentials plan on the 28th of the current month, you will first be billed a prorated amount for the period from the 28th of the current month to the 14th of the next month. This means you’ll only pay for the days you are using the new plan, not the full monthly rate immediately.
Starting on the 15th of the following month, you will be charged the full monthly rate for the Essentials plan.
Cancelling your Housecall Pro Account
To cancel your Housecall Pro account, start a new chat with our support team using the blue chat bubble in the lower right corner of your account. Click the chat bubble and select 'Send us a message.' Let the representative know that you would like to cancel your account to initiate the process.
Our billing team will reach out within 1-3 business days to assist with your request. Please keep an eye out for calls from phone numbers with the area code 858 during that time.
Please note that we cannot fully process your cancellation or pause billing until a team member has spoken with the account owner over the phone.
Policies and Guarantees
Housecall Pro Terms of Service
To review the terms and conditions governing the use of Housecall Pro, please visit our Terms of Service page at any time: Housecall Pro Terms of Service. By utilizing our software, you agree to abide by these terms.
Money-Back Guarantee
As outlined in our Terms and Agreements, Housecall Pro offers a money-back guarantee within the first 30 days of your subscription. This guarantee entitles you to a full refund of the monthly subscription fee if you decide to cancel within this initial period.
Please note:
Eligibility for Refund: To be eligible for a refund, you must have been offered the Guarantee upon sign-up, and this offer will be documented in our system.
Exclusions: Refunds will only apply to the baseline monthly subscription fee. Additional charges such as setup fees, postcards, chargebacks, and any other items not included in the basic subscription fee are non-refundable.
How to Request a Refund: To cancel your service and request a refund, please contact us via email at cancellations@housecallpro.com. Our support team will guide you through the cancellation process and ensure your request is handled promptly.
Having trouble finding what you need?
Use the blue bubble to reach out to our chat team for live customer support. If you’d prefer to talk it out over the phone, call our support number at 858-842-5746.