How to Troubleshoot Your Card Reader
The only way you will ever need to connect your card reader to your phone is when taking payment on an invoice through the HCP mobile app.
❗Important:
Do not connect your reader through your phone’s Bluetooth settings.
Instead, please connect through your HCP app. To avoid any issues, make sure anyone in your company using a card reader knows to never connect them through the device’s Bluetooth settings.
Card Reader Connected via Bluetooth Settings
If you've accidentally connected through your device’s Bluetooth settings, follow the steps below to resolve the issue:
First, navigate to your mobile device’s Bluetooth settings.
In the list of paired Bluetooth devices, locate the reader you've paired with.
Tap the [i] icon, located within the same line to the right.
Tap 'Forget This Device'
And again, tap 'Forget This Device' in the pop-up at the bottom of the screen
Next, open the Housecall Pro mobile app and navigate to any job.
Tap the 'Pay' icon at the top of your screen, then tap 'Next' on the Checkout screen and select 'Credit Card' as the payment type.
Tap the 'Card Reader' button and wait for the card reader to connect.
This may take up to 30 seconds.
Once the card reader has connected and prompts you to run the card, you can cancel the transaction (unless you need to take a payment).
Card Reader Not Connecting to iOS Device
If you are still having issues setting up your Card Reader for iOS devices:
Navigate to your device settings and locate the Housecall Pro app.
Verify that the Bluetooth toggle switch is enabled (the toggle will be green), then try to use your card reader again.
You should be good to go after completing the steps above! Any time you connect a card reader after that, the HCP mobile app should find the card reader almost immediately.
Housecall Pro Support
If these troubleshooting steps do not resolve the issue, you have any further questions, or you are experiencing any issues with processing a payment, please reach out to our Chat Support team via the Blue Chat Bubble in your Housecall Pro account, or contact our Phone Support team at (858) 842-5746.