Setting Up Your Card Reader
Using our card reader is fast and simple! There are many benefits, including an enhanced customer experience and ease of mind knowing that both your and their account information is secure. You will also be protected from disputes reported as fraudulent activity.
When you first receive your Card Reader:
Fully charge it using the charging cable provided.
Verify that the Card Reader's firmware is updated.
To verify that your card reader's firmware is updated, follow the steps in the following section, "Updating Your Card Reader's Firmware."
❗Important:
Do not connect your card 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.
Updating Your Card Reader's Firmware
You can update your card reader's firmware by going through the steps of taking a payment on your mobile device (without actually processing the payment).
Turn on the card reader by pressing the power button.
You'll see the first LED light turn on, indicating that the card reader is ready for payment.
Select a job on your HCP Mobile App.
You can create and select a test job rather than a job for a customer.
Tap the 'Pay' icon at the top of your screen, tap 'Next' on the Checkout screen, and select 'Credit Card' as the payment type.
Tap the 'Card Reader' button, and your device will automatically begin searching for the card reader.
Tap 'Pair' when prompted.
For Android devices, tap 'Pair & connect,' then 'Pair.'
Once your reader connects, the firmware update will start automatically, if needed.
This should take between 2 and 10 minutes to complete.
Once your Card Reader has been connected and updated, you'll be prompted to run the card.
You can then cancel the transaction.
Pairing on iOS (iPhone/iPad) | Pairing on Android |
📖 Help Center Article:
To learn more about taking payments with your card reader, check out our Help Article, "How do I run a credit card charge with the card reader?"
in the HCP Help Center.
Please Note: The card reader is currently only available in the U.S. and is not yet available to our Canadian Pros.
Check out these simple tips on collecting payments from your customers!
Having trouble finding what you need?
For further assistance, 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.