General Information about Tasks
Tasks help you track and organize activities you want yourself or your employees to complete, without the need to create a formal job for them. Admins and Office Staff employees can see the tasks of other employees, while Field Techs can only view their own tasks.
When someone is assigned a task, they will receive a push notification from the Housecall Pro mobile app.
If you are using the Service Agreements feature, tasks will be auto-generated to remind you to schedule upcoming service agreement appointments. The auto-generated tasks can not be disabled, however, you can filter them out of your Tasks list.
Tasks on the HCP Web Portal
How to Create a Task (HCP Web Portal)
To create a task on the HCP web portal:
Click on your profile picture (or your initials) in the top right corner of your Housecall Pro account.
Next, select 'Tasks' from the menu
Click the 'Create Task' button in the top right corner of the Tasks page.
Enter the task details in the empty fields of the Task window (as needed), then click 'Save' in the bottom right corner to complete the task creation.
🛠️ Pro Tip: If this task has already been finished, simply check the box next to 'Mark as complete' to remove it from your list of pending tasks.
How to Complete a Task (HCP Web Portal)
To complete a task on the HCP web portal:
Click on your profile picture (or your initials) in the top right corner of your HCP account.
Next, select 'Tasks' from the menu.
Find the task you want to mark as complete in the Tasks list, then click the 'Mark complete' button on the right side of the task.
You can undo the action if needed by clicking the 'Completed' button that replaces the Mark Complete button.
How to Edit a Task (HCP Web Portal)
To edit a task on the HCP web portal:
Click on your profile picture (or your initials) in the top right corner of your Housecall Pro account.
Next, select 'Tasks' from the menu.
Locate the task you would like to edit in the Tasks list and click the pencil icon to the right of the task.
Make the necessary changes in the Task window, then click 'Save' in the bottom right corner of the window to finalize the edits.
Tasks on the HCP Mobile App (iOS)
How to Create a Task (iOS)
To create a task in the HCP mobile app on your iOS device (iPhone/iPad):
Tap on the Tasks icon (3 horizontal lines with a checkmark) in the top left corner of your screen.
Tap the [+] icon in the top right corner of your screen.
Enter the task details: Title of the task, description, assigned employee, and the due date, if applicable.
Please Note: Currently, you cannot add a customer association to a task from the mobile app, only on the web portal.
You can tap to switch Task views between:
All Tasks: Tasks for the whole company
My Tasks: Tasks assigned to you specifically
Please Note: Employees who do not have Admin-level permissions for their account will only be able to see their own tasks (not all tasks).
How to Complete a Task (iOS)
To complete a task in the HCP mobile app on iOS devices (iPhone/iPad):
Tap the Tasks icon (3 horizontal lines with a checkmark) in the top left corner of the HCP mobile app.
Tap the corresponding circle to the left of the task you need to mark as complete.
The circle will then change to a checkmark to indicate that the task has been completed.
How to Edit a Task (iOS)
To edit a task in the HCP mobile app on iOS devices (iPhone/iPad):
Tap the Tasks icon (3 horizontal lines with a checkmark) in the top left corner of the HCP mobile app.
Select a task from the list.
This will open the task details for any necessary edits.
🛠️ Pro Tip: This is also where you can delete a task if it is no longer needed by tapping 'Delete task' in red towards the bottom of the screen.
Tap 'Done' in the top right corner of your screen to finalize any changes.
Tasks on the HCP Mobile App (Android)
How to Create a Task (Android)
To create a task on your Android device:
Tap on the Menu icon (3 stacked horizontal lines) in the top left corner of the HCP mobile app.
Select 'Tasks' from the menu on the left
Tap the green plus (+) icon in the bottom right corner of your screen.
You can also toggle between Task views:
All Tasks: Tasks for the whole company
My Tasks: Tasks assigned to you specifically
Please Note:
Employees who do not have Admin-level permissions for their account will only be able to see their own tasks (not all tasks).
Currently, you cannot add a customer association to a task from the mobile app, only on the web portal.
Enter the task details: Title of the task, description, assigned employee, and the due date, if applicable.
Tap the checkmark icon once the information has been entered to save the task.
🛠️ Pro Tip: You can delete a task by tapping the 3-dot icon to the right of the checkmark.
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.