Tasks are used to track and organize activities you would like yourself or your employees to complete, but you don’t necessarily need to create a job for. Admins and Office Staff employees can see the tasks of other employees while field techs can only view their own tasks.

Whenever 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.

To start creating a task on the web portal, click on your avatar (or your initials) in the top right corner of the Housecall Pro web portal.

Next, select the “TASKS” option from the menu

Select “CREATE TASK” in the top right corner of the tasks page

Add the details of the task in the blank fields of the popup window and click “SAVE” in the bottom right to finalize creating the task.

To start completing a task on the web portal, click on your avatar (or your initials) in the top right corner of the Housecall Pro web portal.

Next, select the “TASKS” option from the menu.

Locate the task you would like to complete in the tasks list and click the “Mark complete” button located on the right side of the task.

You can undo this by clicking on the “COMPLETED” button that replaces the “Mark complete” button.

To start editing a task on the web portal, click on your avatar (or your initials) in the top right corner of the Housecall Pro web portal.

Next, select the “TASKS” option from the menu.

Locate the task you would like to edit in the tasks list and click the pencil icon located on the right side of the task.

Make the necessary changes in the popup window that appears, then click “SAVE” in the lower right corner of the window to finalize the edits.

To access Tasks on your iPhone, tap on the Tasks icon (3 stacked horizontal lines and checkmark) in the upper left corner in the Housecall Pro app.

To create a new task, tap the [+] sign in the upper right corner.

Enter the title of the task, the description, and the assigned person, and date, if applicable.

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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 view between:

'All Tasks' - tasks for the whole company

'My Tasks' - tasks assigned to you specifically

NOTE: Employees that do not have Admin level permissions for their account will only be able to see their own tasks (not all tasks).

Once you access tasks by tapping the Tasks icon (3 stacked horizontal lines and checkmark) in the upper left corner of the app, you can complete a task by simply tapping the corresponding circle on the left of that task.

This will change it from a circle to a checkmark to indicate it has been completed.

Once you access tasks by tapping the Tasks icon (3 stacked horizontal lines and checkmark) in the upper left corner of the app, you can edit a task by simply tapping on any upcoming task in the list.

This will re-open the task details for any necessary edits. Tap “Done” in the upper right corner to finalize any changes. This is also where you can delete the task if it is no longer needed by tapping “Delete task” in red towards the bottom of the screen.

To access Tasks on your Android, tap on the Menu icon (3 stacked horizontal lines) in the upper left corner in the Housecall Pro app.

Select 'Tasks' from the menu on the left

To create a new task, tap the green plus (+) icon in the bottom right corner

Tap to switch view between:

'All Tasks' - tasks for the whole company

'My Tasks' - tasks assigned to you specifically

NOTE: Employees that do not have Admin level permissions for their account will only be able to see their own tasks (not all tasks).

NOTE: Currently, you cannot add a customer association to a task from the mobile app, only on the web portal.​

Enter a title for the task, description, due date, and assign an employee then tap the 'Save' icon (checkmark) once information is entered.

To delete, click the 3 vertical dots on the far right.