Add New Customers on Web
Learn how to add a customer to your Housecall Pro account.
Click the blue [+NEW] button in the navigation bar
Select 'Customer'
Contact info:
Name, email address(es), phone number(s)
NOTE: The customer's cell phone number must be entered in the 'Mobile phone' section in order to receive text message notifications.
Address:
Start typing the address in the 'Street' section, select the correct address from the drop down list
NOTE: Be sure to select the address from the drop down menu so the proper time zone is set for the customer and jobs you schedule at that address.
Click '+Address' in the grey bar to add multiple addresses
Notes:
Customer Notes: these are for internal use only. These act as a reminder or notice to yourself and or your employees
Customer Tags: tags are internal identifiers that will remain attached to the customer until you edit or delete it.
'This customer bills to': this is where you will set up parent-child/sub-customer relationships.
You will first need to create a customer profile for both parties.
Then, in the sub-customer/child's profile, you will type in the name of the party being invoiced in this section and select from the drop down.
The sub-customer will receive the notifications, but the parent will be sent the invoice
Notifications: checking this box will ensure your customers are notified when you or employees complete the following actions
When a job/estimate is scheduled
When 'On My Way' is clicked
When you click 'Finished' on a job/estimate
When payment is made
NOTE: Unchecking the box next to 'Receive notifications' will turn off all notifications for the customer
To save your new customer, click 'Create Customer'
How to Select Customer Type
When adding a new customer, we now allow you to select what type of customer they are. You can choose whether the customer is a 'homeowner' or a 'business' to help you differentiate between residential and commercial jobs.
Follow the steps above to add a new customer to your system.
As you are adding a new customer, you can select whether they are a 'homeowner' or a 'business'.
We will default the customer to homeowner, unless otherwise indicated during customer creation. You can also change this at any time by editing your customer profile.
**IMPORTANT**
If you are using our consumer financing tool, we will not show financing options to any customers that are 'business' type. This way, your large commercial customers will not automatically see the financing option.
Add New Customers (iPhone)
Create and add a brand new customer profile to your customer list from your iPhone.
There are two ways to add a customer to your list from iPhone:
Create a new customer (explained below)
Import from your address book
Create a New Customer:
Open the Housecall Pro app on your iPhone and click the 'Customers' icon tab along the bottom
Click the [+] button in the upper right corner
Select 'Create New Customer
Input the customer's information by clicking on each section (Name, email, phone number, address, notes, tags, attachments, etc.)
Click 'Save' once finished
Add Customers on Android
Learn how to create a customer with ease right from your Android!
Log into the app and click the 'customer' icon located at the bottom right-hand corner.
Click the '+' button located in the upper right-hand corner of the screen
Select 'Import Contact(s)' OR '+ New Customer'
Enter in the new information and click 'Save' located in the upper right-hand corner to save your new customer.
Add Customers from your Google Contacts
If your contacts are saved on your computer, you can import all of them from Google Contacts. If you do not use Gmail, you can still add your customer list from contacts on your computer by first importing them into Google Contacts. You will need a Gmail account to do this.
Click on the 'Customers' tab located in your navigation bar
Select the 'Customers' tab located in the left sidebar menu
On the Customers page, select 'Actions' then select 'Import' from the drop-down menu
Click on 'Google Contacts' and select 'Next' which is located in the bottom right-hand corner of the page
You will be asked to choose the Google account to connect and give access to Housecall Pro to see and import contacts. We do not save your Google account information or have any access other than importing your contacts.
You will then see a drawer on the bottom of the screen showing all of your contacts. You can either select them individually or all at once and then click the button in the bottom right-hand corner to add your contacts.
Your contacts will be imported immediately.
How do I add multiple emails for the same customer?
You can now store multiple email addresses for a single customer. This will allow you to send both invoices and estimates to each of those emails automatically.
You can add the additional emails to an existing customer or a new customer. For customers that are already stored in your Housecall Pro account, go to their customer profile by selecting the 'Customers' button at the top of your screen and clicking on the customer's name. Then click the 'edit' button to the right of their name. For new customers, you can add each email as you're filling out their customer form.
Click on the Customers tab located in your navigation bar at the top of the page.
Navigate to the customer's detail page that you need to add the email to, and click on the profile tab located in the top left navigation menu of the customer profile.
Once there you will see a pencil icon next to contact info, click on this to open up the edit screen. You will see a blue '+EMAIL' button you can click on to add the email.
You can repeat this process for any additional email addresses. Once they're all entered, hit the 'update contact info' button in the bottom right to save the information.
Check out our tips on how to better connect with your customers.
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Check out our tips on how to better connect with your customers.