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'
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)
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
Check out our tips on how to better connect with your customers.
Related Articles
Check out our tips on how to better connect with your customers.