Onboarding Video Tutorial: Managing Customers (HCP Web Portal)

Add a New Customer (HCP Web Portal)

To add a new customer through the HCP web portal:

Click the 'New' button in the top navigation bar of your HCP account.

Select 'Customer' from the drop-down, and the "Add new customer" window will appear.

In the Contact Info section, enter the following information:
- First/Last Name
- Display Name (shown on invoices)
- Email address
  - Additional emails can be entered by clicking the '+ Email' button
- Mobile/Home/Work Phone
  - Additional phone numbers can be entered by clicking the '+ Phone' button
- Company & Role (if applicable)
- Select whether this customer is a Homeowner or a Business
- Mark as 'Do not service' (if applicable)

❗Please Note: The customer's cell phone number must be entered in the 'Mobile phone' section in order to receive text message notifications.

In the Address section, start typing the address in the 'Street' field, and select the correct address from the drop-down list.
- Click '+Address' in the grey bar to add multiple addresses.

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.

The Notes section consists of the following fields:
- Customer Notes
  - These are for internal use only and act as a reminder or notice to yourself and/or your employees.
- Customer Tags
  - Tags are internal identifiers that remain attached to the customer until they are edited/deleted.
- '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
- Lead Source
  - This field allows you to track where your customers found your business without having to use tags.

"Referred by" section:
- If applicable, you can enter a referring customer's name in the "Referred by" field and select their profile from the drop-down menu.

Check the "Send notifications" option in the bottom left corner of the window if you'd like this customer to receive notifications when:
- A job or estimate is marked as 'Scheduled,' 'On My Way,' or 'Finished.'
- A payment has been made on a job/invoice.

Please Note: Unchecking the box next to 'Receive notifications' will turn off all notifications for the customer

When you're ready, click "Create Customer" in the bottom right corner of the window, and your new customer will be added to your Customer List.

Click Here to Add a Customer Now

Selecting a Customer Type

When adding a new customer, you can 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.

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.

How to Add Multiple Emails for an Existing Customer

You can store multiple email addresses for a single customer. This will allow you to send both invoices and estimates to each of those emails automatically.

To add multiple email addresses for the same customer:

Click on the Customers tab in your navigation bar at the top of the page.

Navigate to the Customer Profile that you need to add the email to, and ensure that the Profile tab is selected.

Click the pencil icon next to Contact Info. Click the blue '+ EMAIL' button to add another email address. Repeat this process for any additional email addresses.

Click the 'Update Contact Info' button in the bottom right to save the information.

Add a New Customer (HCP Mobile App - iOS)

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 a New Customer (HCP Mobile App - Android)

Learn how to create a customer with ease right from your Android!

To add a customer through the HCP mobile app on Android:

Log into the app and click the 'Customer' icon in the bottom right corner of your screen.

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.