Onboarding Video Tutorial: Managing Customers (HCP Web Portal)
How to 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:
These are for internal use only and act as a reminder or notice to yourself and/or your employees.
Tags are internal identifiers that remain attached to the customer until they are edited/deleted.
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
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.
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 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 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 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.
You can repeat this process for any additional email addresses. the 'Update Contact Info' button in the bottom right to save the information.
Add New Customers (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
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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.
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Add Customers (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.'
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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.
Check out our tips on how to better connect with your customers.
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.