June 28th, 2019

> Delete Price List Categories < 

You can now delete an entire price list category without first deleting all the service items within it! 

For instructions on deleting categories, click here!

June 21st, 2019

> Remote Logout Employee <

You can now log yourself or your employees out of their Housecall Pro account remotely. Clicking remote logout will log you out of web and the mobile apps.

NOTE: The employee that has been remotely logged out can immediately log back in. However, you can delete the employee profile to keep them from logging back in. 

Click here for step-by-step instructions on remotely logging out employees. 

June 18th, 2019

> Line Item preview on Overdue Invoice report! <

Simply hover over the job number in blue (on the left) and a pop-up window showing all line items and pricing will appear. 

June 11th, 2019

> Overdue Invoice options: 'View All' and 'Send All' <

You can now click 'View All' to see all overdue invoices for your account and 'Send All' to send all messages to your customers at once! 

May 23rd, 2019

> Your overdue invoices report will now pull invoices that are more than
7 days overdue, instead of the previous 30 day value. < 

This report will show you outstanding balances that:

  • have an invoice due date that is more than 7 days ago AND have not been invoiced in the last 7 days 
  • OR were completed more than 7 days ago AND were never invoiced

> Also new, if you click 'Dismiss' in the upper right corner of the dashboard report, it will disappear for 7 days before returning.

May 16th, 2019

> Overdue Invoice Dashboard Reports <

We have added a report at the top of your dashboard for all of your overdue invoices!

This report will show you outstanding balances that:

  • have an invoice due date that is more than 30 days ago AND have not been invoiced in the last 30 days 
  • OR were completed more than 30 days ago AND were never invoiced

Once 'Send' is clicked, Housecall Pro will attempt to send your customer an invoice via email AND text (Custom SMS is not required). 

Click here to learn more about the Overdue Invoices Dashboard Report

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