Creating a job in Housecall Pro allows you to schedule work, manage customer details, and track job progress all in one place. From the New Job page, you can enter customer information, add service line items, assign team members, attach notes or files, and schedule the job.
This article walks you through how to create a job in the Housecall Pro web portal and mobile app (iOS and Android).
🔎 Check out job templates if you're interested in automating more of the information that is added to jobs when creating them; otherwise, follow the next set of steps to build out your job.
Create a Job (HCP Web Portal)
Click the New button in the top navigation bar and select Job.
You can make the additional selections below from the New Job page or from the Job details page (accessible after saving the job):
Dispatch an employee
Choose a Job Template
After saving the job, you will have the options to:
Select and edit the options provided above
Make any necessary edits to the customer, job, invoice, dispatch, payments, and schedule.
📌 Note: If you decide to enter the Schedule page when creating a new job, you will be required to assign and dispatch a team member before saving it.
Customer Details on Jobs
When you add a customer to a job, you’ll instantly see key details from their profile, such as their name, service address, phone number, email, and notification preferences, right on the job page. From the Customer section, you can quickly view their details or open their full profile for more information.
To edit or add a Customer profile when creating a new job:
Click the search bar in the section labeled Customer
For existing customers: Type the customer name, email, phone number, or address in the search bar and select the correct profile and address from the drop-down menu
For new customers: Click the blue +New Customer
Click Save once you've selected the customer
To change the customer: You can quickly copy over the job information by selecting the wrench/gear icon in the upper-right corner to create a new job where you can select the appropriate customer.
To change the service address of the job: Click the pencil icon next to the service address.
📌 Note: Clicking the email icon next to a customer’s email address on a job will open your default email app in your web browser. The message will be sent directly from your own email address, not through Housecall Pro.
Adding Service Line Items
Type the service line item directly into the space provided to search your set Price Book and select from the drop-down
You can continue typing to create a custom line item for a specific invoice
Click to edit the service line item, description, or price within the invoice (this will not change the item in your main price list)
Click the blue Save Job button in the upper-right corner after inputting all info.
🔎 Click here to learn more about adding service and material line items.
Create a Job (Mobile)
To create a job from the HCP Mobile App:
iOS: Tap the blue ➕ icon near the top right-hand corner of the screen.
Android: Tap the green ➕ icon near the bottom right-hand corner of the screen.
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Then:
iOS: Select Job from the options provided in the pop-up window.
Android: Select New job.
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Enter the applicable information for the job, then:
iOS: Tap Save in the upper right-hand corner.
Android: Tap the checkmark in the upper right-hand corner.
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The next screen will take you to the Job details page, where you can scroll to view all previously entered details.
You can also view the invoice associated with the job by tapping Invoice.
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Need help or have questions?
We're here for you! Chat with Support using the Blue Chat Bubble in your Housecall Pro account, or give us a call at (858) 842-5746.