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Customer Notifications Overview

Review, enable and disable automated notifications that go out to your customers to give them the best customer service experience possible.

Nate H. avatar
Written by Nate H.
Updated over a week ago

Customer Notification Types

There are six types of automated notifications Housecall Pro will send to your customers:

  • Job/Estimate Scheduled - A text and email will be sent to the customer whenever you schedule a job/estimate. Keep in mind, an updated notification will go out if a change is made to the time it is scheduled for or which employee it is dispatched to. You can stop this notification from going out on the web portal.

  • 'On my way' - A text message will be sent when you click the 'On my way' button to let your customers know when you're headed over. This notification will not be sent via email.

  • Job/Estimate Finished - A text message will be sent when you select the 'Finish' button on the job/estimate to keep your customer updated on the status of your work. This notification will not be sent via email.

  • Review Request - When the Reviews app is enabled, an email and text message will be automatically sent to your customer asking for a review once the job is marked finished. Note: This notification will only be sent out if you have activated your Reviews app.

  • Email/Postcard Marketing Campaign - An email and/or postcard will be sent based on the rule you have set up for the re-marketing campaign

Please Note:

  • If a customer has no email address, but does have a mobile number listed in their Customer Profile, they will only receive the text message notifications. If only an email address, and no mobile number, has been entered for your customer, they will only receive the email notifications.

Text message notifications will not be sent to landlines, so be sure to get their mobile number!


Enable Customer Notifications

If you'd like to ensure that your customers receive all job notifications, you can enable their customer notifications by following the steps below.

  • First, navigate to your Customers page by clicking 'Customers' in your HCP navigation bar, and select a customer who you'd like to enable notifications for.

  • Next, click on the pencil icon next to 'Contact info' to edit your customer's Customer Profile.

  • The 'Edit contact info' window will appear. From here, check the 'Send notifications' box by clicking on it.

  • Then, click on the blue 'Update' button in the bottom right corner to save your changes. Your customer will now receive notifications for future job/estimate updates.

  • You can confirm that notifications have been turned on by looking in the Communication preferences section of the Customer Profile, under 'Notifications enabled.'

Customer Responses to SMS Messages

  • If a customer responds to a notification for a job or estimate that is In Progress ('Start' or 'On My Way' have been clicked, but 'Finish' has NOT been clicked):

    • The Field Tech assigned will receive the customer's messages in their HCP mobile app.

    • Admins and Office Staff will receive the customer's messages in their HCP mobile app, as well as in the 'Customers' channel of your HCP Inbox.

  • If a job is NOT In Progress, the customer's messages will be available for Admins and Office Staff in the 'Customers' channel of your HCP Inbox.

To learn more about how the HCP Inbox works, check out our Help Article: "Messaging Within Your Housecall Pro Inbox"


Disable Customer Notifications

If you no longer want your customer(s) to receive any automated emails or texts, you can disable their notifications by following the steps for both the web browser and the HCP mobile app.

To disable customer notifications from the web browser:

  • First, navigate to your Customers page by clicking 'Customers' in your navigation bar and select the customer whose notifications you want to disable.

  • Next, click on the pencil icon next to 'Contact info' to edit your customer's Customer Profile.

  • In the 'Edit contact info' window, uncheck the 'Send notifications' box in the bottom left corner.

  • Then, click on the blue 'Update' button in the bottom right corner to save your changes. Your customer will now receive notifications for future job/estimate updates.

  • You can confirm that notifications have been turned off by looking in the Communication preferences section of the Customer Profile, under 'Notifications enabled.'

To disable customer notifications from the HCP mobile app:

  • First, tap on the 'Customers' icon located at the bottom of your screen and select a customer whose notifications you'd like to turn off.

  • You can verify whether this customer's notifications are enabled or disabled by checking the Contact section in the Customer Profile.

    • If notifications are enabled, this will show as "NOTIFICATIONS ON"

    • If notifications are disabled, it will show as "NOTIFICATIONS OFF"

  • Next, tap on the blue pencil icon in the top right corner of your screen to edit your customer's information.

  • Scroll down until you see the 'Send notifications' option, then tap the toggle to turn notifications on or off.

    • The toggle will be blue when notifications are on, and gray when notifications are off.

  • Finally, click the blue 'Save' button in the top right corner of your screen and you're all set!


Disable 'On my way' Notifications

If you don’t want to notify your customer when you or an employee is en route for a specific job, you can turn the notification off by following these steps:

  • First, go to the job details page of the job you need to mark as started and click the 'OMW' button at the top.

  • The 'On my way' pop-up window will appear. Uncheck the 'Notify customer' box by clicking on it.

  • Click the blue 'On my way' button in the bottom right to start tracking your travel time.


Disable Job/Estimate Finished Notifications

If you don’t want to notify your customer when you or an employee has completed a specific job, you can turn the notification off by following these steps:

  • First, go to the Job Details page of the job you'd like to mark complete and click the 'Finish' button at the top of the screen.

  • The 'Finish Job' pop-up window will appear. Uncheck the 'Notify customer' box by clicking on it.

Note: You can first adjust the date and time the job is marked complete by clicking on the date and time fields in the 'Finish Job' window.

  • Finally, click on the blue 'Finish' button in the bottom right corner of the window to mark the job as complete.


Disable Payment Notifications

If you don’t want to send a receipt to your customer you can turn that specific notification off by following these steps:

  • First, go to the Job Details page of the job you would like to remove the notification from and click the 'Pay' button at the top of the screen.

  • The 'Payment' pop-up window will appear. Uncheck the box labeled 'Notify customer' by clicking on it.

  • You can then accept payment as you normally would, without sending a receipt to your customer.


Things to Know

  • You cannot turn off all customer notifications at once, this must be done individually. 

  • After disabling notifications for your customers, although they will no longer receive messages automatically, you are still able to manually send scheduling confirmations, invoices and receipts. Just keep an eye out for the 'Notify customer' option.


To learn how to edit your SMS Job Notifications, check out our Help Article: How do I customize SMS notifications?

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