Taking Card Payments on the HCP Mobile App
One of the best parts of this technology is that you can take credit cards right through the app without any additional downloads!
To take payments on the HCP mobile app:
Navigate to the Job Details page and tap the 'Pay' icon at the top of your screen.
iOS (iPhone/iPad) | Android |
 |  |
Next, confirm the payment amount on the Checkout screen.
If taking a partial payment, tap the Job amount box to adjust the amount that your customer is paying.
Add any notes for the payment, then tap 'Next' in the top right corner of the Checkout screen.
🛠️ Pro Tip: When taking check payments, the Notes section is a good place to input the check number.
iOS (iPhone/iPad) | Android |
 |  |
Next, select the payment type by tapping on the form of payment you are receiving:
Credit Card (select only if you use our credit card processor).
Cash
Check
Other (select if you are using any other credit card processor).
iOS (iPhone/iPad) | Android |
 |
 |
When you select the Credit Card payment option, you can:
Manually enter the card number.
Tap 'Scan Card' to scan the card with your device's camera.
This will automatically input the card number.
The expiration, zip code, and CVV must be entered manually.
The app will need access to your camera, so make sure to allow it permission.
Tap 'Card Reader' if you have a Housecall Pro Card Reader and would like to swipe, tap, or chip the card.
If the 'Save card on file' option is enabled, you will not be able to use the Card Reader.
Please Note: Choosing the 'Scan Card' option only scans the card and does not take a picture. The card number will not be stored in the system. Your phone will not store a photo of the card.
iOS (iPhone/iPad) | Android |
 |  |
You will then see a screen confirming the completed payment.
A receipt will be emailed to your customer and to your company's support email address.
If you have the Text Messaging feature on your account and your customer has a phone number in the mobile field of their Customer Profile, they will also receive their receipt via SMS.
Please Note: If customer notifications are turned off, the customer will not receive a receipt for their payment.
Video Tutorials
Taking Payments on the HCP Mobile App (iPhone/iPad):
Taking Partial Payments on the HCP Mobile App (iOS):
Taking Payments on the HCP Mobile App (Android):
If you haven't started using our credit card processor yet and are interested in learning more about processing payments through Housecall Pro, fill out our Payments Interest Form, and a Payments Specialist will reach out to you at your earliest convenience!
Learn how Instapay can typically have your credit card payment in hand
in less than 30 minutes!
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.