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Employee Training Materials

This article includes Employee Training Checklists, Video Tutorials & our Employee Handbook Template to help with training your employees.

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

Overview

At Housecall Pro, we want to ensure that you and your employees have the tools you need to successfully run your business, complete jobs, and make more money. That's why we've created this Help Article which includes Employee Training Checklists, Video Tutorials, and our Employee Handbook Template to help you get started with using Housecall Pro.

Employee Training Checklists

Use these training checklists to ensure that your Office Staff and Field Tech employees know how to use Housecall Pro for their roles in your business.

You can copy and paste each list to your own document, or click on the images below to save them to your computer and print them out.

Office Staff Training Checklist:

  • Log in using credentials provided by employer

  • Watch the Office Staff Training Video

  • Download the Housecall Pro mobile app & log in

  • Create and schedule a fake/test job

  • Press On My Way, Start, and then Finish

  • Send yourself an invoice

  • Mark the job as paid

  • Find a customer from your customer list

  • Explore a customer profile and learn to update their contact info or address

  • Check out the Help Center at https://www.help.housecallpro.com/

Field Tech Training Checklist:

  • Download the Housecall Pro mobile app

  • Login using credentials provided by employer

  • Watch the Field Tech Training Video

  • Learn how to clock in/out (if applicable)

  • Be assigned a practice/test job

  • Press On My Way

  • Press Start

  • Take a photo for a job

  • Add a note for a job

  • Press Finish

  • Send an invoice to yourself

  • Remember to press On My Way, Start, & Finish on EVERY Job/Estimate


Employee Training Videos

In the first two training videos, we start with a quick guide on navigating the app and then dive into using the app when out on the job and in the field. The first video is for Android users, and the second is for iOS users (iPhones/iPads).

In the third video, we cover key features and functions of the Housecall Pro web browser for Office Staff employees.

These training walkthroughs will show your employees their workflow from the Housecall Pro mobile app and web browser so you can get them trained up in no time!

Android Mobile App Training

iPhone/iPad Mobile App Training

Office Staff Web Browser Training


Employee Handbook Template

Growing pains are normal. As you move from a small family-run business to a more established organization, you’re bound to encounter some hiccups. Employee handbooks are great for employees, and they also protect the company.

Download this Employee Handbook Template to assist you with making your own so you can create transparency and set expectations in your business.

Head over to the Housecall Pro blog to learn best practices and what you should include in your Employee Handbook here.

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