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.