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Best practices for evidence submission
Best practices for evidence submission

Learn what to submit as evidence for disputes and access our template to make submitting evidence easy.

Taylor Morrison avatar
Written by Taylor Morrison
Updated over a week ago

Best practice:

  • When submitting evidence, keep it to the point. The people reviewing your submission will not understand specifics

  • Be sure to include all communication with your customer

  • Include photos of signatures

  • Include your terms & conditions

  • Before & after pictures are helpful

  • Include screenshots of the activity feed from within the job in Housecall Pro


We have created a template using Canva that you can access by clicking here. You will need to create a free Canva account (no need to sign up for Canva Pro).

Step 1: After clicking on the template link you will be taken to a screen where you will need to click USE TEMPLATE

Step 2: Sign up for a Canva account or login if you already have an account

Step 3: Edit the template to add in text, screenshots, photos, etc. If you need more guidance on using Canva, check out our tutorial here.

Step 4: Once you are finished adding in your evidence, click the ⤓ button in the top right corner to download your document.

Step 5: Then select PDF STANDARD as the file type and click DOWNLOAD

The pdf will download to your computer so that you can then submit a PDF document with your evidence for the dispute.

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