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
Template:
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.
Having trouble finding what you need?
Use the blue bubble to reach out to our chat team for live customer support. If you’d prefer to talk it out over the phone, call our support number at 858-842-5746.