How do I order a card for an employee?
Follow these steps to order a card for your employee:
Go to My Money in the top navigation bar
Click HCP Money in the left-hand navigation bar
Click Expense Cards in the left-hand navigation bar, nested under HCP Money
Click Add Card from the Expense Cards page
Click the select employee dropdown menu, and select the employee you would like to create a card for
Optional: Set the employees spending limit
Check the box to send to your business address [verify this address is correct under deliver to] or uncheck the box to provide a separate shipping address
Click Add Card to confirm
Depending on where you had your card(s) shipped, let your employee(s) know that they will receive a card, and to reach out to you to activate the card(s)
Your card(s) will be shipped to the address provided - usually within 5-7 business days
If you don't see the employee you would like to send a card to, make sure this employee has already been added to your Housecall Pro account. Expense Cards are only available for employees added within your company.