Housecall Pro

How can I replace a lost or stolen card for an employee?

Follow these steps to cancel and replace a card for an employee:

Go to My Money in the top navigation bar

Click HCP Money in the left-hand navigation bar

Toggle the arrow in the left-hand navigation bar to expand the menu

Select the Expense Cards sub-menu

Click the three dots on the right for the employee whose card you would like to replace

Click Cancel card and follow the prompts to cancel the card.

1. Go to My Money in the top navigation bar
2. Click HCP Money in the left-hand navigation bar
3. Toggle the arrow in the left-hand navigation bar to expand the menu
4. Select the Expense Cards sub-menu
5. Click the three dots on the right for the employee whose card you would like to replace
6. Click Cancel card and follow the prompts to cancel the card.

NOTE: You must cancel the employee’s previous card in order to replace it with a new one. To cancel a card please see the above instructions.

If you would like replace a card for an employee, Click Add Card

Click the select employee dropdown menu, and select the employee you would like to create a card for

Optional: Set the employees spending limit and amount

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

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

1. If you would like replace a card for an employee, Click Add Card
2. Click the select employee dropdown menu, and select the employee you would like to create a card for
3. Optional: Set the employees spending limit and amount
4. 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
5. Click Add Card to confirm
6. 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)
7. 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, please make sure this employee is already added to your Housecall Pro account. Expense Cards are only available for employees within your company.