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Job Inbox: Accept and Complete HomeServe Jobs
Job Inbox: Accept and Complete HomeServe Jobs

Learn how to complete the job flow for a new job from HomeServe.

Ian H avatar
Written by Ian H
Updated over 5 months ago

HomeServe Overview

We want to bring you new work and new customers by partnering with third-party providers! One of our partners is HomeServe, a leading Home Warranty company serving millions of customers across the US and Canada.

This partnership offers you REAL jobs to put on your calendars. You read that right: Real jobs. Not Leads.

It’s never been easier to work with a Home Warranty company because we’ll manage the relationship, and all you’ll have to do is follow a short checklist. Plus, Pros love how fast and easy it is to get paid!


How to Receive HomeServe Jobs

You are automatically opted in to receive HomeServe jobs. They will be passed to your Inbox if the job is in your area and industry. To make sure you have the best chance of being passed job opportunities, ensure your account is up to date in the following ways:

Ensure your Price Book is accurate.

Connect your bank in Housecall Pro.

  • In your Housecall Pro account, click on the 'My Money' tab and press the blue 'Connect My Bank' button.

    • This is important because you will be paid directly within your Housecall Pro account.

On your mobile device and web browser, turn on push notifications to ensure that you never miss a new job notification.

  • Go to Settings > Notifications > Tap on the Housecall Pro app > Toggle on 'Allow Notifications'

Make sure you enable notifications on your Housecall Pro account to receive desktop notifications. To do this, click on 'Turn On Notifications' in the upper right corner of your screen:


How to Accept or Decline a HomeServe Job

  • Admins, POCs (Points of contact), and Office Staff will receive texts on their mobile phones alerting them about a new job in the area.

  • To learn more about the job details, click the link on the text, or you can head straight to your Housecall Pro Inbox > Job Inbox > HomeServe.

  • You will have a limited amount of time to accept or decline the job. This ensures each Pro has exclusive rights to the job.

    • The timer counts down how much time you have to accept the job until it is passed on to another Pro.

  • Upon viewing the job, you will have the option to either decline the job and pass it to another Pro, or learn more about the job.

    • By clicking the blue 'Learn More' button, you are not accepting the job just yet, but gathering more information about the job details and customer info.

  • The timer counts down how much time you have to accept the job until it is passed on to another Pro to accept.

  • The estimated amount is NOT the definite amount that the job will be. The estimated amount is based on the type of industry. You will be paid for the work that is actually completed after diagnosis.

  • The arrival window is a suggestive time. If you accept the job, the job will populate into your calendar. But, you must call the customer to confirm the time or change the date/time.

  • The not interested button will signify that you do not want the job, and then it will continue being passed to Pros based on service area and industry.

  • The blue 'Learn More' button will redirect you to the requirements to accept a job. Once you check the boxes, you will press 'Accept Job.' Then the job will be available to view on mobile and web.

Note: The dollar amount on the job details is an estimate only. The scope of work may vary depending on your assessment and the homeowner's home warranty plan. The final total will reflect actual work done, but there is a minimum trip fee of $75 in place if no work is completed.


How to Complete a HomeServe job through Job Inbox:

Each Job Inbox opportunity has a checklist with instructions on how to complete the job. You will need to complete the checklist in order to finish the job and collect payment:

  • Once you accept the job, call the customer to confirm a time and date with them.

  • When you arrive on site, diagnose the issue and create line items for the proposed work.

  • Call HomeServe at 888-666-8830, and choose option 1 for Cost Authorization

  • Don’t forget to push Start and Finish

  • Get the homeowner's signature to authorize that the work was done.

  • Do NOT collect payment from the customer. Click Invoice and HomeServe will pay the invoice online with a credit card within 14 business days.

And don't worry, all of these steps will be included on the job details for easy access!

Tips: The phone icons next to the steps are used to tap and call the customer and HomeServe directly!

Plus, the signing icon in the checklist will take you directly to a screen to collect the customer's sign-off after you complete the work. This way the customer can authorize that the work was completed.

When you tap the pen icon, select "At the customer's house" to collect their signature.

Collect the customer's signature and tap "Done Signing"

The signature will automatically be attached to the invoice to HomeServe.


How to Cancel a Job Received through Job Inbox

Don't worry! There are no repercussions for cancelling a job. You will not be charged, nor will you be prioritized less for future Job Inbox jobs.

There are a few reasons why you may need to cancel a job that was accepted via Job Inbox:

  • The customer has not confirmed a time and date for service.

  • You are unable to complete the work at hand due to the job details or special instructions from the home owner.

  • You accidentally accepted a job through Job Inbox.

You can easily cancel the job within the web portal or mobile app. It is important that you cancel the job rather than unschedule it in order for the job to be passed back to our third party partner.

Open the job details page. If you are cancelling a job via mobile app, you will click on the three dots at the top right section of the screen. If you choose to cancel the job via desktop view, click on the wrench at the top right of the screen, and select cancel.

You do not need to notify the customer that the job is cancelled, because the job will be offered to other Pros to accept. Make sure the box is unchecked, then click "Yes, cancel the job".


Frequently Asked Questions (FAQs)

Q: I have worked with Home Warranty before, is Job Inbox different?

A: We vet our partners to ensure that our Pros are getting quality jobs, and most importantly, getting paid on time.

Q: I have had negative experiences with third-party companies. How is this different?

A: Housecall Pro is very involved in facilitating the flow of these jobs, and our goal is to ensure you're having a positive experience.

Q: I usually diagnose my own work. Why should I listen to the price that a home warranty company gives me?

A: The approval is based on whether the homeowner’s warranty covers the scope of work. Remember, you are still in control of diagnosing the issue.

Q: What happens if HomeServe does not give me approval for the work?

A: If HomeServe cannot cover the work based on the customer’s home warranty plan, there are three options:

  1. Accept the $75 trip fee

  2. Do the amount of work that was approved

  3. Talk to the homeowner about covering the additional unapproved work

Q: My minimum is higher than $75. Can I request a higher trip charge?

A: The current guaranteed trip fee is $75 for a free job, and we’ve seen 90% of our Pros get approved for the work, and make more than this $75 minimum. You can also call HomeServe after accepting the job to see if they will approve your rates before going out to the site.

Q: If I'm gonna go out there just to get an approval from Home Warranty, then why wouldn't I just do that on my own instead of going through Job Inbox?

A: Job Inbox takes searching for leads and jobs out of your process. This is a new job that you didn’t have to find yourself. By accepting a job through Job Inbox, you are guaranteed a trip fee + what work you are approved for.

Q: What if I don’t have availability at the preferred time slot?

A: You can still accept the job and confirm a time that works for both you and the Homeowner.

Q: Why was I picked for the job?

A: Each new job via Job Inbox will use a matching algorithm based on your location and industries listed in your price book. Partners do not access this information.

Q: What happens if I decline a job?

A: No worries! Saying you're "not interested" on a particular job will not remove you from the pool or negatively impact your future match rate.

Q: How soon will I get paid?

A: HomeServe has a guaranteed deadline of 14 business days (excluding weekends and holidays), but you could be paid sooner.

Q: How much does this cost?

A: HomeServe job opportunities are free!


Job Inbox Testimonials

Check out these Job Inbox testimonials from Pros who have accepted HomeServe jobs through Job Inbox:

"[It's] smooth and easy to follow. HS was no hassle approval process. I also like the check list." - Nak for Plumbing

"Everything went great, and the homeowner was really happy. Can't wait for more jobs in the future." - Capable Hands Handyman

"I know that HomeServe pays so I have no problem doing their work. We'd like to get more tickets like this!" - Fixxer Company

"It went wonderful, thank you! We certainly appreciate these opportunities" - A1 Integrity Plumbing

"Payment was easy. About 10 days to get paid. I'd give that a 10" - Illuminating Electric INC.

"I gave HomeServe my labor rate, and they had no problem paying it. It came out to $175, approved, no problem. It being fully built into the software is nice because using home warranty portals can be a pain, but this is pretty nice" - Sundown Appliance repair LLC

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