The messaging feature within Housecall Pro allows you to access ALL of your messages in one place. Now, you can access your messages on IOS, Android, and the Web to make sure you and your team never miss a beat!

To access your inbox via desktop, you can click the Inbox button on the navigation bar at the top of your account. Under the inbox page on the left side, select customers.
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​ To send a new message click the blue edit pencil located to the top-right of your message thread.
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You can navigate to a customer's profile or add/remove teammates from a chat thread by selecting the message thread you want to edit/access and then clicking the customer's name at the top of that chat thread.

Member Management

This feature will allow you to view, remove, and add Employees in a message thread at your discretion. Employees included in a message thread will receive push notifications from any customer's reply to the thread. To view the members in a thread, select a channel and click on the member names above to add or remove Employees from the thread. Multiple customers cannot be grouped in a conversation - only employees.

Admin and Office Staff employees can still access the thread even if they are not included as a member, but they will not receive push notifications on the mobile app if not added as a member. Field techs can only view threads when they are included as a member.
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​***Note: Be sure to enable your desktop notifications. Check out this help article on how to do so***

This unified chat system allows you to run your day-to-day business operations through three workspaces:

​Customers - Take customer service to the next level by communicating with your customers over SMS. Point of contact, office staff, and techs will be auto-added to all customer chats to ensure that customer communication is transparent to everyone on your team.
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​Note: Technicians will only be added to a customer chat if they are assigned to a job for that customer. Techs will be removed automatically from customer channels once the job is completed, deleted, or canceled.

If you do not want an employee(s) to be able to chat with customers, you can toggle off the permissions under employee settings.

Additionally, if you have websites by Housecall Pro, leads that chat on your website will flow directly into your inbox under the customer's workspace.

​Employees - Easily manage communication with your team to effectively quarterback internal operations. You can start conversations with one of your team members or add as many team members as you'd like!

To access the inbox on iOS/Android, tap the Inbox button on the navigation bar at the bottom of your mobile app.
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On your IOS or Android, you can create a new message and add multiple parties to the channel. (You can start a thread with a customer and multiple techs if needed).
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To do this, tap customers after opening your inbox then, tap the blue edit pencil in the upper right. In the search box that appears, start typing the customer's name and select them from the list once it appears then tap Create in the upper right.
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Once the thread is started you can proceed to add employees by clicking the settings icon in the upper right. This is depicted by a gear, under the chat settings you'll see a list of all the employees currently attached to the conversation. You can add more employees by clicking the blue icon in the upper-right, then searching for the employee's name and selecting it. tap the blue back arrow in the upper-left to return to the settings or the chat thread after adding an employee.
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Employees can also be removed on under the settings for the chat by clicking the ellipsis next to their name and selecting remove.

The chat feature on mobile allows you to see what your tech sees, to ensure everything is going smoothly.
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Navigate to Customer Profile

The inbox allows you to go to the customer profile, directly from chat.

Click on the customer profile icon (icon located next to messages the customers sends in the thread), then you will be directed to their customer profile.

Turn off chat notifications and Mark all as Read

You can turn off chat notifications or mark all chats read by clicking on the inbox from the navigation bar at the bottom of your app.
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After that click the settings icon on iOS located in the upper right, on Android, you will see the settings button in the list of items that appear when you click inbox on mobile settings should be at at the bottom of the list.
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​Archive messages

You can archive chats in your inbox on mobile, by navigating to your customers' chats and swiping left on the chat that you wish to archive.
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Archived chats will be hidden from your list of chats with customers, however, all data will be preserved. Chat threads can be unarchived by starting a new chat with the customer (all previous data will be restored as well). Chats will also automatically unarchive themselves when the customer sends you a message.

Check out this help article on advanced chat features!

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.
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