Overview
We suggest that you use Google Chrome to take and receive calls through our HCP Voice solution. Follow the steps below to make sure your browser and desktop are ready to make and receive calls.
How to Set Up Your Browser
First, you will need to make sure your Chrome settings are correctly configured. To do that, click on the Lock icon next to your URL.
This will open up an overlay where you will want to select Site Settings.
From there, you will see a number of permissions. These are the permissions you will want to make sure are toggled on:
Microphone = Allow
Notifications = Allow
Pop-ups and redirects = Allow
Sound = Allow
Next, refresh your Housecall Pro window. Now, you should be good to use our Voice solution!
Please Note: If you run into issues, make sure to double-check that the yellow banner stating, "You have notifications turned off for Housecall Pro. Make sure to enable to receive notifications so you don't miss any communications" is not visible at the top of your Inbox page.
How to Set Up Your Desktop (Mac)
On Mac OS, there is an additional setting that can block browser notifications. To start, open up System Preferences on your desktop and select 'Notifications' from the menu.
Select your browser from the Application Notifications list to ensure you have notifications turned on for the browser that you are using.
Make sure you have the sound configured correctly on your desktop. This is imperative so you can make and receive calls. This means you need both output (speaker) and input (microphone) set up.
From System Settings, select 'Sound' on the left navigation bar. Here, you can toggle between 'Output' (default speaker selection) and 'Input' (default microphone selection). Your selection for both output and input will be used as the default devices for making and receiving VoIP calls.
Output (Speaker)
Input (Microphone)
How to Set Up Your Desktop (Windows)
Output (Speaker)
To select a default playback device, right-click or press and hold the volume icon from the system tray. Then, select Sound settings in the menu.
Next, click the arrow icon on the right of the speakers that you would like to set as default.
This takes you to the Properties page. In the General section, where you can change which speakers are used as your default sound device by clicking on the setting highlighted below.
Input (Microphone)
To set your default microphone, navigate to the bottom of the Sound settings section and click More sound settings under Advanced.
In the Recording tab, a list of microphones will be displayed. Right click and select Set as default device to change the default microphone.
