Main Business Line
Your Phone numbers settings page allows you to set up, see, and manage all of your phone numbers, including your Main Business Line.
Please Note: "Main Business Line" will be replaced with "Primary Number."
This update is currently in Alpha.
Purchase Your Main Business Line
When onboarding, you can select to purchase a business line for your business
You will be prompted to enter your chosen area code and select a phone number.
Your Main Business Line will be available to add to your call flows and begin making and receiving calls.
Porting Your Main Business Line
If you already have a business line you'd like to bring into your HCP account, you can select to do so when onboarding to Voice.
You will be prompted to fill out and submit a Letter of Authorization (LOA) as well as upload your phone bill.
Please Note: If you would like to test the Voice solution prior to your port finalizing, you will have the option to purchase a number in your phone number settings. That number will become a Call Tracking Number once the port is completed.
Once porting is complete, the number identified as your Main Business Line on the LOA will automatically be set as your Main Business Line.
You will then be able to add your business line to a call flow and start making and receiving calls in Housecall Pro!
Primary Number (Alpha)
Please Note: "Primary Number" will be replacing "Main Business Line." This update is currently in Alpha.
Primary Number Onboarding
During your onboarding to Voice, you will be prompted to select a Primary Number.
Once your onboarding is complete, you can find your Primary Number on your phone number settings page.
Porting Your Primary Number
After you complete your onboarding to the Voice feature, you will have the opportunity to port any existing business numbers.
Once porting is complete, the phone number you initially selected will become a Call Tracking Number and the number identified in your LOA as primary will become your Primary Number.
Call Tracking Numbers
You can manage your Call Tracking Numbers from the Phone numbers setting page.
Get New Call Tracking Number
To get a new call tracking number:
Click on the gear icon in the top right corner of your Housecall Pro account, then select 'Phone numbers' under the Voice section of the Settings menu on the left.
Click on the 'Get New Number' button at the top of the Phone numbers settings page.
Next, please choose a lead source from the drop-down, or create a new one.
📖 Help Center Article:
For more information on lead sources, check out our Help Article,
"Lead Source Overview" in the HCP Help Center.
Lastly, you will choose your destination number. This is the number you want to ring when someone calls your tracking number. We are essentially forwarding calls from the tracking number to this destination number.
Using the area code from your destination number, we will search the phone number database and show you available tracking numbers.
Once you have selected a number, click 'Save' in the bottom right corner of the window.
Please Note: If there are no tracking numbers with that area code available, then we will prompt you to enter a 3-digit area code.
From there, you will be prompted with a dialog which provides instructions for adding your tracking number to your advertising source.
You should be all set up now to use your call tracking number. You can test it by calling that number to verify it goes to the destination number.
Edit Destination Number or Lead Source
To edit your call tracking number:
Click on the gear icon in the top right corner of your Housecall Pro account, then select 'Phone numbers' under the Voice section of the Settings menu on the left.
Next, click on the three vertical dots icon next to the phone number you would like to edit, then select "Edit destination or lead source" from the drop-down.
From there, you will be prompted with the dialog to make changes to the lead source or destination number. Make your changes and click 'Save' in the bottom right corner of the window.
Delete Call Tracking Number
To delete your call tracking number:
Click on the gear icon in the top right corner of your Housecall Pro account, then select 'Phone numbers' under the Voice section of the Settings menu on the left.
Next, click on the three vertical dots icon next to the number you would like to delete and select "Delete call tracking number" from the drop-down.
The dialog will appear and prompt you to type "Delete" to confirm that you actually want to delete this call tracking number. Then, click the 'Delete' button in the bottom right corner of the window.
Please Note: The lead source will still exist but will no longer be tied to the call tracking number. This means you will no longer be able to receive
calls to that number.
Set Up Your Call Tracking Features
Now that you have gone through the first-time setup, you will want to configure your Call Tracking solution so it works for your business.
Step 1: Navigate to your Voice settings.
Step 2: Under Phone Numbers, get another call tracking number to track your lead sources.
Step 3: Configure call recording.
Step 4: Learn how to monitor your plan usage.
Set Up Your HCP Account for Call Tracking
Lastly, you will want to set up your browser and desktop so that it works with our Call Tracking solution.
📖 Help Center Article:
Follow the steps in our Help Article, "Configure Your Browser and Desktop Settings for Calls" to ensure that you can receive desktop notifications and trigger the intake flow.