Overview
Our VoIP (Voice over Internet Protocol) solution allows you to make and receive calls directly in HCP web. This will give you a full picture of all calls made to and by your business. By replacing your existing phone system with Housecall Pro’s integrated solution, you’ll eliminate the need for multiple, cumbersome tools and boost efficiency.
Check out this tour in the product.
First Time Setup
When you are first setting up your VoIP experience, you will go through our onboarding flow. It starts with a marketing page that communicates the value of our integrated phone system.
Port or Purchase
From there, you will select Get Started and be prompted with the choice to either:
Port over your existing numbers
Purchase a new business number
Now, if you have a business line that is crucial to your business then the porting process is the right selection for you. However, please be aware that it will take 1-3 weeks to get that number ported. When you do port, you will be able to port over your main business number and any other call tracking numbers you wish.
The other option you have is to purchase a new business number. If you are ok with a new line then the purchasing experience is much quicker to get you up and running. The purchase option is great to test out our VoIP solution before you port over your number.
Porting Over Your Existing Phone Number(s)
The first step is to attach your documents. We will need at least a Letter of Authorization which you can download from the page. We will also need a phone bill from your existing carrier.
Please attach those documents below the steps
Once you have attached your documents, you may click Initiate the Porting Process and you will get a confirmation dialog
You should also receive a confirmation email which has the documents you submitted attached.
Our HCP support team will then submit the request through Twilio and reach out to you via email to progress the process along.
In some scenarios, we may require additional information from you so we will reach out via email in order to gather the additional documents. Once the carrier has all of the information they need, they will provide HCP with a date and time for your port so that you may use that number in HCP web. We will inform you of the date via email:
Note: If you are porting, please make sure you keep your current carrier until you have successfully ported into Housecall Pro.
In particular, if you are coming from Service Titan, we’ve had issues with them in the past. They seem to have a rigid policy of releasing your number the day your service ends and will not hold it until you port into your new carrier is complete. Some carriers (like Housecall Pro) have more flexible policies for maintaining your number a certain number of days past cancellation. Even so, we advise you to wait and cancel until after your port is complete to avoid losing your business line.
Porting Away
If you ever want to port away your number, then you will need to follow your new carrier's port process. Lastly, if you want to port a number back in again, chat us in the blue bubble or email porting@housecallpro.com
Purchasing Your New Business Number
The first step is to select the area code you wish to use
Next you will select the number that you prefer and click Save
From there, you should receive a confirmation screen that the number was successfully purchased and you will be dropped into the Phone Numbers page with your new business number populated.
Setup your VoIP features
Now that you have gone through the first time setup, you will want to configure your VoIP solution so it works for your business.
Under Phone Numbers, get a call tracking number to track your lead sources
Update your custom audio files including greetings and voicemails
Set up your call flow so you can create an optimal customer experience
Setup call masking for your technicians
Learn how to monitor your plan usage
Setup your HCP Account for VoIP
Lastly, you will want to setup your browser and desktop so that it works with our VoIP solution. Follow these steps to ensure you can hear your calls, receive desktop notifications, and trigger the intake flow.