When creating a new job/estimate

When working in an existing job/estimate

Directly from the calendar/schedule page

Click the New button on the right side of the top navigation bar and select what you would like to schedule: either a job, estimate, or event, from the drop-down menu.

You will be brought to a page where you can begin adding details of the job or estimate, including customer, line items, notes, and other details.

On the left-hand side of the page, directly under the 'Customer' section, you will see a Schedule box where you can select the gray fields next to 'To' and 'From' and choose the date you wish to schedule the job or estimate for from a small pop-up calendar.

Once a date is selected, you will see the time field auto-populate. Click into it and scroll through the drop-down to select your preferred time.

If you would rather a full calendar view to schedule your job or estimate, simply click on the pencil icon in the top right corner of the Schedule box.

After clicking on this, you will be taken to a full-page view of your Housecall Pro calendar, and you will see a new, blue box indicating the job or estimate you are working on, placed on the calendar ready to schedule.

To change the day/date and time of the new job or estimate, simply adjust make adjustments on the left side of the page or by dragging and dropping the blue tile.

You can also manually change the date and time by clicking into the blue scheduling card, which will bring up a central pop-up window titled Job Schedule.

Here you can manually adjust the date and time, before selecting the blue, oval Save button in the bottom right of the pop-up window.

Your dispatched team can be selected or changed by clicking on the EDIT TEAM dropdown on the left of the calendar page.

You may adjust the arrival window of the job or estimate you are scheduling, which will not change the job time on the calendar, but will instead be shared with the customer in their confirmation communications so that they have an expectation of your arrival time.

To set this, click into the dropdown ARRIVAL WINDOW button on the left of the calendar page below edit team.

After selecting the arrival window, select the Set as default blue text if you would like this arrival window to apply to all jobs going forward.

When you are happy with your scheduling selections, decide on whether you wish to notify your customer of the scheduled job or estimate via email and/or SMS communications.

If you would like to notify them, check the Notify customer option box in the top right corner of the calendar. Once you have completed scheduling the job or estimate, click on the blue, oval SAVE button in the top right corner of the calendar page.

Open a job or estimate to view the details page.

Click the Schedule button in the Action Bar at the top of the page.

You'll then be taken to the full-page view of your Housecall Pro calendar and you will see a new, blue box indicating the job or estimate you are working on, placed on the calendar ready to schedule. If the job has already been scheduled, you will see the job in the blue box in the date and time slot you originally scheduled it for.

Click on the Schedule tab featured in the top navigation menu of your Housecall Pro homepage or dashboard.​

Once you have navigated to your preferred date on the calendar, simply click into your preferred timeslot for the job or estimate you are scheduling.

A pop-up box will appear next to your selected time with the options to book a job, estimate or event. Click on the option you would like to schedule.

A new job or estimate page will open with the scheduling details already set, reflecting the date and timeslot you clicked into on the calendar. This can be modified as needed.

On the left-hand side of the page, directly under the 'Customer' section, you will see a Schedule box where you can select the gray fields next to 'To' and 'From' and edit the date or time if applicable.

Once your job or estimate reflects the time and date you wish, you may continue to fill out the remaining details, such as Customer name and any line items or materials, before hitting the blue, oval SAVE JOB button in the upper right corner of the page. Your job or estimate is now saved!

Tap the '+' icon in the upper right corner of your dashboard

Select 'New Job'

Choose an existing customer: search using name, address, phone number, email address, etc.

OR add a new customer by clicking the icon in the upper right corner

Set your Job date, Start & finish time, Arrival window (if different from default), and Dispatched employee.

This defaults to whatever the customer's notification settings are in their profile.

Toggle ON (blue) means that the customer will receive the 'job scheduled' text and email once you finished creating the job and press 'Save.'

Toggle OFF (grey) will not send any notification to the customer for this specific action.

Click the green (+) icon to add

Click the red (-) icon to remove

Click the line item to edit: name, description, price, or make the item taxable

Click the green (+) icon to add

Click the red (-) icon to remove

Fixed amount discount: multiple can be added

Percentage discount: only ONE can be applied

Click the green (+) icon to add.

Enter a fixed amount deposit or Percentage deposit.

Set the due date for the deposit.

To delete a deposit, enter a zero (0) in the dollar amount or percentage field and save.

If a job has a deposit applied, it will NOT automatically update if any line items or materials are added afterwards. You must delete the deposit, then re-enter.

Deposits can be collected via partial payment in the mobile app.

Taxable: Once you've made your line items taxable, you can apply tax by toggling this ON (green).

Select the tax rate from the drop-down (or add a new one).

To edit the message that appears on the bottom of the invoice, click the message area.

Be sure to click 'Done' in the top right corner once you've finished!

Add existing OR create new job tags.

These notes are for internal users only, meaning the customer will not be able to see.

Simply type in any notes and click 'Save.'

Once all the information is in, press 'Save'