Accessing Jobs and Estimates
To access a Job or Estimate page:
Jobs and Estimates can be accessed by clicking on the Estimates or Jobs tab in the left navigation bar in your Housecall Pro account.
Job and Estimate pages enable you to take actions on your list of jobs or estimates, including:
Search all jobs/estimates by any field.
Filter by common fields such as Status, Customer, Employee, Scheduled Date, and more.
Edit Columns to adjust what fields are shown in your table.
Create a job or estimate easily.
This is the same functionality as the 'New' button in the navigation bar.
Export your list of jobs or estimates.
Import your jobs.
Having trouble finding what you need?
For further assistance, please reach out to our Chat Support team
via the Blue Chat Bubble in your Housecall Pro account, or
contact our Phone Support team at (858) 842-5746.