Order and Activate Expense Cards
For your security, Expense Cards are shipped in an 'inactive' state, meaning they cannot be used for transactions until activated. Upon receiving your Expense Card(s) in the mail, you'll need to activate each card before you can make any purchases. Please follow the instructions below to order and activate your Expense Card(s).
How to Order an Expense Card
To order your first Expense Card:
Click on the 'My Money' tab in the navigation bar at the top of your Housecall Pro account.
Select 'Expense Cards' from the menu on the left, under the HCP Money drop-down.
Click the 'Add Card' button in the middle of the Expense Cards page.
Select the 'Physical Card' option.
Use the 'Cardholder' drop-down to select the employee whose card you need to replace.
You can use the 'Spending limit' drop-down and 'Amount' field to set a spending limit for the Expense Card (optional).
Please Note: If you don’t see the employee you would like to send a card to, please make sure this employee is already added to your Housecall Pro account. Expense Cards are only available for employees within your company.
The 'Send to business address' checkbox will be selected automatically.
To send the Expense Card to a different address, uncheck the box, and enter another shipping address.
Click the 'Add Card' button to confirm, and your card(s) will be shipped to the address provided - usually within 5-7 business days.
🛠️ Pro Tip: Depending on where you had your card(s) shipped, let your employee know that they will receive a card, and to reach out to you for activation.
How to Activate an Expense Card
To activate your Expense Cards:
Click on the 'My Money' tab in the navigation bar at the top of your Housecall Pro account.
Select 'Expense Cards' from the menu on the left, under the HCP Money drop-down.
Click the three dots icon to the right of the employee whose card you need to activate.
Select 'Manage card' from the drop-down.
Select the 'Active' card status.
You can also choose a spending limit from this window (optional).
Click 'Save' in the bottom right corner of the "Edit card" window.
Success! Your Expense Card is now active and ready for use!
Please Note: You must have funds available in your HCP Money account to use Expense Cards.
📖 Help Center Article:
To learn more about funding your HCP Money account, check out our Help Article, "HCP Money: How to Fund Your Account" in the HCP Help Center.
I haven’t received my Expense Card. What should I do?
If you haven't received your physical Expense Card yet, confirm that your card was sent to the correct address and ensure that the card hasn't been activated to prevent any fraudulent charges.
When logged into Housecall Pro, click the Blue Chat Bubble in the bottom right corner of your screen and send a message to our Customer Support team.
To confirm the shipping address for your Expense Card:
Click on the 'My Money' tab in the navigation bar at the top of your Housecall Pro account.
Select 'Expense Cards' from the menu on the left, under the HCP Money drop-down.
Click the 'Add Card' button and select the 'Physical Card' option.
Confirm that the 'Deliver to' address shown is correct.
Please Note: Expense Cards are shipped to the address provided, usually within 5-7 business days.
📖 Help Center Article:
If you believe that your Expense Card has been lost or stolen and needs to be canceled or replaced, please follow the instructions in our Help Article,
"Expense Cards: How to Cancel & Replace" in the HCP Help Center.
Housecall Pro Expense Card is a Visa Commercial Credit Card, powered by Stripe and issued by Celtic Bank and is subject to approval. Housecall Pro partners with Stripe Payments Company for money transmission services and account services with funds held at Fifth Third Bank, member FDIC.
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.