Getting Started with Expense Management
Expense Management gives you control over all your expenses. Every purchase, bill, and receipt is linked to the right job, showing who spent what, when, and why, all in one place.
With a comprehensive view of upcoming jobs, completed payments, and pending invoices, Expense Management gives you a full understanding of the state of your money at all times.
Plus, when you add funds to your Expense account, you can use Expense Cards to make business purchases and Bill Pay to pay bills!
📌 Note: You must enroll in Expense Management and fund your Expense account before using Expense Cards, Mobile Check Deposit, and Bill Pay. Expense Management is free for all Pros with a basic tier subscription and above.
📖 Help article: To learn more about funding your Expense account, check out Expense Account: How to Fund Your Account in the HCP Help Center.
Expense Management Eligibility Requirements
To be eligible to enroll in Expense Management, you must:
Be a U.S.-based company.
Have at least 2 active employees.
Be enrolled in Housecall Pro Payments.
Be on the Basic, Essentials, or MAX subscription.*
📌 Note: Expense Management is not available for accounts on a free trial. If you believe you meet the requirements for Expense Management and do not see the option to enroll in the left-hand navigation menu of the My Money page, please contact us via the Blue Chat Bubble in your Housecall Pro account.
Products Included with Expense Management
Pros using Expense Management have access to three helpful tools:
Expense Cards
Once you have enrolled in Expense Management, you can order as many Expense Cards as your team needs, and they are already included in your Housecall Pro subscription.
Bill Pay
Bill Pay will help you take care of bills with a few clicks from wherever you run your business.
Mobile Check Deposit
With Mobile Check Deposit, you can deposit checks right in the field or in the office without wasting valuable time taking trips to the bank.
📚 Help articles: To learn more about each tool offered with Expense Management, check out these article collections: Expense Cards, Bill Pay, and Mobile Check Deposit.
How to Sign Up for Expense Management
To sign up for Expense Management:
Go to the My money tab in the Housecall Pro navigation bar at the top of your screen.
Select Expenses > Overview from the left menu.
Click the Access expense cards button and enter your business information on the next screen.
📌 Note: If you do not see an option to enroll in Expense Management and believe you are eligible, please reach out to our Chat Support team via the Blue Chat Bubble in your Housecall Pro account.
📖 Help Article: To learn more about funding your Expense account, check out Expense Account: How to Fund Your Account in the HCP Help Center.
Instant Payouts with Your Expense Account FAQs
📌 Note: Instant card payouts to your Expense account with Minimum Balance are only available to a select group of Pros at this time.
What is the Expense account and minimum balance?
Expense account is a financial account that enables Expense Cards, Mobile Check Deposit (Beta), and Bill Pay (Alpha). When you add funds to your Expense account, you can use Expense Cards to make business purchases and use Bill Pay to pay bills.
Minimum Balance is an exciting new funding method for the Expense account. It diverts card payments you receive from customers to your Expense account. The payments will automatically be sent to your account until the account reaches the minimum balance you set. (For example, it will stop diversity funds when your balance reaches $1,000 if that’s what you set for your minimum balance.) Once you’ve hit the minimum balance, your card payments will route back to your normal external account.
Are there any extra fees associated with instant card payouts with Minimum Balance?
No. The instant payouts are free. The processing fees at the time of card payment from the customer still apply.
If I already use Instapay can I use minimum balance as well?
No. You need to use standard payouts to enable Minimum Balance.
Are there extra steps to set up instant payouts with Minimum Balance?
Not if you’ve already set up a minimum balance. It will automatically default to instant payouts.
How fast are the payouts to my Expense account?
The card payouts should arrive in your account within 30 minutes of a card payment being processed.
Can I get instant payouts with ACH payments?
No. This is limited to card payments processed through Housecall Pro.
How do I transfer funds from the Expense account to my external bank account?
To transfer funds out of your Expense account, go to the “Funding” page or “Transactions” page within Expenses, click the “Withdraw Funds” button, and specify the amount you’d like to transfer out.
Can I update my funding settings at any time?
Yes. You can review your automatic funding settings by visiting the ‘Funding’ page. To update or cancel any automatic transfers, click the blue pencil at the end of each row.
📖 Help article: Check out Expense Account: How to Fund Your Account to learn more about setting a minimum balance.
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.
Need help or have questions?
We're here for you! Chat with Support using the Blue Chat Bubble in your Housecall Pro account, or give us a call at (858) 842-5746.