Click the gear icon in the bottom-left corner of the page to navigate to your settings page.

Once there, you'll see your settings organized into three groups on the left rail: Global Settings, Feature Configurations, and Tags & Tools. Select any item in the left rail to go to that settings page. Many pages also have their own sub-tabs across the top for related settings.

Profile: Your business name, phone number, and address appear on invoices and estimates to customers. Set your support email, industry (for templates and price book line items), logo, and the message shown on invoices, receipts, and estimates.

Business hours: Set your opening and closing times. These display on your Housecall Pro calendar and online booking page (if applicable), and are used for GPS tracking windows if enabled.

Service area: Set the zip codes where you're willing to travel for jobs. This determines which customer locations can be serviced.

Review your plan, add-ons, payment method, and billing history, or explore other plans across three tabs (Plans & Payments, Billing History, Explore Plans).

Configure the automated communications sent to customers and your team for jobs and estimates (Scheduled, On My Way, Finished, Reminder, Cancelled, Sent, etc.), including delivery method (text/email) and message templates.

Share your referral link or code to earn rewards when a business you refer becomes a customer.

Add an extra layer of security by requiring two-factor authentication.

General: Set booking preferences (flexible scheduling, set start time, or manual) and scheduling type (auto-scheduling or manual), plus your booking hours per day.

Services & Pricing: Create pricing forms and manage available services on your online booking page.

Online Booking: Preview and share your booking page, and manage pricing, payments, deposits, and your overall booking flow.

Reserve with Google: Connect your Google Business Profile to your Housecall Pro account.

Customize your Request Guide, Reminders, and FAQs. These features allow you to personalize the intake experience for your customers, ensuring that all necessary information is collected up front.

Customize how customers view appointments, pay invoices, and send message requests across three tabs (Portal Automations, Portal Login Access, Referral Program).

Configure estimate deposit payments, default expiration, approval options, and e-signature requirements.

Phone Numbers: Allows you to set up, view, and manage all of your phone numbers, including your Main Business Line.

Text Messaging: Register for Text Messaging to send and receive customer communications via text.

Voice: Create and set up your VoIP call flows, which will dictate how your calls go through the system.

Configure invoice preferences like progressive invoicing and payment options, automate when invoices get sent, customize what customers see on their invoice (terms, job details, view format), and preview the email and SMS messages sent with each invoice.

General: Enable Appointments to schedule jobs across multiple days and employees, Estimates on Jobs to create estimates without leaving the job, and Custom Signatures to collect signatures on jobs from mobile.

Costs & Materials: Enable Job costing to see exactly how profitable each job is, along with Material detail tracking to monitor material costs on every job.

Templates: Create and manage templates for common types of jobs your company performs to streamline key details, including line items, checklists, job tags, notes, and more

Time Tracking: Turn on time tracking so employees can clock in/out for timesheets and track travel time and time on the job right from the mobile app, giving you accurate labor data for every job.

Job Splits: You can configure job splits, which define how revenue is attributed to individuals on multi-employee jobs.

A hub that funnels all your job opportunities. Turn on auto-reply for new leads, and connect to lead-provider integrations (American Standard, Angi Leads, Trane, Yelp, Thumbtack, and more) to auto-capture leads, jobs, and estimates.

Customize your Lead form (text, fields, redirect) and get an embeddable "Contact us" form for your website. Submitted leads automatically flow into your Job Inbox and Pipeline.

Set a reply-to email, manage your Housecall Pro website settings, and configure your review settings across the Campaigns, Website, and Reviews tabs.

Set up Automations to handle routine follow-ups and status updates automatically, and use Customize Boards to add, rename, reorder, or hide columns and statuses so each board matches how your team works.

Services: Import or export your services, and use the Service Price Adjuster to increase or decrease pricing across all services or just specific categories by a set percentage, with the option to round to the nearest dollar.

Labor rates: Labor rates determine how much you charge for labor across your service items. You can manage and adjust these rates whenever needed.

Tax Rates: Create and manage multiple tax rates, each with a customer-visible description, and apply them directly to invoices for accurate, transparent billing. These rates can be edited or deleted anytime.

Materials: Import or export your materials, and set material markups to apply a consistent margin across your price points.

Turn on Schedule with Routes to shift from employee-based scheduling to route-based scheduling. Create and manage route templates, grouping jobs by territory, crew, or shift, and assign employees to each route so your calendar organizes work by route instead of by individual.

Set up scheduling/renewal reminder emails for service plan customers and manage customer notification settings.

Checklists help make sure nothing gets missed on a job. Turn them on for jobs and estimates, and create or manage checklist templates for your team to follow.

Job Fields provide a more structured and organized way of capturing specific information about your work that results in more accurate and consistent reporting. They can be used while creating a new job or estimate, or on existing jobs and estimates.

Lead source tracking gives you clearer reporting, so you can invest confidently in the channels that bring in the best jobs, across customers, jobs, and estimates.

Tags let you categorize jobs, estimates, and customers so you can filter and search within reports. They're internal-only identifiers, giving your team an easy way to flag and distinguish specific records.