Configure Your Mobile Device for Calls
To get started with Voice on Mobile you must first enable permissions for the Housecall Pro app to connect to your mobile device.
Permissions:
The permissions that you will need to enable are Allow Notifications, Enable Microphone, Enable Bluetooth and Enable Full Screen alerts.
Allow Notifications
In order to send you notifications of calls, you will need to allow Housecall Pro to send notifications to your phone. You can verify notifications are enabled by navigating to your phone's settings and confirming notifications are toggled on for the Housecall Pro app.
Enable Microphone
The permission Enable Microphone will allow the app to connect to your microphone to complete the call. You can enable microphone permissions using two different methods. The first method is by navigating to your phone's settings and ensuring the permission is toggled on under the settings for the Housecall Pro app. The second method is by clicking on the Get started link in the mobile app and following the prompts to enable this permission (step by step instructions below).
Enable Bluetooth (Android only)
If you wish to use a bluetooth headset or connect to your car's audio, you'll need to allow Housecall Pro to access your bluetooth. This setting is on by default for iOS, but will need to be enabled for Android.
Enable Full Screen alerts (Android only)
In order to see incoming calls on your lock screen, a separate permission needs to be granted. This setting is on by default for iOS, but will need to be enabled for Android. You can enable Full Screen alerts by navigating to your phone's settings and confirming this permission is toggled on for the Housecall Pro app.
Enabling Permissions through the Mobile App:
To begin this process of enabling call permissions on a mobile device, start by clicking on the blue "Get Started" button on the home screen of the Housecall Pro app. |  |
From there, click on the blue "Configure microphone" button to enable this permission.
You will be presented with a few different options for when to allow the app access to your microphone. You will want to choose the option, "While using the app". |  |
Next, the app will present the option to enable Bluetooth. From there, click on the "Configure bluetooth" button and then click "Allow" to enable this permission. |  |
The video below also presents the flow of granting permissions on a mobile device required for Voice on Mobile to work correctly:
If any of the permissions are revoked or not granted, an additional red banner will be displayed. Clicking on it will open dialogues allowing the user to grant the required permissions needed for Voice functionality.
Making an Outbound call on Mobile
With Voice on Mobile you can make outbound calls to your customers by using the VoIP dialer or your native phone dialer.
To make an outbound call on a mobile device, start by navigating to your customer list by clicking on the Customer tab at the bottom of the Housecall Pro app.
From there, select the customer you'd like to make an outbound call to. This will then open the customer profile. |  |
From the customer profile, click on the phone icon to the right of the customers phone number.
After clicking on the phone icon you will be presented with the options to call via the Housecall Pro Phone (VoIP) or your native phone. Select the "Housecall Pro Phone (VoIP)" option to initiate the outbound call.
You will also see this option on the customer job, estimate, and lead details screens. |  |
Receiving an Inbound Call on Mobile
When an inbound call is coming into your main business line or a call tracking number, you will see a notification pop up in the mobile app if you are logged in.
If the phone number is attached to an existing customer, you will see the customer name populate. If not, only a phone number will be shown.
From there, click "Answer" to receive the call or "Hang Up" to decline the call.
Accessing and Filtering the Global Call Log
The Global call log allows you to see all outbound and inbound calls for your Primary Number and Call Tracking numbers.
To access the Global Call Log, start by clicking on the Inbox tab in the bottom navigation bar of your Housecall Pro mobile app
After you've opened the inbox, select the Call Log option at the top of the page. |  |
From here you will see the global call log where you can filter between all calls, missed calls, and voicemails by clicking on their respective tabs.
This will allow you to easily find the call type you are looking for. |  |
Voice on Mobile Call Details
The call details screen for Voice on Mobile will help you easily see information on individual calls and listen to call recordings and voicemails.
To access the Call Details screen, start by clicking on the Inbox tab in the bottom navigation bar of your Housecall Pro mobile app.
After you've opened the inbox, select the Call Log option at the top of the page.
Once you've opened the call log, select the phone call you'd like to view the call details on.
From there you'll be brought to the call details page and you will be able to see information such as, customer name, customer history, call notes, call recording and more.
Below we have provided a breakdown of all the information shown on the call details page. |  |
+ - Create a job, estimate, or new intake form and attach it to the call
Customer
Call Notes
Call Recording
Lead Source
Call Reason
Call Information
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Edit the Caller in Call Details
Easily edit the customer attached to a call through the Call Details page. Please note that this will only edit the customer for this specific call, not all calls attached to that phone number or customer.
Edit caller on iOS
Start by clicking on the Inbox tab in the bottom navigation bar of your Housecall Pro mobile app.
Next, click on the Call Log tab and select the call you'd like to edit.
Then click "Edit Customer".
From there, search for the customer you'd like to be added to the call details and click on their name, or you can create a new customer by clicking on the "+" icon in the right hand corner.
The new customer will now appear on the Call Details page.
Edit caller on Android
Start by clicking on the Inbox tab in the bottom navigation bar of your Housecall Pro mobile app.
From there, click on Call Log and then select the call you'd like to edit.
Next, click on the pencil icon to the right of the customer's name.
From there, search for the customer you'd like to be added to the call details and click on their name, or you can create a new customer by clicking on the "+" icon in the right hand corner.
After you've done this the customer will now appear on the Call Details page.
Add or Edit Call Notes in Call Details
Add or edit the call notes on the call details screen to add new details or correct the information previously entered.
To add or edit Call Notes, start by clicking on the Inbox tab in the bottom navigation bar of your Housecall Pro mobile app.
From there click on the Call Log tab. |  |
Next, click on the call you want to add or edit call notes for.
From there click the call notes button, and then you can add or edit your call notes.
When you're done click the check mark (Android) or the Save button (iOS) in the upper right hand corner to save. |  |
iOS Android
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Adding a Mobile Device to Your Ring Group
Here's how you can create your VoIP ring group with mobile users, which will dictate which employee receives a call when it comes through the system.
Note: VoIP settings can only be found on the web portal.
Create a Ring Group for Mobile
To get started with adding a mobile device to a Ring group, navigate to your account settings by clicking on the gear icon in the upper right hand corner of the webpage.
Once you're in your account settings, click on Voice in the left hand menu and then select the Ring groups tab.
From there, click the "New Ring Group" button.
Next, add a group name for your ring group and select the employees you wish to be part of your group. Your ring group can contain a maximum of 10 destinations.
Note: To specifically choose to send the call to a mobile device, be sure to choose the check box next to the Mobile Device option.
Note: If you don't see an employee you wish to add, that means that we can't find a device for them. Please have your employee open up the dialer on their mobile device and then try again to add the employee.
After you've added your employees mobile app to the Ring group, click the "Create Ring Group" button in the upper right hand corner of the page to save.
Now, you can add this ring group to your call flow!