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.

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.

Tap the Customers icon in the navigation bar at the bottom of your screen.

From there, select a customer you'd like to place an outbound call to. This will open their Customer Profile.

In the Contact section, tap the phone icon to the right of the customer's phone number.

You'll then be presented with the option to call via the Housecall Pro Phone (VoIP) or from 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.

When you're logged into the HCP mobile app and an inbound call comes to your main business line or a call tracking number, a notification will appear on your device's screen.

If the phone number is attached to an existing customer, the customer's name will populate. If not, only a phone number will be shown.

To receive the call, tap Answer.

To decline the call, tap Hang Up.

During an active inbound or outbound call, you can add a participant to the call by expanding the menu at the bottom of your screen and tapping the Add call button.

From there, select an employee to add to your conference.

Once an employee has been selected, you'll see the Conference call screen where you can view the call participants.

If needed, you can tap Disconnect to the right of a participant's name on this screen to remove them from the call.

Navigate back to the active call screen by tapping < Back in the top left corner.

You'll be able to tell that you're in a conference from the active call screen by expanding the menu at the bottom, where you'll find the View Conference button. Click this button to navigate back to the Conference call screen.

Tap 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.

Click 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.

Go to the Inbox tab in the bottom navigation bar of your mobile app.

Select the Call Log tab and choose the call you'd like to edit.

Select Edit customer.

Search for and select a customer to add to the call details.

Alternatively, create a new customer by tapping the + icon in the top right corner of your screen.

The customer will then appear on the Call Details page.

Go to the Inbox tab in the bottom navigation bar of your mobile app.

Select Call Log and then choose the call you'd like to edit.

Tap the pencil icon to the right of the customer's name.

Search for and select a customer to add to the call details.

Alternatively, create a new customer by tapping the + icon in the top right corner of your screen.

Once a customer has been added or selected, they will appear on the Call Details page.

Tap the Inbox tab in the bottom navigation bar of your HCP mobile app.

Select the Call Log tab, then select a call.

Tap the Call notes button, then add or edit your call notes.

When you're ready, tap the check mark (Android) or the Save button (iOS) in the upper right corner to save.

Click the gear icon in the top right corner of your HCP account to go to Settings.

Next, select Voice from the Settings menu on the left and click Ring groups from the dropdown menu.

Select 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.

After you've added your employee's mobile app to the Ring group, click the Create Ring Group button in the top right corner of the page to save.

Now, you can add this ring group to your call flow!