Housecall Pro

Customer's Guide to Using the Customer Portal

This guide will walk customers through the features that allow you to make payments online, check upcoming appointments, and send message requests effortlessly.

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You can log in to your account via the magic link sent by Pros. An email invite will be sent by the professional you’re working with.

- You can log in to your account via the magic link sent by Pros. An email invite will be sent by the professional you’re working with.

Once you receive the email, the link will allow you to access your account without having to create a username and password. 

- Once you receive the email, the link will allow you to access your account without having to create a username and password. 

Keep this email to log in in the future. Please note that this link is active for 7 days. If you click on it past 7 days, we will automatically resend a new link. 

- Keep this email to log in in the future. Please note that this link is active for 7 days. If you click on it past 7 days, we will automatically resend a new link. 

The Customer Portal makes payments a breeze:

Select the Invoices tab from the collapsible menu and navigate to the invoice you’d like to pay.

- Select the Invoices tab from the collapsible menu and navigate to the invoice you’d like to pay.

Select View &amp; Pay, then fill out your payment information and submit.

- Select View &amp; Pay, then fill out your payment information and submit.

Stay on top of your schedule effortlessly:

Select Appointments from the collapsible menu.

- Select Appointments from the collapsible menu.

Here, you can view all Upcoming or Past appointments.

- Here, you can view all Upcoming or Past appointments.

Access and approve all estimates in one place:

Select Estimates from the collapsible menu.

- Select Estimates from the collapsible menu.

View all estimates and approve any open estimates.

- View all estimates and approve any open estimates.

Need to communicate something important with your home service provider? Here's how:

Select the Send a Message button at the top.

- Select the Send a Message button at the top.

Fill out your details. Please note that you can change the name and number in the form.

- Fill out your details. Please note that you can change the name and number in the form.

Need to book a new appointment? Online booking can be accessed via the customer portal as well!

Then, follow the on-screen steps to complete the online booking process. 

- Then, follow the on-screen steps to complete the online booking process. 

Do you want to add, update, or remove an existing credit card on file?

Add a card on file, remove an existing card, or update payment details

- Add a card on file, remove an existing card, or update payment details

Conclusion: Seamless Interaction at Your Fingertips! 

Congratulations! You're now equipped to effortlessly navigate the Customer Portal, managing payments, estimates, appointments, and communication with ease. Enjoy the convenience, and make every interaction a smooth one.

We're here for you! Chat with Support using the Blue Chat Bubble in your Housecall Pro account, or give us a call at <a href="tel:8588425746" rel="nofollow noopener noreferrer" target="_blank">(858) 842-5746</a>.

Navigating the Customer Portal: Payments, Appointments, Estimates, and Messages Made Easy!

Customer Guide to the Portal

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Customer Guide to the Portal

Customer's Guide to Using the Customer Portal

Logging into your Account

Making Payments Online

Viewing Upcoming Appointments

Viewing & Approving Estimates

Sending a Message Request

Book online

Managing Your Payment Method

Conclusion: Seamless Interaction at Your Fingertips!