HCP Assist Plan Usage Overview
The HCP Assist "plan usage" view in your account settings provides access to all of your plan information in one centralized location. This includes your minute plan, plan cost, minutes used, remaining minutes available, billing period, overflow minutes, overflow cost, total calls taken, jobs and estimates scheduled, and total revenue generated by the service.
You will also see a helpful notification that will alert you when you are approaching your plan’s limit on minutes. If you see this alert, please reach out to our HCP Assist support team via the blue chat bubble, and we can upgrade your plan!
Accessing Your HCP Assist Plan Usage Settings Page
To access your HCP Assist Plan Usage settings page:
Go to your Settings by clicking the gear icon in the top right corner of your HCP account.
Next, select HCP Assist > Plan usage from the Settings menu on the left side of your screen.
Understanding Your HCP Assist Usage
Plan: This is the number of minutes allotted in your current plan.
Standard cost: This is the cost of your plan, excluding any overflow minutes.
Billing period: This is your current monthly billing cycle for your subscription.
Used minutes: This is the number of minutes used in your current billing period.
Remaining minutes: This is the number of minutes available on your plan before you reach overflow (overflow minutes are billed at the same rate).
Days left in cycle: This is the number of days left in your current billing period.
Overflow minutes: This is any minutes used beyond your current plan minute package (if you would like to upgrade or downgrade your plan, please contact us through the blue chat bubble).
Overflow cost: This is the cost for any additional minutes used beyond your current plan's minute package (this will be billed at the end of your current billing cycle).
Total calls: This is the total number of calls HCP Assist has handled in your current billing cycle.
Jobs & Estimates scheduled: These are the number of jobs and estimates that HCP Assist has scheduled on your behalf (if HCP Assist is not scheduling for you, this will show as 0).
Total revenue: The amount is reflected as the line items that HCP Assist Virtual Agents add to an invoice when scheduling jobs (this will show as $0 if an estimate is scheduled or if an unscheduled job or estimate is created).
Having trouble finding what you need?
For further assistance, please reach out to our Chat Support team
via the Blue Chat Bubble in your Housecall Pro account, or
contact our Phone Support team at (858) 842-5746.