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 number or customer.
Edit caller on iOS
Navigate to the call details page for that call
Click Edit Call
Search for the customer you'd like to add and click on their name, or create a new customer
The new customer should now appear on the Call Details page
Edit caller on Android
Navigate to the call details page for that call
Click on the pencil next to the customer's name on the customer card
Search for the customer you'd like to add and click on their name, or create a new customer
The new customer should now appear on the Call Details page
How do I set up Housecall Pro Caller ID on iPhone?
Enable customer caller ID so that you can see your customer's name when they call you
This feature allows you to see the name of your HouseCall Pro customer when they call your phone. The customer name will appear if they exist in your HouseCall Pro Customer list.
Click the 'more' tab in the bottom right-hand corner of the HouseCall Pro iPhone app.
Then choose 'preferences.'
Select 'customer caller ID.'
If the feature isn't already enabled, you will see the following prompt.
If so, go the 'Settings' app on your iPhone and choose 'Phone.'
Choose 'Call Blocking and Identification.'
Enable 'Caller Identification for HouseCall Pro.'
How do I set up Housecall Pro caller ID on Android?
Enable customer caller ID so that you can see your customer's name when they're calling.
This feature allows you to see the name of your HouseCall Pro customer when they call your phone without having to save their information twice. The customer name will appear if they exist in your HouseCall Pro Customer list.
Navigate to the settings menu on the HouseCall Pro Android app and choose 'Caller ID.'
Toggle 'Caller ID' on by clicking the button to the right. Caller ID will now show you which customers are calling in.
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