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How to Get the Most From Customer Support

Quick tips for getting the most out of chat, phone, and help center resources

Elise S avatar
Written by Elise S
Updated this week

Housecall Pro Support Channels

  • AI Support with our Help AI Team Member.

  • Chat Support via the Blue Chat Bubble in your Housecall Pro account.

  • Phone Support at 1 (877) 944-9010.


Support Hours

  • Our Help AI Team Member is available for support 24/7, 365 days a year.

  • Our Chat Support team is available:

    • Monday - Friday, from 5:00 AM to 5:00 PM (PST)

    • Saturday & Sunday, from 8:00 AM to 4:00 PM (PST)

  • Our Phone Support team is available:

    • Monday - Friday, from 5:00 AM to 5:00 PM (PST)

    • Saturday from 8:00 AM to 4:00 PM (PST)

๐Ÿ“Œ Note: Phone support is not available on Sundays, only Chat support. If a chat is received after our normal business hours, we will respond the next day.



Support with Our Help AI Team Member

Help AI is a great tool you can use to help get you the quickest answers to general "How to" questions, as well as general knowledge questions about your Housecall Pro account.

Just a few examples of great questions you can ask our Help AI team member are:

  • How do I know if my customer approved an estimate?

  • How do I restore deleted customer information?

  • Where can I find my tasks?

  • How do I change the order of employees on the calendar?

  • Where is the 'Do Not Service' option?

  • What do I do if I forgot my password?


How To Use Help AI

To use Help AI:

  • Click the Blue Chat Bubble in the bottom right corner of your HCP account on the web to access the Global Chat feature.

  • Select AI Team or your existing AI Team chat.

  • You can also use the suggested prompts at the top of the Home page to ask Help AI questions like:

    • Import my data

    • Add customers

    • Add material line items

    • Manage pricing



Chatting with Support

More complex issues may require screenshots and screen recordings. For these types of issues, we recommend chat:

  • Payments and Credit Card processing-related issues.

  • QuickBooks or payroll-related issues.

  • If you need help adding or removing a user.

  • Questions about your billing or charges to your account.

  • Questions regarding third-party integrations, such as Force Fleet Tracking or Job Inbox.

  • Questions related to your Housecall Pro Website.


How Best to Chat with Support

When opening a new support chat, please have the following information available for our support team to best assist you:

  • A detailed explanation of the issue:

    • Who is experiencing the issue

    • When the issue began

    • The device being used

  • Specific job/estimate examples, even if the issue seems to occur on all jobs/estimates.

  • Screenshots/videos of the issue or error messages you are seeing.


Using the Blue Chat Bubble

When you are working in your account and have a question, the Blue Chat Bubble is the fastest way to get an answer. From there, you can chat with your AI Team or with Support.

You can find the Blue Chat Bubble located in the bottom right corner of most pages in your account.

Please check the Messages section of your device to ensure that you donโ€™t miss any responses. Chats will be closed out after a certain amount of time if we donโ€™t hear back from you. We appreciate your understanding!

๐Ÿ“Œ Note: If you switch media types throughout the chat, you may not receive incoming message notifications. For example, if you initiate a chat on the web and then switch to your mobile device, you may not receive those notifications on your mobile device.

๐Ÿ”Ž For a step-by-step guide on reaching our Chat Support team from your Housecall Pro account, check out Using the Blue Chat Bubble.



Phone Support

You can contact our Phone Support team at 1-877-944-9010 from 5 AM - 5 PM (PST).

For best results, we recommend calling in for the following cases:

  • If you are a newer Pro

  • For quick one-off questions

  • Sole proprietorships

  • Simple requests like resetting your password

  • If you need help with reviews

  • Updating employee information

  • Updating your profile

  • Help with creating an invoice

  • Assistance with estimates


Scheduling a Coaching Call

Whether you're looking for help with setup, training on features, or general guidance, our team is here to support you. The way you schedule a coaching call depends on your Housecall Pro plan.

Basic or Essentials Plan Coaching Call

If you are on the Basic or Essentials plan, our Customer Success Representatives are available to help with one-off coaching, basic troubleshooting, and core feature questions. Our scheduled calls are 30-minute increments, and there is no limit to the number of coaching calls you may schedule.

To schedule a Coaching Call:

  • Call our Support team at 1 (877) 944-9010.

  • Reach out to Support via the Blue Chat Bubble in your Housecall Pro account.


Max Pro Coaching Call

Our MAX Pros will have a dedicated link to schedule coaching calls in their Blue Chat Bubble. If you are on the Max plan and need coaching about the software, you have the option to schedule a call with an Onboarding Specialist or a MAX Support Representative.

To schedule a Coaching Call as a MAX Pro:

  • Click on the Blue Chat Bubble in your Housecall Pro account and select Support at the top of the panel that appears to the right.

  • Scroll down and click on the Schedule Coaching button.



HCP Assist Support

The HCP Assist call log provides access to all of your calls in one central location, plus makes it easy for you to view details about each call.

Moreover, through our new support channel integration, you can quickly reach out for help with your HCP Assist calls.

๐Ÿ“– Check out our HCP Assist Call Log Overview for more information about how to request support on calls via the HCP web portal and mobile app.



Other Ways We Can Help You

Basic Troubleshooting Steps

If you happen to have an issue and are unable to reach us for some reason (after hours, holidays, etc.), we have some basic troubleshooting to help you.

๐Ÿ“– Check out Basic Troubleshooting Steps in the HCP Help Center.


HCP Help Center (Help Articles)

If you have any other questions or would like to learn more about our system, you can search for keywords in our Help Article portal.

๐Ÿ“š Check out the Housecall Pro Help Center to learn more about our system and how our features work.


Need help or have questions?

We're here for you! Chat with Support using the Blue Chat Bubble in your Housecall Pro account, or give us a call at (858) 842-5746.

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