FAQ
Commonly asked questions when it comes to managing your schedule and scheduling jobs, estimates, or events.
How do I change the order of my employees on the schedule page?
Open the left rail from the schedule page and select the 3 horizontal lines to open the reorder employees page.
How do I assign a lead technician to a job?
There is not a formal concept of a lead technician in Housecall Pro. If there are multiple employees assigned to the job, the first employee assigned to the job is considered the "lead." Meaning this employee will drive the color on the calendar and the technician's name in customer communications.
My team works in crews. How do I set that up in Housecall?
There is not a way to set up crews in HCP, but multiple employees can be assigned to the same job.
How do I clear out my unscheduled jobs?
Unfortunately, each job in the unscheduled job list will need to be scheduled or completed in order to be removed from the unscheduled job list on the calendar.
How do I add or reassign an employee to a job after it has been scheduled?
Go to the job details page and click on the 'edit pencil' next to the current dispatched employee's name or select the 'calendar/pencil' icon to edit the current appointment.
The 'edit pencil' next to the current dispatched employee's name will populate an 'Edit Team' pop-up window. Here you can add, remove, or change the employees assigned to a job by clicking the check box next to their name. You know they are assigned to the job when a blue checkmark appears in the box directly left of their name. Hit 'Save' in the bottom right when the correct employees are chosen.
Selecting the 'calendar/pencil' icon to edit the current appointment will bring you to the scheduling screen. Click the 'Edit Team' icon on the calendars navigation bar. The pop-up window will allow you to edit the assigned employee by selecting the checkbox next to their name. Hit 'Save' in the bottom right when the correct employees are chosen. Lastly, hit 'Save' in the top right of the page to update the job.
