Commonly asked questions when it comes to managing your schedule and scheduling jobs, estimate 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 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.