Welcome to Pro Power Hour!
What: Add some power to your account in just one hour! Join us for Pro Power Hour: A new feature-focused training series in the HCP Facebook group to help Pros with training. Exclusive call with onboarding specialists, community managers, and on occasion Product managers who will discuss the week's feature, take feedback, and answer questions (ideally on the week’s topic but we will take any product questions). It will be a refresher for older pros and an opportunity for new Pros to come and learn.
Who: Community manager Chris Weldon is joined by our expert partner, Phill Spignola, from the Housecall Pro Onboarding Specialist team.
Why: You asked for more training, so we developed this weekly webinar to dive into features one at a time!
When: Thursdays at 2 pm PST/5 pm EST
Where: On Zoom & In Our Housecall PROs Facebook Group.
Sign Up for Zoom Webinar (Sign up once and be automatically registered for all future sessions): https://events.zoom.us/ev/AtASQKsH5noeNpLY7Vqz7nN-RrP6mGUoYKD-bVQQZyV85o3Gl2Ks~AiObM800QhyVmv53F8vkmw8we94mlmpzajx14IlOsCmC45mIZLC_5iKbmw
Join the 30,000+ Member Facebook Group: https://www.facebook.com/groups/HousecallPros
Upcoming Sessions:
August 13th: Voice Add-On
This month's add-on spotlight is all about HCP Voice. We'll cover how to get the most out of your business phone line- from call routing and missed call handling to the latest updates including improved number porting and centralized call routing for multi-location businesses.
August 20th: CSR AI & Job Inbox
Our Job Inbox just got a major upgrade. We'll show you how AI Composer automatically writes personalized first responses to new leads, how to set up After-Hours Auto-Reply so no message goes unanswered, and what's new with CSR AI's Job Inbox features.
August 27th: Invoicing & Payments
Get paid faster and track it all in one place. We're covering the new Payments List View in Reporting, how to add Customer Reference Numbers to your invoices, and how to read your Sales Tax breakdown- all features that just shipped this summer.
September 3rd: Tags
Tags are one of HCP's most underused power tools. We'll show you how to use tags across customers, jobs, and employees- including how employee tags now surface right on your calendar- to filter smarter, dispatch faster, and keep your team organized.
September 10th: Housecall Pro Payroll
Take the stress out of payday. We'll walk through how HCP Payroll works- from setting up pay rates and tracking hours to running payroll directly inside your account- so you can manage your team and your money all in one place.
Repeat Fall General Onboarding as we've done every year:
September 17th: Technician Onboarding
Hiring new techs this fall? We'll cover everything you need to get a new technician set up in HCP- from creating their profile and setting permissions to walking them through the mobile app so they're ready to hit the ground running.
September 24th: Office Staff Onboarding
This one's for the folks running things behind the scenes. We'll walk through how to set up and train office staff in HCP- scheduling, customer communications, invoicing, and more- so your whole team is working from the same playbook.
Catch up on our past Pro Power Hour trainings:
Multi-Day Appointments and Multi-Option Approvals (2024)
Job Inbox (2024)
Customer Communications: Email campaigns, Inbox, Job reminders, and Custom SMS (2024)
Compliance Tools: Checklists, Mobile Signatures, Custom Job Signatures, and Terms and Conditions (2024)
Time Tracking and Job/Estimate Details: Job fields, Lead source, Customer/Job tags, Private notes, and Attachments (2024)
Fall Office Staff Onboarding Training (Fall 2024)
Admin Mobile App Overview: Field Tech Onboarding Pt. 2 (Fall 2024)
Invoice Settings: Auto Invoicing, Invoice Settings/Display, Invoice Reminders (2024)
Estimates: Estimate Settings, Converting, Estimates on Jobs (2024)
App Store/Cards 2024
Compliance Tools: Checklists, E-signatures, Custom Job Signatures, & Terms and Conditions (2025)
Multi-Day Appointments and Multi-Option Approvals (2025)
Security Awareness
Employee Management in HCP: Permissions, Spanish, GPS, and Timesheets
Guide to Automations in Housecall Pro: SMS, Pipeline automations, Invoice reminders, and Customer Portal
Reviews (2025)
Customer Communications: Email campaigns, Inbox, Job reminders, & Custom SMS (2025)
Profit to Pipeline Week: Sales Proposal Tool, Service Plans and Pipeline
Protecting your Account from Scams & Bad Actors
Job & Estimate Fields: Job fields, Lead source, Customer/Job tags, Private notes, Attachments, Job Summary (2025)
The Power of Tags (2025)
App Store and Integrations
Office Staff Onboarding (Fall 2025)
HCP's Tax & Accounting solutions
Reporting (2026)
Pricing (Flat Rate vs Time & Materials)
January 2026 Updates and Credit Card Fees
Cyber Security
Spring Cleaning
Job Costing / Commissions
Dispatching and April Platform Updates
Automations and AI Assistance in HCP
Google Business Profiles
New Look & Feel to HCP
Customer Accountability in HCP
Automations in Housecall Pro
Scheduling & Dispatching
Link to Zoom Recording
Link to YouTube Recording
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.
