Upcoming Sessions:
​September 10th: Customer Portal
​
​Fall General Onboarding:
​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.

October 1st: Off this week for Trades Thursday
​
​October 8th: Employee Management
​Get your back office running like a well-oiled machine. We'll walk through setting up employee permissions the right way, how to use Tasks to keep your team accountable, and how Checklists keep every job consistent from open to close.
​
​October 15th: Time Tracking
​From clock-in to reporting, we're covering Time Tracking from every angle — how your technicians clock in and out in the mobile app, how time gets tracked against individual jobs, and how to pull the reports you need to see where your labor hours are really going, including a look at the newly unified Time Tracking dashboard.
​
​October 22nd: 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.
​
​October 29th: Price Book
​Your Price Book is the backbone of every estimate and invoice you send. We'll walk through setup, organization, and management best practices, plus answer the most common Price Book questions we hear from Pros.
​
​November 5th: Profit Rhino Integration
​Flat-rate pricing made simple. We're covering how the Profit Rhino integration works inside Housecall Pro— from syncing your price book to using it in the field— so you can price jobs faster and more consistently.
​
​November 12th: My Money
​Your business's money, all in one place. We'll cover the financial tools available right inside Housecall Pro— reviewing transactions, expense cards, credit card processing, bill pay, HCP Money, Instapay, and how to update your bank account or turn on auto-charge for card on file.
​
​November 19th: New Feature Roundup
​A mixed bag of the newest tools in Housecall Pro. We're covering four features that just shipped: sending customer emails from your own business domain with Custom Domain Authentication, creating your own Custom Fields on Jobs, using the new Purchase Orders feature, and how Credit Card Surcharging works now that it's live for everyone.
​
November 26th - Off for Thanksgiving
​
​December 3rd: QuickBooks Online Integration, Part 1
​Get connected and stay in sync. In part one of our two-part QuickBooks series, we'll cover setting up the integration, mapping your accounts, and the everyday sync habits that keep your books clean between jobs.
​
​December 10th: QuickBooks Online Integration, Part 2
​Back for round two. We're digging into the trickier side of the QuickBooks integration— common sync errors, reconciling payments, and answering your toughest QuickBooks questions live.
​
​December 17th: Year-End Clean Up & Bulk Actions
​Close out 2026 with a clean account. We're covering every bulk action available in Housecall Pro— bulk business unit edits, bulk delete/restore on jobs, bulk service cost updates, and more— plus cleanup tips and the reports we recommend running before the new year.
​
December 24th & 31st - Off for Holiday Break - Resume Jan 7th