Your Customer Profile is a centralized hub where you can view and manage all the important details about each of your customers. From contact information and service history to past invoices, estimates, and notes, the Customer Profile keeps everything organized in one place.

Customer Profile Tabs

In the Customer Profile, you have different tabs at the top of the customer:

Profile → all customer information in one location
Estimates → All estimates for this customer will appear here
Jobs → All jobs for this customer will appear here
Invoices → All invoices for this customer will appear here
Attachments → All attachments for this customer will appear here
Notes → All notes you’ve written about this customer will appear here

Edit Customer Contact Info

To update customer contact info in Housecall Pro on web:

Open a Customer profile.

Click the pencil ✏️ in the Contact info section.

From here, you can update your customer's:
- First name
- Last name
- Display name (shown on Invoices and Estimates)
- Email address
- Mobile number
- Home number
- Work number
- Company
- Role
- Bill to information
- Referral info

You can also mark the customer as Do Not Service, update whether they are a Homeowner or Business, and enable or disable notifications.

Customer Tags

Add customer tags to categorize and track, and for reporting purposes.

Customer Tags are internal identifiers (meaning customers cannot see them) you can use to distinguish specific customer characteristics such as: referral sources, customer routes, commercial vs. residential, or any other details that identify and or group customers.

You can add tags when initially creating a customer profile or any time after that on the web portal or on the mobile app.

Add Tags to a Customer Profile

To add tags to a Customer Profile:

Open a Customer profile and select the Profile tab.

Scroll down and click Customer Tags on the left.

Type your tag, press Enter on your keyboard to add it, and that's it!
- If your tag has already been used, it will appear in a drop-down list. Click on the tag to add it to the Customer Profile.

📌 Note: Tags will remain attached to the customer until you edit or delete either the tag or the customer.

Filter Your Customer List by Customer Tags

To filter by customer tag:

Go to Customers in the navigation bar at the top of your HCP account and click the Filter button.

Use the side panel to the right to enter the tags you want. To deselect a tag, click the X to the right of each one. You can also choose multiple tags to filter by.

Mark a Customer as Do Not Service

Marking a customer as Do Not Service is a way to identify customers your company would like to avoid doing business with, for whatever reason. For example, you would potentially tag a customer who has a history of missed or invalid payments as Do Not Service.

You can mark a customer as Do Not Service from the add/edit Customer box by clicking the box next to "Do Not Service." This option is displayed below the homeowner or business selection option.

You can apply this property to new or existing customers.

For customers marked as Do Not Service, a prominent red tag will be displayed on the Customer's profile. This tag will also populate on the Customer Card when you go to create a job or estimate for the Customer. When you search for the customer, the tag will also display within the search results.

Do Not Service FAQs

Can the customer see this?
- No, a customer will never be able to see that they are labeled as Do Not Service.

Is this available on the mobile app?
- No, this is currently only available on Housecall Pro's web version.

Customer Profile Summary by CSR AI

"Tell me more," powered by CSR AI, is your built-in assistant for instant customer insight. With a single tap on the customer profile, CSR AI surfaces the most important details—like upcoming jobs, outstanding balances, service history, and suggested next steps—giving you clear, conversation-ready context in seconds. Stay informed, act faster, and support your customers with confidence.

To access "Tell me more," powered by CSR AI on your Customer Profile:

Click the Tell me more button in the top right corner of the customer profile
A right-hand rail will open where the AI team exists and CSR AI will generate a summary of the customer and recommend the next steps to take with that customer

Customer Profile Attachments

Not only can you add attachments to specific jobs or estimates, but you can also attach PDFs or photographs to a customer profile! Customer profile attachments will appear on the customer's profile until you remove the attachment or delete the customer.

Add Attachments to a Customer Profile (HCP Web Portal)

To add attachments to a customer profile:

Open a Customer profile and ensure that the Profile tab is selected.

Scroll down to and click Attachments.

Select a file from your computer, and the attachment will appear under Attachments once it's finished uploading.

Click the + icon in the right corner of that section to add more attachments

Click the X icon on the attachment to remove it from the customer profile

Add Attachments to Customer Profiles (HCP Mobile App - iOS)

Customer profile attachments will appear on the customer's profile until you remove the attachment or delete the customer.

To add attachments to a customer profile on iOS:

Open a customer profile and select Attachments on the customer's profile.

Take a photo in the mobile app or select an image from your photo library.

Select the size of the image to upload.

The customer's profile will display the number of attachments that have been saved.

Customer Profile Notes

Add (or edit) important notes about your customer that will act as reminders for your company and remain with the profile indefinitely. This is a great section to include reminders or keep track of key information about the property, customer, or services provided.

🛠️ Pro Tip: The Private notes section in the Profile tab lets you view and add notes related to different areas of the customer's account. You can toggle between All, Customer, Estimate, Lead, and Job notes.

When the Customer filter is selected, you’ll see notes that are specific to the customer and not tied to any particular job or estimate. These are separate from job notes, which are connected to individual jobs and appear when the Job filter is selected.

Customer Profile Notes:

These are internal notes for your company to keep on a customer, property, or services provided (customers cannot see these notes).

Can be added when creating a brand new customer profile or added to an existing customer profile.

Can be found in the customer's profile.

Can be viewed in the web portal and on the mobile app.

Will remain with the customer profile until you delete them (or the customer profile).

Do not carry over to estimate or job notes.

Can include (but are not limited to):
- Names
- Talking points/interesting facts
- Gate codes (unless there are multiple addresses, you'll instead include that in the address note)
- The customer needs a call first

Can be moved by clicking the Move card to other column button in the Private notes section (next to the add note button).

Add Notes to New Customer Profile

To add notes when creating a new customer profile:

Click the New button in your navigation bar.

Select Customer from the drop-down.

Scroll down to the Notes section of the Add new customer window.

Enter notes in the Customer notes field.

Click Create customer once you've finished inputting all the information.

Add Notes to an Existing Customer Profile (Web)

To add notes to an existing customer profile:

Open a Customer profile and select the Profile tab.

Scroll down to the Private notes section.

Hit the + Customer note button to create a new customer note and click anywhere outside of the box once you've finished.

You can also click the pencil icon to edit an existing note.

You can pin a note with important information by clicking the More icon (three dots) and selecting Pin.
- This will move that note to the Pinned section at the top of all private notes.
- Only one note can be pinned at a time.

To remove a pinned note, click the More Icon (three dots) next to the pinned note and then select Unpin.

You can also view additional notes for a customer by selecting All, Leads, Estimates, or Jobs. Notes added to a Lead, Estimate, or Job for the Customer will appear in the corresponding section of the customer’s profile.

Move Private Notes on the Customer Profile (Web)

To move the Private notes section within the Customer profile:

Open a Customer profile and select the Profile tab.

Click the Move card to other column button in the upper-right corner of the Private notes section (next to the add note button).

The Private notes section will then move to one of the following locations:
- The left column, or
- The right column (below the map and addresses).

Add Customer Profile Notes (Mobile - iOS)

To add notes to a customer profile via the HCP mobile app on iOS:

Open a Customer profile.

Select Notes.

Add or edit the private customer notes.

Customer Address Notes

You can use address notes for one or all customer addresses to share information regarding that location internally (customers do not see these notes).

📌 Note: These notes will remain attached to the address (and customer) until you edit or delete them.