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 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:
Go to 'Customers' in the top navigation bar of your HCP account.
Click the customer's name in the list.
In the 'Profile' section, you'll see the 'Customer attachments' box towards the bottom left.
Click the 'Customer attachments' box and select the file you'd like to attach from your computer.
You'll see the attachment appear once it's finished uploading.
Click the '+' sign 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 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 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.
Customer Notes:
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
Add Notes to New Customer Profile
To add notes when creating a new customer profile:
Click [+NEW] in your navigation bar.
Select 'Customer'
Scroll to the bottom of the "Add new customer" window.
Click on the 'Customer Notes' line and type your notes.
Click 'Create Customer' once you've finished inputting all the information.
Add Notes to an Existing Customer Profile (HCP Web Portal)
To add notes to an existing customer profile:
Go to 'Customers' in the top navigation bar of your HCP account.
Select the customer profile you'd like to add a note to.
In the 'Profile' section, scroll down until you see the 'Private notes' section.
Hit the plus icon to create a new 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 one note with important information by clicking the 'More' button (three dots) and clicking 'Pin.'
This will move that note to the top of all private notes.
Only one note can be pinned at a time.
Add Customer Profile Notes (HCP Mobile App - iOS)
To add notes to a customer profile via the HCP mobile app on iOS:
Go to the 'Customers' tab in the bottom navigation menu.
Select the customer profile.
Select 'Notes' on the customer's profile.
Add or edit the private customer notes.
Add Address Notes
Add notes about a specific address within the customer profile.
You can use address notes for one or all customer addresses to share information regarding that location internally (customers do not see these notes).
Please Note: These notes will remain attached to the address (and customer) until you edit or delete them.
Add Address Notes on the Web Portal
To add a note to a customer's address:
Go to 'Customers' in the navigation bar at the top of your HCP account.
Select a customer profile.
In the 'Profile' tab of the customer profile, click the 'More' icon (3 vertical dots) to the right of the address.
Select 'Edit Address' from the drop-down menu.
Type notes directly into the Address Notes section.
Click 'Update' to save, and that's it!
You will now be able to view your notes for the address directly on the line below the address.
You can edit at any time by clicking the 'More' icon (3 vertical dots)
View, Add, and Edit Address Notes (HCP Mobile App - iPhone)
You have the ability to view address notes in the web portal or on the mobile app once you've added them.
To view Address Notes:
Tap the 'Customer' icon in the navigation bar at the bottom of your screen.
Tap the customer's name.
In the customer profile, scroll down to the 'Address' section.
In the same line as the address, you can see any address notes in grey
From the Job Details Page:
Tap the customer's name.
Do not tap on the phone or chat icons.
Add/Edit Address Notes:
Open a customer's profile (see steps 1 & 2 above).
Tap 'Edit' in the top right corner of your screen.
Select the address you'd like to add a note to.
Tap on 'Address Notes,' then tap on the screen & type your notes.
Tap the back arrow in the top left corner when you're done.
Tap the back arrow in the top left corner of the Address page.
Tap 'Save' in the top right corner and you're all set!
Customer Tags
Add customer tags to categorize, 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
Click the 'Customers' icon in your navigation bar
Select the customer profile
Once in the 'Profile' section, scroll down to see the customer tags section on the left
Click on the field marked 'Customer tags (press enter),' type your tag, 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
Please 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.
Video Tutorials: Customer Tags
Having trouble finding what you need?
For further assistance, please reach out to our Chat Support team
via the Blue Chat Bubble in your Housecall Pro account, or
contact our Phone Support team at (858) 842-5746.