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.

Select a customer to view their Customer Profile.

Select the Profile tab, then 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 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 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 (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.

Select the Profile tab and 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 top of all private notes.
- Only one note can be pinned at a time.

You can also view more notes related to this customer by clicking All, Leads, Estimates, or Jobs.

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 a customer.

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).

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 top navigation bar of your HCP account.

Select a customer profile.

In the Profile tab of the customer profile, click the More icon (three 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.

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:

Go to Customers in the navigation bar at the bottom of your screen.

Select a customer.

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 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:

Go to Customers in the top navigation bar of your HCP account.

Select a customer to view their Customer Profile.

Select the Profile tab, then 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.