Housecall Pro

Create new customer profiles in Housecall Pro manually.

Adding New Customers

Remove a customer from your customer database in the web portal.

Customers: Delete & Restore

How to best handle customers with multiple locations

Add Multiple Addresses to a Customer

Complete work at a service location, but bill to a different party or location

Set Up Sub-Customers (Parent/Child Billing)

Clean up your customer list using a new tool that automatically identifies possible duplicate customers and makes it simple to merge them.

Manage and Merge Duplicate Customers

How to view a customer's job history from the Customer Profile.

Customer Profile: Job History

View all of a customer's attachments in one centralized location.

Customer Attachments Section

Learn how to label a customer as "Do Not Service" and the implications of this label.

Do Not Service Property

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General

Find answers and get help from Intercom Support and Community Experts

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