Housecall Pro

Create new customer profiles in Housecall Pro manually.

Add New Customers

Combine duplicate customer profiles easily in the web portal.

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

If you've accidentally or prematurely deleted a customer from your list, you can easily and quickly restore the customer profile.

Add multiple addresses to a single customer contact profile.

Store and send invoices and estimates to multiple emails for a single customer

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

Turn off all automated text message and email notifications for your customer.

Add (or edit) important notes about your customer that will act as reminders for your company and remain with the profile indefinitely.

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

filter, tags, pma, hvac, service agreement, customer tag

Attach pictures or PDFs to your customer's profile.

View your customer's estimate and job history.

Add notes about a specific address within the customer profile.

Find answers and get help from Intercom Support and Community Experts

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