Housecall Pro

Taylor L

Voice of the Customer Features

See Employee Tags Right on the Calendar

Delete Multiple Jobs at Once

Job Reminders by Email, on Your Schedule

Set Payment Terms at the Customer Level

Stay Organized

Customer Names Now Carry Over to New Customer Forms

Write It For Me: AI-Drafted Invoice Emails

Service Address Now Included in Appointment Texts

Make everyday customer communication faster and clearer.

Communicate with customers

Know the Moment a Customer Opens Your Estimate

Add a Customer Reference Number to Invoices

Know when customers are interested so you can follow up at the right time.

Win more jobs

Never Miss a Call: The Web Dialer Comes to You

Stay connected to customers from wherever you’re working.

Voice

Filter Your Pipeline by Job Type

Filter Your Pipeline by Business Unit

Pipeline

Navigate Price Book Sub-Tabs From One Hover

Bulk-Update Service Costs in Price Book

Price Book

A Bigger Service Plan Description Box + AI Drafting

Win higher-paying jobs with good-better-best

Service Plan

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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