Housecall Pro

Taylor Morrison

In this series we are going to take things up a notch and introduce tips, tricks, and favorite strategies for fully utilizing your HCP account.

XL Advanced

Learn how to use free Canva templates that Housecall Pro creates for postcards, online booking, sales proposals, and social media content

How to Use Canva Templates

Learn how to create and run a customer referral campaign using refer a friend postcards (Bonus: FREE Canva Postcard Templates)

Customer Referral Campaign

Learn how to utilize your XL Advanced Reporting, Customer Tags, and Postcards to create a customer loyalty campaign.

Customer Loyalty Campaign

Marketing

Learn how to embed your online booking link in email & text follow-up communication with customers to save time booking future appointments.

How to Embed Your Online Booking Link in Customer Follow-Up Communication

Learn how to set up your online booking without online booking windows.

How Can I set up Online Booking without giving customers the ability to select a date & time?

Learn how to add service areas to your online booking page to deter customers from booking if outside your area.

How to setup Online Booking with Service Areas

Online Booking

Learn how to sell your recurring service plans or maintenance plans with your online booking page.

How to Sell Your Recurring Service plans with Online Booking

We run through common scenarios and questions for how to best set up and use Service Plans.

Service Plans Scenarios

Recurring Service Plans

Learn how to use your Heat Map Report within Advanced Reporting & make data informed decisions for segmenting & targeting marketing efforts.

How Can I Use the Heat Map Report in Advanced Reporting?

Learn our favorite tips & tricks for how to use custom reporting to track parts ordered, clear report filters quickly, and more!

Custom Reporting for Max Pros

Learn how to analyze your advanced reports and a few tips & trick on how to leverage this data for your staff and customers

Advanced Reporting

Reporting

We share our best tips & tricks as well as a few scripts for how to ask customers for reviews.

How Do I Ask For Reviews?

Create a competition to incentivize your employees to ask for online reviews.

How Can I Incentivize My Technicians to Ask For Reviews?

Reviews

If you need your employees to create Sales Proposals from the field or mobile app, adjust employee settings to give them access.

What if I need my technicians to create Sales Proposals from the field?

Learn how to use Events to add your Sales Proposals to your calendar.

What if I want to schedule a Sales Proposal?

Learn how to start selling your Recurring Service Plans with your Sales Proposal tool

Sales Proposal tool for Service Plans

Sales Proposal

Learn how to use segments for Progress Billing where you collect different payments from a customer at different phases of a job.

How to Use Segments for Progress Billing

Segments

How to use customer tags, job tags, and estimate tags effectively

How to Use Tags Effectively

How to Include a Link to Online Booking in Your Job Finished Text

Text Messages

Accountability is important. Keep track of all changes, edits, and updates made to jobs and estimates with your Activity Feed.

Activity Feed

Learn how your employees can create tasks in the field from their mobile app to streamline communication between teams.