Housecall Pro

How to read your deposit history and pending transactions, and manage your card readers in the My Money section of your account.

My Money - Overview

Whether you're just getting started with Housecall Pro Payments or looking to get more out of it, this article walks you through everything you need to know, from activating payments…

Housecall Pro Payment Processing Options

Payments Overview

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Create your workspace and invite the people you work with.

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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.

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

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

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

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