Housecall Pro

Taylor Morrison

Designed specifically for Heating & Air Conditioning pros to get up and running with Housecall Pro quickly

Learn how to access your account settings

Learn how to add your company logo, tax rates, support email address, terms and conditions, and other basic company information.

Learn how to add in your price list including services, materials, and parts

Learn how to add your customers to Housecall Pro, whether coming from Quickbooks, a spreadsheet, or phone contacts.

Learn how to add your field technicians, office, staff, estimators, and other users to your account

Learn how to connect your bank so that you can start taking credit card, debit, and ACH payments from directly within Housecall Pro

Set your company hours as well as online booking windows

Video walkthrough showing where to locate basic functions and features in the Housecall Pro web portal.

Use this checklist and video tutorial when training your techs to ensure they know how to use the Housecall Pro mobile app as a field tech.

Learn how to schedule and dispatch jobs, send invoices, and take payment.

Learn how to easily create and schedule new estimates or quotes directly from the web portal on your computer.

Step by step instructions to make sure your profile on the Housecall Community page is optimized

Learn what you can do to proactively back up your HCP data

Learn how to create custom checklist templates that you can then attach to jobs and ensure technicians perform specific tasks on each job.

Learn how to set up your online booking including enabling the app, setting online booking windows, soonest availability, and price list.