HVAC Getting Started Guide

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

16 articles in this collection
Written by Taylor Morrison

Basic Account Setup

Access Your Account Settings

Learn how to access your account settings

Written by Taylor Morrison
Updated over a week ago

Set up your company profile

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

Written by Taylor Morrison
Updated over a week ago

Add your Price List

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

Written by Taylor Morrison
Updated over a week ago

Add customers

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

Written by Taylor Morrison
Updated over a week ago

Add your employees

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

Written by Taylor Morrison
Updated over a week ago

Connect your bank account

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

Written by Taylor Morrison
Updated over a week ago

When are you open? Set Your Business Hours

Set your company hours as well as online booking windows

Written by Taylor Morrison
Updated over a week ago

Using Housecall Pro

Housecall Pro Platform Walkthrough

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

Written by Taylor Morrison
Updated over a week ago

Field tech training

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.

Written by Taylor Morrison
Updated over a week ago

Scheduling, dispatching, and taking payments

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

Written by Taylor Morrison
Updated over a week ago

Create estimates

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

Written by Taylor Morrison
Updated over a week ago

Advanced Account Setup

How to set up your community profile

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

Written by Taylor Morrison
Updated over a week ago

How Can I Create a Housecall Pro Back Up Plan?

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

Written by Taylor Morrison
Updated over a week ago

Create checklist templates

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

Written by Taylor Morrison
Updated over a week ago

Set up your online booking

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

Written by Taylor Morrison
Updated over a week ago

Create recurring service plans

Learn how to create a new maintenance plan template with or without add ons.

Written by Taylor Morrison
Updated over a week ago