Housecall Pro

Charge Card Program Closure FAQs

Learn how to instantly deposit funds to your Expense account to create expense card transactions and pay bills.

Instant Deposits to Expense Account

Instant Deposits - Transaction Limits and Fees

2025 Business Financial Account Changes

Expenses

Learn how to get started today to gain access to Expense Management and its solution for tying all of your cash flow together.

Expense Management: How to Sign Up & FAQs

Learn about funding your Expense account by setting a minimum balance or transferring money from an external bank account.

Expense Account: How to Fund Your Account

Getting Started

Bill Pay is retiring: What you need to do before December 31, 2026

Learn about the key features and capabilities of Bill Pay, how to navigate the Bill Pay Overview page, and review Bill Pay FAQs.

Bill Pay: Overview Guide & FAQ

Learn how Housecall Pro Bill Pay works with the QuickBooks Online integration.

Bill Pay: QuickBooks Online Integration

Bill Pay: How to Create & Manage Vendors

Learn how to get started with Bill Pay and review some frequently asked questions about how the Bill Pay tool works.

Bill Pay: How to Pay Vendors in Housecall Pro

Bill Pay

Capital Solution (via Pipe) FAQs

QuickBooks Online: Pipe Capital via Housecall Pro

QuickBooks Online: Invoice Funding via Housecall Pro

Track and manage your Capital advances, repayments, and how they appear in QuickBooks Online.

Capital Advances

Comprehensive overview of Expense Cards with answers to frequently asked questions.

Expense Cards: FAQs

How to limit the amount of money your employees can spend.

Expense Cards: How to Control Spending

Learn how to cancel and replace an Expense Card.

Expense Cards: How to Cancel & Replace

Find out how purchases and fund transfers get automatically recorded with your QuickBooks Online Integration.

Expense Cards: QuickBooks Online Integration

Expense Cards users have the option to upload receipts directly to transactions.

Expense Cards: Uploading Receipts

For your security, Expense Cards will ship to you in an inactive state. Activate the cards before making any transactions.

Expense Cards: How to Order & Activate

Learn how to set up and use Virtual Cards.

Virtual Expense Cards FAQ

Now offering fuel-specific restrictions for Expense Cards.

Fuel Controls FAQ

Expense Card Transaction Limits

Expense Cards

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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.

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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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