Housecall Pro

Get the most from Pipeline: Tips on Leads, Estimates, and Jobs Boards plus how to manage archived items and automate tasks.

Getting Started with Pipeline

Explore Housecall Pro's Pipeline FAQs for managing jobs, estimates, and leads.

Pipeline FAQs

Learn how to create a lead by entering customer info, adding services, and managing details like assignees and tags

How to Create and Manage Leads

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Learn how to use Pipeline and Customer Intake.

Pipeline

Set up and customize your Customer Intake, including reminders, FAQs, and the request guide, for seamless use across devices.

Customer Intake: Setup Guide

Customer Intake: Request Guide

Customer Intake: Reminders

Customer Intake: FAQs

Set up your Customer Intake form to personalize the experience for your customers and ensure that all the necessary information is collected upfront.

Customer Intake

Find answers and get help from Intercom Support and Community Experts

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