Here is where you'll find articles and how-to's for managing your customers.
By Ian and 7 others8 authors27 articles
Select customer type
Add New Customers
Delete a Customer
Restore Deleted Customer
Add Multiple Addresses to a Customer
How do I add multiple emails for the same customer?
Set Up Sub-Customers (Parent/Child Billing)
Turn Off Customer Notifications
Add Customer Notes
Add Customer Tags
How do I filter my customers by tags?
Customer Profile Attachments
Customer Job History
Add Address Notes
Manage Duplicate Customers
What are the options for importing my customers into Housecall Pro?
What are my options for communicating with my customer from the mobile app?
How can I contact my customer using the app?
What if I have existing customers outside of my service area?
FAQs about HCP Data
What is the difference between sub-customers and multiple addresses?