Customers

Here is where you'll find articles and how-to's for managing your customers.

Jil O. avatar Alyssa Moretti avatar Alexa Greenberg avatar +6
33 articles in this collection
Written by Jil O., Alyssa Moretti, Alexa Greenberg and 6 others
General

Add New Customers

Create new customer profiles in Housecall Pro manually.
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Written by Mary Nagel
Updated over a week ago

Merge Customers

Combine duplicate customer profiles easily in the web portal.
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Written by Mary Nagel
Updated over a week ago

Delete a Customer

Remove a customer from your customer database in the web portal.
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Written by Mary Nagel
Updated over a week ago

Restore Deleted Customer

If you've accidentally or prematurely deleted a customer from your list, you can easily and quickly restore the customer profile.
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Written by Mary Nagel
Updated over a week ago

Add Multiple Addresses to a Customer

Add multiple addresses to a single customer contact profile.
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Written by Mary Nagel
Updated over a week ago

How do I add multiple emails for the same customer?

Store and send invoices and estimates to multiple emails for a single customer
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago

Set Up Sub-Customers (Parent/Child Billing)

Complete work at a service location, but bill to a different party or location
Angel avatar
Written by Angel
Updated over a week ago

Turn Off Customer Notifications

Turn off all automated text message and email notifications for your customer.
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Written by Mary Nagel
Updated over a week ago

Add Customer Notes

Add (or edit) important notes about your customer that will act as reminders for your company and remain with the profile indefinitely.
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Written by Mary Nagel
Updated over a week ago

Add Customer Tags

Add customer tags to categorize, track, and for reporting purposes.
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Written by Mary Nagel
Updated over a week ago

How do I filter my customers by tags?

filter, tags, pma, hvac, service agreement, customer tag
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Written by Mary Nagel
Updated over a week ago

Customer Profile Attachments

Attach pictures or PDFs to your customer's profile.
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Written by Mary Nagel
Updated over a week ago

Customer Job History

View your customer's estimate and job history.
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Written by Mary Nagel
Updated over a week ago

Add Address Notes

Add notes about a specific address within the customer profile.
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Written by Mary Nagel
Updated over a week ago