Housecall Pro

Customer Portal Referral Program

Learn how to make edits to your customer's profiles in Housecall Pro!

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

Create new customer profiles in Housecall Pro manually.

Remove a customer from your customer database in the web portal.

View your customer's estimate and job history.

Clean up your customer list using a new tool that automatically identifies possible duplicate customers and makes it simple to merge them.

CSV file import, excel, customer import, QuickBooks Online, importing customers

Learn what the different messaging icons do from the customer profile on the mobile app

How to best handle customers with multiple locations

How to properly setup the Housecall Consumer App

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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