Housecall Pro

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

Customer Profile Overview

Shontiquia K

Angel A

Olivia R

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

Customers

Create new customer profiles in Housecall Pro manually.

Adding New Customers

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

Customers: Delete & Restore

How to best handle customers with multiple locations

Add Multiple Addresses to a Customer

Complete work at a service location, but bill to a different party or location

Set Up Sub-Customers (Parent/Child Billing)

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

Manage and Merge Duplicate Customers

How to view a customer's job history from the Customer Profile.

Customer Profile: Job History

View all of a customer's attachments in one centralized location.

Customer Attachments Section

Learn how to label a customer as "Do Not Service" and the implications of this label.

Do Not Service Property

Nate H

General

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

What are the options for importing my customers into Housecall Pro?

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

What are my options for communicating with my customers from the mobile app?

Michael Storer

Taylor M

Heads Up: The HouseCall Homeowner App (with the Green Icon) Has Been Retired

Katie H

HouseCall Customer App

Find answers and get help from Intercom Support and Community Experts

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