Housecall Pro

You can now differentiate your customers between homeowners and businesses when creating a new customer.

Select customer type

Alyssa Moretti

Angel

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

Customers

Create new customer profiles in Housecall Pro manually.

Add New Customers

Combine duplicate customer profiles easily in the web portal.

Merge Customers

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

Delete a Customer

If you've accidentally or prematurely deleted a customer from your list, you can easily and quickly restore the customer profile.

Restore Deleted Customer

Add multiple addresses to a single customer contact profile.

Add Multiple Addresses to a Customer

Store and send invoices and estimates to multiple emails for a single customer

How do I add multiple emails for the same customer?

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

Set Up Sub-Customers (Parent/Child Billing)

Turn off all automated text message and email notifications for your customer.

Turn Off Customer Notifications

Add (or edit) important notes about your customer that will act as reminders for your company and remain with the profile indefinitely.

Add Customer Notes

Add customer tags to categorize, track, and for reporting purposes.

Add Customer Tags

filter, tags, pma, hvac, service agreement, customer tag

How do I filter my customers by tags?

Attach pictures or PDFs to your customer's profile.

Customer Profile Attachments

View your customer's estimate and job history.

Customer Job History

Add notes about a specific address within the customer profile.

Add Address Notes

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 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?

Additional information on how your data is protected

FAQs about HCP Data

How to best handle customers with multiple locations

What is the difference between sub-customers and multiple addresses?

Alexa Greenberg

Taylor Morrison

How to properly setup the Housecall Consumer App

How does the Housecall Customer App work?

Why certain customers show Housecall app address next to the addresses in their profile or a yellow house from the mobile app

What does the label reading "Housecall app address" mean?

Make sure your customers in the HouseCall consumer app are linked to your Pro account.

What is an 'app invite code' and how do I set it up?

Show your customers how easy it can be to book you through the Housecall consumer app