Housecall Pro

Customer Portal Referral Program

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

Edit Your Customer's Profile

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Shontiquia K

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

Customers

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

Do Not Service Property

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

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

Set Up Sub-Customers (Parent/Child Billing)

View your customer's estimate and job history.

Customer Job History

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

Video walkthrough showing where to locate basic functions and features in the Housecall Pro web portal.

Housecall Pro Platform Walkthrough

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

Customer Attachments Section

Ian H

Taylor M

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?

How to best handle customers with multiple locations

Add Multiple Addresses to a Customer

Michael Storer

Alyssa Moretti

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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