Customers

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

Jil Overstreet avatar Erin avatar Alyssa Moretti avatar +6
30 articles in this collection
Written by Jil Overstreet, Erin, Alyssa Moretti and 6 others
General

Add New Customers

Create new customer profiles in Housecall Pro manually.
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

Merge Customers

Combine duplicate customer profiles easily in the web portal.
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

Delete a Customer

Remove a customer from your customer database in the web portal.
Abbey Weber avatar
Written by Abbey Weber
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.
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

Add Multiple Addresses to a Customer

Add multiple addresses to a single customer contact profile.
Abbey Weber avatar
Written by Abbey Weber
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
Liza Rapp avatar
Written by Liza Rapp
Updated over a week ago

Turn Off Customer Notifications

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

Add Customer Tags

Add customer tags to categorize, track, and for reporting purposes.
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

How do I filter my customers by tags?

filter, tags, pma, hvac, service agreement, customer tag
Christy Billings avatar
Written by Christy Billings
Updated over a week ago

Where can I manage my customer and job tags?

customer tags, tags, tag management, merge tags, rename tags, delete tags
Alexa Greenberg avatar
Written by Alexa Greenberg
Updated over a week ago

Customer Profile Attachments

Attach pictures or PDFs to your customer's profile.
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

Customer Job History

View your customer's estimate and job history.
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

Add Address Notes

Add notes about a specific address within the customer profile.
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago