Customers

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

31 articles in this collection
Written by Jil Overstreet, Erin, Alyssa Moretti and 7 others

Select customer type

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

Written by Michael Stoeffler
Updated this week

General

Add New Customers

Create new customer profiles in Housecall Pro manually.

Written by Abbey Weber
Updated over a week ago

Merge Customers

Combine duplicate customer profiles easily in the web portal.

Written by Abbey Weber
Updated over a week ago

Delete a Customer

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

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.

Written by Abbey Weber
Updated over a week ago

Add Multiple Addresses to a Customer

Add multiple addresses to a single customer contact profile.

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

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

Written by Angel
Updated over a week ago

Turn Off Customer Notifications

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

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.

Written by Abbey Weber
Updated over a week ago

Add Customer Tags

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

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

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

Written by Alexa Greenberg
Updated over a week ago

Customer Profile Attachments

Attach pictures or PDFs to your customer's profile.

Written by Abbey Weber
Updated over a week ago

Customer Job History

View your customer's estimate and job history.

Written by Abbey Weber
Updated over a week ago

Add Address Notes

Add notes about a specific address within the customer profile.

Written by Abbey Weber
Updated over a week ago

Importing and Adjusting Customers

How to Import Your Customer List

How to prepare your customer list for import into your Housecall Pro account

Written by Andrea L.
Updated over a week ago

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

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

Written by Alexa Greenberg
Updated over a week ago

Add your Customer List from Someplace Else

Written by Taylor Morrison
Updated over a week ago

Add your Customers from Excel or .CSV

Written by Taylor Morrison
Updated over a week ago

Add your Customers from Quickbooks Online

Get your list of customers into Housecall Pro from Quickbooks Online

Written by Taylor Morrison
Updated over a week ago

How do I export my customer list from Quickbooks Desktop to Excel?

Learn how to export our customers from QBD to Excel or .CSV to bring them over to Housecall Pro

Written by Alyssa Moretti
Updated over a week ago

Export Customer List

Export your customer list to an Excel or Google Sheets file.

Written by Abbey Weber
Updated over a week ago

FAQ

How can I contact my customer using the app?

Written by Erin
Updated over a week ago

What if I have existing customers outside of my service area?

Written by Erin
Updated over a week ago

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

How to best handle customers with multiple locations

Written by Alyssa Moretti
Updated over a week ago

Housecall Customer App

How does the Housecall Customer App work?

How to properly setup the Housecall Consumer App

Written by Jil Overstreet
Updated over a week ago

What does the door symbol next to my customer mean?

Why certain customers have a door icon next to their name

Written by Alyssa Moretti
Updated over a week ago

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

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

Written by Alyssa Moretti
Updated over a week ago

How can my customers book a job on the iOS consumer app?

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

Written by Alyssa Moretti
Updated over a week ago

Is Housecall Pro a lead generation service?

Written by Erin
Updated over a week ago