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Customers
Here is where you'll find articles and how-to's for managing your customers.
+6
32 articles in this collection
Written by
Jil Overstreet,
Erin,
Kristine
and 6 others
Select customer type
You can now differentiate your customers between homeowners and businesses when creating a new customer.
Written by
Abbey W.
Updated over a week ago
General
Add New Customers
Create new customer profiles in Housecall Pro manually.
Written by
Abbey W.
Updated over a week ago
Merge Customers
Combine duplicate customer profiles easily in the web portal.
Written by
Abbey W.
Updated over a week ago
Delete a Customer
Remove a customer from your customer database in the web portal.
Written by
Abbey W.
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 W.
Updated over a week ago
Add Multiple Addresses to a Customer
Add multiple addresses to a single customer contact profile.
Written by
Abbey W.
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 W.
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 W.
Updated over a week ago
Add Customer Tags
Add customer tags to categorize, track, and for reporting purposes.
Written by
Abbey W.
Updated over a week ago
How do I filter my customers by tags?
filter, tags, pma, hvac, service agreement, customer tag
Written by
Abbey W.
Updated over a week ago
Customer Profile Attachments
Attach pictures or PDFs to your customer's profile.
Written by
Abbey W.
Updated over a week ago
Customer Job History
View your customer's estimate and job history.
Written by
Abbey W.
Updated over a week ago
Add Address Notes
Add notes about a specific address within the customer profile.
Written by
Abbey W.
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
How do bring I my customers and job history from Service Monster?
Import customers to QuickBooks online, then import them into HouseCall Pro.
Written by
Kristine
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 W.
Updated over a week ago
FAQ
What are my options for communicating with my customer from the mobile app?
Learn what the different messaging icons do from the customer profile on the mobile app
Written by
Taylor Morrison
Updated over a week ago
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 label reading "Housecall app address" mean?
Why certain customers show Housecall app address next to the addresses in their profile or a yellow house from the mobile app
Written by
Andrea L.
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
Andrea L.
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