Housecall Pro

Customer Portal Referral Program

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

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

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

Create new customer profiles in Housecall Pro manually.

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

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

View your customer's estimate and job history.

Clean up your customer list using a new tool that automatically identifies possible duplicate customers and makes it simple to merge them.

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

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

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

Learn what the different messaging icons do from the customer profile on the mobile app

How to best handle customers with multiple locations

Find answers and get help from Intercom Support and Community Experts

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