Jobs, Estimates, Events

All about creating, rescheduling, and assigning Jobs, Estimates, or Events.

Jil Overstreet avatar Erin avatar Alyssa Moretti avatar +5
74 articles in this collection
Written by Jil Overstreet, Erin, Alyssa Moretti and 5 others
Jobs

Schedule a Job

Step-by-step instructions & video tutorial showing how to create, dispatch, & schedule a single visit or recurring job in the web portal.
Abbey Weber avatar
Written by Abbey Weber
Updated this week

Create a Recurring Job

Learn how to schedule a daily, weekly, monthly, or annual recurring job.
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

How to Schedule Recurring Jobs

Set the schedule once for jobs that repeat at a regular interval
Taylor Morrison avatar
Written by Taylor Morrison
Updated over a week ago

How can I use Segments?

Use segments for jobs that require multiple visits, a return visit, collecting deductibles, and taking multiple payments
Taylor Morrison avatar
Written by Taylor Morrison
Updated over a week ago

How do I add segments to a job?

Schedule multi-day jobs, jobs that require more than one visit and/or payment.
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago

Change a Job Service Address

Edit the service address of a job or estimate that's already been scheduled.
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

How do I create a recurrence from a job that has already been scheduled?

Set a job to reoccur in the system, after it has already been scheduled as a one time visit
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago

Edit a Single Job Within a Recurring Series

Make changes to a scheduled series of recurring jobs or one specific recurrence within the series.
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

Edit a Recurring Series of Jobs

Make changes to dispatch, time, date, and frequency of a scheduled series of recurring jobs.
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

Delete a Recurring Job

Delete one or all visits in a recurring series of jobs.
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

Estimate/Job Details Page

Find the job/invoice or estimate details page you need through a quick search, on the calendar, or in the customer profile
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

Unschedule vs. Cancel vs. Delete

There are differences between unscheduling, canceling, and deleting jobs and estimates for both you and your customer.
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

Delete a Job or Estimate

Delete a one-time job or estimate from your calendar.
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

Cancel a Job or Estimate

Cancel a job or estimate and automatically send your customer a text and email notification.
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

Unschedule a Job or Estimate (Web Portal)

Remove/unschedule a job or estimate from your calendar in the web portal without deleting it completely.
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

Delete Unscheduled Jobs

Remove unscheduled jobs from your calendar.
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

Restore Deleted/Canceled Jobs and Estimates

Restore a deleted or canceled job or estimate quickly.
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

How do I delete a multi-segment job or multi-option estimate?

Delete a job or estimate with multiple portions
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago

How do I restore a canceled job?

Learn how to reactivate a job that was previously canceled
Angel avatar
Written by Angel
Updated over a week ago

How do I add or reassign an employee to a job after it has been scheduled?

Assign one or multiple employees to a job after it has been created
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago

How do I enter a job that was done in the past, but is not entered into Housecall Pro?

Retroactively enter jobs that have already been completed
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago

How do I convert a job back to an estimate?

A job was created when an estimate should have been, do I need to start over?
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago

Why can't I convert my job to an estimate?

Reasons your job is not eligible to be converted to an estimate
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago

Add Attachments to a Job/Estimate (Web Portal)

Attach documents and photos to a job or estimate details page for internal use or to eventually share with customers.
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

How do I set an arrival window?

Give your customers a window of time for your arrival to the job
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago

I accidentally clicked 'On My Way.' Can I undo this?

Remove the 'on my way' stamp so you can press it at the right time
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago

I accidentally clicked 'Start Job.' Can I undo this?

Remove the 'start job' stamp so you can press it at the right time
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago

How do I "unfinish" a job?

Reset the finish button on any job
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago

How do I change the name of my segments?

Name each segment of a job or each option of an estimate
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago

I don't have the option to make a job reocurring. Why?

When you can and cannot use recurrence for multi-visit jobs
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago

I converted a job to an estimate. Where did the job go?

Better understand the process of converting a job to an estimate
Christy Billings avatar
Written by Christy Billings
Updated over a week ago

How do I add job notes from the mobile app?

Add information to a job quickly and easily right from the field
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago

What different kinds of notes can I have?

Keep notes on your customer, locations or specific jobs
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago

Add Notes to a Job or Estimate

Add and edit internal estimate/job notes about the job or estimate for your company to view prior to or while on the job.
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

Add Job Tags

Add job and estimate tags to categorize, track, and report
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

How do I clear my unscheduled jobs?

Remove jobs from the unscheduled list to keep your records clean
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago
Invoices

Send Invoices (Web Portal)

Send your customers invoices for your completed work from the web portal via email or text.
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

Deposits

Add a deposit to your invoices to send to your customers!
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

Edit the Subject Line on Estimates & Invoices

Create a customized invoice/estimate subject line for your customer's invoiced email!
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

Delete Services from Invoices & Estimates

Delete service item that no longer needs to be included in an invoice
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

Add Services to Estimates & Invoices

Enter additional line items after a job or estimate has already been created
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

How do I copy job information to a new invoice?

Create a new invoice by copying the job information from an existing one or from a segment in a job.
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago

How do I change an invoice or estimate number?

Adjust an invoice or estimate number with ease
Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago

Change or Hide Service Date

If you're sending an invoice and see the incorrect service date, you can change the date or hide it on the invoice.
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

Apply Discounts to Estimates & Invoices

Include a percentage or dollar amount discount on estimates and or invoices.
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

Batched Invoices - Send and Take Payment

Send multiple invoices to your customers and take batch payments on grouped invoices.
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

Send Customers Photos & Documents (Web Portal)

Choose which estimate/job attachments you'd like to include when sending your customer their invoice or estimate.
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

Change Invoice Due Date

Customize and set your invoice due dates to let your customers know when they need to pay.
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

Adjust Invoice Settings

Edit what information is displayed to customers on invoices.
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

How do I print an invoice?

Jil Overstreet avatar
Written by Jil Overstreet
Updated over a week ago

What is the send for sign off payment option?

How does a customer pay using the consumer app.
Christy Billings avatar
Written by Christy Billings
Updated over a week ago

Invoice, Receipt & Estimate Message

Set the default message to customers on all invoices, estimates, and receipts.
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

Edit Message on an Individual Invoice/Estimate

Customize the message that appears on the bottom of an individual invoice or edit.
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

Custom fields, invoicing, messaging, etc

Erin avatar
Written by Erin
Updated over a week ago