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Jobs, Estimates, Events, & Sales Proposals
Jobs, Estimates, Events, & Sales Proposals
All about creating, editing, sending and assigning jobs, estimates, events, and sales proposals.
+4
69 articles in this collection
Written by
Jil Overstreet,
Erin,
Alyssa Moretti
and 4 others
Creating jobs & invoices
How to create a job
Step-by-step instructions showing how to create, dispatch, & schedule a single visit or recurring job in the web portal.
Written by
Abbey W.
Updated over a week ago
How to add a deposit to a job
Learn how to add a deposit to your invoices to send to your customers and invoice them for just the deposit amount.
Written by
Abbey W.
Updated over a week ago
Add attachments to a job/estimate on the web portal (computer)
Attach documents and photos to a job or estimate details page for internal use or to eventually share with customers.
Written by
Abbey W.
Updated over a week ago
What you need to know about the job details page
Learn everything there is to know about the job details page including how to edit an invoice, how to use the activity feed, and job options
Written by
Taylor Morrison
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
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
Written by
Alyssa Moretti
Updated over a week ago
Job notes 101
Add and edit internal job notes about the job for your company to view prior to or while on the job.
Written by
Abbey W.
Updated over a week ago
Add Job Tags
Add job and estimate tags to categorize, track, and report
Written by
Abbey W.
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
Written by
Alyssa Moretti
Updated over a week ago
Apply Discounts to Estimates & Invoices
Include a percentage or dollar amount discount on estimates and or invoices.
Written by
Abbey W.
Updated over a week ago
Editing a job & invoice
How do I change an invoice or estimate number?
Adjust an invoice or estimate number with ease
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.
Written by
Abbey W.
Updated over a week ago
Add Services to Estimates & Invoices
Enter additional line items after a job or estimate has already been created
Written by
Abbey W.
Updated over a week ago
Delete Services from Invoices & Estimates
Delete service item that no longer needs to be included in an invoice
Written by
Abbey W.
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.
Written by
Abbey W.
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
Written by
Alyssa Moretti
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.
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
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
Written by
Alyssa Moretti
Updated over a week ago
Sending invoices
Send Invoices (Web Portal)
Send your customers invoices for your completed work from the web portal via email or text.
Written by
Abbey W.
Updated over a week ago
How do I print an invoice?
Written by
Jil Overstreet
Updated over a week ago
Adjust Invoice Settings
Edit what information is displayed to customers on invoices.
Written by
Abbey W.
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.
Written by
Abbey W.
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!
Written by
Abbey W.
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.
Written by
Abbey W.
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.
Written by
Abbey W.
Updated over a week ago
What's the difference between auto invoicing and invoice reminders?
Learn which is right for your needs
Written by
Taylor Morrison
Updated over a week ago
How do I Set Up Invoice Reminders?
Learn how to set up automatic invoice reminders to remind customers they have an overdue invoice. See common questions answered too!
Written by
Taylor Morrison
Updated over a week ago
Batched Invoices - Send and Take Payment
Send multiple invoices to your customers and take batch payments on grouped invoices.
Written by
Abbey W.
Updated over a week ago
What is the send for sign off payment option?
How does a customer pay using the consumer app.
Written by
Abbey W.
Updated over a week ago
Custom fields, invoicing, messaging, etc
Written by
Erin
Updated over a week ago
Unscheduling, cancelling, or deleting jobs
Unschedule vs. Cancel vs. Delete
There are differences between unscheduling, canceling, and deleting jobs and estimates for both you and your customer.
Written by
Abbey W.
Updated over a week ago
How do I "unfinish" a job?
Reset the finish button on any job
Written by
Alyssa Moretti
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.
Written by
Abbey W.
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.
Written by
Abbey W.
Updated over a week ago
Delete a Job/Invoice
Delete a one-time job from your calendar.
Written by
Abbey W.
Updated over a week ago
Delete Unscheduled Jobs
Remove unscheduled jobs from your calendar.
Written by
Abbey W.
Updated over a week ago
How do I clear my unscheduled jobs?
If you have jobs that require attention, we show you how to remove jobs from the unscheduled list to keep your records and schedule clean.
Written by
Alyssa Moretti
Updated over a week ago
Restore Deleted/Canceled Jobs and Estimates
Restore a deleted or canceled job or estimate quickly.
Written by
Abbey W.
Updated over a week ago
How do I restore a canceled job?
Learn how to reactivate a job that was previously canceled
Written by
Angel
Updated over a week ago
Recurring jobs
Create a Recurring Job
Learn how to schedule a daily, weekly, monthly, or annual recurring job.
Written by
Abbey W.
Updated over a week ago
How to Schedule Recurring Jobs
Set the schedule once for jobs that repeat at a regular interval
Written by
Taylor Morrison
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.
Written by
Abbey W.
Updated over a week ago
Delete a Recurring Job
Delete one or all visits in a recurring series of jobs.
Written by
Abbey W.
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
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.
Written by
Abbey W.
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
Written by
Alyssa Moretti
Updated over a week ago
Job segments
How do I add segments to a job?
Learn how to add segments to jobs. Segments are perfect for multi-day jobs or jobs that require more than one visit.
Written by
Alyssa Moretti
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
Written by
Taylor Morrison
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
Written by
Alyssa Moretti
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
Written by
Alyssa Moretti
Updated over a week ago
Converting jobs to estimates
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?
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
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
Written by
Abbey W.
Updated over a week ago
Creating estimates
How to create an estimate
Create a quote quickly and easily, right from your computer
Written by
Abbey W.
Updated over a week ago
Create Multi-Option Estimates
Give your customers multiple estimate options of services to choose from.
Written by
Abbey W.
Updated over a week ago
Virtual Estimates Overview (Beta)
Virtual Estimates is now live and in beta on Housecall Pro! Here's everything you need to know.
Written by
Taylor Morrison
Updated over a week ago
How Can My Estimators/Technicians Receive Replies to Sent Estimates?
Choose the reply-to email address when sending estimates. They will receive replies & updates when a customer approves the estimate.
Written by
Taylor Morrison
Updated over a week ago
Send Estimates to Customers
Send your customers their estimates so they can approve or decline via email.
Written by
Abbey W.
Updated over a week ago
Texting Estimates
Give your customers the option to approve or decline estimates from their mobile device!
Written by
Abbey W.
Updated over a week ago
How do I track which estimates have been approved?
Easily mark which estimates have been approved by the customer
Written by
Alyssa Moretti
Updated over a week ago
How can my customer approve their estimate?
Mark your estimates as approved or let your customer do it for you!
Written by
Abbey W.
Updated over a week ago
Copy Estimate to Job
Once your customer has approved an estimate, copy the information over to a new job/invoice and schedule the work to be completed.
Written by
Abbey W.
Updated over a week ago
Delete an Estimate
Remove an unneeded quote from your account
Written by
Alyssa Moretti
Updated over a week ago
Sales Proposal Tool
Sales Proposal Tool
Present & send customers their estimate options using the sales proposal tool.
Written by
Abbey W.
Updated over a week ago
Sales Proposal Option Template
How to create and use options templates in the sales proposal tool
Written by
Connor Kuehnle
Updated over a week ago
Events
How to create an event
Mark employee vacation time, appointments, meetings, PTO, or other events, in your company calendar.
Written by
Abbey W.
Updated over a week ago
Create a Recurring Event
Schedule events, meetings, & appointments (not customer jobs) to automatically occur on your calendar daily, weekly, monthly, or annually.
Written by
Abbey W.
Updated over a week ago
Delete Events
Remove an event from your calendar
Written by
Abbey W.
Updated over a week ago