Housecall Pro

Learn how to track materials and other costs on jobs for flat rate services

Job Inputs and Flat Rate Services

Add service and material line items to jobs and estimates, and find quick ways to complete actions to save you time.

Line Items on Jobs and Estimates

Track and manage commissions in Housecall Pro by assigning team members to line items on jobs.

Tracking Commissions on Jobs

Track and report on where material is coming from along with purchase details across jobs and employees.

Material Inventory Detail Tracking

Job Costing: Complete Set-Up Guide

Create and collect up to 3 custom signatures on a job.

Collect Custom Job Signatures

Learn how to schedule and dispatch jobs, send invoices, and take payment.

Scheduling, Invoicing, and Payments Training

Learn how to preview, download, and print an invoice from the HCP web portal and mobile app.  

Invoices: How to Preview, Download, & Print

See all the invoices you have sent to a customer.

View a Customer's Invoice History

Send your customer their open/unpaid invoices automatically daily, weekly, monthly, or annually.

How to Set Up Auto Invoicing

How to access your Jobs and Estimates in Housecall Pro.

How to Access Job & Estimate Pages

Learn how to record and upload videos to jobs on the mobile app.

Capture and Upload Photos & Videos on Mobile

Name your Jobs to make it easier to identify and organize your work, and add a Summary of Work for a synopsis of what the Job is for.

Job Name and Summary of Work

Automate Job Creation from Approved Estimates

Steve S

Sienna M

Michael Storer

All about creating, editing, sending and assigning jobs, estimates, and invoices.

Jobs, Invoices, and Estimates

Step-by-step instructions showing how to create, dispatch, & schedule a job.

How to Create a Job

Learn how to add a deposit to your invoices to send to your customers and invoice them for just the deposit amount.

Add a Deposit to a Job

Learn everything there is to know about the job details page.

The Job Details page Overview with Progress Invoicing and Appointments

Give your customers a window of time for your arrival to the job

Setting Your Arrival Window

Keep notes on your customer, locations or specific jobs

Using Notes: Customers, Jobs, and Addresses

Add and edit internal job notes about the job for your company to view prior to or while on the job.

Private Notes on Jobs and Estimates

Capture details about job type, business unit, and callbacks to organize important information about jobs while simplify reporting.

Get Started with Job Fields

Include a percentage or dollar amount discount on estimates and or invoices.

Apply Discounts to Estimates & Invoices

Learn how to configure default invoice settings

Invoice Settings: Customer View

Learn how to use job templates to streamline job setup

Using Job Templates

Shontiquia K

Nate H

Francisco C

Creating Jobs & Invoices

Learn how to change an Estimate, Job or Invoice number.

How do I change an Estimate, Job or Invoice number?

Edit the service address of a job or estimate that's already been scheduled.

How to Update a Service Address

Delete service or material items that no longer need to be included in an invoice.

Delete Service or Material Line Items from Invoices & Estimates

Editing Jobs & Invoices

Send your customers invoices for your completed work from the web portal or mobile app via email or text.

How to Send an Invoice

Choose which estimate/job attachments you'd like to add or include when sending your customer their invoice or estimate.

Attachments: Send Customers Photos & Documents

Learn key differences of these two features to determine which will best serve your business needs.

What's the difference between Auto Invoicing and Invoice Reminders?

Learn how to set up automatic invoice reminders to remind customers they have an overdue invoice. See common questions answered too!

How do I Set Up Invoice Reminders?

Send multiple invoices to your customers and take batch payments on grouped invoices.

Batch Invoicing: Send Invoices & Take Payments

Custom Fields

We'll walk you through how to edit your invoice email body, subject line and SMS for future invoices

Invoice Email & SMS

Ian H

Bricelyn J

Sending Invoices

There are differences between unscheduling, canceling, and deleting jobs and estimates for both you and your customer.

Unschedule vs. Cancel vs. Delete

Unschedule or undo actions like OMW, Start, and Finish on jobs and estimates.

Jobs & Estimates: Unschedule and Undo Actions

Learn how to delete, cancel, or restore a job easily through the HCP web portal with these simple steps.

Jobs & Invoices: How to Delete, Cancel, and Restore

Unscheduling, Cancelling, & Deleting Jobs

Create daily, weekly, monthly, yearly and custom recurring jobs.

Create a Recurring Job

Make changes a single recurring job or the entire series.

Manage Recurring Jobs

Sarah C

Recurring Jobs

Learn how to create, rename, invoice, cancel, and delete job segments to manage multi-day jobs or jobs that require more than one visit.

Job Segments Overview

Use segments for jobs that require multiple visits, a return visit, collecting  deductibles, and taking multiple payments

How can I use Segments?

Delete a job or estimate with multiple options

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

Taylor M

Alyssa Moretti

Job Segments

Collect Deposits on Estimates

How to Send an Estimate

Learn how to easily create and schedule new estimates or quotes

How to Create an Estimate

Create templates for estimates and proposals on web to quickly and efficiently present details to customers with greater consistency.

Estimate and Sales Proposal Templates

Use templates to quickly send or present pre-built options to your customers

Add Estimate Options from Templates on Web and Mobile

Give your customers multiple estimate options of services to choose from.

How to Use Multi-Option Estimates (Web & Mobile)

Mark your estimates as approved or let your customer do it for you!

Estimates: Approvals and Signatures

Learn how to copy/convert information between jobs and estimates.

How to Copy or Convert Jobs and Estimates

Cancel or delete an unneeded quote from your account, or restore an estimate that has been canceled/deleted.

How to Cancel, Delete, and Restore Estimates

Learn how to configure default estimate settings on web only

Configure Default Estimate Settings

Learn how to adjust estimate settings at an individual estimate level.

Adjust Individual Estimate Settings on Web or Mobile

Print an estimate or invoice from your mobile app on the iPhone.

Estimates: How to Preview, Download, & Print

E-Signatures protect your business from disputes and other liabilities by letting you gather proof of approval before work begins.

E-Signatures on Estimates

This article explains how to sell jobs more efficiently by creating an estimate directly from an ongoing job.

Estimates on Jobs

This article explains how you can simplify your business operations by setting a default expiration period for all future estimates.

Estimates: Configure Default Expiration Dates

Connor K

Estimates

Find answers and get help from Intercom Support and Community Experts

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