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Account Settings
Account Settings
Learn about your account settings, how to properly get your account setup
+4
18 articles in this collection
Written by
Alyssa Moretti,
Alexa Greenberg,
Steven Stiriti
and 4 others
How to Use Your Multi-Location HCP Account
Learn how to set up your employees and account information in both Parent and Child companies within your multi-location HCP account.
Written by
Alyssa Moretti
Updated this week
How do I find the 'Help' section?
Where to find articles and videos to help you understand the most effective way to use Housecall Pro for your business
Written by
Alyssa Moretti
Updated over a week ago
Company Profile
Can I set up my company information from the mobile app?
Set up your account without computer access
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Written by
Mary Nagel
Updated over a week ago
Setup Tax Rates
Add new, edit current, delete, and manage multiple tax rates.
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Written by
Mary Nagel
Updated over a week ago
Apply Tax Rates to Services
Set certain service items as taxable, or apply tax within an invoice.
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Written by
Mary Nagel
Updated over a week ago
Add Company Terms & Conditions
Setup your company's Terms & Conditions to be included on emailed Estimates, Invoices, and when taking signatures in the field.
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Written by
Mary Nagel
Updated over a week ago
Invoice, Receipt & Estimate Message
Set the default message to customers on all invoices, estimates, and receipts.
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Written by
Mary Nagel
Updated over a week ago
Custom SMS Number
What is a Custom SMS Number?
What a custom SMS number is and why you have it.
Written by
Alyssa Moretti
Updated over a week ago
How Do I Set up a Custom SMS Number?
Choose your custom SMS number to receive customer replies to notifications and allow them to pay by text
Written by
Alexa Greenberg
Updated over a week ago
Business Hours
Setting Business Hours
Set the open and close times for your business.
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Written by
Mary Nagel
Updated over a week ago
How do I set my Online Booking Windows?
Set your online booking windows so that customers from HouseCall Customer app and your online booking can book into your calendar.
Written by
Steven Stiriti
Updated over a week ago
What is 24/7 On-Demand?
Written by
Tim B.
Updated over a week ago
Service Area
What is a service area?
Written by
Steven Stiriti
Updated over a week ago
How do I set my service area?
Setting your service / travel radius to determine your visibility on the HouseCall consumer app.
Written by
Steven Stiriti
Updated over a week ago
Tags
What are customer tags?
The ultimate guide to what customer tags are, how to add customer tags, and how to filter your customer list by customer tag.
Written by
Taylor Morrison
Updated over a week ago
What is a job tag?
This is the ultimate guide on learning what job tags are, how to add job tags, and how to report on job tags.
Written by
Taylor Morrison
Updated over a week ago
Where can I manage my customer and job tags?
customer tags, tags, tag management, merge tags, rename tags, delete tags
Written by
Alexa Greenberg
Updated over a week ago
Lead Source
Lead Source Overview
Learn how to use our Lead Source field
Written by
Gillian Hyde
Updated over a week ago