Account Settings

Learn about your account settings, how to properly get your account setup

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17 articles in this collection
Written by Alyssa Moretti, Alexa Greenberg, Steven Stiriti and 4 others

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

Lead Source Overview

Learn how to use our Lead Source field

Written by Gillian Hyde
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

Written by Mary Nagel
Updated over a week ago

Setup Tax Rates

Add new, edit current, delete, and manage multiple tax rates.

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.

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.

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.

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.

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