Housecall Pro

Learn how to set up your employees and account information in both Parent and Child companies within your multi-location HCP account.

How to Use Your Multi-Location HCP Account

Universal Settings Page

Where to find articles and videos to help you understand the most effective way to use Housecall Pro for your business

How do I find the 'Help' section?

Alyssa Moretti

Alexa Greenberg

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

Account Settings

Set up your account without computer access

Can I set up my company information from the mobile app?

Setup Tax Rates

Set certain service items as taxable, or apply tax within an invoice.

Apply Tax Rates to Services

Setup your company's Terms & Conditions to be included on emailed Estimates, Invoices, and when taking signatures in the field.

Add Company Terms & Conditions

Set the default message to customers on all invoices, estimates, and receipts.

Invoice, Receipt & Estimate Message

Company Profile

What a custom SMS number is and why you have it.

What is a Custom SMS Number?

Choose your custom SMS number to receive customer replies to notifications and allow them to pay by text

How Do I Set up a Custom SMS Number?

Custom SMS Number

Set your online booking windows so that customers from HouseCall Customer app and your online booking can book into your calendar.

How do I set my Online Booking Windows?

What is 24/7 On-Demand?

Steven Stiriti

Business Hours

What is a service area?

Setting your service / travel radius to determine your visibility on the HouseCall consumer app.

How do I set my service area?

Service Area

The ultimate guide to what customer tags are, how to add customer tags, and how to filter your customer list by customer tag.

What are customer tags?

This is the ultimate guide on learning what job tags are, how to add job tags, and how to report on job tags.

What is a job tag?

customer tags, tags, tag management, merge tags, rename tags, delete tags

Where can I manage my customer and job tags?

Taylor Morrison

Lead Source Overview

Gillian Hyde

Lead Source

Find answers and get help from Intercom Support and Community Experts

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Title

Track the progress of all tickets related to your company

Tickets portal

{assigneeName} needs more information from you

Company Profile

Custom SMS Number

Business Hours

Service Area

Tags

Lead Source