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

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

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

Set up your account without computer access

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

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

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

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

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

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

Set the open and close times for your business.

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

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

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

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