Housecall Pro

Marketing Center Overview

Nate H

Taylor M

Layla K

Learn how to leverage your marketing solutions within Housecall Pro to help grow your business.

Marketing Center

Master Reporting, Customer Tags, & Postcards for a loyalty campaign. Boost engagement with referral postcards & FREE Canva templates!

Customer Referral and Loyalty Campaigns

Learn to resize photos for postcards effectively with our guide. Ensure your images fit perfectly for impactful marketing.

How to Resize a Photo to Upload for Use in a Postcard Campaign

Learn how to use free Canva templates for postcards, online booking, sales proposals, and social media content.

How to Use Canva Templates

Housecall Pro's one-time and automated postcard campaigns make it easy to stay connected with your customers and encourage repeat business.

Housecall Pro Postcard Campaigns: A Complete Guide

Postcard Feature Update: Transitioning to a New and Improved Experience

Angel A

Postcard Marketing

Discover how to use Housecall Pro’s Campaigns for SMS and email marketing, find answers to common questions, and upgrade for more features.

Campaigns: Overview and FAQ

Master the process of building one-time SMS and email campaigns, plus campaign flows, with our step-by-step guide.

Campaigns: Step-by-Step Guide

Understand the new email consent requirements and how they protect your business and enhance your marketing campaigns.

Campaigns: Marketing Compliance

Understand the differences in how customer lists work for one-time campaigns versus campaign flows.

How Customer Lists Work for Different Campaign Types

Efficiently create and manage automated email campaigns for effective customer engagement and streamlined operations.

Automated Email Campaigns Overview and FAQ

Email Marketing strategies to improve customer trust and campaign effectiveness.

Email Marketing Best Practices

Campaigns: Sending an Automated Campaign

Understand how Housecall Pro Campaigns measures conversion, revenue, and upcoming jobs — including the recent attribution updates that make your numbers reflect real, earned revenue.

Campaigns: How Conversion & Revenue Are Calculated

LaNee B

Campaigns

Online Booking Overview

Frequently asked questions about Online Booking.

Online Booking FAQs

Define the zip codes you serve to only get bookings from customers within your service area

Service Areas in Online Booking

Card Payments in Online Booking

Lead Form

Getting Started with Online Booking

Cancel Unpaid Jobs

Taylor L

 Give customers a way to book jobs and estimates to your calendar from any device, 24/7

Online Booking

Need a new website? We can build one for you with integrations that create interactive experiences proven to win more customers online.

Websites by Housecall Pro

Unlock website performance reporting through Google Analytics for your new Housecall Pro website

Google Analytics Reporting for Your Websites Add-On

We recommend the following pages for your new website to help you build an online presence that converts visitors into customers.

Recommended Pages for Your Websites Add-On

To ensure you have full ownership and control over your website's domain, we recommend purchasing from Google Domains.

Purchasing a Domain | Websites by Housecall Pro

How do we optimize your Website SEO?

Verify your domain in order to use GSuite for email services

Setting Up G Suite for Your Website Domain

Transfer your domain to Housecall Pro in order to utilize a Housecall Pro Website Builder website

Transferring Your Domain to Housecall Pro

If you'd like to keep your own domain with its current registrar and point it in order to use a Housecall Pro Website Builder site

Pointing Your Own Domain

What steps do we take to make your Website accessible?

Roland Ligtenberg

Ian H

Let our team of experts build a professional and integrated website for you that attracts and wins customers through engaging digital experiences

Websites by Housecall Pro Add-on 

What is the reviews app and what can I do with it?

Reviews Overview

Connect your Facebook page to start getting reviews there as well as Google and Housecall Pro!

Connect Google Business Profile and Facebook to Reviews

Viewing your personal customer reviews page

Sharing Your Reviews with Customers

We provide our best tips & tricks, including scripts for asking customers for reviews and methods for incentivizing employees to gather them

Reviews Tips and Tricks

Reviews FAQs

Reviews

Track which lead sources are driving the most revenue so you can make smarter decisions about where to spend your marketing budget.

Marketing Dashboard: ROI Table

Get a health score of your current marketing performance and personalized recommendations to help you get more leads.

Marketing Health Score: Overview and FAQ

Discover how to measure what matters most in your marketing.

Marketing Dashboard

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.