Housecall Pro

Taylor Morrison

Steven Stiriti

Adding, managing, removing, or assigning jobs to an employee of yours.

Employees

Create profiles for your new (or existing) employees and invite them to join your company's Housecall Pro account.

How to Add an Employee

How to Add an Employee (Beta)

Switching the color assigned to an employee.

How do I change an Employee's color?

How do I add an employee picture?

How to Setup Employees

Download this employee handbook template to help create transparency and set expectations in your business.

Employee Handbook Template

Use this checklist when training your new hires to ensure they know how to use Housecall Pro as an office staff.

Office Staff Training Checklist

Use this checklist when training your new hires to ensure they know how to use the Housecall Pro mobile app as a field tech.

Field Tech Training Checklist

I Forgot my Password, How Can I Reset it?

Mobile App training for field techs and employees using the app 
Android and iPhone Mobile App training

Housecall Pro Mobile App  - Field Tech Walkthrough Video

Employee Training

Edit your employee's permissions based on their role in the company in just a few easy steps!

Setting Employee Permissions

Understand how to set up each employee with the correct abilities

What do the different employee permissions mean?

Understand each of the permissions for field technicians

What do the Field Tech employee permissions mean?

Understand each of the permissions for office staff members

What do Office Staff employee permissions mean?

Set the Dispatch/Messaging POC employee for your company.

Set Dispatch/Messaging POC (Point of Contact)

Understand each of the permissions for admin/owner

What do Admin/Owner Permissions Mean?

Jil O.

Alyssa Moretti

Employee Permissions

Learn how to configure time tracking so your employees can track their time in the field.

Time Tracking Overview

Have your employees clock in/out for their workday and view their timecard in the mobile app.

Employee Clock In/Out & Timecard

Through the time tracking feature, your employees can track and report on time spent on jobs!

Tracking Time on Jobs

View and adjust your employees' clock in or clock time

View & Edit Employee Timecard

How to customize and export a report of your employees' hours.

Time Tracking - Export Report

See the duration of time between when the 'on my way,' 'start job' and 'finish job' buttons are hit

Is there a way for me to see how long my employees spend on a job?

Bricelyn Jones

Time Tracking for Employees

GPS - How to track your employees

Setup your GPS tracking to locate your employees on an enhanced live map and view today's jobs on map

Employee Map & GPS

Alexa Greenberg

GPS Map for Tracking Employees

Restore an employee's profile if you accidentally deleted it.

Restore Deleted Employees

Remove an employee from your Housecall Pro account.

Delete an Employee Account

Remotely logout employees out of their Housecall Pro accounts.

Remotely Logout Employees

Deleting Employees

Can my employees see the jobs and appointments of other employees?

Events, Vacation, Appointments, PTO, etc.

How can I block off time for an employee on the calendar?

What Happens to Job History When I Delete an Employee?

Find answers and get help from Intercom Support and Community Experts