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I'm Just Getting Started
I'm Just Getting Started
Designed for beginners, follow this guide to get your account setup and start scheduling your jobs!
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12 articles in this collection
Written by
Christy Billings,
Alexa Greenberg,
Taylor Morrison
and 1 other
Basic Account Setup
Access Your Account Settings
Written by
Abbey W.
Updated over a week ago
Setup Your Company Profile
company profile, update information about your company, add logo, setup tax rates
Written by
Christy Billings
Updated over a week ago
Add Your Employees
Onboard your employees so you can easily dispatch jobs to your team and stay updated with the work they're doing in the field.
Written by
Christy Billings
Updated over a week ago
Add your Price List
services, price list, materials, parts
Written by
Christy Billings
Updated over a week ago
Add Your Existing Customers
customer list, database, customer
Written by
Christy Billings
Updated over a week ago
Start Accepting Credit Cards
payouts, bank account, credit card
Written by
Abbey W.
Updated over a week ago
Using Housecall Pro
Scheduling, Dispatching and Payment Training
View this pre-recorded training to learn how to schedule jobs, dispatch to technicians, and take payment from your customers
Written by
Alexa Greenberg
Updated over a week ago
Housecall Pro Platform Walkthrough
Video walkthrough showing where to locate basic functions and features in the Housecall Pro web portal.
Written by
Abbey W.
Updated over a week ago
Housecall Pro Mobile App Walkthrough
This video is perfect for an admin or office staff learning to use the mobile app
Written by
Abbey W.
Updated over a week ago
Advanced Account Setup
How Can I Create a Housecall Pro Back Up Plan?
Learn what you can do to proactively back up your HCP data
Written by
Taylor Morrison
Updated over a week ago
How to set up your community profile
Step by step instructions to make sure your profile on the Housecall Community page is optimized
Written by
Alexa Greenberg
Updated over a week ago
When are you open? Set Your Business Hours
business hours, business open/close, online booking windows, soonest availability
Written by
Christy Billings
Updated over a week ago