I'm Just Getting Started

Designed for beginners, follow this guide to get your account setup and start scheduling your jobs!

12 articles in this collection
Written by Ian, Alexa Greenberg, and Taylor Morrison

Basic Account Setup

Access Your Account Settings

Written by Ian
Updated over a week ago

Setup Your Company Profile

company profile, update information about your company, add logo, setup tax rates

Written by Ian
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 Ian
Updated over a week ago

Add Your Existing Customers

customer list, database, customer

Written by Ian
Updated over a week ago

Add your Price Book

services, price book, materials, parts

Written by Ian
Updated over a week ago

Start Accepting Credit Cards

payouts, bank account, credit card

Written by Ian
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 Ian
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 Ian
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 Ian
Updated over a week ago