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iOS Mobile App
iOS Mobile App
Everything you need to take advantage of your mobile app for iPhone
32 articles in this collection
Written by
Jil Overstreet,
Alyssa Moretti,
and
Abbey W.
Segments on iPhone
Add, copy, rename, and delete segments from your iPhone or iPad!
Written by
Abbey W.
Updated over a week ago
Jobs, Estimates, Events
Schedule a Job [iOS]
Quickly create a job on your iPhone or iPad!
Written by
Jil Overstreet
Updated over a week ago
How do I create an estimate from my iPhone?
Learn how to create an estimate with ease from your iPhone
Written by
Jil Overstreet
Updated over a week ago
View your company's schedule (iPhone)
View your company's schedule on the iPhone mobile app with just a couple quick steps.
Written by
Abbey W.
Updated over a week ago
Directions to Jobs/Estimates (iPhones)
Learn how to quickly access directions to a job or estimate's service address.
Written by
Abbey W.
Updated over a week ago
Approve a Job on the iPhone
Get approval from your customer before a job starts or after the work is complete (separate from an estimate).
Written by
Abbey W.
Updated over a week ago
How do I turn an estimate into a job from my iPhone?
Learn how to turn your estimate into a job in a few easy steps!
Written by
Jil Overstreet
Updated over a week ago
Estimate Approval & Signature (iPhone)
When in person, your customer can sign and approve an estimate right on your iPhone!
Written by
Abbey W.
Updated over a week ago
Send Customers Photo or Document Attachments (iPhone)
Once you've saved attachments to a job/estimate, select which attachments you'd like to include to send to your customer.
Written by
Abbey W.
Updated over a week ago
View an Estimate or Invoice (iPhone)
Preview an estimate or invoice on your iPhone.
Written by
Abbey W.
Updated over a week ago
Print an Estimate or Invoice (iPhone)
Print an estimate or invoice from your mobile app on the iPhone.
Written by
Abbey W.
Updated over a week ago
Unschedule a Job or Estimate (iPhone)
Unschedule a job or estimate from your calendar from your iPhone without deleting it completely.
Written by
Abbey W.
Updated over a week ago
Change Invoice/Estimate Number on an iPhone
Change the number of an invoice or estimate from your iPhone.
Written by
Abbey W.
Updated over a week ago
How do I add a photo to a job from my iPhone?
Learn how to add an image in a few easy steps!
Written by
Jil Overstreet
Updated over a week ago
Add Attachments to a Job/Estimate (iPhone)
Add attachments to a job or estimate before selecting which items you'd like to send to your customer.
Written by
Abbey W.
Updated over a week ago
Who can I share a job with and how?
Learn who can be in your network and how to refer overflow or out-of-industry work to
Written by
Alyssa Moretti
Updated over a week ago
How do I track the time a job takes from my iPhone?
Maximize your company time by learning how long it takes to complete a job from start to finish!
Written by
Jil Overstreet
Updated over a week ago
'Open Work' Section
How jobs and estimates end up in the 'Open work' section of the mobile app.
Written by
Abbey W.
Updated over a week ago
Customers
Create a Customer (iPhone)
Create and add a brand new customer profile to your customer list from your iPhone.
Written by
Abbey W.
Updated over a week ago
Add a Customer From Your iPhone Address Book
Add a customer into your Housecall Pro account from your iPhone's Address Book.
Written by
Abbey W.
Updated over a week ago
Add Multiple Addresses (iPhone)
Add multiple addresses to a customer profile from the iPhone mobile app.
Written by
Abbey W.
Updated over a week ago
Add, Edit, & View Address Notes (iPhone)
Keeping track of notes for different locations on iPhone
Written by
Abbey W.
Updated over a week ago
Price List & Services
Add Service Items (iPhone)
Add a service line item to your main price list through the iPhone mobile app.
Written by
Abbey W.
Updated over a week ago
Payments
Taking Payment (iPhone)
Take credit card, cash, or check payments on your iPhone.
Written by
Abbey W.
Updated over a week ago
Partial Payment (iPhone)
Take a portion of the amount due on an invoice on your iPhone.
Written by
Abbey W.
Updated over a week ago
Account Set Up
How can I set up my company from my iPhone?
Get your company set up with ease form your iPhone!
Written by
Jil Overstreet
Updated over a week ago
Set iPhone Default Navigation App
Choose the navigation app (map program) you'd like Housecall Pro to open up when clicking on a customer address.
Written by
Abbey W.
Updated over a week ago
Chat Support (iPhone)
Chat into our support team through the mobile app to get your questions answered and any other help you may need.
Written by
Abbey W.
Updated over a week ago
How do I set up Housecall Pro Caller ID on iPhone?
Enable customer caller ID so that you can see your customers name when they call you
Written by
Jil Overstreet
Updated over a week ago
How can I download the App to my iPad?
Add the Housecall Pro App to your iPad in a few easy steps!
Written by
Jil Overstreet
Updated over a week ago
Enable Automatic App Updates on iOS
Enable automatic updates to ensure your iPhone is operating the latest version of the Housecall Pro mobile app
Written by
Abbey W.
Updated over a week ago
Log Out of iPhone App
Log out of the Housecall Pro mobile app on your iPhone
Written by
Abbey W.
Updated over a week ago