Housecall Pro

Overview the Needs Attention queue seen at the top of the Housecall Pro mobile app.

Needs Attention Queue

Add, copy, rename, and delete segments from your iPhone or iPad!

Segments on iPhone

Jil O.

Alyssa Moretti

Everything you need to take advantage of your mobile app for iPhone

iOS Mobile App

Quickly create a job on your iPhone or Android Device

Schedule a Job on Mobile

Learn how to create an estimate with ease from your iPhone

How do I create an estimate from my iPhone?

View your company's schedule on the iPhone mobile app with just a couple quick steps.

View your company's schedule (iPhone)

Learn how to quickly access directions to a job or estimate's service address.

Directions to Jobs/Estimates (iPhones)

Get approval from your customer before a job starts or after the work is complete (separate from an estimate).

Approve a Job on the iPhone

Learn how to turn your estimate into a job in a few easy steps!

How do I turn an estimate into a job from my iPhone?

When in person, your customer can sign and approve an estimate right on your iPhone!

Estimate Approval & Signature (iPhone)

Once you've saved attachments to a job/estimate, select which attachments you'd like to include to send to your customer.

Send Customers Photo or Document Attachments (iPhone)

Preview an estimate or invoice on your iPhone.

View an Estimate or Invoice (iPhone)

Print an estimate or invoice from your mobile app on the iPhone.

Print an Estimate or Invoice (iPhone)

Unschedule a job or estimate from your calendar from your iPhone without deleting it completely.

Unschedule a Job or Estimate (iPhone)

Change the number of an invoice or estimate from your iPhone.

Change Invoice/Estimate Number on an iPhone

Learn how to add an image in a few easy steps!

How do I add a photo to a job from my iPhone?

Add attachments to a job or estimate before selecting which items you'd like to send to your customer.

Add Attachments to a Job/Estimate (iPhone)

Learn who can be in your network and how to refer overflow or out-of-industry work to

Who can I share a job with and how?

Maximize your company time by learning how long it takes to complete a job from start to finish!

How do I track the time a job takes from my iPhone?

How jobs and estimates end up in the 'Open work' section of the mobile app.

'Open Work' Section

Jobs, Estimates, Events

Create and add a brand new customer profile to your customer list from your iPhone.

Create a Customer (iPhone)

Add a customer into your Housecall Pro account from your iPhone's Address Book.

Add a Customer From Your iPhone Address Book

Add multiple addresses to a customer profile from the iPhone mobile app.

Add Multiple Addresses (iPhone)

Keeping track of notes for different locations on iPhone

Add, Edit, & View Address Notes (iPhone)

Customers

Add a service line item to your main price list through the iPhone mobile app.

Add Service Items (iPhone)

Price List & Services

Take credit card, cash, or check payments on your iPhone.

Taking Payment (iPhone)

Take a portion of the amount due on an invoice on your iPhone.

Partial Payment (iPhone)

Payments

Get your company set up with ease form your iPhone!

How can I set up my company from my iPhone?

Choose the navigation app (map program) you'd like Housecall Pro to open up when clicking on a customer address.

Set iPhone Default Navigation App

Chat into our support team through the mobile app to get your questions answered and any other help you may need.

Chat Support (iPhone)

Enable customer caller ID so that you can see your customers name when they call you

How do I set up Housecall Pro Caller ID on iPhone?

Add the Housecall Pro App to your iPad in a few easy steps!

How can I download the App to my iPad?

Enable automatic updates to ensure your iPhone is operating the latest version of the Housecall Pro mobile app