Housecall Pro

Step-by-step instructions showing how to create, dispatch, & schedule a job.

How to Create a Job

Learn how to add a deposit to your invoices so you can send them to your customers and invoice them for only the deposit amount.

Deposits

Learn everything there is to know about the job details page.

The Job Details page Overview with Progress Invoicing and Appointments

Give your customers a window of time for your arrival to the job

Setting Your Arrival Window

Keep notes on your customer, locations or specific jobs

Using Notes: Customers, Jobs, and Addresses

Add and edit internal job notes about the job for your company to view prior to or while on the job.

Private Notes on Jobs and Estimates

Capture details about job type, business unit, and callbacks to organize important information about jobs while simplify reporting.

Get Started with Job Fields

Include a percentage or dollar amount discount on estimates and or invoices.

Apply Discounts to Estimates & Invoices

Learn how to configure default invoice settings

Invoice Settings: Customer View

Learn how to use job templates to streamline job setup

Using Job Templates

Nate H

Francisco C

Alyssa Moretti

Creating Jobs & Invoices

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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