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 to send to your customers and invoice them for just the deposit amount.

Add a Deposit to a Job

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.

Job Notes 101

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

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Creating Jobs & Invoices

Find answers and get help from Intercom Support and Community Experts

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