Housecall Pro

Step-by-step instructions showing how to create, dispatch, & schedule a single visit or recurring job in the web portal.

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.

Attach documents and photos to a job or estimate details page for internal use or to eventually share with customers.

Learn everything there is to know about the job details page including how to edit an invoice, how to use the activity feed, and job options

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

Keep notes on your customer, locations or specific jobs

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

Add job and estimate tags to categorize, track, and report

Add information to a job quickly and easily right from the field

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

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

Learn how to adjust invoice settings on jobs

Learn how to configure default invoice settings

Create a new invoice by copying the job information from an existing one or from a segment in a job.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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