# Housecall Pro Help Center

> Help center for Housecall Pro

## English

### Account Settings

- [Settings Page Overview](https://help.housecallpro.com/en/articles/7919484-settings-page-overview.md): Easily setup and navigate through your account settings page
- [Accessing the Help Center](https://help.housecallpro.com/en/articles/993380-accessing-the-help-center.md): Where to find articles and videos to help you understand the most effective way to use Housecall Pro for your business
- [Verifying Your Business Name and Mobile Number](https://help.housecallpro.com/en/articles/7336873-verifying-your-business-name-and-mobile-number.md): Ensure your business is properly registered for text messaging.
- [Protect Your Account with Two-Factor Authentication](https://help.housecallpro.com/en/articles/8536911-protect-your-account-with-two-factor-authentication.md): How to enable two-factor authentication for your account.
- [How to Use Your Multi-Location HCP Account](https://help.housecallpro.com/en/articles/5845648-how-to-use-your-multi-location-hcp-account.md): Learn how to set up your employees and account information in both Parent and Child companies within your multi-location HCP account.
- [Set Up Your Company Profile](https://help.housecallpro.com/en/articles/1363783-set-up-your-company-profile.md): How to add your company information, terms and conditions, logo, and more.
- [Setting Your Business Hours](https://help.housecallpro.com/en/articles/8147956-setting-your-business-hours.md): Set the open and close times for your business.
- [Message on Invoices, Receipts, and Estimates](https://help.housecallpro.com/en/articles/2856479-message-on-invoices-receipts-and-estimates.md): Set up your default message to customers on all invoices, receipts, and estimates, and edit individual invoice messages.
- [Company Profile: Update Business Information](https://help.housecallpro.com/en/articles/12703467-company-profile-update-business-information.md)
- [Texting Number](https://help.housecallpro.com/en/articles/887351-texting-number.md): What a texting number is and why you have it.
- [Custom SMS Best Practices](https://help.housecallpro.com/en/articles/3856316-custom-sms-best-practices.md)
- [Website Requirement for A2P Registration](https://help.housecallpro.com/en/articles/9237951-website-requirement-for-a2p-registration.md): When registering for A2P, a website is required for the Approval process.
- [Understanding A2P 10DLC: A Comprehensive Guide](https://help.housecallpro.com/en/articles/8250319-understanding-a2p-10dlc-a-comprehensive-guide.md)
- [Understanding SMS Consent \(Opt-in / Opt-out\)](https://help.housecallpro.com/en/articles/9508414-understanding-sms-consent-opt-in-opt-out.md): Understanding Consent requirements and what it means to allow your customers to opt-out of SMS messages.
- [Customize SMS Notifications](https://help.housecallpro.com/en/articles/12417565-customize-sms-notifications.md)
- [Service Area Overview](https://help.housecallpro.com/en/articles/362750-service-area-overview.md): Set your operational area to control where jobs can be booked and how your business is represented across Housecall Pro tools.
- [Where can I manage my Tags?](https://help.housecallpro.com/en/articles/358414-where-can-i-manage-my-tags.md): Learn how to add, merge, rename, and delete Tags
- [Tags Overview](https://help.housecallpro.com/en/articles/8490475-tags-overview.md): How to use Customer, Job, and Estimate Tags effectively.
- [Tags on Mobile](https://help.housecallpro.com/en/articles/12611058-tags-on-mobile.md)
- [How to Use Lead Sources](https://help.housecallpro.com/en/articles/5434315-how-to-use-lead-sources.md): Learn how to use our Lead Source field

### AI Team

- [AI Team Overview](https://help.housecallpro.com/en/articles/9311875-ai-team-overview.md): Explore how to leverage Housecall Pro's AI Team
- [AI Team on Mobile](https://help.housecallpro.com/en/articles/12859608-ai-team-on-mobile.md)
- [Mobile Voice Agent \(In Alpha\)](https://help.housecallpro.com/en/articles/15923933-mobile-voice-agent-in-alpha.md)

### App Store

- [Bluon Integration](https://help.housecallpro.com/en/articles/11557855-bluon-integration.md)
- [Housecall Pro's Alexa Skill Overview](https://help.housecallpro.com/en/articles/4793331-housecall-pro-s-alexa-skill-overview.md): Learn how you can use Alexa with Housecall Pro
- [Beeline Routes Integration Overview](https://help.housecallpro.com/en/articles/5776530-beeline-routes-integration-overview.md): Learn how the integration between Housecall Pro and Beeline Routes works.
- [Broadly Integration Overview](https://help.housecallpro.com/en/articles/5452040-broadly-integration-overview.md): Learn how the integration between Housecall Pro and Broadly works.
- [Connecting Housecall Pro and CallRail](https://help.housecallpro.com/en/articles/3740543-connecting-housecall-pro-and-callrail.md): Connect your Housecall Pro and CallRail accounts to bring call tracking and recording functionality into your Housecall Pro account.
- [CallRail Integration: Enable Notifications](https://help.housecallpro.com/en/articles/4550900-callrail-integration-enable-notifications.md): Turn on notifications for incoming calls from CallRail on Chrome.
- [Chiirp Integration Overview](https://help.housecallpro.com/en/articles/5728910-chiirp-integration-overview.md): Learn how the integration between Housecall Pro and Chiirp works.
- [CompanyCam Integration Overview](https://help.housecallpro.com/en/articles/5138242-companycam-integration-overview.md): How to use the CompanyCam App with Housecall Pro
- [Dispatch.Me Integration Overview](https://help.housecallpro.com/en/articles/5453224-dispatch-me-integration-overview.md): Learn how the integration between Housecall Pro and Dispatch.Me works
- [Emitrr Integration Overview](https://help.housecallpro.com/en/articles/5801454-emitrr-integration-overview.md): Learn how the integration between Housecall Pro and Emitrr works.
- [Business Funding \(via Fundbox\) FAQs](https://help.housecallpro.com/en/articles/2792262-business-funding-via-fundbox-faqs.md): Discover how Fundbox working capital can help your business succeed.
- [Gusto Integration Overview](https://help.housecallpro.com/en/articles/4678614-gusto-integration-overview.md): Automate your payroll with our Gusto integration
- [Mailchimp Integration Guide](https://help.housecallpro.com/en/articles/362401-mailchimp-integration-guide.md): Learn how to enable the Mailchimp app and connect HCP to your Mailchimp account
- [measureQuick® Integration Overview](https://help.housecallpro.com/en/articles/6194241-measurequick-integration-overview.md): Learn how the integration between Housecall Pro and measureQuick works.
- [NiceJob Integration Overview](https://help.housecallpro.com/en/articles/5455576-nicejob-integration-overview.md): Learn how the integration between Housecall Pro and NiceJob works.
- [OnCall Air Integration Overview](https://help.housecallpro.com/en/articles/4549516-oncall-air-integration-overview.md): Learn how the integration between Housecall Pro and OnCall Air works.
- [Podium Integration Overview](https://help.housecallpro.com/en/articles/5455939-podium-integration-overview.md): Learn how the integration between Housecall and Podium works
- [ResponsiBid Integration Overview](https://help.housecallpro.com/en/articles/4151977-responsibid-integration-overview.md): How to schedule bids in ResponsiBid that will show up in Housecall Pro
- [Connecting Housecall Pro and Swell](https://help.housecallpro.com/en/articles/6041259-connecting-housecall-pro-and-swell.md): How to connect Housecall Pro to Swell and what the integration does.
- [Zapier Integration Overview](https://help.housecallpro.com/en/articles/5452973-zapier-integration-overview.md): Automatically move information between apps, so that you can share data and create workflows without code.
- [How to Enable Webhooks](https://help.housecallpro.com/en/articles/5683520-how-to-enable-webhooks.md): Webhooks allow you to send real time notifications for actions happening in Housecall Pro to your own web app.
- [API Overview](https://help.housecallpro.com/en/articles/8505035-api-overview.md): Learn where to find a developer to help build your custom integrations
- [The New Flat Rate Integration Overview](https://help.housecallpro.com/en/articles/5687655-the-new-flat-rate-integration-overview.md)

### Benefits

- [How to Enable Health Insurance in Housecall Pro](https://help.housecallpro.com/en/articles/8034617-how-to-enable-health-insurance-in-housecall-pro.md): This article describes what's required to offer health insurance to your employees.

### Billing

- [Housecall Pro Billing and Account Management](https://help.housecallpro.com/en/articles/2366296-housecall-pro-billing-and-account-management.md): Manage your Housecall Pro account with ease—update billing details, switch plans, and handle cancellations smoothly.
- [Financial and Tax Information](https://help.housecallpro.com/en/articles/4439447-financial-and-tax-information.md): Find key details on U.S. sales tax, tax reporting, and 1099-K forms to effectively manage and understand your tax responsibilities.
- [Share the Love: Your Guide to Referrals](https://help.housecallpro.com/en/articles/4192744-share-the-love-your-guide-to-referrals.md): Learn how to share your referral link with other companies

### Business Coaching

- [Generating Low-Cost Leads, Booking Jobs, and Delivering Exceptional Customer Service](https://help.housecallpro.com/en/articles/9298347-generating-low-cost-leads-booking-jobs-and-delivering-exceptional-customer-service.md)
- [Mastering Your Finances](https://help.housecallpro.com/en/articles/9299267-mastering-your-finances.md)
- [Goal Setting, Benchmarks and Your Why](https://help.housecallpro.com/en/articles/9302873-goal-setting-benchmarks-and-your-why.md)
- [The Ultimate Guide to Hiring](https://help.housecallpro.com/en/articles/9302885-the-ultimate-guide-to-hiring.md)
- [Calculating Your Business Capacity and When to Hire \(CSRs and Techs\)](https://help.housecallpro.com/en/articles/9302896-calculating-your-business-capacity-and-when-to-hire-csrs-and-techs.md)
- [Understanding Your P&L and Conducting an Expense Audit](https://help.housecallpro.com/en/articles/9302908-understanding-your-p-l-and-conducting-an-expense-audit.md)
- [Analyzing Expenses to Improve Profitability](https://help.housecallpro.com/en/articles/9311292-analyzing-expenses-to-improve-profitability.md)
- [Job Costing Analysis](https://help.housecallpro.com/en/articles/9311335-job-costing-analysis.md)
- [Setting Profitable and Competitive Prices](https://help.housecallpro.com/en/articles/9311931-setting-profitable-and-competitive-prices.md)
- [Marketing Spend and Customer Acquisition Costs](https://help.housecallpro.com/en/articles/9311983-marketing-spend-and-customer-acquisition-costs.md)
- [Be More Profitable by Increasing Your Average Job Size](https://help.housecallpro.com/en/articles/9312110-be-more-profitable-by-increasing-your-average-job-size.md)
- [Be More Profitable by Upselling Jobs](https://help.housecallpro.com/en/articles/9312142-be-more-profitable-by-upselling-jobs.md)
- [Growing Business Through Networking and Strategic Partnerships](https://help.housecallpro.com/en/articles/9312380-growing-business-through-networking-and-strategic-partnerships.md)
- [Building Lifetime Customers and Referrals](https://help.housecallpro.com/en/articles/9312422-building-lifetime-customers-and-referrals.md)
- [Re-engagement Campaigns](https://help.housecallpro.com/en/articles/9312455-re-engagement-campaigns.md)
- [Online Presence](https://help.housecallpro.com/en/articles/9312475-online-presence.md)
- [Social Media Strategy](https://help.housecallpro.com/en/articles/9312484-social-media-strategy.md)
- [Third Party Lead Generators](https://help.housecallpro.com/en/articles/9312493-third-party-lead-generators.md)
- [Sales Strategy: Consultative Selling](https://help.housecallpro.com/en/articles/9312502-sales-strategy-consultative-selling.md)
- [Managing and Leveraging Customer Reviews](https://help.housecallpro.com/en/articles/9312509-managing-and-leveraging-customer-reviews.md)
- [Creating a Unique Selling Proposition](https://help.housecallpro.com/en/articles/9312543-creating-a-unique-selling-proposition.md)
- [Implementing Online Booking](https://help.housecallpro.com/en/articles/9312551-implementing-online-booking.md)
- [Your Brand and Company Profile](https://help.housecallpro.com/en/articles/9312563-your-brand-and-company-profile.md)
- [Best Practices for Your Website and Google Business Profile](https://help.housecallpro.com/en/articles/9312573-best-practices-for-your-website-and-google-business-profile.md)
- [Creating Lifetime Customers](https://help.housecallpro.com/en/articles/9312578-creating-lifetime-customers.md)
- [Low-Cost Lead Generation Strategies](https://help.housecallpro.com/en/articles/9312587-low-cost-lead-generation-strategies.md)
- [Creating Effective Phone Scripts](https://help.housecallpro.com/en/articles/9312595-creating-effective-phone-scripts.md)
- [Delivering Exceptional Customer Experience](https://help.housecallpro.com/en/articles/9312611-delivering-exceptional-customer-experience.md)
- [Average Job Size Benchmark - Business Coaching by Housecall Pro](https://help.housecallpro.com/en/articles/7234696-average-job-size-benchmark-business-coaching-by-housecall-pro.md): How we determine benchmarking data for Business Coaching Alpha
- [Building Operational Efficiency Through Effective Systems](https://help.housecallpro.com/en/articles/9518623-building-operational-efficiency-through-effective-systems.md)
- [Mastering Customer Rapport and Inquiry](https://help.housecallpro.com/en/articles/9518649-mastering-customer-rapport-and-inquiry.md)
- [Assumptive and Alternative Choice Closing Techniques](https://help.housecallpro.com/en/articles/9518667-assumptive-and-alternative-choice-closing-techniques.md)
- [Coach AI Overview](https://help.housecallpro.com/en/articles/9617389-coach-ai-overview.md): Coach AI provides expert business guidance, hiring tips, and solutions to help your business grow and succeed.
- [Empowering Your Team Through Systems: A Comprehensive Guide for Home Services Businesses](https://help.housecallpro.com/en/articles/9715406-empowering-your-team-through-systems-a-comprehensive-guide-for-home-services-businesses.md)
- [Utilizing KPIs for Operational Efficiency in Home Services Businesses](https://help.housecallpro.com/en/articles/9715404-utilizing-kpis-for-operational-efficiency-in-home-services-businesses.md)
- [Mastering Objection Handling to Close More Sales](https://help.housecallpro.com/en/articles/9715453-mastering-objection-handling-to-close-more-sales.md)
- [Understanding Strengths and Weaknesses: Overcoming Limiting Beliefs for Business Growth](https://help.housecallpro.com/en/articles/9737459-understanding-strengths-and-weaknesses-overcoming-limiting-beliefs-for-business-growth.md)
- [Understanding Capacity and Knowing When to Hire](https://help.housecallpro.com/en/articles/9737490-understanding-capacity-and-knowing-when-to-hire.md)
- [Mastering Time Management with the Eisenhower Matrix](https://help.housecallpro.com/en/articles/9737518-mastering-time-management-with-the-eisenhower-matrix.md)
- [Becoming a Strong Leader and Building an Engaged Team in Your Home Services Business](https://help.housecallpro.com/en/articles/9912668-becoming-a-strong-leader-and-building-an-engaged-team-in-your-home-services-business.md)
- [Crafting an Effective Job Ad: How to Attract the Right Employees for Your Home Services Business](https://help.housecallpro.com/en/articles/9912754-crafting-an-effective-job-ad-how-to-attract-the-right-employees-for-your-home-services-business.md)
- [Interviewing and Crafting Job Descriptions: Best Practices for Home Services Businesses](https://help.housecallpro.com/en/articles/9912767-interviewing-and-crafting-job-descriptions-best-practices-for-home-services-businesses.md)
- [Setting Your Team Up for Success: Onboarding Best Practices for Home Services Businesses](https://help.housecallpro.com/en/articles/9912811-setting-your-team-up-for-success-onboarding-best-practices-for-home-services-businesses.md)
- [Becoming an Emotionally Intelligent Leader: Empowering Your Team and Growing Your Business](https://help.housecallpro.com/en/articles/9976695-becoming-an-emotionally-intelligent-leader-empowering-your-team-and-growing-your-business.md)
- [Mastering Delegation and Motivation: Essential Strategies for Business Owners](https://help.housecallpro.com/en/articles/9977013-mastering-delegation-and-motivation-essential-strategies-for-business-owners.md)
- [Mastering Performance Reviews and Feedback for Leadership Success](https://help.housecallpro.com/en/articles/10008438-mastering-performance-reviews-and-feedback-for-leadership-success.md)
- [Elevating Team Leadership Through Coaching and Conflict Resolution](https://help.housecallpro.com/en/articles/10012125-elevating-team-leadership-through-coaching-and-conflict-resolution.md)
- [Conquer Coaching Becomes Business Coaching by Housecall Pro](https://help.housecallpro.com/en/articles/10683336-conquer-coaching-becomes-business-coaching-by-housecall-pro.md)

### Business Insurance

- [Business Insurance in Housecall Pro](https://help.housecallpro.com/en/articles/13906646-business-insurance-in-housecall-pro.md)

### Checklists

- [Checklists Overview](https://help.housecallpro.com/en/articles/9528709-checklists-overview.md): Use custom checklists to ensure the right steps are followed on every job.
- [How to Create & Manage Checklists](https://help.housecallpro.com/en/articles/3935784-how-to-create-manage-checklists.md): Learn how to create checklist templates so that your employees can use this checklist while on the job
- [How do Field Techs use Checklists on Mobile?](https://help.housecallpro.com/en/articles/3971521-how-do-field-techs-use-checklists-on-mobile.md): Learn how to use checklists in the field on the mobile app. Make it easy for employees to complete job specific tasks on a checklist.
- [Checklist Templates for HVAC](https://help.housecallpro.com/en/articles/4320521-checklist-templates-for-hvac.md): Find templates for service call checklists, estimate checklists, and more specific to the heating & air conditioning industry.
- [Checklist Templates for Plumbing](https://help.housecallpro.com/en/articles/4323196-checklist-templates-for-plumbing.md): Find templates for service call checklists and inspection checklists specific to the plumbing industry.
- [Electrical Checklist Templates](https://help.housecallpro.com/en/articles/4323523-electrical-checklist-templates.md): Find templates for JSA, Rough-In, and Risk Assessment checklists specific to the electrical industry.
- [Editing Checklists on Jobs and Estimates](https://help.housecallpro.com/en/articles/14322657-editing-checklists-on-jobs-and-estimates.md)
- [Checklist Automations](https://help.housecallpro.com/en/articles/15349683-checklist-automations.md)

### Customers

- [Customer Profile Overview](https://help.housecallpro.com/en/articles/9764383-customer-profile-overview.md): Learn how to make edits to your customers' profiles in Housecall Pro!
- [Adding New Customers](https://help.housecallpro.com/en/articles/2813289-adding-new-customers.md): Create new customer profiles in Housecall Pro manually.
- [Customers: Delete & Restore](https://help.housecallpro.com/en/articles/2841512-customers-delete-restore.md): Remove a customer from your customer database in the web portal.
- [Add Multiple Addresses to a Customer](https://help.housecallpro.com/en/articles/932653-add-multiple-addresses-to-a-customer.md): How to best handle customers with multiple locations
- [Set Up Sub-Customers \(Parent/Child Billing\)](https://help.housecallpro.com/en/articles/910988-set-up-sub-customers-parent-child-billing.md): Complete work at a service location, but bill to a different party or location
- [Manage and Merge Duplicate Customers](https://help.housecallpro.com/en/articles/8500499-manage-and-merge-duplicate-customers.md): Clean up your customer list using a new tool that automatically identifies possible duplicate customers and makes it simple to merge them.
- [Customer Profile: Job History](https://help.housecallpro.com/en/articles/682495-customer-profile-job-history.md): How to view a customer's job history from the Customer Profile.
- [Customer Attachments Section](https://help.housecallpro.com/en/articles/10371113-customer-attachments-section.md): View all of a customer's attachments in one centralized location.
- [Do Not Service Property](https://help.housecallpro.com/en/articles/9312001-do-not-service-property.md): Learn how to label a customer as "Do Not Service" and the implications of this label.
- [What are the options for importing my customers into Housecall Pro?](https://help.housecallpro.com/en/articles/136068-what-are-the-options-for-importing-my-customers-into-housecall-pro.md): CSV file import, excel, customer import, QuickBooks Online, importing customers
- [What are my options for communicating with my customers from the mobile app?](https://help.housecallpro.com/en/articles/4793277-what-are-my-options-for-communicating-with-my-customers-from-the-mobile-app.md): Learn what the different messaging icons do from the customer profile on the mobile app
- [Heads Up: The HouseCall Homeowner App \(with the Green Icon\) Has Been Retired](https://help.housecallpro.com/en/articles/11498862-heads-up-the-housecall-homeowner-app-with-the-green-icon-has-been-retired.md)

### Customer Portal

- [Using the Customer Portal](https://help.housecallpro.com/en/articles/8448657-using-the-customer-portal.md): The Customer Portal lets your customers view upcoming and past bookings, pay an invoice, and communicate appointment changes.
- [Customer Guide to the Portal](https://help.housecallpro.com/en/articles/8474580-customer-guide-to-the-portal.md): Navigating the Customer Portal: Payments, Appointments, Estimates, and Messages Made Easy!
- [Customer Portal Referral Program](https://help.housecallpro.com/en/articles/9653647-customer-portal-referral-program.md)

### Employees

- [Manage Team Member Profiles](https://help.housecallpro.com/en/articles/2865944-manage-team-member-profiles.md): Learn how to add new team members, edit existing team member profiles, set up roles & permissions, and delete/restore team member profiles.
- [Team Member Roles & Permissions](https://help.housecallpro.com/en/articles/1073431-team-member-roles-permissions.md): Understand user roles and permissions to ensure that your team members are set up with the correct abilities.
- [Employee Training Materials](https://help.housecallpro.com/en/articles/4423283-employee-training-materials.md): This article includes Employee Training Checklists, Video Tutorials & our Employee Handbook Template to help with training your employees.
- [Time Tracking Overview Guide](https://help.housecallpro.com/en/articles/2795146-time-tracking-overview-guide.md): Learn how to configure time tracking so your employees can track their time in the field.
- [The New Unified Time Tracking Dashboard](https://help.housecallpro.com/en/articles/14535355-the-new-unified-time-tracking-dashboard.md)
- [Employee GPS Tracking & HCP Map](https://help.housecallpro.com/en/articles/2810583-employee-gps-tracking-hcp-map.md): Set up Employee GPS Tracking to locate your employees & view today's jobs on the HCP Map.

### Franchise

- [What are Template Accounts?](https://help.housecallpro.com/en/articles/12013581-what-are-template-accounts.md)
- [Territory Warning](https://help.housecallpro.com/en/articles/13610507-territory-warning.md)
- [Job Locking for Royalty Reporting](https://help.housecallpro.com/en/articles/14711545-job-locking-for-royalty-reporting.md)
- [Franchisee Identifier Overview](https://help.housecallpro.com/en/articles/14725335-franchisee-identifier-overview.md)

### Fleet Management 

- [Dashcam Video Monitoring: Overview](https://help.housecallpro.com/en/articles/8887959-dashcam-video-monitoring-overview.md): Dashcam Video Monitoring powered by Force Fleet Tracking - what are they and how to purchase
- [Dashcam Video Monitoring: Set Up](https://help.housecallpro.com/en/articles/8887977-dashcam-video-monitoring-set-up.md): Learn your next steps after purchasing Dashcam Video Monitoring powered by Force Fleet Tracking
- [Force Fleet Tracking: Downgrade & Return Devices](https://help.housecallpro.com/en/articles/8927931-force-fleet-tracking-downgrade-return-devices.md): Learn more about cancelling or downgrading your Vehicle GPS or Dashcam devices.
- [Force Fleet Tracking: Job Preview for Customers](https://help.housecallpro.com/en/articles/1344386-force-fleet-tracking-job-preview-for-customers.md): Customer text notifications include a link for the customer to view the details of the job.
- [Vehicle GPS Tracking: Overview](https://help.housecallpro.com/en/articles/6060351-vehicle-gps-tracking-overview.md): Learn how to use Vehicle GPS Tracking and Fleet Management powered by Force Fleet Tracking
- [Vehicle GPS Tracking: Set Up](https://help.housecallpro.com/en/articles/6057672-vehicle-gps-tracking-set-up.md): How to enable Vehicle GPS Tracking within Housecall Pro, powered by Force Fleet Tracking
- [Vehicle GPS Tracking: Billing Transfer to HCP](https://help.housecallpro.com/en/articles/6787416-vehicle-gps-tracking-billing-transfer-to-hcp.md): Learn how to transfer your billing from Force Fleet Tracking to Housecall Pro if you signed up with Force Fleet Tracking first.
- [Vehicle GPS Tracking: Geico](https://help.housecallpro.com/en/articles/11116361-vehicle-gps-tracking-geico.md)

### Getting Started

- [Getting Started with Housecall Pro](https://help.housecallpro.com/en/articles/11115983-getting-started-with-housecall-pro.md): Learn the basics to get your account set up so you can...
- [Templates for the Trades](https://help.housecallpro.com/en/articles/11970195-templates-for-the-trades.md)
- [Global Search Essentials](https://help.housecallpro.com/en/articles/14500997-global-search-essentials.md)
- [Navigating Housecall Pro](https://help.housecallpro.com/en/articles/6934643-navigating-housecall-pro.md): This guide will help you navigate Housecall Pro efficiently by explaining where to find and how to use its key features.
- [Navigating Housecall Pro: New Navigation Experience](https://help.housecallpro.com/en/articles/14742078-navigating-housecall-pro-new-navigation-experience.md): We're making updates to Housecall Pro! This guide will help you get familiar with the updated layout and find what you need quickly.

### Google Calendar

- [Integrate with Google Calendar](https://help.housecallpro.com/en/articles/358380-integrate-with-google-calendar.md): Learn how to push your jobs, estimates, and events from Housecall Pro to your Google Calendar.
- [What if my jobs aren't showing up on my Google Calendar?](https://help.housecallpro.com/en/articles/358365-what-if-my-jobs-aren-t-showing-up-on-my-google-calendar.md): Troubleshooting tips if your jobs aren't showing up on your Google Calendar.
- [Disconnecting from Google Calendar](https://help.housecallpro.com/en/articles/358149-disconnecting-from-google-calendar.md): Learn how to disconnect Google Calendar from Housecall Pro.
- [Troubleshooting the Housecall Pro Mobile App](https://help.housecallpro.com/en/articles/15927891-troubleshooting-the-housecall-pro-mobile-app.md)

### Housecall Pro Accounting

- [Housecall Pro Accounting](https://help.housecallpro.com/en/articles/9207665-housecall-pro-accounting.md): Accounting FAQs

### HCP Assist 

- [Welcome to HCP Assist: What to Expect in Your First Month](https://help.housecallpro.com/en/articles/6868473-welcome-to-hcp-assist-what-to-expect-in-your-first-month.md): Get started with HCP Assist! This guide covers what to expect in your first 30 days, including notifications, schedule changes, and support.
- [HCP Assist: Call Log Overview](https://help.housecallpro.com/en/articles/8150011-hcp-assist-call-log-overview.md): Discover the benefits of the HCP Assist call log: easily manage all your calls in one place with detailed insights
- [HCP Assist: Post-Call Inbox FAQs](https://help.housecallpro.com/en/articles/6282797-hcp-assist-post-call-inbox-faqs.md): Learn more about how you will receive your post-call messages when you are signed up for HCP Assist
- [HCP Assist: Forwarding](https://help.housecallpro.com/en/articles/9731385-hcp-assist-forwarding.md)
- [HCP Assist: Inquiring About a Call](https://help.housecallpro.com/en/articles/9719247-hcp-assist-inquiring-about-a-call.md)
- [HCP Assist: Create Events to Indicate Schedule Changes](https://help.housecallpro.com/en/articles/6853944-hcp-assist-create-events-to-indicate-schedule-changes.md): Step-by-step guide for creating event blocks that help avoid unwanted bookings onto your schedule .
- [HCP Assist: Non-Serviceable Customers](https://help.housecallpro.com/en/articles/9719146-hcp-assist-non-serviceable-customers.md)
- [HCP Assist: Understanding Your Plan Usage](https://help.housecallpro.com/en/articles/8545956-hcp-assist-understanding-your-plan-usage.md): Learn about your HCP Assist usage: minutes used, remaining minutes available, total calls taken, revenue generated and more.
- [HCP Assist: Update Your Script & Settings](https://help.housecallpro.com/en/articles/9719184-hcp-assist-update-your-script-settings.md)
- [HCP Assist: Changing Your Plan](https://help.housecallpro.com/en/articles/9718991-hcp-assist-changing-your-plan.md)

### Document your work

- [Photo Annotations](https://help.housecallpro.com/en/articles/11145069-photo-annotations.md)
- [Video Uploads on Mobile](https://help.housecallpro.com/en/articles/11145993-video-uploads-on-mobile.md)

### HCP Money

- [Charge Card Program Closure FAQs](https://help.housecallpro.com/en/articles/9346083-charge-card-program-closure-faqs.md)
- [Instant Deposits to Expense Account](https://help.housecallpro.com/en/articles/9493609-instant-deposits-to-expense-account.md): Learn how to instantly deposit funds to your Expense account to create expense card transactions and pay bills.
- [2025 Business Financial Account Changes](https://help.housecallpro.com/en/articles/10396838-2025-business-financial-account-changes.md)
- [Expense Management: How to Sign Up & FAQs](https://help.housecallpro.com/en/articles/7263467-expense-management-how-to-sign-up-faqs.md): Learn how to get started today to gain access to Expense Management and its solution for tying all of your cash flow together.
- [Expense Account: How to Fund Your Account](https://help.housecallpro.com/en/articles/6904850-expense-account-how-to-fund-your-account.md): Learn about funding your Expense account by setting a minimum balance or transferring money from an external bank account.
- [Expense Cards: FAQs](https://help.housecallpro.com/en/articles/6345836-expense-cards-faqs.md): Comprehensive overview of Expense Cards with answers to frequently asked questions.
- [Expense Cards: How to Control Spending](https://help.housecallpro.com/en/articles/5473750-expense-cards-how-to-control-spending.md): How to limit the amount of money your employees can spend.
- [Expense Cards: How to Cancel & Replace](https://help.housecallpro.com/en/articles/5473754-expense-cards-how-to-cancel-replace.md): Learn how to cancel and replace an Expense Card.
- [Expense Cards: QuickBooks Online Integration](https://help.housecallpro.com/en/articles/5724788-expense-cards-quickbooks-online-integration.md): Find out how purchases and fund transfers get automatically recorded with your QuickBooks Online Integration.
- [Expense Cards: Uploading Receipts](https://help.housecallpro.com/en/articles/8429845-expense-cards-uploading-receipts.md): Expense Cards users have the option to upload receipts directly to transactions.
- [Expense Cards: How to Order & Activate](https://help.housecallpro.com/en/articles/6997290-expense-cards-how-to-order-activate.md): For your security, Expense Cards will ship to you in an inactive state. Activate the cards before making any transactions.
- [Virtual Expense Cards FAQ](https://help.housecallpro.com/en/articles/10111570-virtual-expense-cards-faq.md): Learn how to set up and use Virtual Cards.
- [Fuel Controls FAQ](https://help.housecallpro.com/en/articles/10237435-fuel-controls-faq.md): Now offering fuel-specific restrictions for Expense Cards.
- [Expense Card Transaction Limits](https://help.housecallpro.com/en/articles/13402031-expense-card-transaction-limits.md)

### HCP Payments

- [My Money - Overview](https://help.housecallpro.com/en/articles/2790259-my-money-overview.md): How to read your deposit history and pending transactions, and manage your card readers in the My Money section of your account.
- [Housecall Pro Payment Processing Options](https://help.housecallpro.com/en/articles/2046930-housecall-pro-payment-processing-options.md): Whether you're just getting started with Housecall Pro Payments or looking to get more out of it, this article walks you through everything you need to know, from activating payments and understand...
- [Updating Business Name and Tax ID](https://help.housecallpro.com/en/articles/5742711-updating-business-name-and-tax-id.md): Below you’ll find helpful information regarding your Business Name and Tax ID \(or EIN\) if the provided information doesn't match the IRS
- [Bank Account Setup - Manual Account Entry](https://help.housecallpro.com/en/articles/5470881-bank-account-setup-manual-account-entry.md): How to connect your bank account manually in Housecall Pro.
- [How Do I Change the Bank Account Setup for Payments?](https://help.housecallpro.com/en/articles/4586581-how-do-i-change-the-bank-account-setup-for-payments.md): Learn how to change the bank account you have connected to receive deposits from your payments.
- [How Do I Set My Bank Account for Payouts?](https://help.housecallpro.com/en/articles/358424-how-do-i-set-my-bank-account-for-payouts.md): Learn how to connect your bank account in Housecall Pro so credit card payments and bank transfers \(ACH\) can be deposited.
- [Take Payments](https://help.housecallpro.com/en/articles/2785726-take-payments.md): Learn how to take payments, issue refunds, change the date & time on payments, and delete payments.
- [Partial Payments](https://help.housecallpro.com/en/articles/937862-partial-payments.md): How to take partial payments or break up payments for larger jobs.
- [Change the Date on a Payment](https://help.housecallpro.com/en/articles/412249-change-the-date-on-a-payment.md): Learn how to change the date for Cash, Check, or Other payments.
- [How do I refund a credit card charge?](https://help.housecallpro.com/en/articles/887600-how-do-i-refund-a-credit-card-charge.md): Learn how to refund a credit card payment from the Housecall Pro web portal.
- [Delete a Payment](https://help.housecallpro.com/en/articles/2842239-delete-a-payment.md): Delete accidental or incorrect Cash, Check, or Other payments in the HCP web portal.
- [Taking Credit Cards on the Mobile App](https://help.housecallpro.com/en/articles/362822-taking-credit-cards-on-the-mobile-app.md): Use Housecall Pro to take credit card payments from your customers on the spot.
- [Credit Card Tipping](https://help.housecallpro.com/en/articles/2862335-credit-card-tipping.md): When using the HCP credit card processor, you can enable credit card tipping so customers can thank you for your great service!
- [Getting Started with Tap to Pay on Mobile](https://help.housecallpro.com/en/articles/8279161-getting-started-with-tap-to-pay-on-mobile.md): Learn how to enable and start taking Payments using Tap to Pay on iPhone and Tap to Pay on Android.
- [Paying an Invoice via Apple or Google Pay](https://help.housecallpro.com/en/articles/4800703-paying-an-invoice-via-apple-or-google-pay.md): How can your customers pay an invoice via Apple or Google Pay.
- [Send Customers 'Pay by Text' Option](https://help.housecallpro.com/en/articles/2886632-send-customers-pay-by-text-option.md): Give your customers the option to pay their invoice via text.
- [Manage Pay Online Options](https://help.housecallpro.com/en/articles/2886442-manage-pay-online-options.md): Learn how to set up and adjust your online payment & tipping options.
- [Instapay](https://help.housecallpro.com/en/articles/1783634-instapay.md): What is Instapay?
- [Setup Instapay](https://help.housecallpro.com/en/articles/1801041-setup-instapay.md): Learn how to set up Instapay so you can get paid faster.
- [Instapay FAQ](https://help.housecallpro.com/en/articles/1801050-instapay-faq.md): Frequently asked questions about Instapay.
- [How are refunds processed for Instapay payouts?](https://help.housecallpro.com/en/articles/2360582-how-are-refunds-processed-for-instapay-payouts.md): What happens when I refund a customer via Instapay -
- [Why did my Instapay Payout Fail?](https://help.housecallpro.com/en/articles/2411171-why-did-my-instapay-payout-fail.md): Common reasons for a bank rejecting your instant payout
- [How to turn ACH on from your app](https://help.housecallpro.com/en/articles/2283262-how-to-turn-ach-on-from-your-app.md)
- [ACH Payments FAQ](https://help.housecallpro.com/en/articles/2043865-ach-payments-faq.md): Learn more about what ACH is, how much it costs, and how to use it in Housecall Pro.
- [Card Reader - Setup and Use](https://help.housecallpro.com/en/articles/2775265-card-reader-setup-and-use.md): Follow these simple steps to setup and use your card reader in the field.
- [M2 Reader Setup and Use](https://help.housecallpro.com/en/articles/6236188-m2-reader-setup-and-use.md)
- [Card Reader - What do the lights mean?](https://help.housecallpro.com/en/articles/2775170-card-reader-what-do-the-lights-mean.md): Know what the different lights on your card reader mean.
- [Card Reader - How to Troubleshoot](https://help.housecallpro.com/en/articles/2773016-card-reader-how-to-troubleshoot.md): If you've accidentally connected your card reader through your device's bluetooth settings, follow these instructions to resolve.
- [Card Reader FAQs](https://help.housecallpro.com/en/articles/2772994-card-reader-faqs.md): Order your card reader and review some FAQs regarding how the card reader works.
- [How do I run a credit card charge with the card reader?](https://help.housecallpro.com/en/articles/2548212-how-do-i-run-a-credit-card-charge-with-the-card-reader.md): Learn how to take payments with your card reader when you're in the field.
- [Wisetack Consumer Lending Overview](https://help.housecallpro.com/en/articles/4720493-wisetack-consumer-lending-overview.md): Learn about our natively-integrated consumer financing option, with Wisetack.
- [Wisetack Consumer Financing - Signing Up](https://help.housecallpro.com/en/articles/3836042-wisetack-consumer-financing-signing-up.md): Learn how to sign up for Wisetack Consumer Financing.
- [Wisetack and Sales Proposal Integration](https://help.housecallpro.com/en/articles/5815953-wisetack-and-sales-proposal-integration.md): Learn how to leverage Good / Better / Best selling with Wisetack Consumer Financing.
- [Wisetack consumer financing on mobile](https://help.housecallpro.com/en/articles/4731390-wisetack-consumer-financing-on-mobile.md): Learn about the fully integrated Wisetack consumer financing on the mobile app
- [How Do I Refund a Loan?](https://help.housecallpro.com/en/articles/5921381-how-do-i-refund-a-loan.md): Refunding a loan is easy to accomplish if necessary.
- [Pre-qualification with Wisetack](https://help.housecallpro.com/en/articles/5546343-pre-qualification-with-wisetack.md): How to use pre-qualification to learn what a homeowner may qualify for.
- [Send financing application to customers - mobile app](https://help.housecallpro.com/en/articles/4596970-send-financing-application-to-customers-mobile-app.md): Learn how to send Wisetack financing applications to customers from the HCP Mobile App.
- [Send financing application to customers - web portal](https://help.housecallpro.com/en/articles/4596880-send-financing-application-to-customers-web-portal.md): Learn how to send the Wisetack Consumer Financing application to customers from the HCP Web Portal.
- [Wisetack - how you get paid](https://help.housecallpro.com/en/articles/3836158-wisetack-how-you-get-paid.md): Learn how you get paid when customers pay with Wisetack Consumer Financing.
- [Wisetack consumer financing - invoices & estimates](https://help.housecallpro.com/en/articles/3538947-wisetack-consumer-financing-invoices-estimates.md)
- [Wisetack consumer financing - mobile checkout](https://help.housecallpro.com/en/articles/3538942-wisetack-consumer-financing-mobile-checkout.md)
- [Wisetack Consumer Financing - Disable](https://help.housecallpro.com/en/articles/4800606-wisetack-consumer-financing-disable.md): How to remove the ability for your customers to finance jobs via Wisetack from your account.
- [Consumer Lending - How to hide from commercial customers](https://help.housecallpro.com/en/articles/5053969-consumer-lending-how-to-hide-from-commercial-customers.md): How to only display lending as an option for non-commercial customers.
- [0% APR Add-ons with Wisetack](https://help.housecallpro.com/en/articles/6015859-0-apr-add-ons-with-wisetack.md): Enhance your consumer financing offerings with 0% APR add-ons! Give well-qualified customers interest-free financing for up to 24 months.
- [What is Plaid?](https://help.housecallpro.com/en/articles/4378734-what-is-plaid.md): Learn about our partnership with Plaid to ensure a secure connection with your bank for payments.
- [How Does my Customer Update Their Card on File?](https://help.housecallpro.com/en/articles/4201481-how-does-my-customer-update-their-card-on-file.md): Learn how your customer can update their card on file for their recurring service plans or maintenance agreements.
- [Finding Account and Routing Numbers](https://help.housecallpro.com/en/articles/2959357-finding-account-and-routing-numbers.md): Know where your account and routing numbers can be found when manually connecting you bank account for payments in Housecall Pro.
- [What types of credit cards does Housecall Pro accept?](https://help.housecallpro.com/en/articles/1607984-what-types-of-credit-cards-does-housecall-pro-accept.md): Credit cards that can be processed within Housecall Pro.
- [How safe is it to process payments?](https://help.housecallpro.com/en/articles/362289-how-safe-is-it-to-process-payments.md)
- [Do I have to use Stripe to process credit cards?](https://help.housecallpro.com/en/articles/362340-do-i-have-to-use-stripe-to-process-credit-cards.md)
- [Is my social security number necessary to accept payments?](https://help.housecallpro.com/en/articles/362293-is-my-social-security-number-necessary-to-accept-payments.md)
- [Where can I view my credit card transactions?](https://help.housecallpro.com/en/articles/362277-where-can-i-view-my-credit-card-transactions.md): Get an itemized list of all of your credit card transactions and processing fees in your My Money section.
- [Create a Report - Credit Card Processing Fees](https://help.housecallpro.com/en/articles/1749325-create-a-report-credit-card-processing-fees.md): Create a report to view and export your credit card processing fees.
- [Payments Processing Limits](https://help.housecallpro.com/en/articles/8114232-payments-processing-limits.md): Learn what Payment Processing Limits are and how they affect your business.
- [Setup payment processing from your mobile device](https://help.housecallpro.com/en/articles/4045051-setup-payment-processing-from-your-mobile-device.md): How to connect your bank account and verify identity to deposit your earnings when using our credit card processor via mobile device
- [Common credit card scams and scenarios and how to protect your business](https://help.housecallpro.com/en/articles/2745906-common-credit-card-scams-and-scenarios-and-how-to-protect-your-business.md): Learn about common credit card scams so you can protect your business.
- [Important Display Changes to Your Payouts](https://help.housecallpro.com/en/articles/12364250-important-display-changes-to-your-payouts.md): Learn about upcoming changes to how your Pending transactions and My payouts tables work. These are visual updates only and will not affect your payout speeds and when the money will land in your b...
- [Card on File](https://help.housecallpro.com/en/articles/6570769-card-on-file.md): Save a card on file to easily accept payment as soon as the job is complete
- [Card on File: Automatic Payments](https://help.housecallpro.com/en/articles/9944421-card-on-file-automatic-payments.md): Learn more about how our automatic charge card on file feature works and how to enable it in your account
- [Credit Card Disputes](https://help.housecallpro.com/en/articles/5345667-credit-card-disputes.md): Learn about the credit card dispute process and what's expected from that process.
- [Best practice for preventing disputes](https://help.housecallpro.com/en/articles/4680870-best-practice-for-preventing-disputes.md): Learn best practice for preventing disputes and fraud.
- [Prepare & Combine Dispute Evidence](https://help.housecallpro.com/en/articles/3175985-prepare-combine-dispute-evidence.md): Learn to convert images to PDFs, compress large files, & combine dispute evidence efficiently with best practices for effective submissions.
- [What are the different types of disputes?](https://help.housecallpro.com/en/articles/4671318-what-are-the-different-types-of-disputes.md): Learn the various reasons for disputes, how to prevent them, and what evidence is required for each type of dispute.

### Import & Export your Data

- [Export Your Data from Another Software System](https://help.housecallpro.com/en/articles/6584625-export-your-data-from-another-software-system.md): Export from ServiceTitan, Jobber, Wintac, DispatchMe, Joist, Service Fusion and more
- [Prepare to Import Your Data](https://help.housecallpro.com/en/articles/6584603-prepare-to-import-your-data.md): Import your customer, job and price book data from another software
- [Price Book: Import or Export Services and Materials](https://help.housecallpro.com/en/articles/7173129-price-book-import-or-export-services-and-materials.md): How to import and export your services and materials into the Price Book
- [How to Import & Export Jobs and Customers](https://help.housecallpro.com/en/articles/6797101-how-to-import-export-jobs-and-customers.md)
- [How Can I Create a Housecall Pro Back Up Plan?](https://help.housecallpro.com/en/articles/4374305-how-can-i-create-a-housecall-pro-back-up-plan.md): Learn what you can do to proactively back up your HCP data

### Industry Packages

- [HVAC Package Overview](https://help.housecallpro.com/en/articles/15935808-hvac-package-overview.md): See what's included in the HVAC Package: KPI dashboards, fee-free surcharging, membership selling, and more, preconfigured for HVAC Pros.
- [Electrical Package Overview](https://help.housecallpro.com/en/articles/15936816-electrical-package-overview.md): See what's included in the Electrical Package: KPI dashboards, fee-free surcharging, membership selling, and more, built for electrical Pros.
- [Plumbing Package Overview](https://help.housecallpro.com/en/articles/15936858-plumbing-package-overview.md): See what's included in the Plumbing Package: KPI dashboards, fee-free surcharging, membership selling, and more, built for plumbing Pros.

### Invoicing 

- [Important updates to Invoices](https://help.housecallpro.com/en/articles/9342740-important-updates-to-invoices.md): Learn more about some of the changes we're making to power up invoices!
- [Open Invoices](https://help.housecallpro.com/en/articles/9011828-open-invoices.md): Learn more about the Open invoice status to better understand your reports and invoice functionality.
- [Invoice List View](https://help.housecallpro.com/en/articles/8959660-invoice-list-view.md): Learn how to use the new invoices list view to track down critical details for your invoices and apply payment.
- [Variables for Invoice and Estimate Default Messages](https://help.housecallpro.com/en/articles/6823184-variables-for-invoice-and-estimate-default-messages.md): Learn more about what the variable option can do as you set up your custom invoice and estimate email or SMS message
- [Syncing Job & Invoice Numbers](https://help.housecallpro.com/en/articles/9998046-syncing-job-invoice-numbers.md): This article covers how to turn on the job and invoice sync setting, and answers FAQs so you know what to expect in your account.

### Job Inbox

- [Job Inbox Overview](https://help.housecallpro.com/en/articles/5541672-job-inbox-overview.md): Never miss an opportunity for a new job! Follow these steps to enable partners for Job Inbox, view your Job Inbox opportunities, and more.
- [API Leads in Job Inbox](https://help.housecallpro.com/en/articles/12062219-api-leads-in-job-inbox.md)

### Jobs, Invoices, and Estimates

- [Job Inputs and Flat Rate Services](https://help.housecallpro.com/en/articles/6973952-job-inputs-and-flat-rate-services.md): Learn how to track materials and other costs on jobs for flat rate services
- [Line Items on Jobs and Estimates](https://help.housecallpro.com/en/articles/7119803-line-items-on-jobs-and-estimates.md): Add service and material line items to jobs and estimates, and find quick ways to complete actions to save you time.
- [Tracking Commissions on Jobs](https://help.housecallpro.com/en/articles/6649542-tracking-commissions-on-jobs.md): Track and manage commissions in Housecall Pro by assigning team members to line items on jobs.
- [Material Inventory Detail Tracking](https://help.housecallpro.com/en/articles/7119757-material-inventory-detail-tracking.md): Track and report on where material is coming from along with purchase details across jobs and employees.
- [Job Costing: Complete Set-Up Guide](https://help.housecallpro.com/en/articles/6536636-job-costing-complete-set-up-guide.md): How to set up Job Costing;
- [Collect Custom Job Signatures](https://help.housecallpro.com/en/articles/8376412-collect-custom-job-signatures.md): Create and collect up to 3 custom signatures on a job.
- [Scheduling, Invoicing, and Payments Training](https://help.housecallpro.com/en/articles/4372680-scheduling-invoicing-and-payments-training.md): Learn how to schedule and dispatch jobs, send invoices, and take payment.
- [Invoices: How to Preview, Download, & Print](https://help.housecallpro.com/en/articles/362321-invoices-how-to-preview-download-print.md): Learn how to preview, download, and print an invoice from the HCP web portal and mobile app.  
- [View a Customer's Invoice History](https://help.housecallpro.com/en/articles/894274-view-a-customer-s-invoice-history.md): See all the invoices you have sent to a customer.
- [How to Set Up Auto Invoicing](https://help.housecallpro.com/en/articles/2786247-how-to-set-up-auto-invoicing.md): Send your customer their open/unpaid invoices automatically daily, weekly, monthly, or annually.
- [How to Access Job & Estimate Pages](https://help.housecallpro.com/en/articles/6950397-how-to-access-job-estimate-pages.md): How to access your Jobs and Estimates in Housecall Pro.
- [Capture and Upload Photos & Videos on Mobile](https://help.housecallpro.com/en/articles/10159740-capture-and-upload-photos-videos-on-mobile.md): Learn how to record and upload videos to jobs on the mobile app.
- [Job Name and Summary of Work](https://help.housecallpro.com/en/articles/11210374-job-name-and-summary-of-work.md): Name your Jobs to make it easier to identify and organize your work, and add a Summary of Work for a synopsis of what the Job is for.
- [Automate Job Creation from Approved Estimates](https://help.housecallpro.com/en/articles/12119814-automate-job-creation-from-approved-estimates.md)
- [Photo Report on Jobs](https://help.housecallpro.com/en/articles/14299953-photo-report-on-jobs.md)
- [Automated Sales Tax](https://help.housecallpro.com/en/articles/12805669-automated-sales-tax.md)
- [Setting up QuickBooks for Automated Sales Tax in Housecall Pro](https://help.housecallpro.com/en/articles/14688418-setting-up-quickbooks-for-automated-sales-tax-in-housecall-pro.md)
- [Job Splits](https://help.housecallpro.com/en/articles/15350882-job-splits.md)
- [Tasks on Jobs and Estimates](https://help.housecallpro.com/en/articles/15351133-tasks-on-jobs-and-estimates.md)
- [How to Create a Job](https://help.housecallpro.com/en/articles/3181752-how-to-create-a-job.md): Step-by-step instructions showing how to create, dispatch, & schedule a job.
- [Add a Deposit to a Job](https://help.housecallpro.com/en/articles/3066064-add-a-deposit-to-a-job.md): Learn how to add a deposit to your invoices to send to your customers and invoice them for just the deposit amount.
- [The Job Details page Overview with Progress Invoicing and Appointments](https://help.housecallpro.com/en/articles/1153614-the-job-details-page-overview-with-progress-invoicing-and-appointments.md): Learn everything there is to know about the job details page.
- [Setting Your Arrival Window](https://help.housecallpro.com/en/articles/918018-setting-your-arrival-window.md): Give your customers a window of time for your arrival to the job
- [Using Notes: Customers, Jobs, and Addresses](https://help.housecallpro.com/en/articles/1083638-using-notes-customers-jobs-and-addresses.md): Keep notes on your customer, locations or specific jobs
- [Private Notes on Jobs and Estimates](https://help.housecallpro.com/en/articles/2883273-private-notes-on-jobs-and-estimates.md): Add and edit internal job notes about the job for your company to view prior to or while on the job.
- [Apply Discounts to Estimates & Invoices](https://help.housecallpro.com/en/articles/2887249-apply-discounts-to-estimates-invoices.md): Include a percentage or dollar amount discount on estimates and or invoices.
- [Get Started with Job Fields](https://help.housecallpro.com/en/articles/5610489-get-started-with-job-fields.md): Capture details about job type, business unit, and callbacks to organize important information about jobs while simplify reporting.
- [Invoice Settings: Customer View](https://help.housecallpro.com/en/articles/6088692-invoice-settings-customer-view.md): Learn how to configure default invoice settings
- [Using Job Templates](https://help.housecallpro.com/en/articles/9101271-using-job-templates.md): Learn how to use job templates to streamline job setup
- [How do I change an Estimate, Job or Invoice number?](https://help.housecallpro.com/en/articles/1133223-how-do-i-change-an-estimate-job-or-invoice-number.md): Learn how to change an Estimate, Job or Invoice number.
- [How to Update a Service Address](https://help.housecallpro.com/en/articles/2848434-how-to-update-a-service-address.md): Edit the service address of a job or estimate that's already been scheduled.
- [Delete Service or Material Line Items from Invoices & Estimates](https://help.housecallpro.com/en/articles/1083581-delete-service-or-material-line-items-from-invoices-estimates.md): Delete service or material items that no longer need to be included in an invoice.
- [How to Send an Invoice](https://help.housecallpro.com/en/articles/2876243-how-to-send-an-invoice.md): Send your customers invoices for your completed work from the web portal or mobile app via email or text.
- [Attachments: Send Customers Photos & Documents](https://help.housecallpro.com/en/articles/1079307-attachments-send-customers-photos-documents.md): Choose which estimate/job attachments you'd like to add or include when sending your customer their invoice or estimate.
- [What's the difference between Auto Invoicing and Invoice Reminders?](https://help.housecallpro.com/en/articles/4539516-what-s-the-difference-between-auto-invoicing-and-invoice-reminders.md): Learn key differences of these two features to determine which will best serve your business needs.
- [How do I Set Up Invoice Reminders?](https://help.housecallpro.com/en/articles/4249157-how-do-i-set-up-invoice-reminders.md): Learn how to set up automatic invoice reminders to remind customers they have an overdue invoice. See common questions answered too!
- [Batch Invoicing: Send Invoices & Take Payments](https://help.housecallpro.com/en/articles/2782323-batch-invoicing-send-invoices-take-payments.md): Send multiple invoices to your customers and take batch payments on grouped invoices.
- [Custom Fields](https://help.housecallpro.com/en/articles/361372-custom-fields.md)
- [Invoice Email & SMS](https://help.housecallpro.com/en/articles/6817890-invoice-email-sms.md): We'll walk you through how to edit your invoice email body, subject line and SMS for future invoices
- [Customer Reference/PO Numbers on Invoices](https://help.housecallpro.com/en/articles/15693033-customer-reference-po-numbers-on-invoices.md)
- [Unschedule vs. Cancel vs. Delete](https://help.housecallpro.com/en/articles/2865052-unschedule-vs-cancel-vs-delete.md): There are differences between unscheduling, canceling, and deleting jobs and estimates for both you and your customer.
- [Jobs & Estimates: Unschedule and Undo Actions](https://help.housecallpro.com/en/articles/2823066-jobs-estimates-unschedule-and-undo-actions.md): Unschedule or undo actions like OMW, Start, and Finish on jobs and estimates.
- [Jobs & Invoices: How to Delete, Cancel, and Restore](https://help.housecallpro.com/en/articles/2832091-jobs-invoices-how-to-delete-cancel-and-restore.md): Learn how to delete, cancel, or restore a job easily through the HCP web portal with these simple steps.
- [Create a Recurring Job](https://help.housecallpro.com/en/articles/2789168-create-a-recurring-job.md): Create daily, weekly, monthly, yearly and custom recurring jobs.
- [Manage Recurring Jobs](https://help.housecallpro.com/en/articles/2845351-manage-recurring-jobs.md): Make changes a single recurring job or the entire series.
- [Job Segments Overview](https://help.housecallpro.com/en/articles/1158813-job-segments-overview.md): Learn how to create, rename, invoice, cancel, and delete job segments to manage multi-day jobs or jobs that require more than one visit.
- [How can I use Segments?](https://help.housecallpro.com/en/articles/1940305-how-can-i-use-segments.md): Use segments for jobs that require multiple visits, a return visit, collecting deductibles, and taking multiple payments
- [How do I delete a multi-segment job or multi-option estimate?](https://help.housecallpro.com/en/articles/1078179-how-do-i-delete-a-multi-segment-job-or-multi-option-estimate.md): Delete a job or estimate with multiple options
- [Collect Deposits on Estimates](https://help.housecallpro.com/en/articles/12151673-collect-deposits-on-estimates.md)
- [How to Send an Estimate](https://help.housecallpro.com/en/articles/120533-how-to-send-an-estimate.md)
- [How to Create an Estimate](https://help.housecallpro.com/en/articles/1185469-how-to-create-an-estimate.md): Learn how to easily create and schedule new estimates or quotes
- [Estimate and Sales Proposal Templates](https://help.housecallpro.com/en/articles/8168484-estimate-and-sales-proposal-templates.md): Create templates for estimates and proposals on web to quickly and efficiently present details to customers with greater consistency.
- [Add Estimate Options from Templates on Web and Mobile](https://help.housecallpro.com/en/articles/8176294-add-estimate-options-from-templates-on-web-and-mobile.md): Use templates to quickly send or present pre-built options to your customers
- [How to Use Multi-Option Estimates \(Web & Mobile\)](https://help.housecallpro.com/en/articles/2883373-how-to-use-multi-option-estimates-web-mobile.md): Give your customers multiple estimate options of services to choose from.
- [Estimates: Approvals and Signatures](https://help.housecallpro.com/en/articles/918072-estimates-approvals-and-signatures.md): Mark your estimates as approved or let your customer do it for you!
- [How to Copy or Convert Jobs and Estimates](https://help.housecallpro.com/en/articles/2883009-how-to-copy-or-convert-jobs-and-estimates.md): Learn how to copy/convert information between jobs and estimates.
- [How to Cancel, Delete, and Restore Estimates](https://help.housecallpro.com/en/articles/1151198-how-to-cancel-delete-and-restore-estimates.md): Cancel or delete an unneeded quote from your account, or restore an estimate that has been canceled/deleted.
- [Configure Default Estimate Settings](https://help.housecallpro.com/en/articles/6908463-configure-default-estimate-settings.md): Learn how to configure default estimate settings on web only
- [Adjust Individual Estimate Settings on Web or Mobile](https://help.housecallpro.com/en/articles/6908612-adjust-individual-estimate-settings-on-web-or-mobile.md): Learn how to adjust estimate settings at an individual estimate level.
- [Estimates: How to Preview, Download, & Print](https://help.housecallpro.com/en/articles/2829228-estimates-how-to-preview-download-print.md): Print an estimate or invoice from your mobile app on the iPhone.
- [E-Signatures on Estimates](https://help.housecallpro.com/en/articles/10040275-e-signatures-on-estimates.md): E-Signatures protect your business from disputes and other liabilities by letting you gather proof of approval before work begins.
- [Estimates on Jobs](https://help.housecallpro.com/en/articles/9196840-estimates-on-jobs.md): This article explains how to sell jobs more efficiently by creating an estimate directly from an ongoing job.
- [Estimates: Configure Default Expiration Dates](https://help.housecallpro.com/en/articles/7208856-estimates-configure-default-expiration-dates.md): This article explains how you can simplify your business operations by setting a default expiration period for all future estimates.
- [What's New in Estimates](https://help.housecallpro.com/en/articles/14831533-what-s-new-in-estimates.md)

### Leads

- [How to Use Leads on Mobile](https://help.housecallpro.com/en/articles/12833580-how-to-use-leads-on-mobile.md)

### Marketing Center

- [Marketing Center Overview](https://help.housecallpro.com/en/articles/11057071-marketing-center-overview.md)
- [Customer Referral and Loyalty Campaigns](https://help.housecallpro.com/en/articles/4132158-customer-referral-and-loyalty-campaigns.md): Master Reporting, Customer Tags, & Postcards for a loyalty campaign. Boost engagement with referral postcards & FREE Canva templates!
- [How to Resize a Photo to Upload for Use in a Postcard Campaign](https://help.housecallpro.com/en/articles/2549035-how-to-resize-a-photo-to-upload-for-use-in-a-postcard-campaign.md): Learn to resize photos for postcards effectively with our guide. Ensure your images fit perfectly for impactful marketing.
- [How to Use Canva Templates](https://help.housecallpro.com/en/articles/2708735-how-to-use-canva-templates.md): Learn how to use free Canva templates for postcards, online booking, sales proposals, and social media content.
- [Housecall Pro Postcard Campaigns: A Complete Guide](https://help.housecallpro.com/en/articles/11138424-housecall-pro-postcard-campaigns-a-complete-guide.md): Housecall Pro's one-time and automated postcard campaigns make it easy to stay connected with your customers and encourage repeat business.
- [Postcard Feature Update: Transitioning to a New and Improved Experience](https://help.housecallpro.com/en/articles/11817031-postcard-feature-update-transitioning-to-a-new-and-improved-experience.md)

### Mobile-Only Features

- [Minimum App Requirements](https://help.housecallpro.com/en/articles/13916755-minimum-app-requirements.md)
- [Enable Automatic App Updates on Housecall Pro Mobile](https://help.housecallpro.com/en/articles/362761-enable-automatic-app-updates-on-housecall-pro-mobile.md): Enable automatic updates to ensure your phone is operating the latest version of the Housecall Pro mobile app
- [How to log out of the Mobile App](https://help.housecallpro.com/en/articles/2159643-how-to-log-out-of-the-mobile-app.md): logging out of the mobile app
- [Using Housecall Pro Mobile Apps in Spanish](https://help.housecallpro.com/en/articles/10553447-using-housecall-pro-mobile-apps-in-spanish.md)
- [How to Update the Housecall Pro App on Apple and Android Devices](https://help.housecallpro.com/en/articles/10698678-how-to-update-the-housecall-pro-app-on-apple-and-android-devices.md)
- [Directions to Jobs/Estimates](https://help.housecallpro.com/en/articles/2822808-directions-to-jobs-estimates.md): Learn how to quickly access directions to a job or estimate's service address.
- [Open Work Section](https://help.housecallpro.com/en/articles/2981393-open-work-section.md): How jobs and estimates end up in the Open work section of the mobile app.

### Multi-Day Jobs Appointments

- [Multi-day Job Appointments Overview](https://help.housecallpro.com/en/articles/6930497-multi-day-job-appointments-overview.md): Effectively manage and schedule jobs across multiple employees and days by creating multiple assigned appointments within 1 job.
- [Appointments vs. Segments vs. Recurring Jobs](https://help.housecallpro.com/en/articles/12892543-appointments-vs-segments-vs-recurring-jobs.md)

### Notifications

- [Notification Center](https://help.housecallpro.com/en/articles/9270072-notification-center.md): This guide explains what the Notification Center is, how to use it effectively, and what you can expect from this feature.
- [Email & SMS Communications](https://help.housecallpro.com/en/articles/12167734-email-sms-communications.md)
- [Messaging Within Your Housecall Pro Inbox](https://help.housecallpro.com/en/articles/5981299-messaging-within-your-housecall-pro-inbox.md): Learn how to efficiently use the messaging features in your HCP Inbox to manage your conversations and streamline communication.
- [Add a Chat Widget to Your Website](https://help.housecallpro.com/en/articles/6060766-add-a-chat-widget-to-your-website.md): Add a chat widget to your website and link it directly to your HCP account.
- [Customer Notifications in Settings](https://help.housecallpro.com/en/articles/14171435-customer-notifications-in-settings.md): Learn how to configure automated customer notifications for jobs, estimates, and invoices in Housecall Pro.
- [Customer Notifications Overview](https://help.housecallpro.com/en/articles/357613-customer-notifications-overview.md): Review, enable and disable automated notifications that go out to your customers to give them the best customer service experience possible.
- [Check Email Delivery Status](https://help.housecallpro.com/en/articles/119547-check-email-delivery-status.md): Check if emails sent to your customer have been successfully delivered or not.

### Payroll

- [Controlling Payroll Access](https://help.housecallpro.com/en/articles/8264304-controlling-payroll-access.md): Learn how to control who has Payroll access in your account.
- [Managing Employees & Contractors in Payroll](https://help.housecallpro.com/en/articles/8695025-managing-employees-contractors-in-payroll.md): Learn how to add employees and contractors to your Payroll in Housecall Pro.
- [Access & Download Paystubs with HCP Payroll](https://help.housecallpro.com/en/articles/8695075-access-download-paystubs-with-hcp-payroll.md): Learn how to access and download paystubs with HCP Payroll.
- [HCP Payroll: HR Resources Guide](https://help.housecallpro.com/en/articles/9142384-hcp-payroll-hr-resources-guide.md): Payroll HR resources is available as a part of your Payroll Advanced plan.
- [HCP Payroll: How to Process Off-Cycle Payroll](https://help.housecallpro.com/en/articles/9146851-hcp-payroll-how-to-process-off-cycle-payroll.md)
- [Manage Tax and Direct Deposit Information for Employees & Contractors](https://help.housecallpro.com/en/articles/9146819-manage-tax-and-direct-deposit-information-for-employees-contractors.md)
- [HCP Payroll: How to Access W-2s & Form 1099s](https://help.housecallpro.com/en/articles/8880377-hcp-payroll-how-to-access-w-2s-form-1099s.md)
- [How to Run Payroll Using Time Tracking](https://help.housecallpro.com/en/articles/8594391-how-to-run-payroll-using-time-tracking.md)
- [Managing Paid Time Off \(PTO\) Accruals, Negative Balances, and Carryover Rule](https://help.housecallpro.com/en/articles/9681064-managing-paid-time-off-pto-accruals-negative-balances-and-carryover-rule.md)
- [How to Submit a Time Off Request on Behalf of an Employee](https://help.housecallpro.com/en/articles/9681091-how-to-submit-a-time-off-request-on-behalf-of-an-employee.md)
- [HCP Payroll: Onboarding Guide](https://help.housecallpro.com/en/articles/9763189-hcp-payroll-onboarding-guide.md): Payroll made simple. Pay your team and employees, and manage your business - all within Housecall Pro!
- [How to Update Your Company Bank Account for Payroll](https://help.housecallpro.com/en/articles/9869303-how-to-update-your-company-bank-account-for-payroll.md): Changing your payroll bank account is an important task that requires attention to detail and timely communication with our Payroll team.
- [Preparing For Year-End Payroll \(Checklist\)](https://help.housecallpro.com/en/articles/10258014-preparing-for-year-end-payroll-checklist.md)
- [How Employees Can Manage Their Time Off via Web](https://help.housecallpro.com/en/articles/10438881-how-employees-can-manage-their-time-off-via-web.md): This guide will walk you through submitting, editing, and deleting time-off requests and managing denied requests.
- [How to Print Manual Checks in HCP Payroll](https://help.housecallpro.com/en/articles/10807025-how-to-print-manual-checks-in-hcp-payroll.md)
- [How to Run, Track, and Manage Payroll](https://help.housecallpro.com/en/articles/11584523-how-to-run-track-and-manage-payroll.md)
- [401\(k\) Benefits with Vestwell](https://help.housecallpro.com/en/articles/14727257-401-k-benefits-with-vestwell.md)

### Pipeline

- [Getting Started with Pipeline](https://help.housecallpro.com/en/articles/6185127-getting-started-with-pipeline.md): Get the most from Pipeline: Tips on Leads, Estimates, and Jobs Boards plus how to manage archived items and automate tasks.
- [Pipeline FAQs](https://help.housecallpro.com/en/articles/6185346-pipeline-faqs.md): Explore Housecall Pro's Pipeline FAQs for managing jobs, estimates, and leads.

### Price Book

- [Pricing Forms: Setup, Features, and FAQs](https://help.housecallpro.com/en/articles/8774752-pricing-forms-setup-features-and-faqs.md): Set up pricing forms to create dynamic pricing and easy booking for your customers.
- [Create Service Descriptions with Marketing AI](https://help.housecallpro.com/en/articles/9944587-create-service-descriptions-with-marketing-ai.md): Our new AI feature simplifies service descriptions, saving you time and enhancing customer communication with clear, detailed content.
- [Service Areas in Pricing Forms](https://help.housecallpro.com/en/articles/13863539-service-areas-in-pricing-forms.md)
- [Measurement-Based Pricing](https://help.housecallpro.com/en/articles/14058981-measurement-based-pricing.md)
- [Price Book Commissions](https://help.housecallpro.com/en/articles/15327130-price-book-commissions.md)
- [Price Book: Services Guide](https://help.housecallpro.com/en/articles/5090568-price-book-services-guide.md): Keep your Price Book accurate and current by mastering how to add and update industries, categories, and services for effective management.
- [Price Book: Materials Guide](https://help.housecallpro.com/en/articles/5456326-price-book-materials-guide.md): Understand how to use the materials section of your price book for flat rate pricing and other needs.
- [Price Book: Errors and Resolutions](https://help.housecallpro.com/en/articles/7208781-price-book-errors-and-resolutions.md): Common Price Book errors and how to resolve them.
- [Managing Tax Rates: Add, Edit, Remove](https://help.housecallpro.com/en/articles/5317989-managing-tax-rates-add-edit-remove.md): Learn how to add, edit, and remove tax rates from your Price Book for service items and invoices.
- [How to Use Price Book by Housecall Pro](https://help.housecallpro.com/en/articles/9778163-how-to-use-price-book-by-housecall-pro.md): Price book by Housecall Pro streamline pricing with homeowner-friendly descriptions that highlight the value of your work.
- [Setting up Discounts in Price Book](https://help.housecallpro.com/en/articles/12621694-setting-up-discounts-in-price-book.md)
- [Price Book Mobile - Key Features](https://help.housecallpro.com/en/articles/6467989-price-book-mobile-key-features.md): Learn about the key features of Price Book on mobile, including access to viewing and editing materials right from your mobile app.
- [How to Move, Copy, and Reorganize Your Price Book](https://help.housecallpro.com/en/articles/5090592-how-to-move-copy-and-reorganize-your-price-book.md): Streamline your Price Book: learn to move, reorder, and copy items efficiently for better organization and smoother operations.
- [Add Images to Your Price Book](https://help.housecallpro.com/en/articles/5090587-add-images-to-your-price-book.md): Learn how to add images to your Services and Materials.
- [How to Use the Service Price Adjuster Tool in Your Price Book](https://help.housecallpro.com/en/articles/4368225-how-to-use-the-service-price-adjuster-tool-in-your-price-book.md): Discover effective methods to adjust service prices using the service price adjuster tool within your Price Book.
- [Flat Rate Pricing Overview](https://help.housecallpro.com/en/articles/5461788-flat-rate-pricing-overview.md): Set up and customize flat rate pricing with our guide on material markups, labor rates, and service creation.
- [Visual Price Book: Android, iOS, & Desktop Guide](https://help.housecallpro.com/en/articles/5297624-visual-price-book-android-ios-desktop-guide.md): Learn how to use Visual Price Book with an Estimate or Job
- [Profit Rhino with Housecall Pro: A Complete Guide](https://help.housecallpro.com/en/articles/8754493-profit-rhino-with-housecall-pro-a-complete-guide.md): Learn about Profit Rhino’s role in Housecall Pro and how to make the most of its price books and updates for your business.
- [Profit Rhino Webinars](https://help.housecallpro.com/en/articles/5823855-profit-rhino-webinars.md): Learn from the Flat Rate experts at Profit Rhino on how to set your business up for financial success

### Property Profile

- [Property Profile](https://help.housecallpro.com/en/articles/3703307-property-profile.md): Track work happening on equipment and other items on your customer's property

### QuickBooks Desktop

- [QuickBooks Desktop: Integration Onboarding Guide](https://help.housecallpro.com/en/articles/4327479-quickbooks-desktop-integration-onboarding-guide.md): Learn how QuickBooks Desktop integrates with Housecall Pro. Connect your accounts, import your data, and map your default accounts.
- [QuickBooks Desktop: Syncing Information from Housecall Pro](https://help.housecallpro.com/en/articles/4333056-quickbooks-desktop-syncing-information-from-housecall-pro.md): Learn what information Housecall Pro will sync to your QuickBooks Desktop account once you have the integration setup.
- [QuickBooks Desktop: Downloading a New QWC File](https://help.housecallpro.com/en/articles/5452812-quickbooks-desktop-downloading-a-new-qwc-file.md): Download a new QuickBooks Web Connector \(QWC\) file for QuickBooks Desktop.
- [QuickBooks Desktop: Alerts](https://help.housecallpro.com/en/articles/4769766-quickbooks-desktop-alerts.md): Learn what causes QuickBooks Desktop alerts in Housecall Pro and how to resolve them.

### QuickBooks Online

- [QuickBooks Online: Control When Data is Sent from Housecall Pro](https://help.housecallpro.com/en/articles/13273338-quickbooks-online-control-when-data-is-sent-from-housecall-pro.md)
- [QuickBooks Online: Control How Deposits are Sent from Housecall Pro](https://help.housecallpro.com/en/articles/15122263-quickbooks-online-control-how-deposits-are-sent-from-housecall-pro.md)
- [QuickBooks Online: Integration Onboarding Guide](https://help.housecallpro.com/en/articles/3006688-quickbooks-online-integration-onboarding-guide.md): Learn what steps you need to take before connecting your HCP & QBO accounts, how to set up the integration, and how to import your data.
- [QuickBooks Online: Syncing Information from Housecall Pro](https://help.housecallpro.com/en/articles/6293215-quickbooks-online-syncing-information-from-housecall-pro.md): Learn how information syncs from Housecall Pro to QuickBooks Online and how to manually push information to your QBO account when needed.
- [QuickBooks Online: Settings in Housecall Pro](https://help.housecallpro.com/en/articles/1835834-quickbooks-online-settings-in-housecall-pro.md): Access your QBO settings in Housecall Pro to view alerts, check import statuses, set up your bank account, and verify your connection.
- [QuickBooks Online: Class Tracking](https://help.housecallpro.com/en/articles/6558287-quickbooks-online-class-tracking.md): Housecall Pro can now import, save and export QuickBooks Online classes
- [QuickBooks Online: Managing Payments](https://help.housecallpro.com/en/articles/6293317-quickbooks-online-managing-payments.md): How to manage payments and refunds with the QuickBooks Online integration when they are entered into Housecall Pro.
- [QuickBooks Online: Reconciling Payments](https://help.housecallpro.com/en/articles/373244-quickbooks-online-reconciling-payments.md): Learn how automatic reconciliation works for credit card payments, how to manually reconcile payments, and how to match deposits.
- [QuickBooks Online: Sync Alerts](https://help.housecallpro.com/en/articles/975825-quickbooks-online-sync-alerts.md): Learn what causes QBO Sync Alerts and how to resolve them.

### Reporting

- [How to View Your Graph in a Legacy Report](https://help.housecallpro.com/en/articles/10008315-how-to-view-your-graph-in-a-legacy-report.md)
- [How to Search in Your Legacy Report](https://help.housecallpro.com/en/articles/10556704-how-to-search-in-your-legacy-report.md)

### Sales Proposals

- [Sales Proposal Tool](https://help.housecallpro.com/en/articles/7216553-sales-proposal-tool.md): Good, Better, Best. Sales Proposals make it easy to win more high ticket jobs while providing excellent customer service.
- [Sales Proposal Tool on Mobile](https://help.housecallpro.com/en/articles/7834798-sales-proposal-tool-on-mobile.md): Create proposals quickly and easily on any mobile device with our updated Sales Proposal Tool.
- [Sales Proposal Tool on Web](https://help.housecallpro.com/en/articles/7834730-sales-proposal-tool-on-web.md): Create proposals quickly and easily on web with our updated Sales Proposal Tool.
- [Add Proposal Options from Templates on Web and Mobile](https://help.housecallpro.com/en/articles/8541627-add-proposal-options-from-templates-on-web-and-mobile.md): Use templates to quickly send or present pre-built options to your customers
- [Line Item Photos in Sales Proposals](https://help.housecallpro.com/en/articles/9173490-line-item-photos-in-sales-proposals.md): Present service and equipment photos when presenting proposals
- [New Sales Proposal Tool layouts \[Beta\]](https://help.housecallpro.com/en/articles/11424794-new-sales-proposal-tool-layouts-beta.md): Learn about different proposal layouts, designed for clearer presentation of options.

### Scheduling

- [How to Use the Schedule Tab \(Calendar\)](https://help.housecallpro.com/en/articles/6367496-how-to-use-the-schedule-tab-calendar.md): This article describes everything you need to know about using the Schedule tab \(calendar\) in Housecall Pro
- [Scheduling Jobs and Estimates](https://help.housecallpro.com/en/articles/6758788-scheduling-jobs-and-estimates.md): Where and how to schedule in Housecall Pro
- [Setting Up SMS Job Reminders](https://help.housecallpro.com/en/articles/8688152-setting-up-sms-job-reminders.md): Set up and customize automated text messages to remind customers of their upcoming job.
- [Scheduling and Calendar FAQ](https://help.housecallpro.com/en/articles/9483598-scheduling-and-calendar-faq.md): Commonly asked questions when it comes to managing your schedule and scheduling jobs, estimates, or events.
- [Viewing Your Schedule in the Field](https://help.housecallpro.com/en/articles/1029139-viewing-your-schedule-in-the-field.md): Find your schedule and job information at the tip of your fingers, on both iPhone and Android apps.
- [Bulk Actions on the Calendar](https://help.housecallpro.com/en/articles/13907740-bulk-actions-on-the-calendar.md): Reschedule or reassign up to 15 appointments, estimates, or events at once from your calendar.
- [Getting Started with Routes in Housecall Pro](https://help.housecallpro.com/en/articles/13871869-getting-started-with-routes-in-housecall-pro.md): Learn how to shift from employee-based scheduling to route-based scheduling by creating routes, assigning employees, and organizing work by route.
- [Optimize by Drive Time](https://help.housecallpro.com/en/articles/14093813-optimize-by-drive-time.md)
- [Events Overview](https://help.housecallpro.com/en/articles/2795860-events-overview.md): Mark employee vacation time, appointments, meetings, PTO, or other events, in your company calendar.

### Service Plans

- [Service Plans Starter Kit](https://help.housecallpro.com/en/articles/5232530-service-plans-starter-kit.md): Get started with Service Plan memberships to generate recurring revenue, streamline sales, manage service plan visits, and collect payments.
- [Service Plan Scheduling Suggestions](https://help.housecallpro.com/en/articles/8124459-service-plan-scheduling-suggestions.md): Optimized scheduling suggestions based on location for service plan visits.
- [Service Plans Scenarios](https://help.housecallpro.com/en/articles/3983500-service-plans-scenarios.md): We run through common scenarios and questions for how to best set up and use Service Plans.
- [Add A Service Plan Discount](https://help.housecallpro.com/en/articles/6395181-add-a-service-plan-discount.md): Learn how to add Discounts to Service Plans
- [On Demand: Service Plan Walkthrough](https://help.housecallpro.com/en/articles/4131828-on-demand-service-plan-walkthrough.md): A training video on the basics of getting your Service Plan tool set up in Housecall Pro. Watch anytime!
- [Create Service Plan Templates](https://help.housecallpro.com/en/articles/2369524-create-service-plan-templates.md): How to create Service Plan Templates for your company to sell to your customers.
- [Edit or Delete a Service Plan](https://help.housecallpro.com/en/articles/2962784-edit-or-delete-a-service-plan.md): How to edit or delete a Service Plan your company offers.
- [Service Plans Dashboard Overview](https://help.housecallpro.com/en/articles/2932107-service-plans-dashboard-overview.md): How to read your Service Plans Dashboard and use each section.
- [How to Download or Print a Customer's Service Plan](https://help.housecallpro.com/en/articles/5754480-how-to-download-or-print-a-customer-s-service-plan.md): How to download or print a copy of an existing customer's Service plan.
- [Service Plan Renewals](https://help.housecallpro.com/en/articles/6879916-service-plan-renewals.md): How to renew a customer's service plan.
- [Billing and Payments for Service Plans](https://help.housecallpro.com/en/articles/4530621-billing-and-payments-for-service-plans.md): Service Plan Overview to view your customer's billing and payment
- [How to Sell A Service Plan](https://help.housecallpro.com/en/articles/2921514-how-to-sell-a-service-plan.md): How to sell & create an active Service Plan for a customers.
- [Schedule Service Plan Visits](https://help.housecallpro.com/en/articles/3075085-schedule-service-plan-visits.md): Service plan visits can be scheduled from the jobs page, service plan details page or the service plan dashboard.
- [Service Plans on Mobile](https://help.housecallpro.com/en/articles/2961322-service-plans-on-mobile.md): Frequently asked questions about using the Service Plans feature on the Housecall Pro mobile application.
- [Service Plans FAQs](https://help.housecallpro.com/en/articles/5485025-service-plans-faqs.md): Frequently asked questions about the Service Plans feature.
- [Attaching a Property Profile Item to a Service Plan](https://help.housecallpro.com/en/articles/5512745-attaching-a-property-profile-item-to-a-service-plan.md): Quick steps to associate the details in your customers' Property Profiles and their respective Service Plans.
- [Service Plan Template for HVAC](https://help.housecallpro.com/en/articles/2463437-service-plan-template-for-hvac.md): Kickstart your HVAC preventative maintenance program with free service plan templates—helping you lock in recurring revenue and keep your schedule full year-round.
- [Service Plan Template for Plumbing](https://help.housecallpro.com/en/articles/2463501-service-plan-template-for-plumbing.md): Service plans are a game-changer for plumbing businesses. They help you build trust, secure recurring revenue, and maintain a consistent customer base, even during slower months.
- [Service Plan Template for Electrical](https://help.housecallpro.com/en/articles/2463500-service-plan-template-for-electrical.md)
- [Service Plan Template for Appliance Repair](https://help.housecallpro.com/en/articles/2463497-service-plan-template-for-appliance-repair.md)
- [Service Plan Template for Carpet Cleaning](https://help.housecallpro.com/en/articles/2463495-service-plan-template-for-carpet-cleaning.md)
- [Service Plan Template for Mobile Detailers](https://help.housecallpro.com/en/articles/3312445-service-plan-template-for-mobile-detailers.md)

### Spanish - Español

- [Agregue su libro de precios](https://help.housecallpro.com/en/articles/1468014-agregue-su-libro-de-precios.md): Add your Price Book Spanish Tutorial
- [Tutorial de la aplicación móvil de Housecall Pro](https://help.housecallpro.com/en/articles/1468023-tutorial-de-la-aplicacion-movil-de-housecall-pro.md): Mobile App Spanish Tutorial
- [Entrenamiento de Fijar & Enviar Trabajos y Tomar Pagos](https://help.housecallpro.com/en/articles/2615196-entrenamiento-de-fijar-enviar-trabajos-y-tomar-pagos.md): Este video te ayuda entender como fijar trabajos en el calendario, enviarlos a tus empleados y tomar pago de tus clientes \(Spanish Tutorial\)

### Superpro

- [What is a SuperPro?](https://help.housecallpro.com/en/articles/2584077-what-is-a-superpro.md): Found out what a Housecall Superpro is and how to become one

### Tasks

- [Tasks in Housecall Pro](https://help.housecallpro.com/en/articles/2810183-tasks-in-housecall-pro.md): Learn how to create, edit, and complete tasks.

### Tech Support Tips

- [Advanced Formatting: A short guide for HTML](https://help.housecallpro.com/en/articles/7223384-advanced-formatting-a-short-guide-for-html.md): This guide explains the basics of how to use HTML
- [I am seeing a 'Network Error' message on my app. What do I do?](https://help.housecallpro.com/en/articles/1543163-i-am-seeing-a-network-error-message-on-my-app-what-do-i-do.md): Troubleshoot your mobile app to get back into the app quickly.
- [How to save the web portal as an icon on your iPad](https://help.housecallpro.com/en/articles/1173802-how-to-save-the-web-portal-as-an-icon-on-your-ipad.md)
- [Download Google Chrome](https://help.housecallpro.com/en/articles/958558-download-google-chrome.md): Make sure your Housecall Pro account is running as smoothly as possible by using our recommended browser, Google Chrome.
- [Refreshing Your Browser](https://help.housecallpro.com/en/articles/670439-refreshing-your-browser.md): How to refresh your browser on Mac or Windows.
- [Basic Troubleshooting Steps](https://help.housecallpro.com/en/articles/8913072-basic-troubleshooting-steps.md): If you happen to have an issue and are unable to reach us for some reason \(after hours, holidays, etc.\), try these troubleshooting steps.
- [Resetting your Housecall Pro Password](https://help.housecallpro.com/en/articles/362412-resetting-your-housecall-pro-password.md): How to reset your password.
- [Print Your Screen](https://help.housecallpro.com/en/articles/120431-print-your-screen.md): Follow these steps to print a screen that does not have a print link.
- [Troubleshooting Employee Push Notifications \(Mobile App\)](https://help.housecallpro.com/en/articles/941117-troubleshooting-employee-push-notifications-mobile-app.md): Ensure you receive notifications when a job is scheduled to your calendar, and also receive a reminder an hour before appointments.
- [FAQs about HCP Data](https://help.housecallpro.com/en/articles/5449431-faqs-about-hcp-data.md): Additional information on how your data is protected
- [Product Roadmap: New & Updated Features](https://help.housecallpro.com/en/articles/5860165-product-roadmap-new-updated-features.md): See what's new with Housecall Pro, submit your feedback, and vote on Pro Votes!
- [How to Get the Most From Customer Support](https://help.housecallpro.com/en/articles/8922843-how-to-get-the-most-from-customer-support.md): Quick tips for getting the most out of chat, phone, and help center resources
- [Using the Blue Chat Bubble](https://help.housecallpro.com/en/articles/3557902-using-the-blue-chat-bubble.md): How to utilize the Blue Chat Bubble resources.
- [MAX Onboarding & Support Overview](https://help.housecallpro.com/en/articles/4936654-max-onboarding-support-overview.md): Outline of all support options for our MAX Plan Pros
- [Max Introduction and Account Setup](https://help.housecallpro.com/en/articles/3916270-max-introduction-and-account-setup.md): This course will go over the basics of getting started with your new Max Plan including account setup
- [Housecall Pro Gameplan](https://help.housecallpro.com/en/articles/2589356-housecall-pro-gameplan.md): This game plan is going to help set you on the path to becoming a successful pro!
- [How to Log In to Housecall Pro](https://help.housecallpro.com/en/articles/6390055-how-to-log-in-to-housecall-pro.md): How to sign into the web portal and mobile apps to access your Housecall Pro account
- [Activity Feed](https://help.housecallpro.com/en/articles/4154392-activity-feed.md): Keep track of all changes, edits, and updates made to jobs and estimates with your Activity Feed.
- [Pro Power Hour: Product Training Webinars](https://help.housecallpro.com/en/articles/9721968-pro-power-hour-product-training-webinars.md): A feature-focused solution for your company's training needs
- [HCP Pro Vote FAQs](https://help.housecallpro.com/en/articles/10828735-hcp-pro-vote-faqs.md): A guide on how Housecall Pro uses your submitted feedback.
- [Troubleshooting with Chat Support](https://help.housecallpro.com/en/articles/12044869-troubleshooting-with-chat-support.md): This article goes over what to expect when troubleshooting through the BCB.
- [Tech Support Assistance](https://help.housecallpro.com/en/articles/12548829-tech-support-assistance.md)

### Twilio 10DLC Registration

- [How to Complete OTP for A2P 10DLC Compliance](https://help.housecallpro.com/en/articles/8149034-how-to-complete-otp-for-a2p-10dlc-compliance.md): OTP outstanding
- [How to Submit Your EIN Letter for A2P 10DLC Compliance](https://help.housecallpro.com/en/articles/8261098-how-to-submit-your-ein-letter-for-a2p-10dlc-compliance.md): Maxed Retry

### Voice

- [How to Turn On Interactive Voice Response \(IVR\) to Reduce Spam Calls](https://help.housecallpro.com/en/articles/11724837-how-to-turn-on-interactive-voice-response-ivr-to-reduce-spam-calls.md)
- [Set up VoIP for the First Time](https://help.housecallpro.com/en/articles/6150437-set-up-voip-for-the-first-time.md): VoIP first time set up walkthrough
- [Voice FAQs](https://help.housecallpro.com/en/articles/6666356-voice-faqs.md): Frequently Asked Questions about our Voice solution and its packages.
- [Set Up Call Masking](https://help.housecallpro.com/en/articles/6750310-set-up-call-masking.md): Archive Learn how to mask your calls on mobile
- [Voice Settings Overview](https://help.housecallpro.com/en/articles/6750234-voice-settings-overview.md): Deep dive into the Voice settings page
- [Set Up Call Tracking for the First Time](https://help.housecallpro.com/en/articles/6750286-set-up-call-tracking-for-the-first-time.md): Call Tracking first time set up walkthrough
- [Voice: How to Use the Dialer](https://help.housecallpro.com/en/articles/6184954-voice-how-to-use-the-dialer.md): Learn the in's and out's of using the Housecall Pro Voice Solution
- [Voice: Overview Page & Call Log Guide](https://help.housecallpro.com/en/articles/8345671-voice-overview-page-call-log-guide.md): Learn how to navigate and use the Call Log and Voice Overview page.

## Español

### Configuración de la cuenta

- [Descripción general de la página de Settings](https://help.housecallpro.com/es/articles/7919484-descripcion-general-de-la-pagina-de-settings.md)
- [Accediendo al Centro de ayuda](https://help.housecallpro.com/es/articles/993380-accediendo-al-centro-de-ayuda.md)
- [Verificación del Nombre de tu Empresa y Número Móvil](https://help.housecallpro.com/es/articles/7336873-verificacion-del-nombre-de-tu-empresa-y-numero-movil.md)
- [Protege tu cuenta con la Autenticación de Dos Factores](https://help.housecallpro.com/es/articles/8536911-protege-tu-cuenta-con-la-autenticacion-de-dos-factores.md)
- [Cómo usar tu cuenta HCP de múltiples ubicaciones](https://help.housecallpro.com/es/articles/5845648-como-usar-tu-cuenta-hcp-de-multiples-ubicaciones.md)
- [Configurar el perfil de tu empresa](https://help.housecallpro.com/es/articles/1363783-configurar-el-perfil-de-tu-empresa.md)
- [Configura el horario de tu negocio](https://help.housecallpro.com/es/articles/8147956-configura-el-horario-de-tu-negocio.md): Configura los horarios de apertura y cierre de tu negocio.
- [Mensaje en Facturas, Recibos y Presupuestos](https://help.housecallpro.com/es/articles/2856479-mensaje-en-facturas-recibos-y-presupuestos.md)
- [Perfil de la empresa: Actualizar información del negocio](https://help.housecallpro.com/es/articles/12703467-perfil-de-la-empresa-actualizar-informacion-del-negocio.md)
- [Número de mensajes de texto](https://help.housecallpro.com/es/articles/887351-numero-de-mensajes-de-texto.md)
- [Mejores prácticas para SMS personalizados](https://help.housecallpro.com/es/articles/3856316-mejores-practicas-para-sms-personalizados.md)
- [Requisito de sitio web para el registro A2P](https://help.housecallpro.com/es/articles/9237951-requisito-de-sitio-web-para-el-registro-a2p.md)
- [Comprendiendo A2P 10DLC: Una guía completa](https://help.housecallpro.com/es/articles/8250319-comprendiendo-a2p-10dlc-una-guia-completa.md)
- [Comprender el Consentimiento de SMS \(Optar por / Optar por no recibir\)](https://help.housecallpro.com/es/articles/9508414-comprender-el-consentimiento-de-sms-optar-por-optar-por-no-recibir.md)
- [Personalizar notificaciones por SMS](https://help.housecallpro.com/es/articles/12417565-personalizar-notificaciones-por-sms.md)
- [Descripción general del área de servicio](https://help.housecallpro.com/es/articles/362750-descripcion-general-del-area-de-servicio.md)
- [¿Dónde puedo gestionar mis Etiquetas?](https://help.housecallpro.com/es/articles/358414-donde-puedo-gestionar-mis-etiquetas.md)
- [Descripción general de etiquetas](https://help.housecallpro.com/es/articles/8490475-descripcion-general-de-etiquetas.md)
- [Etiquetas en dispositivos móviles](https://help.housecallpro.com/es/articles/12611058-etiquetas-en-dispositivos-moviles.md)
- [Cómo usar los Orígenes de Clientes Potenciales](https://help.housecallpro.com/es/articles/5434315-como-usar-los-origenes-de-clientes-potenciales.md)

### Equipo de IA

- [Descripción general del equipo de IA](https://help.housecallpro.com/es/articles/9311875-descripcion-general-del-equipo-de-ia.md)
- [Equipo de AI en Móvil](https://help.housecallpro.com/es/articles/12859608-equipo-de-ai-en-movil.md)

### Tienda de Apps

- [Integración de Bluon](https://help.housecallpro.com/es/articles/11557855-integracion-de-bluon.md)
- [Descripción general de la Skill de Alexa de Housecall Pro](https://help.housecallpro.com/es/articles/4793331-descripcion-general-de-la-skill-de-alexa-de-housecall-pro.md)
- [Descripción general de la integración de Beeline Routes](https://help.housecallpro.com/es/articles/5776530-descripcion-general-de-la-integracion-de-beeline-routes.md)
- [Descripción general de la integración de Broadly](https://help.housecallpro.com/es/articles/5452040-descripcion-general-de-la-integracion-de-broadly.md)
- [Conectando Housecall Pro y CallRail](https://help.housecallpro.com/es/articles/3740543-conectando-housecall-pro-y-callrail.md)
- [Descripción general de la integración de CallRail](https://help.housecallpro.com/es/articles/4550900-descripcion-general-de-la-integracion-de-callrail.md)
- [Descripción general de la integración de Chiirp](https://help.housecallpro.com/es/articles/5728910-descripcion-general-de-la-integracion-de-chiirp.md)
- [Descripción general de la integración de CompanyCam](https://help.housecallpro.com/es/articles/5138242-descripcion-general-de-la-integracion-de-companycam.md)
- [Descripción general de la integración con Dispatch.Me](https://help.housecallpro.com/es/articles/5453224-descripcion-general-de-la-integracion-con-dispatch-me.md)
- [Descripción general de la integración de Emitrr](https://help.housecallpro.com/es/articles/5801454-descripcion-general-de-la-integracion-de-emitrr.md)
- [Preguntas frecuentes sobre Financiamiento Empresarial \(a través de Fundbox\)](https://help.housecallpro.com/es/articles/2792262-preguntas-frecuentes-sobre-financiamiento-empresarial-a-traves-de-fundbox.md)
- [Descripción general de la integración con Gusto](https://help.housecallpro.com/es/articles/4678614-descripcion-general-de-la-integracion-con-gusto.md)
- [Guía de integración de Mailchimp](https://help.housecallpro.com/es/articles/362401-guia-de-integracion-de-mailchimp.md)
- [Descripción general de la integración de measureQuick®](https://help.housecallpro.com/es/articles/6194241-descripcion-general-de-la-integracion-de-measurequick.md)
- [Descripción general de la integración con NiceJob](https://help.housecallpro.com/es/articles/5455576-descripcion-general-de-la-integracion-con-nicejob.md)
- [Descripción general de la integración de OnCall Air](https://help.housecallpro.com/es/articles/4549516-descripcion-general-de-la-integracion-de-oncall-air.md)
- [Descripción general de la integración con Podium](https://help.housecallpro.com/es/articles/5455939-descripcion-general-de-la-integracion-con-podium.md)
- [Descripción general de la integración de ResponsiBid](https://help.housecallpro.com/es/articles/4151977-descripcion-general-de-la-integracion-de-responsibid.md)
- [Conexión de Housecall Pro y Swell](https://help.housecallpro.com/es/articles/6041259-conexion-de-housecall-pro-y-swell.md)
- [Descripción general de la integración de Zapier](https://help.housecallpro.com/es/articles/5452973-descripcion-general-de-la-integracion-de-zapier.md)
- [Cómo habilitar Webhooks](https://help.housecallpro.com/es/articles/5683520-como-habilitar-webhooks.md)
- [Descripción general de la API](https://help.housecallpro.com/es/articles/8505035-descripcion-general-de-la-api.md)
- [Descripción general de la integración de The New Flat Rate](https://help.housecallpro.com/es/articles/5687655-descripcion-general-de-la-integracion-de-the-new-flat-rate.md)

### Benefits

- [Cómo habilitar el seguro médico en Housecall Pro](https://help.housecallpro.com/es/articles/8034617-como-habilitar-el-seguro-medico-en-housecall-pro.md)

### Billing

- [Gestión de facturación y cuenta de Housecall Pro](https://help.housecallpro.com/es/articles/2366296-gestion-de-facturacion-y-cuenta-de-housecall-pro.md)
- [Información Financiera y Fiscal](https://help.housecallpro.com/es/articles/4439447-informacion-financiera-y-fiscal.md)
- [Comparte el amor: Tu guía para remisiones](https://help.housecallpro.com/es/articles/4192744-comparte-el-amor-tu-guia-para-remisiones.md)

### Coaching Empresarial

- [Generación de Clientes Potenciales de Bajo Costo, Reserva de Trabajos y Entrega de un Servicio al Cliente Excepcional](https://help.housecallpro.com/es/articles/9298347-generacion-de-clientes-potenciales-de-bajo-costo-reserva-de-trabajos-y-entrega-de-un-servicio-al-cliente-excepcional.md)
- [Dominando tus Finanzas](https://help.housecallpro.com/es/articles/9299267-dominando-tus-finanzas.md)
- [Establecimiento de metas, puntos de referencia y tu porqué](https://help.housecallpro.com/es/articles/9302873-establecimiento-de-metas-puntos-de-referencia-y-tu-porque.md)
- [La guía definitiva para contratar](https://help.housecallpro.com/es/articles/9302885-la-guia-definitiva-para-contratar.md)
- [Calcular la Capacidad de Tu Negocio y Cuándo Contratar \(CSRs y Técnicos\)](https://help.housecallpro.com/es/articles/9302896-calcular-la-capacidad-de-tu-negocio-y-cuando-contratar-csrs-y-tecnicos.md)
- [Entender tu P&L y Realizar una Auditoría de Gastos](https://help.housecallpro.com/es/articles/9302908-entender-tu-p-l-y-realizar-una-auditoria-de-gastos.md)
- [Análisis de gastos para mejorar la rentabilidad](https://help.housecallpro.com/es/articles/9311292-analisis-de-gastos-para-mejorar-la-rentabilidad.md)
- [Análisis de Costeo de Trabajo](https://help.housecallpro.com/es/articles/9311335-analisis-de-costeo-de-trabajo.md)
- [Establecer Precios Rentables y Competitivos](https://help.housecallpro.com/es/articles/9311931-establecer-precios-rentables-y-competitivos.md)
- [Gastos de Marketing y Costos de Adquisición de Clientes](https://help.housecallpro.com/es/articles/9311983-gastos-de-marketing-y-costos-de-adquisicion-de-clientes.md)
- [Sé más rentable aumentando el tamaño promedio de tus trabajos](https://help.housecallpro.com/es/articles/9312110-se-mas-rentable-aumentando-el-tamano-promedio-de-tus-trabajos.md)
- [Sé más rentable vendiendo trabajos adicionales](https://help.housecallpro.com/es/articles/9312142-se-mas-rentable-vendiendo-trabajos-adicionales.md)
- [Crecimiento del negocio a través de la creación de redes y asociaciones estratégicas](https://help.housecallpro.com/es/articles/9312380-crecimiento-del-negocio-a-traves-de-la-creacion-de-redes-y-asociaciones-estrategicas.md)
- [Construyendo Clientes de por Vida y Referencias](https://help.housecallpro.com/es/articles/9312422-construyendo-clientes-de-por-vida-y-referencias.md)
- [Campañas de Recompromiso](https://help.housecallpro.com/es/articles/9312455-campanas-de-recompromiso.md)
- [Presencia en línea](https://help.housecallpro.com/es/articles/9312475-presencia-en-linea.md)
- [Estrategia de Redes Sociales](https://help.housecallpro.com/es/articles/9312484-estrategia-de-redes-sociales.md)
- [Generadores de Clientes Potenciales de Terceros](https://help.housecallpro.com/es/articles/9312493-generadores-de-clientes-potenciales-de-terceros.md)
- [Estrategia de Ventas: Venta Consultiva](https://help.housecallpro.com/es/articles/9312502-estrategia-de-ventas-venta-consultiva.md)
- [Gestión y Aprovechamiento de Reseñas de Clientes](https://help.housecallpro.com/es/articles/9312509-gestion-y-aprovechamiento-de-resenas-de-clientes.md)
- [Creando una Propuesta de Venta Única](https://help.housecallpro.com/es/articles/9312543-creando-una-propuesta-de-venta-unica.md)
- [Implementación de Reservas en Línea](https://help.housecallpro.com/es/articles/9312551-implementacion-de-reservas-en-linea.md)
- [Tu Marca y Perfil de Empresa](https://help.housecallpro.com/es/articles/9312563-tu-marca-y-perfil-de-empresa.md)
- [Mejores prácticas para tu sitio web y perfil de Google Business](https://help.housecallpro.com/es/articles/9312573-mejores-practicas-para-tu-sitio-web-y-perfil-de-google-business.md)
- [Creando Clientes de por Vida](https://help.housecallpro.com/es/articles/9312578-creando-clientes-de-por-vida.md)
- [Estrategias de generación de clientes potenciales de bajo costo](https://help.housecallpro.com/es/articles/9312587-estrategias-de-generacion-de-clientes-potenciales-de-bajo-costo.md)
- [Creación de guiones telefónicos efectivos](https://help.housecallpro.com/es/articles/9312595-creacion-de-guiones-telefonicos-efectivos.md)
- [Ofrecer una Experiencia Excepcional al Cliente](https://help.housecallpro.com/es/articles/9312611-ofrecer-una-experiencia-excepcional-al-cliente.md)
- [Punto de referencia del tamaño promedio de trabajo - Business Coaching by Housecall Pro](https://help.housecallpro.com/es/articles/7234696-punto-de-referencia-del-tamano-promedio-de-trabajo-business-coaching-by-housecall-pro.md)
- [Construyendo Eficiencia Operativa a Través de Sistemas Efectivos](https://help.housecallpro.com/es/articles/9518623-construyendo-eficiencia-operativa-a-traves-de-sistemas-efectivos.md)
- [Dominando la Relación con el Cliente y la Consulta](https://help.housecallpro.com/es/articles/9518649-dominando-la-relacion-con-el-cliente-y-la-consulta.md)
- [Técnicas de Cierre Asumido y de Elección Alternativa](https://help.housecallpro.com/es/articles/9518667-tecnicas-de-cierre-asumido-y-de-eleccion-alternativa.md)
- [Descripción general de Coach AI](https://help.housecallpro.com/es/articles/9617389-descripcion-general-de-coach-ai.md)
- [Empoderar a tu equipo a través de sistemas: Una guía completa para negocios de servicios a domicilio](https://help.housecallpro.com/es/articles/9715406-empoderar-a-tu-equipo-a-traves-de-sistemas-una-guia-completa-para-negocios-de-servicios-a-domicilio.md)
- [Utilización de KPIs para la Eficiencia Operativa en Negocios de Servicios para el Hogar](https://help.housecallpro.com/es/articles/9715404-utilizacion-de-kpis-para-la-eficiencia-operativa-en-negocios-de-servicios-para-el-hogar.md)
- [Dominando el Manejo de Objeciones para Cerrar Más Ventas](https://help.housecallpro.com/es/articles/9715453-dominando-el-manejo-de-objeciones-para-cerrar-mas-ventas.md)
- [Comprender Fortalezas y Debilidades: Superar Creencias Limitantes para el Crecimiento Empresarial](https://help.housecallpro.com/es/articles/9737459-comprender-fortalezas-y-debilidades-superar-creencias-limitantes-para-el-crecimiento-empresarial.md)
- [Comprender la Capacidad y Saber Cuándo Contratar](https://help.housecallpro.com/es/articles/9737490-comprender-la-capacidad-y-saber-cuando-contratar.md)
- [Dominando la gestión del tiempo con la Matriz de Eisenhower](https://help.housecallpro.com/es/articles/9737518-dominando-la-gestion-del-tiempo-con-la-matriz-de-eisenhower.md)
- [Convertirse en un Líder Fuerte y Construir un Equipo Comprometido en Tu Negocio de Servicios para el Hogar](https://help.housecallpro.com/es/articles/9912668-convertirse-en-un-lider-fuerte-y-construir-un-equipo-comprometido-en-tu-negocio-de-servicios-para-el-hogar.md)
- [Creación de un Anuncio de Trabajo Efectivo: Cómo Atraer a los Empleados Adecuados para Tu Negocio de Servicios para el Hogar](https://help.housecallpro.com/es/articles/9912754-creacion-de-un-anuncio-de-trabajo-efectivo-como-atraer-a-los-empleados-adecuados-para-tu-negocio-de-servicios-para-el-hogar.md)
- [Entrevistas y Redacción de Descripciones de Trabajo: Mejores Prácticas para Negocios de Servicios a Domicilio](https://help.housecallpro.com/es/articles/9912767-entrevistas-y-redaccion-de-descripciones-de-trabajo-mejores-practicas-para-negocios-de-servicios-a-domicilio.md)
- [Preparar a tu equipo para el éxito: Mejores prácticas de incorporación para empresas de servicios a domicilio](https://help.housecallpro.com/es/articles/9912811-preparar-a-tu-equipo-para-el-exito-mejores-practicas-de-incorporacion-para-empresas-de-servicios-a-domicilio.md)
- [Convertirse en un Líder con Inteligencia Emocional: Empoderar a Tu Equipo y Hacer Crecer Tu Negocio](https://help.housecallpro.com/es/articles/9976695-convertirse-en-un-lider-con-inteligencia-emocional-empoderar-a-tu-equipo-y-hacer-crecer-tu-negocio.md)
- [Dominando la Delegación y la Motivación: Estrategias Esenciales para Propietarios de Negocios](https://help.housecallpro.com/es/articles/9977013-dominando-la-delegacion-y-la-motivacion-estrategias-esenciales-para-propietarios-de-negocios.md)
- [Dominando las Evaluaciones de Desempeño y la Retroalimentación para el Éxito en el Liderazgo](https://help.housecallpro.com/es/articles/10008438-dominando-las-evaluaciones-de-desempeno-y-la-retroalimentacion-para-el-exito-en-el-liderazgo.md)
- [Elevando el Liderazgo del Equipo a través del Coaching y la Resolución de Conflictos](https://help.housecallpro.com/es/articles/10012125-elevando-el-liderazgo-del-equipo-a-traves-del-coaching-y-la-resolucion-de-conflictos.md)
- [Conquer Coaching se convierte en Business Coaching by Housecall Pro](https://help.housecallpro.com/es/articles/10683336-conquer-coaching-se-convierte-en-business-coaching-by-housecall-pro.md)

### Seguro de Negocios

- [Seguro de Negocios en Housecall Pro](https://help.housecallpro.com/es/articles/13906646-seguro-de-negocios-en-housecall-pro.md)

### Listas de verificación

- [Descripción general de las listas de verificación](https://help.housecallpro.com/es/articles/9528709-descripcion-general-de-las-listas-de-verificacion.md)
- [Cómo Crear y Gestionar Listas de Verificación](https://help.housecallpro.com/es/articles/3935784-como-crear-y-gestionar-listas-de-verificacion.md)
- [¿Cómo utilizan los técnicos de campo las listas de verificación en el móvil?](https://help.housecallpro.com/es/articles/3971521-como-utilizan-los-tecnicos-de-campo-las-listas-de-verificacion-en-el-movil.md)
- [Plantillas de listas de verificación para HVAC](https://help.housecallpro.com/es/articles/4320521-plantillas-de-listas-de-verificacion-para-hvac.md)
- [Plantillas de listas de verificación para plomería](https://help.housecallpro.com/es/articles/4323196-plantillas-de-listas-de-verificacion-para-plomeria.md)
- [Plantillas de listas de verificación de electricidad](https://help.housecallpro.com/es/articles/4323523-plantillas-de-listas-de-verificacion-de-electricidad.md)

### Clientes

- [Resumen del Perfil del Cliente](https://help.housecallpro.com/es/articles/9764383-resumen-del-perfil-del-cliente.md)
- [Agregar nuevos clientes](https://help.housecallpro.com/es/articles/2813289-agregar-nuevos-clientes.md)
- [Clientes: Eliminar y Restaurar](https://help.housecallpro.com/es/articles/2841512-clientes-eliminar-y-restaurar.md)
- [Agregar múltiples direcciones a un cliente](https://help.housecallpro.com/es/articles/932653-agregar-multiples-direcciones-a-un-cliente.md)
- [Configurar Subclientes \(Facturación Padre/Hijo\)](https://help.housecallpro.com/es/articles/910988-configurar-subclientes-facturacion-padre-hijo.md)
- [Gestionar y fusionar clientes duplicados](https://help.housecallpro.com/es/articles/8500499-gestionar-y-fusionar-clientes-duplicados.md)
- [Perfil del cliente: Historial de trabajos](https://help.housecallpro.com/es/articles/682495-perfil-del-cliente-historial-de-trabajos.md)
- [Sección de Adjuntos del Cliente](https://help.housecallpro.com/es/articles/10371113-seccion-de-adjuntos-del-cliente.md)
- [No dar servicio a la propiedad](https://help.housecallpro.com/es/articles/9312001-no-dar-servicio-a-la-propiedad.md)
- [¿Cuáles son las opciones para importar mis clientes a Housecall Pro?](https://help.housecallpro.com/es/articles/136068-cuales-son-las-opciones-para-importar-mis-clientes-a-housecall-pro.md)
- [¿Cuáles son mis opciones para comunicarme con mis clientes desde la aplicación móvil?](https://help.housecallpro.com/es/articles/4793277-cuales-son-mis-opciones-para-comunicarme-con-mis-clientes-desde-la-aplicacion-movil.md)
- [Aviso: La aplicación HouseCall Homeowner \(con el ícono verde\) ha sido retirada](https://help.housecallpro.com/es/articles/11498862-aviso-la-aplicacion-housecall-homeowner-con-el-icono-verde-ha-sido-retirada.md)

### Portal del Cliente

- [Uso del Portal del Cliente](https://help.housecallpro.com/es/articles/8448657-uso-del-portal-del-cliente.md)
- [Guía del cliente para el Portal](https://help.housecallpro.com/es/articles/8474580-guia-del-cliente-para-el-portal.md)
- [Programa de Remisión del Portal del Cliente](https://help.housecallpro.com/es/articles/9653647-programa-de-remision-del-portal-del-cliente.md)

### Empleados

- [Administrar perfiles de miembros del equipo](https://help.housecallpro.com/es/articles/2865944-administrar-perfiles-de-miembros-del-equipo.md): Agrega, edita, elimina o restaura perfiles de equipo, y configura roles y permisos fácilmente desde tu cuenta.
- [Roles y permisos de miembros del equipo](https://help.housecallpro.com/es/articles/1073431-roles-y-permisos-de-miembros-del-equipo.md)
- [Materiales de Capacitación para Empleados](https://help.housecallpro.com/es/articles/4423283-materiales-de-capacitacion-para-empleados.md)
- [Guía de descripción general del seguimiento de tiempo](https://help.housecallpro.com/es/articles/2795146-guia-de-descripcion-general-del-seguimiento-de-tiempo.md)
- [Seguimiento GPS de empleados y HCP Map](https://help.housecallpro.com/es/articles/2810583-seguimiento-gps-de-empleados-y-hcp-map.md)

### Franquicia

- [¿Qué son las Cuentas de Plantilla?](https://help.housecallpro.com/es/articles/12013581-que-son-las-cuentas-de-plantilla.md)
- [Advertencia de Territorio](https://help.housecallpro.com/es/articles/13610507-advertencia-de-territorio.md)

### Gestión de Flotas

- [Monitoreo de Video de Dashcam: Visión General](https://help.housecallpro.com/es/articles/8887959-monitoreo-de-video-de-dashcam-vision-general.md)
- [Monitoreo de Video Dashcam: Configuración](https://help.housecallpro.com/es/articles/8887977-monitoreo-de-video-dashcam-configuracion.md)
- [Force Fleet Tracking: Degradar y devolver dispositivos](https://help.housecallpro.com/es/articles/8927931-force-fleet-tracking-degradar-y-devolver-dispositivos.md)
- [Force Fleet Tracking: Vista previa del trabajo para clientes](https://help.housecallpro.com/es/articles/1344386-force-fleet-tracking-vista-previa-del-trabajo-para-clientes.md)
- [Seguimiento GPS de vehículos: Descripción general](https://help.housecallpro.com/es/articles/6060351-seguimiento-gps-de-vehiculos-descripcion-general.md)
- [Seguimiento GPS de Vehículos: Configuración](https://help.housecallpro.com/es/articles/6057672-seguimiento-gps-de-vehiculos-configuracion.md): Cómo habilitar el rastreo GPS de vehículos dentro de Housecall Pro, impulsado por Force Fleet Tracking
- [Seguimiento GPS de Vehículos: Transferencia de Facturación a HCP](https://help.housecallpro.com/es/articles/6787416-seguimiento-gps-de-vehiculos-transferencia-de-facturacion-a-hcp.md)
- [Seguimiento por GPS de vehículos: Geico](https://help.housecallpro.com/es/articles/11116361-seguimiento-por-gps-de-vehiculos-geico.md)

### Primeros Pasos

- [Comenzando con Housecall Pro](https://help.housecallpro.com/es/articles/11115983-comenzando-con-housecall-pro.md)
- [Plantillas para los oficios](https://help.housecallpro.com/es/articles/11970195-plantillas-para-los-oficios.md)
- [Navegando Housecall Pro](https://help.housecallpro.com/es/articles/6934643-navegando-housecall-pro.md)

### Google Calendar

- [Integrar con Google Calendar](https://help.housecallpro.com/es/articles/358380-integrar-con-google-calendar.md)
- [¿Qué hago si mis trabajos no aparecen en mi Google Calendar?](https://help.housecallpro.com/es/articles/358365-que-hago-si-mis-trabajos-no-aparecen-en-mi-google-calendar.md)
- [Desconectar de Google Calendar](https://help.housecallpro.com/es/articles/358149-desconectar-de-google-calendar.md)

### Contabilidad de Housecall Pro

- [Contabilidad de Housecall Pro](https://help.housecallpro.com/es/articles/9207665-contabilidad-de-housecall-pro.md)

### Asistencia HCP

- [Bienvenido a HCP Assist: Qué esperar en tu primer mes](https://help.housecallpro.com/es/articles/6868473-bienvenido-a-hcp-assist-que-esperar-en-tu-primer-mes.md)
- [HCP Assist: Descripción general del registro de llamadas](https://help.housecallpro.com/es/articles/8150011-hcp-assist-descripcion-general-del-registro-de-llamadas.md)
- [HCP Assist: Preguntas frecuentes sobre el Buzón de llamadas](https://help.housecallpro.com/es/articles/6282797-hcp-assist-preguntas-frecuentes-sobre-el-buzon-de-llamadas.md)
- [HCP Assist: Reenvío](https://help.housecallpro.com/es/articles/9731385-hcp-assist-reenvio.md)
- [HCP Assist: Consultar sobre una llamada](https://help.housecallpro.com/es/articles/9719247-hcp-assist-consultar-sobre-una-llamada.md)
- [HCP Assist: Crear eventos para indicar cambios en la programación](https://help.housecallpro.com/es/articles/6853944-hcp-assist-crear-eventos-para-indicar-cambios-en-la-programacion.md)
- [HCP Assist: Clientes no atendibles](https://help.housecallpro.com/es/articles/9719146-hcp-assist-clientes-no-atendibles.md)
- [HCP Assist: Comprender el uso de tu plan](https://help.housecallpro.com/es/articles/8545956-hcp-assist-comprender-el-uso-de-tu-plan.md)
- [HCP Assist: Actualiza tu guion y configuraciones](https://help.housecallpro.com/es/articles/9719184-hcp-assist-actualiza-tu-guion-y-configuraciones.md)
- [HCP Assist: Cambiar tu plan](https://help.housecallpro.com/es/articles/9718991-hcp-assist-cambiar-tu-plan.md)

### Documente su trabajo

- [Anotaciones en Fotos](https://help.housecallpro.com/es/articles/11145069-anotaciones-en-fotos.md)
- [Cargas de video en dispositivos móviles](https://help.housecallpro.com/es/articles/11145993-cargas-de-video-en-dispositivos-moviles.md)

### HCP Dinero

- [Preguntas frecuentes sobre el cierre del programa de tarjeta de crédito](https://help.housecallpro.com/es/articles/9346083-preguntas-frecuentes-sobre-el-cierre-del-programa-de-tarjeta-de-credito.md)
- [Depósitos instantáneos a la cuenta de gastos](https://help.housecallpro.com/es/articles/9493609-depositos-instantaneos-a-la-cuenta-de-gastos.md)
- [Cambios en la Cuenta Financiera Empresarial 2025](https://help.housecallpro.com/es/articles/10396838-cambios-en-la-cuenta-financiera-empresarial-2025.md)
- [Gestión de Gastos: Cómo Registrarse y Preguntas Frecuentes](https://help.housecallpro.com/es/articles/7263467-gestion-de-gastos-como-registrarse-y-preguntas-frecuentes.md)
- [Cuenta de gastos: Cómo financiar tu cuenta](https://help.housecallpro.com/es/articles/6904850-cuenta-de-gastos-como-financiar-tu-cuenta.md)
- [Tarjetas de gasto: Preguntas frecuentes](https://help.housecallpro.com/es/articles/6345836-tarjetas-de-gasto-preguntas-frecuentes.md)
- [Tarjetas de gasto: Cómo controlar el gasto](https://help.housecallpro.com/es/articles/5473750-tarjetas-de-gasto-como-controlar-el-gasto.md)
- [Tarjetas de gasto: Cómo cancelar y reemplazar](https://help.housecallpro.com/es/articles/5473754-tarjetas-de-gasto-como-cancelar-y-reemplazar.md)
- [Tarjetas de Gasto: Integración con QuickBooks Online](https://help.housecallpro.com/es/articles/5724788-tarjetas-de-gasto-integracion-con-quickbooks-online.md)
- [Tarjetas de gasto: Carga de recibos](https://help.housecallpro.com/es/articles/8429845-tarjetas-de-gasto-carga-de-recibos.md)
- [Tarjetas de gasto: Cómo ordenar y activar](https://help.housecallpro.com/es/articles/6997290-tarjetas-de-gasto-como-ordenar-y-activar.md)
- [Preguntas frecuentes sobre Tarjetas de Gasto Virtuales](https://help.housecallpro.com/es/articles/10111570-preguntas-frecuentes-sobre-tarjetas-de-gasto-virtuales.md)
- [Preguntas frecuentes sobre Controles de Combustible](https://help.housecallpro.com/es/articles/10237435-preguntas-frecuentes-sobre-controles-de-combustible.md)
- [Límites de Transacción de Tarjeta de Gasto](https://help.housecallpro.com/es/articles/13402031-limites-de-transaccion-de-tarjeta-de-gasto.md)

### HCP Pagos

- [Mi Dinero - Descripción general](https://help.housecallpro.com/es/articles/2790259-mi-dinero-descripcion-general.md)
- [Opciones de Procesamiento de Pagos de Housecall Pro](https://help.housecallpro.com/es/articles/2046930-opciones-de-procesamiento-de-pagos-de-housecall-pro.md): Revisa las tarifas de procesamiento de pagos, los plazos y las preguntas frecuentes.
- [Actualización del nombre comercial y el ID fiscal](https://help.housecallpro.com/es/articles/5742711-actualizacion-del-nombre-comercial-y-el-id-fiscal.md)
- [Configuración de cuenta bancaria: Entrada manual de cuenta](https://help.housecallpro.com/es/articles/5470881-configuracion-de-cuenta-bancaria-entrada-manual-de-cuenta.md)
- [¿Cómo cambio la configuración de la cuenta bancaria para pagos?](https://help.housecallpro.com/es/articles/4586581-como-cambio-la-configuracion-de-la-cuenta-bancaria-para-pagos.md)
- [¿Cómo configuro mi cuenta bancaria para desembolsos?](https://help.housecallpro.com/es/articles/358424-como-configuro-mi-cuenta-bancaria-para-desembolsos.md): Learn how to connect your bank account in Housecall Pro to receive credit card payments and bank transfers \(ACH\).
- [Aceptar pagos](https://help.housecallpro.com/es/articles/2785726-aceptar-pagos.md)
- [Pagos parciales](https://help.housecallpro.com/es/articles/937862-pagos-parciales.md)
- [Cambiar la fecha de un pago](https://help.housecallpro.com/es/articles/412249-cambiar-la-fecha-de-un-pago.md)
- [¿Cómo reembolsar un cargo de tarjeta de crédito?](https://help.housecallpro.com/es/articles/887600-como-reembolsar-un-cargo-de-tarjeta-de-credito.md)
- [Eliminar un pago](https://help.housecallpro.com/es/articles/2842239-eliminar-un-pago.md)
- [Aceptar tarjetas de crédito en la aplicación móvil](https://help.housecallpro.com/es/articles/362822-aceptar-tarjetas-de-credito-en-la-aplicacion-movil.md)
- [Propinas con tarjeta de crédito](https://help.housecallpro.com/es/articles/2862335-propinas-con-tarjeta-de-credito.md)
- [Comenzando con Tap to Pay en dispositivos móviles](https://help.housecallpro.com/es/articles/8279161-comenzando-con-tap-to-pay-en-dispositivos-moviles.md)
- [Pagar una factura mediante Apple o Google Pay](https://help.housecallpro.com/es/articles/4800703-pagar-una-factura-mediante-apple-o-google-pay.md)
- [Enviar a los clientes la opción 'Pagar por texto'](https://help.housecallpro.com/es/articles/2886632-enviar-a-los-clientes-la-opcion-pagar-por-texto.md)
- [Gestionar opciones de pago en línea](https://help.housecallpro.com/es/articles/2886442-gestionar-opciones-de-pago-en-linea.md)
- [Instapay](https://help.housecallpro.com/es/articles/1783634-instapay.md)
- [Configurar Instapay](https://help.housecallpro.com/es/articles/1801041-configurar-instapay.md)
- [Preguntas frecuentes sobre Instapay](https://help.housecallpro.com/es/articles/1801050-preguntas-frecuentes-sobre-instapay.md)
- [¿Cómo se procesan los reembolsos para los desembolsos de Instapay?](https://help.housecallpro.com/es/articles/2360582-como-se-procesan-los-reembolsos-para-los-desembolsos-de-instapay.md)
- [¿Por qué falló mi desembolso de Instapay?](https://help.housecallpro.com/es/articles/2411171-por-que-fallo-mi-desembolso-de-instapay.md)
- [Cómo activar ACH desde tu aplicación](https://help.housecallpro.com/es/articles/2283262-como-activar-ach-desde-tu-aplicacion.md)
- [Preguntas frecuentes sobre pagos ACH](https://help.housecallpro.com/es/articles/2043865-preguntas-frecuentes-sobre-pagos-ach.md)
- [Lector de tarjetas: Configuración y uso](https://help.housecallpro.com/es/articles/2775265-lector-de-tarjetas-configuracion-y-uso.md)
- [Configuración y uso del M2 Reader](https://help.housecallpro.com/es/articles/6236188-configuracion-y-uso-del-m2-reader.md)
- [Lector de tarjetas: ¿Qué significan las luces?](https://help.housecallpro.com/es/articles/2775170-lector-de-tarjetas-que-significan-las-luces.md)
- [Lector de tarjetas: Cómo solucionar problemas](https://help.housecallpro.com/es/articles/2773016-lector-de-tarjetas-como-solucionar-problemas.md)
- [Preguntas frecuentes sobre el lector de tarjetas](https://help.housecallpro.com/es/articles/2772994-preguntas-frecuentes-sobre-el-lector-de-tarjetas.md)
- [¿Cómo ejecuto un cargo con tarjeta de crédito con el lector de tarjetas?](https://help.housecallpro.com/es/articles/2548212-como-ejecuto-un-cargo-con-tarjeta-de-credito-con-el-lector-de-tarjetas.md)
- [Descripción general de préstamos al consumidor de Wisetack](https://help.housecallpro.com/es/articles/4720493-descripcion-general-de-prestamos-al-consumidor-de-wisetack.md)
- [Financiamiento al Consumidor Wisetack - Registro](https://help.housecallpro.com/es/articles/3836042-financiamiento-al-consumidor-wisetack-registro.md)
- [Integración de Wisetack y Propuestas de Venta](https://help.housecallpro.com/es/articles/5815953-integracion-de-wisetack-y-propuestas-de-venta.md)
- [Financiamiento al consumidor de Wisetack en móvil](https://help.housecallpro.com/es/articles/4731390-financiamiento-al-consumidor-de-wisetack-en-movil.md)
- [¿Cómo reembolsar un préstamo?](https://help.housecallpro.com/es/articles/5921381-como-reembolsar-un-prestamo.md)
- [Precalificación con Wisetack](https://help.housecallpro.com/es/articles/5546343-precalificacion-con-wisetack.md)
- [Enviar solicitud de financiamiento a clientes - aplicación móvil](https://help.housecallpro.com/es/articles/4596970-enviar-solicitud-de-financiamiento-a-clientes-aplicacion-movil.md)
- [Enviar solicitud de financiamiento a clientes - portal web](https://help.housecallpro.com/es/articles/4596880-enviar-solicitud-de-financiamiento-a-clientes-portal-web.md)
- [Wisetack: cómo te pagan](https://help.housecallpro.com/es/articles/3836158-wisetack-como-te-pagan.md)
- [Financiamiento al consumidor Wisetack - facturas y presupuestos](https://help.housecallpro.com/es/articles/3538947-financiamiento-al-consumidor-wisetack-facturas-y-presupuestos.md)
- [Financiamiento al consumidor Wisetack - pago móvil](https://help.housecallpro.com/es/articles/3538942-financiamiento-al-consumidor-wisetack-pago-movil.md)
- [Financiamiento al consumidor de Wisetack - Desactivar](https://help.housecallpro.com/es/articles/4800606-financiamiento-al-consumidor-de-wisetack-desactivar.md)
- [Préstamos al consumidor: Cómo ocultar de los clientes comerciales](https://help.housecallpro.com/es/articles/5053969-prestamos-al-consumidor-como-ocultar-de-los-clientes-comerciales.md)
- [Complementos 0% APR con Wisetack](https://help.housecallpro.com/es/articles/6015859-complementos-0-apr-con-wisetack.md)
- [¿Qué es Plaid?](https://help.housecallpro.com/es/articles/4378734-que-es-plaid.md)
- [¿Cómo actualiza mi cliente su tarjeta registrada?](https://help.housecallpro.com/es/articles/4201481-como-actualiza-mi-cliente-su-tarjeta-registrada.md)
- [Encontrar números de cuenta y de ruta](https://help.housecallpro.com/es/articles/2959357-encontrar-numeros-de-cuenta-y-de-ruta.md)
- [¿Qué tipos de tarjetas de crédito acepta Housecall Pro?](https://help.housecallpro.com/es/articles/1607984-que-tipos-de-tarjetas-de-credito-acepta-housecall-pro.md)
- [¿Qué tan seguro es procesar pagos?](https://help.housecallpro.com/es/articles/362289-que-tan-seguro-es-procesar-pagos.md)
- [¿Tengo que usar Stripe para procesar tarjetas de crédito?](https://help.housecallpro.com/es/articles/362340-tengo-que-usar-stripe-para-procesar-tarjetas-de-credito.md)
- [¿Es necesario mi número de seguro social para aceptar pagos?](https://help.housecallpro.com/es/articles/362293-es-necesario-mi-numero-de-seguro-social-para-aceptar-pagos.md)
- [¿Dónde puedo ver mis transacciones de tarjeta de crédito?](https://help.housecallpro.com/es/articles/362277-donde-puedo-ver-mis-transacciones-de-tarjeta-de-credito.md)
- [Crear un informe: Tarifas de procesamiento de tarjetas de crédito](https://help.housecallpro.com/es/articles/1749325-crear-un-informe-tarifas-de-procesamiento-de-tarjetas-de-credito.md)
- [Límites de Procesamiento de Pagos](https://help.housecallpro.com/es/articles/8114232-limites-de-procesamiento-de-pagos.md)
- [Tarifas de Tarjeta de Crédito: Pasarlas al cliente](https://help.housecallpro.com/es/articles/1558357-tarifas-de-tarjeta-de-credito-pasarlas-al-cliente.md)
- [Configura el procesamiento de pagos desde tu dispositivo móvil](https://help.housecallpro.com/es/articles/4045051-configura-el-procesamiento-de-pagos-desde-tu-dispositivo-movil.md)
- [Escenarios y estafas comunes con tarjetas de crédito y cómo proteger tu negocio](https://help.housecallpro.com/es/articles/2745906-escenarios-y-estafas-comunes-con-tarjetas-de-credito-y-como-proteger-tu-negocio.md)
- [Cambios Importantes en la Visualización de tus Desembolsos](https://help.housecallpro.com/es/articles/12364250-cambios-importantes-en-la-visualizacion-de-tus-desembolsos.md)
- [Tarjeta registrada](https://help.housecallpro.com/es/articles/6570769-tarjeta-registrada.md)
- [Tarjeta registrada: Pagos automáticos](https://help.housecallpro.com/es/articles/9944421-tarjeta-registrada-pagos-automaticos.md)
- [Disputas de Tarjeta de Crédito](https://help.housecallpro.com/es/articles/5345667-disputas-de-tarjeta-de-credito.md)
- [Mejor práctica para prevenir disputas](https://help.housecallpro.com/es/articles/4680870-mejor-practica-para-prevenir-disputas.md)
- [Preparar y combinar evidencia de disputa](https://help.housecallpro.com/es/articles/3175985-preparar-y-combinar-evidencia-de-disputa.md)
- [¿Cuáles son los diferentes tipos de disputas?](https://help.housecallpro.com/es/articles/4671318-cuales-son-los-diferentes-tipos-de-disputas.md)

### Importar y Exportar sus Datos

- [Exporta tus datos desde otro sistema de software](https://help.housecallpro.com/es/articles/6584625-exporta-tus-datos-desde-otro-sistema-de-software.md)
- [Prepárate para importar tus datos](https://help.housecallpro.com/es/articles/6584603-preparate-para-importar-tus-datos.md)
- [Lista de precios: Importar o exportar servicios y materiales](https://help.housecallpro.com/es/articles/7173129-lista-de-precios-importar-o-exportar-servicios-y-materiales.md)
- [Cómo Importar y Exportar Trabajos y Clientes](https://help.housecallpro.com/es/articles/6797101-como-importar-y-exportar-trabajos-y-clientes.md)
- [¿Cómo puedo crear un plan de respaldo en Housecall Pro?](https://help.housecallpro.com/es/articles/4374305-como-puedo-crear-un-plan-de-respaldo-en-housecall-pro.md)

### Facturación

- [Actualizaciones importantes a las Facturas](https://help.housecallpro.com/es/articles/9342740-actualizaciones-importantes-a-las-facturas.md)
- [Facturas Abiertas](https://help.housecallpro.com/es/articles/9011828-facturas-abiertas.md)
- [Vista de lista de facturas](https://help.housecallpro.com/es/articles/8959660-vista-de-lista-de-facturas.md)
- [Variables para Mensajes Predeterminados de Factura y Presupuesto](https://help.housecallpro.com/es/articles/6823184-variables-para-mensajes-predeterminados-de-factura-y-presupuesto.md)
- [Sincronización de números de trabajo y factura](https://help.housecallpro.com/es/articles/9998046-sincronizacion-de-numeros-de-trabajo-y-factura.md)

### Bandeja de Trabajos

- [Resumen de Job Inbox](https://help.housecallpro.com/es/articles/5541672-resumen-de-job-inbox.md)
- [Clientes potenciales de API en Job Inbox](https://help.housecallpro.com/es/articles/12062219-clientes-potenciales-de-api-en-job-inbox.md)

### Trabajos, facturas, y cotizaciones

- [Entradas de trabajo y servicios de tarifa fija](https://help.housecallpro.com/es/articles/6973952-entradas-de-trabajo-y-servicios-de-tarifa-fija.md)
- [Líneas de pedido en Trabajos y Presupuestos](https://help.housecallpro.com/es/articles/7119803-lineas-de-pedido-en-trabajos-y-presupuestos.md)
- [Seguimiento de Comisiones en Trabajos](https://help.housecallpro.com/es/articles/6649542-seguimiento-de-comisiones-en-trabajos.md)
- [Seguimiento detallado del inventario de materiales](https://help.housecallpro.com/es/articles/7119757-seguimiento-detallado-del-inventario-de-materiales.md)
- [Costeo de Trabajo: Guía Completa de Configuración](https://help.housecallpro.com/es/articles/6536636-costeo-de-trabajo-guia-completa-de-configuracion.md)
- [Recoger Firmas Personalizadas de Trabajo](https://help.housecallpro.com/es/articles/8376412-recoger-firmas-personalizadas-de-trabajo.md)
- [Capacitación en Programación, Facturación y Pagos](https://help.housecallpro.com/es/articles/4372680-capacitacion-en-programacion-facturacion-y-pagos.md)
- [Facturas: Cómo previsualizar, descargar e imprimir](https://help.housecallpro.com/es/articles/362321-facturas-como-previsualizar-descargar-e-imprimir.md)
- [Ver el historial de facturas de un cliente](https://help.housecallpro.com/es/articles/894274-ver-el-historial-de-facturas-de-un-cliente.md)
- [Cómo configurar la facturación automática](https://help.housecallpro.com/es/articles/2786247-como-configurar-la-facturacion-automatica.md)
- [Cómo acceder a las páginas de Trabajo y Presupuesto](https://help.housecallpro.com/es/articles/6950397-como-acceder-a-las-paginas-de-trabajo-y-presupuesto.md)
- [Capturar y subir fotos y videos en el móvil](https://help.housecallpro.com/es/articles/10159740-capturar-y-subir-fotos-y-videos-en-el-movil.md)
- [Nombre del Trabajo y Resumen del Trabajo](https://help.housecallpro.com/es/articles/11210374-nombre-del-trabajo-y-resumen-del-trabajo.md)
- [Automatiza la creación de trabajos a partir de presupuestos aprobados](https://help.housecallpro.com/es/articles/12119814-automatiza-la-creacion-de-trabajos-a-partir-de-presupuestos-aprobados.md)
- [¿Cuál es la Diferencia Entre Comisiones de Ganancia Bruta y de Ingresos?](https://help.housecallpro.com/es/articles/12657750-cual-es-la-diferencia-entre-comisiones-de-ganancia-bruta-y-de-ingresos.md)
- [Impuesto sobre las Ventas Automatizado \(Beta\)](https://help.housecallpro.com/es/articles/12805669-impuesto-sobre-las-ventas-automatizado-beta.md)
- [Cómo crear un trabajo](https://help.housecallpro.com/es/articles/3181752-como-crear-un-trabajo.md)
- [Agregar un Depósito a un Trabajo](https://help.housecallpro.com/es/articles/3066064-agregar-un-deposito-a-un-trabajo.md)
- [Descripción general de la página de Detalles del Trabajo con Facturación Progresiva y Citas](https://help.housecallpro.com/es/articles/1153614-descripcion-general-de-la-pagina-de-detalles-del-trabajo-con-facturacion-progresiva-y-citas.md)
- [Configuración de tu Ventana de Llegada](https://help.housecallpro.com/es/articles/918018-configuracion-de-tu-ventana-de-llegada.md)
- [Uso de notas: Clientes, trabajos y direcciones](https://help.housecallpro.com/es/articles/1083638-uso-de-notas-clientes-trabajos-y-direcciones.md)
- [Notas privadas en trabajos y presupuestos](https://help.housecallpro.com/es/articles/2883273-notas-privadas-en-trabajos-y-presupuestos.md)
- [Aplicar Descuentos a Presupuestos y Facturas](https://help.housecallpro.com/es/articles/2887249-aplicar-descuentos-a-presupuestos-y-facturas.md)
- [Comenzar con Campos de trabajo](https://help.housecallpro.com/es/articles/5610489-comenzar-con-campos-de-trabajo.md)
- [Configuración de Facturas: Vista del Cliente](https://help.housecallpro.com/es/articles/6088692-configuracion-de-facturas-vista-del-cliente.md)
- [Uso de Plantillas de Trabajo](https://help.housecallpro.com/es/articles/9101271-uso-de-plantillas-de-trabajo.md)
- [¿Cómo cambio un número de Presupuesto, Trabajo o Factura?](https://help.housecallpro.com/es/articles/1133223-como-cambio-un-numero-de-presupuesto-trabajo-o-factura.md)
- [Cómo actualizar una dirección de servicio](https://help.housecallpro.com/es/articles/2848434-como-actualizar-una-direccion-de-servicio.md)
- [Eliminar líneas de servicio o material de facturas y presupuestos](https://help.housecallpro.com/es/articles/1083581-eliminar-lineas-de-servicio-o-material-de-facturas-y-presupuestos.md)
- [Cómo enviar una factura](https://help.housecallpro.com/es/articles/2876243-como-enviar-una-factura.md)
- [Adjuntos: Enviar fotos y documentos a los clientes](https://help.housecallpro.com/es/articles/1079307-adjuntos-enviar-fotos-y-documentos-a-los-clientes.md)
- [¿Cuál es la diferencia entre la Facturación Automática y los Recordatorios de Factura?](https://help.housecallpro.com/es/articles/4539516-cual-es-la-diferencia-entre-la-facturacion-automatica-y-los-recordatorios-de-factura.md)
- [¿Cómo configuro los recordatorios de facturas?](https://help.housecallpro.com/es/articles/4249157-como-configuro-los-recordatorios-de-facturas.md)
- [Facturación por lotes: Enviar facturas y recibir pagos](https://help.housecallpro.com/es/articles/2782323-facturacion-por-lotes-enviar-facturas-y-recibir-pagos.md)
- [Campos personalizados](https://help.housecallpro.com/es/articles/361372-campos-personalizados.md)
- [Correo electrónico y SMS de Factura](https://help.housecallpro.com/es/articles/6817890-correo-electronico-y-sms-de-factura.md)
- [Desprogramar vs. Cancelar vs. Eliminar](https://help.housecallpro.com/es/articles/2865052-desprogramar-vs-cancelar-vs-eliminar.md)
- [Trabajos y Presupuestos: Desprogramar y Deshacer Acciones](https://help.housecallpro.com/es/articles/2823066-trabajos-y-presupuestos-desprogramar-y-deshacer-acciones.md)
- [Trabajos y Facturas: Cómo Eliminar, Cancelar y Restaurar](https://help.housecallpro.com/es/articles/2832091-trabajos-y-facturas-como-eliminar-cancelar-y-restaurar.md)
- [Crear un trabajo recurrente](https://help.housecallpro.com/es/articles/2789168-crear-un-trabajo-recurrente.md)
- [Gestionar Trabajos Recurrentes](https://help.housecallpro.com/es/articles/2845351-gestionar-trabajos-recurrentes.md)
- [Descripción general de los segmentos de trabajo](https://help.housecallpro.com/es/articles/1158813-descripcion-general-de-los-segmentos-de-trabajo.md)
- [¿Cómo puedo usar los Segmentos?](https://help.housecallpro.com/es/articles/1940305-como-puedo-usar-los-segmentos.md)
- [¿Cómo elimino un trabajo con múltiples segmentos o un presupuesto con múltiples opciones?](https://help.housecallpro.com/es/articles/1078179-como-elimino-un-trabajo-con-multiples-segmentos-o-un-presupuesto-con-multiples-opciones.md)
- [Cobrar depósitos en presupuestos](https://help.housecallpro.com/es/articles/12151673-cobrar-depositos-en-presupuestos.md)
- [Cómo enviar un presupuesto](https://help.housecallpro.com/es/articles/120533-como-enviar-un-presupuesto.md)
- [Cómo crear una cotización](https://help.housecallpro.com/es/articles/1185469-como-crear-una-cotizacion.md): Aprende cómo crear y programar fácilmente nuevas cotizaciones o presupuestos.
- [Plantillas de Presupuestos y Propuestas de Ventas](https://help.housecallpro.com/es/articles/8168484-plantillas-de-presupuestos-y-propuestas-de-ventas.md)
- [Agregar opciones de presupuesto desde plantillas en la web y móvil](https://help.housecallpro.com/es/articles/8176294-agregar-opciones-de-presupuesto-desde-plantillas-en-la-web-y-movil.md)
- [Cómo usar presupuestos con múltiples opciones \(Web y móvil\)](https://help.housecallpro.com/es/articles/2883373-como-usar-presupuestos-con-multiples-opciones-web-y-movil.md)
- [Presupuestos: Aprobaciones y Firmas](https://help.housecallpro.com/es/articles/918072-presupuestos-aprobaciones-y-firmas.md)
- [Cómo copiar o convertir trabajos y presupuestos](https://help.housecallpro.com/es/articles/2883009-como-copiar-o-convertir-trabajos-y-presupuestos.md)
- [Cómo cancelar, eliminar y restaurar presupuestos](https://help.housecallpro.com/es/articles/1151198-como-cancelar-eliminar-y-restaurar-presupuestos.md)
- [Configurar configuraciones predeterminadas de presupuesto](https://help.housecallpro.com/es/articles/6908463-configurar-configuraciones-predeterminadas-de-presupuesto.md)
- [Ajustar configuraciones individuales de presupuestos en la web o móvil](https://help.housecallpro.com/es/articles/6908612-ajustar-configuraciones-individuales-de-presupuestos-en-la-web-o-movil.md)
- [Presupuestos: Cómo Previsualizar, Descargar e Imprimir](https://help.housecallpro.com/es/articles/2829228-presupuestos-como-previsualizar-descargar-e-imprimir.md)
- [Firmas electrónicas en presupuestos](https://help.housecallpro.com/es/articles/10040275-firmas-electronicas-en-presupuestos.md)
- [Presupuestos en Trabajos](https://help.housecallpro.com/es/articles/9196840-presupuestos-en-trabajos.md)
- [Presupuestos: Configurar Fechas de Vencimiento Predeterminadas](https://help.housecallpro.com/es/articles/7208856-presupuestos-configurar-fechas-de-vencimiento-predeterminadas.md)

### Prospectos

- [Cómo usar Leads en el móvil](https://help.housecallpro.com/es/articles/12833580-como-usar-leads-en-el-movil.md)

### Centro de marketing

- [Descripción general del Marketing Center](https://help.housecallpro.com/es/articles/11057071-descripcion-general-del-marketing-center.md)
- [Preguntas frecuentes sobre campañas de tarjetas postales](https://help.housecallpro.com/es/articles/2423114-preguntas-frecuentes-sobre-campanas-de-tarjetas-postales.md)
- [Campañas de Remisión y Fidelización de Clientes](https://help.housecallpro.com/es/articles/4132158-campanas-de-remision-y-fidelizacion-de-clientes.md)
- [Cómo cambiar el tamaño de una foto para subirla y usarla en una campaña de postales](https://help.housecallpro.com/es/articles/2549035-como-cambiar-el-tamano-de-una-foto-para-subirla-y-usarla-en-una-campana-de-postales.md)
- [Cómo usar las plantillas de Canva](https://help.housecallpro.com/es/articles/2708735-como-usar-las-plantillas-de-canva.md)
- [Campañas de Postales de Housecall Pro: Una Guía Completa](https://help.housecallpro.com/es/articles/11138424-campanas-de-postales-de-housecall-pro-una-guia-completa.md)
- [Actualización de la Función de Tarjetas Postales: Transición a una Experiencia Nueva y Mejorada](https://help.housecallpro.com/es/articles/11817031-actualizacion-de-la-funcion-de-tarjetas-postales-transicion-a-una-experiencia-nueva-y-mejorada.md)

### Funciones exclusivas para dispositivos móviles

- [Requisitos mínimos de la aplicación](https://help.housecallpro.com/es/articles/13916755-requisitos-minimos-de-la-aplicacion.md)
- [Habilitar actualizaciones automáticas de la aplicación en Housecall Pro Mobile](https://help.housecallpro.com/es/articles/362761-habilitar-actualizaciones-automaticas-de-la-aplicacion-en-housecall-pro-mobile.md)
- [Cómo cerrar sesión en la aplicación móvil](https://help.housecallpro.com/es/articles/2159643-como-cerrar-sesion-en-la-aplicacion-movil.md)
- [Uso de la Aplicación Móvil de Housecall Pro en Español](https://help.housecallpro.com/es/articles/10553447-uso-de-la-aplicacion-movil-de-housecall-pro-en-espanol.md)
- [Cómo actualizar la aplicación Housecall Pro en dispositivos Apple y Android](https://help.housecallpro.com/es/articles/10698678-como-actualizar-la-aplicacion-housecall-pro-en-dispositivos-apple-y-android.md)
- [Indicaciones para Trabajos/Presupuestos](https://help.housecallpro.com/es/articles/2822808-indicaciones-para-trabajos-presupuestos.md)
- [Sección de Trabajo Abierto](https://help.housecallpro.com/es/articles/2981393-seccion-de-trabajo-abierto.md)

### Citas para Trabajos de Varios Días

- [Descripción general de citas para trabajos de varios días](https://help.housecallpro.com/es/articles/6930497-descripcion-general-de-citas-para-trabajos-de-varios-dias.md)
- [Citas vs. Segmentos vs. Trabajos Recurrentes](https://help.housecallpro.com/es/articles/12892543-citas-vs-segmentos-vs-trabajos-recurrentes.md)

### Notificaciones

- [Centro de notificaciones](https://help.housecallpro.com/es/articles/9270072-centro-de-notificaciones.md)
- [Comunicaciones por Email y SMS](https://help.housecallpro.com/es/articles/12167734-comunicaciones-por-email-y-sms.md)
- [Mensajería dentro de tu Housecall Pro Inbox](https://help.housecallpro.com/es/articles/5981299-mensajeria-dentro-de-tu-housecall-pro-inbox.md)
- [Agregar un Widget de Chat a Tu Sitio Web](https://help.housecallpro.com/es/articles/6060766-agregar-un-widget-de-chat-a-tu-sitio-web.md)
- [Chat Global](https://help.housecallpro.com/es/articles/10778784-chat-global.md)
- [Descripción general de las notificaciones al cliente](https://help.housecallpro.com/es/articles/357613-descripcion-general-de-las-notificaciones-al-cliente.md)
- [Verificar el estado de entrega del correo electrónico](https://help.housecallpro.com/es/articles/119547-verificar-el-estado-de-entrega-del-correo-electronico.md)

### Nómina

- [Control de acceso a la nómina](https://help.housecallpro.com/es/articles/8264304-control-de-acceso-a-la-nomina.md)
- [Gestión de empleados y contratistas en Payroll](https://help.housecallpro.com/es/articles/8695025-gestion-de-empleados-y-contratistas-en-payroll.md)
- [Acceso y descarga de recibos de pago con HCP Payroll](https://help.housecallpro.com/es/articles/8695075-acceso-y-descarga-de-recibos-de-pago-con-hcp-payroll.md)
- [HCP Payroll: Guía de Recursos de RR. HH.](https://help.housecallpro.com/es/articles/9142384-hcp-payroll-guia-de-recursos-de-rr-hh.md)
- [HCP Payroll: Cómo procesar la nómina fuera de ciclo](https://help.housecallpro.com/es/articles/9146851-hcp-payroll-como-procesar-la-nomina-fuera-de-ciclo.md)
- [Gestionar información de impuestos y depósito directo para empleados y contratistas](https://help.housecallpro.com/es/articles/9146819-gestionar-informacion-de-impuestos-y-deposito-directo-para-empleados-y-contratistas.md)
- [HCP Payroll: Cómo acceder a los W-2s y Formularios 1099](https://help.housecallpro.com/es/articles/8880377-hcp-payroll-como-acceder-a-los-w-2s-y-formularios-1099.md)
- [Cómo Ejecutar la Nómina Usando el Seguimiento de Tiempo](https://help.housecallpro.com/es/articles/8594391-como-ejecutar-la-nomina-usando-el-seguimiento-de-tiempo.md)
- [Gestión de acumulación de Tiempo Libre Pagado \(PTO\), saldos negativos y regla de traspaso](https://help.housecallpro.com/es/articles/9681064-gestion-de-acumulacion-de-tiempo-libre-pagado-pto-saldos-negativos-y-regla-de-traspaso.md)
- [Cómo enviar una solicitud de tiempo libre en nombre de un empleado](https://help.housecallpro.com/es/articles/9681091-como-enviar-una-solicitud-de-tiempo-libre-en-nombre-de-un-empleado.md)
- [HCP Payroll: Guía de incorporación](https://help.housecallpro.com/es/articles/9763189-hcp-payroll-guia-de-incorporacion.md)
- [Cómo actualizar la cuenta bancaria de tu empresa para la nómina](https://help.housecallpro.com/es/articles/9869303-como-actualizar-la-cuenta-bancaria-de-tu-empresa-para-la-nomina.md)
- [Preparación para la Nómina de Fin de Año \(Lista de verificación\)](https://help.housecallpro.com/es/articles/10258014-preparacion-para-la-nomina-de-fin-de-ano-lista-de-verificacion.md)
- [Cómo los empleados pueden gestionar su tiempo libre a través de la web](https://help.housecallpro.com/es/articles/10438881-como-los-empleados-pueden-gestionar-su-tiempo-libre-a-traves-de-la-web.md)
- [Cómo imprimir cheques manuales en HCP Payroll](https://help.housecallpro.com/es/articles/10807025-como-imprimir-cheques-manuales-en-hcp-payroll.md)
- [Cómo Ejecutar, Rastrear y Administrar Nómina](https://help.housecallpro.com/es/articles/11584523-como-ejecutar-rastrear-y-administrar-nomina.md)

### Pipeline

- [Comenzando con Pipeline](https://help.housecallpro.com/es/articles/6185127-comenzando-con-pipeline.md)
- [Preguntas frecuentes sobre Pipeline](https://help.housecallpro.com/es/articles/6185346-preguntas-frecuentes-sobre-pipeline.md)

### Lista de Precios

- [Formularios de Precios: Configuración, Características y Preguntas Frecuentes](https://help.housecallpro.com/es/articles/8774752-formularios-de-precios-configuracion-caracteristicas-y-preguntas-frecuentes.md)
- [Crear descripciones de servicios con Marketing AI](https://help.housecallpro.com/es/articles/9944587-crear-descripciones-de-servicios-con-marketing-ai.md)
- [Áreas de servicio en formularios de precios](https://help.housecallpro.com/es/articles/13863539-areas-de-servicio-en-formularios-de-precios.md)
- [Precios Basados en Medidas](https://help.housecallpro.com/es/articles/14058981-precios-basados-en-medidas.md)
- [Guía de servicios: Lista de precios](https://help.housecallpro.com/es/articles/5090568-guia-de-servicios-lista-de-precios.md)
- [Guía de materiales: Lista de precios](https://help.housecallpro.com/es/articles/5456326-guia-de-materiales-lista-de-precios.md)
- [Lista de Precios: Errores y Resoluciones](https://help.housecallpro.com/es/articles/7208781-lista-de-precios-errores-y-resoluciones.md)
- [Gestión de Tasas de Impuestos: Agregar, Editar, Eliminar](https://help.housecallpro.com/es/articles/5317989-gestion-de-tasas-de-impuestos-agregar-editar-eliminar.md)
- [Cómo usar la Lista de precios de Housecall Pro](https://help.housecallpro.com/es/articles/9778163-como-usar-la-lista-de-precios-de-housecall-pro.md)
- [Configurar descuentos en el Price Book](https://help.housecallpro.com/es/articles/12621694-configurar-descuentos-en-el-price-book.md)
- [Libro de Precios Móvil - Características Clave](https://help.housecallpro.com/es/articles/6467989-libro-de-precios-movil-caracteristicas-clave.md)
- [Cómo mover, copiar y reorganizar tu Lista de precios](https://help.housecallpro.com/es/articles/5090592-como-mover-copiar-y-reorganizar-tu-lista-de-precios.md)
- [Agregar imágenes a tu Lista de precios](https://help.housecallpro.com/es/articles/5090587-agregar-imagenes-a-tu-lista-de-precios.md)
- [Cómo usar la herramienta de ajuste de precios de servicio en tu Lista de precios](https://help.housecallpro.com/es/articles/4368225-como-usar-la-herramienta-de-ajuste-de-precios-de-servicio-en-tu-lista-de-precios.md)
- [Descripción general de precios de tarifa fija](https://help.housecallpro.com/es/articles/5461788-descripcion-general-de-precios-de-tarifa-fija.md)
- [Libro de Precios Visual: Guía para Android, iOS y Escritorio](https://help.housecallpro.com/es/articles/5297624-libro-de-precios-visual-guia-para-android-ios-y-escritorio.md)
- [Profit Rhino con Housecall Pro: Una guía completa](https://help.housecallpro.com/es/articles/8754493-profit-rhino-con-housecall-pro-una-guia-completa.md)
- [Seminarios web de Profit Rhino](https://help.housecallpro.com/es/articles/5823855-seminarios-web-de-profit-rhino.md)

### Property Profile

- [Perfil de Propiedad](https://help.housecallpro.com/es/articles/3703307-perfil-de-propiedad.md)

### QuickBooks Desktop

- [QuickBooks Desktop: Guía de incorporación para la integración](https://help.housecallpro.com/es/articles/4327479-quickbooks-desktop-guia-de-incorporacion-para-la-integracion.md)
- [QuickBooks Desktop: Sincronización de Información desde Housecall Pro](https://help.housecallpro.com/es/articles/4333056-quickbooks-desktop-sincronizacion-de-informacion-desde-housecall-pro.md)
- [QuickBooks Desktop: Descargando un Nuevo Archivo QWC](https://help.housecallpro.com/es/articles/5452812-quickbooks-desktop-descargando-un-nuevo-archivo-qwc.md)
- [QuickBooks Desktop: Alertas](https://help.housecallpro.com/es/articles/4769766-quickbooks-desktop-alertas.md)

### QuickBooks Online

- [QuickBooks Online: Controla cuándo se envían los datos desde Housecall Pro](https://help.housecallpro.com/es/articles/13273338-quickbooks-online-controla-cuando-se-envian-los-datos-desde-housecall-pro.md)
- [QuickBooks Online: Guía de incorporación para la integración](https://help.housecallpro.com/es/articles/3006688-quickbooks-online-guia-de-incorporacion-para-la-integracion.md)
- [QuickBooks Online: Sincronización de información desde Housecall Pro](https://help.housecallpro.com/es/articles/6293215-quickbooks-online-sincronizacion-de-informacion-desde-housecall-pro.md)
- [QuickBooks Online: Configuraciones en Housecall Pro](https://help.housecallpro.com/es/articles/1835834-quickbooks-online-configuraciones-en-housecall-pro.md)
- [QuickBooks Online: Seguimiento de Clases](https://help.housecallpro.com/es/articles/6558287-quickbooks-online-seguimiento-de-clases.md)
- [QuickBooks Online: Gestión de pagos](https://help.housecallpro.com/es/articles/6293317-quickbooks-online-gestion-de-pagos.md)
- [QuickBooks Online: Conciliación de pagos](https://help.housecallpro.com/es/articles/373244-quickbooks-online-conciliacion-de-pagos.md)
- [QuickBooks Online: Alertas de Sincronización](https://help.housecallpro.com/es/articles/975825-quickbooks-online-alertas-de-sincronizacion.md)

### Informes

- [Cómo ver tu gráfico en un informe heredado](https://help.housecallpro.com/es/articles/10008315-como-ver-tu-grafico-en-un-informe-heredado.md)
- [Cómo buscar en tu Informe Legacy](https://help.housecallpro.com/es/articles/10556704-como-buscar-en-tu-informe-legacy.md)

### Propuestas de Ventas

- [Herramienta de Propuestas de Venta](https://help.housecallpro.com/es/articles/7216553-herramienta-de-propuestas-de-venta.md)
- [Herramienta de Propuestas de Ventas en Móvil](https://help.housecallpro.com/es/articles/7834798-herramienta-de-propuestas-de-ventas-en-movil.md)
- [Herramienta de Propuestas de Ventas en la Web](https://help.housecallpro.com/es/articles/7834730-herramienta-de-propuestas-de-ventas-en-la-web.md)
- [Agregar opciones de propuesta desde plantillas en la web y móvil](https://help.housecallpro.com/es/articles/8541627-agregar-opciones-de-propuesta-desde-plantillas-en-la-web-y-movil.md)
- [Fotos de líneas de pedido en propuestas de ventas](https://help.housecallpro.com/es/articles/9173490-fotos-de-lineas-de-pedido-en-propuestas-de-ventas.md)
- [Nuevos diseños de la Herramienta de Propuestas de Ventas \[Beta\]](https://help.housecallpro.com/es/articles/11424794-nuevos-disenos-de-la-herramienta-de-propuestas-de-ventas-beta.md)

### Programación

- [Cómo usar la pestaña Schedule \(Calendario\)](https://help.housecallpro.com/es/articles/6367496-como-usar-la-pestana-schedule-calendario.md)
- [Programación de Trabajos y Presupuestos](https://help.housecallpro.com/es/articles/6758788-programacion-de-trabajos-y-presupuestos.md)
- [Configuración de Recordatorios de Trabajo por SMS](https://help.housecallpro.com/es/articles/8688152-configuracion-de-recordatorios-de-trabajo-por-sms.md)
- [Preguntas frecuentes sobre Programación y Calendario](https://help.housecallpro.com/es/articles/9483598-preguntas-frecuentes-sobre-programacion-y-calendario.md)
- [Ver tu programación en el campo](https://help.housecallpro.com/es/articles/1029139-ver-tu-programacion-en-el-campo.md)
- [Acciones Masivas en el Calendar \(Calendario\)](https://help.housecallpro.com/es/articles/13907740-acciones-masivas-en-el-calendar-calendario.md)
- [Optimizar por tiempo de manejo](https://help.housecallpro.com/es/articles/14093813-optimizar-por-tiempo-de-manejo.md)
- [Resumen de Eventos](https://help.housecallpro.com/es/articles/2795860-resumen-de-eventos.md)

### Planes de Servicio

- [Kit de inicio de Planes de servicio](https://help.housecallpro.com/es/articles/5232530-kit-de-inicio-de-planes-de-servicio.md)
- [Sugerencias de programación del plan de servicio](https://help.housecallpro.com/es/articles/8124459-sugerencias-de-programacion-del-plan-de-servicio.md)
- [Escenarios de Planes de Servicio](https://help.housecallpro.com/es/articles/3983500-escenarios-de-planes-de-servicio.md)
- [Agregar un Descuento al Plan de Servicio](https://help.housecallpro.com/es/articles/6395181-agregar-un-descuento-al-plan-de-servicio.md)
- [A demanda: Recorrido por el Plan de Servicio](https://help.housecallpro.com/es/articles/4131828-a-demanda-recorrido-por-el-plan-de-servicio.md)
- [Crear plantillas de Plan de servicio](https://help.housecallpro.com/es/articles/2369524-crear-plantillas-de-plan-de-servicio.md)
- [Editar o Eliminar un Plan de Servicio](https://help.housecallpro.com/es/articles/2962784-editar-o-eliminar-un-plan-de-servicio.md)
- [Descripción general del Panel de control de Planes de servicio](https://help.housecallpro.com/es/articles/2932107-descripcion-general-del-panel-de-control-de-planes-de-servicio.md)
- [Impresión de Planes de Servicio](https://help.housecallpro.com/es/articles/5754480-impresion-de-planes-de-servicio.md)
- [Renovaciones del Plan de Servicio](https://help.housecallpro.com/es/articles/6879916-renovaciones-del-plan-de-servicio.md)
- [Facturación y Pagos para Planes de Servicio](https://help.housecallpro.com/es/articles/4530621-facturacion-y-pagos-para-planes-de-servicio.md)
- [Cómo vender un Plan de Servicio](https://help.housecallpro.com/es/articles/2921514-como-vender-un-plan-de-servicio.md)
- [Programar visitas del plan de servicio](https://help.housecallpro.com/es/articles/3075085-programar-visitas-del-plan-de-servicio.md)
- [Planes de servicio en móvil](https://help.housecallpro.com/es/articles/2961322-planes-de-servicio-en-movil.md)
- [Preguntas frecuentes sobre Planes de servicio](https://help.housecallpro.com/es/articles/5485025-preguntas-frecuentes-sobre-planes-de-servicio.md)
- [Adjuntar un elemento del Perfil de Propiedad a un Plan de Servicio](https://help.housecallpro.com/es/articles/5512745-adjuntar-un-elemento-del-perfil-de-propiedad-a-un-plan-de-servicio.md)
- [Plantilla de Plan de Servicio para Calefacción y Aire Acondicionado](https://help.housecallpro.com/es/articles/2463437-plantilla-de-plan-de-servicio-para-calefaccion-y-aire-acondicionado.md)
- [Plantilla de Plan de Servicio para Plomería](https://help.housecallpro.com/es/articles/2463501-plantilla-de-plan-de-servicio-para-plomeria.md)
- [Plantilla de Plan de Servicio para Electricidad](https://help.housecallpro.com/es/articles/2463500-plantilla-de-plan-de-servicio-para-electricidad.md)
- [Plantilla de Plan de Servicio para Reparación de Electrodomésticos](https://help.housecallpro.com/es/articles/2463497-plantilla-de-plan-de-servicio-para-reparacion-de-electrodomesticos.md)
- [Plantilla de Plan de Servicio para Limpieza de alfombras](https://help.housecallpro.com/es/articles/2463495-plantilla-de-plan-de-servicio-para-limpieza-de-alfombras.md)
- [Plantilla de Plan de Servicio para Detalladores Móviles](https://help.housecallpro.com/es/articles/3312445-plantilla-de-plan-de-servicio-para-detalladores-moviles.md)

### Spanish - Español

- [Agrega tu libro de precios](https://help.housecallpro.com/es/articles/1468014-agrega-tu-libro-de-precios.md)
- [Tutorial de la aplicación móvil de Housecall Pro](https://help.housecallpro.com/es/articles/1468023-tutorial-de-la-aplicacion-movil-de-housecall-pro.md)
- [Entrenamiento de Fijar & Enviar Trabajos y Tomar Pagos](https://help.housecallpro.com/es/articles/2615196-entrenamiento-de-fijar-enviar-trabajos-y-tomar-pagos.md)

### Superpro

- [¿Qué es un SuperPro?](https://help.housecallpro.com/es/articles/2584077-que-es-un-superpro.md)

### Tasks

- [Tareas en Housecall Pro](https://help.housecallpro.com/es/articles/2810183-tareas-en-housecall-pro.md)

### Consejos de Soporte Técnico

- [Formato Avanzado: Una guía breve para HTML](https://help.housecallpro.com/es/articles/7223384-formato-avanzado-una-guia-breve-para-html.md)
- [Veo un mensaje de 'Error de red' en mi aplicación. ¿Qué hago?](https://help.housecallpro.com/es/articles/1543163-veo-un-mensaje-de-error-de-red-en-mi-aplicacion-que-hago.md)
- [Cómo guardar el portal web como un icono en tu iPad](https://help.housecallpro.com/es/articles/1173802-como-guardar-el-portal-web-como-un-icono-en-tu-ipad.md)
- [Descargar Google Chrome](https://help.housecallpro.com/es/articles/958558-descargar-google-chrome.md)
- [Actualizar tu navegador](https://help.housecallpro.com/es/articles/670439-actualizar-tu-navegador.md)
- [Pasos básicos de solución de problemas](https://help.housecallpro.com/es/articles/8913072-pasos-basicos-de-solucion-de-problemas.md)
- [Restablecer tu contraseña de Housecall Pro](https://help.housecallpro.com/es/articles/362412-restablecer-tu-contrasena-de-housecall-pro.md)
- [Imprimir tu pantalla](https://help.housecallpro.com/es/articles/120431-imprimir-tu-pantalla.md)
- [Solución de problemas de notificaciones push para empleados \(Aplicación móvil\)](https://help.housecallpro.com/es/articles/941117-solucion-de-problemas-de-notificaciones-push-para-empleados-aplicacion-movil.md)
- [Preguntas frecuentes sobre HCP Data](https://help.housecallpro.com/es/articles/5449431-preguntas-frecuentes-sobre-hcp-data.md)
- [Hoja de ruta del producto: Nuevas y actualizadas características](https://help.housecallpro.com/es/articles/5860165-hoja-de-ruta-del-producto-nuevas-y-actualizadas-caracteristicas.md)
- [Cómo aprovechar al máximo el soporte al cliente](https://help.housecallpro.com/es/articles/8922843-como-aprovechar-al-maximo-el-soporte-al-cliente.md): Consejos rápidos para sacarle el mayor provecho al chat, las llamadas telefónicas y los recursos del centro de ayuda.
- [Uso de la Burbuja de Chat Azul](https://help.housecallpro.com/es/articles/3557902-uso-de-la-burbuja-de-chat-azul.md)
- [Descripción general de MAX Onboarding y soporte](https://help.housecallpro.com/es/articles/4936654-descripcion-general-de-max-onboarding-y-soporte.md)
- [Introducción a Max y Configuración de la Cuenta](https://help.housecallpro.com/es/articles/3916270-introduccion-a-max-y-configuracion-de-la-cuenta.md)
- [Plan de juego de Housecall Pro](https://help.housecallpro.com/es/articles/2589356-plan-de-juego-de-housecall-pro.md)
- [Cómo iniciar sesión en Housecall Pro](https://help.housecallpro.com/es/articles/6390055-como-iniciar-sesion-en-housecall-pro.md)
- [Feed de Actividad](https://help.housecallpro.com/es/articles/4154392-feed-de-actividad.md)
- [Pro Power Hour: Seminarios web de capacitación de productos](https://help.housecallpro.com/es/articles/9721968-pro-power-hour-seminarios-web-de-capacitacion-de-productos.md)
- [Preguntas frecuentes sobre HCP Pro Vote](https://help.housecallpro.com/es/articles/10828735-preguntas-frecuentes-sobre-hcp-pro-vote.md)
- [Solución de problemas con el soporte por chat](https://help.housecallpro.com/es/articles/12044869-solucion-de-problemas-con-el-soporte-por-chat.md)
- [Asistencia de soporte técnico](https://help.housecallpro.com/es/articles/12548829-asistencia-de-soporte-tecnico.md)

### Twilio 10DLC Registration

- [Cómo completar OTP para el cumplimiento de A2P 10DLC](https://help.housecallpro.com/es/articles/8149034-como-completar-otp-para-el-cumplimiento-de-a2p-10dlc.md)
- [Cómo enviar tu carta EIN para el cumplimiento de A2P 10DLC](https://help.housecallpro.com/es/articles/8261098-como-enviar-tu-carta-ein-para-el-cumplimiento-de-a2p-10dlc.md)

### Voz

- [Cómo activar la Respuesta de Voz Interactiva \(IVR\) para reducir llamadas de spam](https://help.housecallpro.com/es/articles/11724837-como-activar-la-respuesta-de-voz-interactiva-ivr-para-reducir-llamadas-de-spam.md)
- [Configurar VoIP por Primera Vez](https://help.housecallpro.com/es/articles/6150437-configurar-voip-por-primera-vez.md)
- [Preguntas frecuentes sobre Voice](https://help.housecallpro.com/es/articles/6666356-preguntas-frecuentes-sobre-voice.md)
- [Configurar el enmascaramiento de llamadas](https://help.housecallpro.com/es/articles/6750310-configurar-el-enmascaramiento-de-llamadas.md)
- [Descripción general de la configuración de Voz](https://help.housecallpro.com/es/articles/6750234-descripcion-general-de-la-configuracion-de-voz.md)
- [Configurar el Seguimiento de Llamadas por Primera Vez](https://help.housecallpro.com/es/articles/6750286-configurar-el-seguimiento-de-llamadas-por-primera-vez.md)
- [Voz: Cómo usar el marcador](https://help.housecallpro.com/es/articles/6184954-voz-como-usar-el-marcador.md)
- [Voz: Página de descripción general y guía del registro de llamadas](https://help.housecallpro.com/es/articles/8345671-voz-pagina-de-descripcion-general-y-guia-del-registro-de-llamadas.md)