Housecall Pro: A Comprehensive Reference
This is the web’s best reference guide for Housecall Pro in 2024.
In this you’ll find:
- The best resources for getting help with Housecall Pro
- Learning material to help you master Housecall Pro
- Questions that other home service pros have asked
Let’s dive in!
Housecall Pro provides field service management software to over 24,000 home service companies across the United States and Canada.
Although it’s one of the most intuitive tools of its kind, it can still be hard to get started and understand all of the options at hand. Lucky for you, there are answers if you know where to look.
This guide is a collection of the main topics I’ve discussed with Housecall Pro users, old and new. If you’ve had a question about Housecall Pro, it’s probably here.
Resources
Housecall Pro Help
Official Documentation
The official help documentation by the Housecall Pro team. Start here to learn everything about the software.
Housecall PROs
Facebook Group
The official Facebook group for Pros everywhere. The community is great about answering questions, so if you can’t find the answer in the regular places that’s a good place to go next.
Pro Power Hour
Official Live Webinar
The Housecall Pro team does live onboarding training on individual features. Follow the link to sign up for future webinars or watch recordings of previous sessions.
HCP Resource Center
Official Documentation
Posts from the Housecall Pro team about new features, home service business and marketing advice.
Whiteboard Wednesdays
YouTube Playlist
In these sessions, co-founder Roland Ligtenberg and other HCP team members interviewed Pros and answered questions from the community. There’s a wealth of information here – over 29 hours of video.
Product Roadmap
Official Documentation
If you’ve ever wondered if a feature is going to be released soon, check out the Product Roadmap to see what’s currently under construction.
Frequently Asked Questions
How to get help with Housecall Pro
If you need support from the HCP team, these are your options:
The Blue Chat Bubble in the app should be your first stop for any Housecall Pro questions.
Housecall Pro support email: support@housecallpro.com
Support phone number: (858) 842-5746
And of course, the Housecall PROs Facebook group is always eager to help.
What is the Housecall Pro Blue Chat Bubble?
The Housecall Pro Blue Chat Bubble (or BCB for short) is a live chat feature that’s available in the web app and mobile app. Pros can use the live chat to get support, report bugs, make feature requests, and more. To view the Blue Chat Bubble on the mobile app, tap on “More > Help and Support”.
What is a Superpro?
Housecall Pro Superpros are home service companies that are reviewed and approved by the Housecall Pro team. Pros who become Superpros get access to priority chat support, early access to new features, exclusive merchandise, and other additional perks.
If you use Housecall Pro for your field service management, the Superpro community is a great place to be.
Is there a way to send a mass email to my customers through Housecall Pro?
Housecall Pro’s marketing emails are considered “transactional” emails, which have fewer spam requirements. In order to keep their email sending from getting blocked by spam filters, Housecall Pro only sends these transactional emails. To send a mass email to your email list, you’ll need to use the Housecall Pro + Mailchimp integration.
Is there a Housecall Pro iPad app?
You can use Housecall Pro on the iPad two different ways: by downloading the Housecall Pro app, or logging in to the web version from your Internet browser. There is no iPad-specific version of the app, but the iPhone version works when installed on the iPad through the App Store.
Where can I see Housecall Pro product roadmap?
The Housecall Pro product roadmap is available online. You can view shipped and upcoming features, vote on your favorite features, and leave feedback for the Product team.
How do I request a feature or vote for a feature idea?
You can visit the Housecall Pro product roadmap to vote on upcoming features and leave feedback for the team.
Can I connect Housecall Pro and Quickbooks Desktop?
Yes, Housecall Pro integrates with both Quickbooks Online and Quickbooks Desktop. Following high demand for the integration, Housecall Pro released a Quickbooks Desktop integration in August 2020.
Does Housecall Pro send read receipts for invoices?
Yes, you can access these through the Activity Feed.
Can I share a direct link to Housecall Pro Online Booking for a specific service?
Not at this time.
Can I search Housecall Pro by invoice number?
Yes! Go to Dashboard > Jobs and use the search box in the top right corner. You can also search by address, phone number, name, customer notes, tags… try it!
This feature is only available on the web app.
How do I get Housecall Pro swag?
Housecall Pro sends swag and branded merchandise to Superpro members. To become a Superpro, fill out the application.
The Beginner's Guide to Marketing in Housecall Pro
Learn how to use Housecall Pro marketing for your home service business, along with marketing tips to get more work with less time and money.