Stay ahead of the busy season with our new product updates: Price book import, Card on File, Reporting webinar, and more! Check out the full list of exciting product updates rolling out.
Updating your price book just got easier
Whether you’re just getting started or want to update an existing price book, adding pricing and service data to your Housecall Pro account is seamless with our new step-by-step import guide. Our improved price book import lets you bring over new pricing information, update services and materials, or build a totally brand-new price book.
We have tons of new ways to import data into Housecall Pro including customer lists and job history. Check out our help center for more information
We are launching Payroll at Housecall Pro!
Ready to save time and money by eliminating using multiple applications? Run payroll (for employees and contractors) in just a few clicks right from your Housecall Pro account! With HCP Payroll, you can adjust pay to include reimbursements, PTO, and sick time, plus get FREE quarterly employer tax filings. It is simple, user-friendly, and easy to onboard all your data from your previous provider.
Join our Sizzlin’ Sweepstakes with Wisetack
Consumer financing with Wisetack can help you win more jobs (which is already awesome), but now it’s giving you a chance to win prizes too. Sign up for Wisetack’s Sizzlin’ Sweepstakes for a chance to win up to $1,500 in prizes! From April 17-May 5, earn a ticket for the weekly Friday drawing with every approved Wisetack application or pre-qualification.
Not signed up for Wisetack yet? Get started here to automatically offer financing on all jobs between $500-$25,000”
Get the most out of Housecall Pro Reporting
Are you using the reporting tool to its full potential? Check out our free webinar, all about reporting! Learn how to read and format reports, make the most out of important metrics, and engage in our new dashboard library to create a one-stop shop for all your reporting needs. Hear from home service experts on how they use data to drive decisions leading to growth and success.
Have you checked out all of our newest reporting dashboards? Navigate to your reporting tab to check them out!
Turn one-time visits into lifetime customers with Service Plans
The spring and summer busy season is the perfect opportunity to lock in loyal customers so you can say goodbye to slow seasons for good. Service Plan memberships generate recurring revenue, increase customer loyalty, and keep you ahead of the competition. Best of all, Housecall Pro’s industry-leading features make it easy to manage everything.
Learn how the coaches at Conquer can help you set up a solid strategy for selling service plans.
Check out our new Pipeline onboarding tour
If you’re one of our Pipeline Pros, you’ve got to watch our new product tour, which guides you through harnessing the power of Pipeline. Learn how turning on estimate automations will help you win more jobs while you’re sleeping. Plus, customize your workflow so that nothing slips through the cracks.
Not yet a Pipeline Pro? Click here to learn more and sign up!
Take a quick survey about smart service plans scheduling
We’re working on some pretty cool stuff using artificial intelligence (AI) to help provide scheduling suggestions for service plan visits. But we need some human input first! Tell us your strategies for managing service plan visits, and we’ll see how we can help automate the process.
Request a card on file via SMS
Should you request a customer’s card on file via email or text? To that, we say: Por que no los dos? (Why not both?) A recent update to Card on File now enables you to ask for a customer’s payment information through email OR text. Simply go to any customer profile, and look for the option to request a card on file by email or SMS.
