Housecall Pro
Paid RequiredSee pricing & details →
How to in Housecall Pro
- Click + New (blue): Click the blue + New button in the top toolbar and choose Job from the dropdown (the transcript defines job and invoice as interchangeable).
- Type Customer name: In the customer field start typing the CSM's name; if the CSM is not listed click Add a new customer to create their profile (the system will propagate matching names as you type).
- Click Next to add line items: Click Next to move to the line items step, then click the blue plus button to open your Price List and add or edit a line item (whatever label you choose will appear on the job).
- Click Next to schedule: Click Next to reach the scheduling step; the job will appear on the portion of the schedule you clicked — click Date to change it and set the desired start time and end time, or drag-and-drop the job on the calendar to move it.
- Click dispatch edit team icon: Underneath the green Save button click the dispatch edit team icon, select the CSM (or employee) you'd like assigned to the job, then click Done so their face appears on the job card.
- Click the recurrence circle with arrows: On the far right underneath Save click the small recurrence circle with arrows, select Weekly (the UI offers daily, weekly, monthly, annual), set the frequency to every 1 week and any end condition, and click Done.
- Uncheck Notify customer (optional): If this is an internal meeting and you do not want an email/text sent, unclick the Notify customer checkbox (it defaults to the customer profile notification setting).
- Click Save: Click the green Save button to finalize the job and its weekly recurrence; the assigned employee will see the job on their schedule and the recurrence will create future instances.
FAQ for Housecall Pro
Can I create the meeting as a recurring event instead of a job?
The + New dropdown includes Event, Job, Estimate, or Customer, but Help Center and the webinar primarily document recurrence on Jobs; to use the documented recurrence controls follow the Job flow and set recurrence using the circle with arrows under Save.
How do I assign my CSM to every occurrence of the recurring meeting?
On the scheduling step, click the dispatch edit team icon beneath the green Save button, select the CSM from the list, click Done, then set the recurrence; assigned staff will apply to the current and future jobs depending on the edit scope.
What if I don't want any emails or texts sent for this internal meeting?
Uncheck the Notify customer checkbox before saving; the control defaults to the customer profile notification settings and unchecking it prevents the email/text for that job.
How do I change or cancel future occurrences later?
Open the job details page, click the Schedule button (calendar/pencil icon) or the pencil icon on the recurring job card, choose This job and all future jobs to edit the entire series (or Only this job to edit a single occurrence), make changes and click Save.
Common mistakes when using Housecall Pro
Trying to assign the CSM before they exist as an employee in Account Settings.
Click your profile picture/initials in the top-right, open Account Settings, add the CSM as an employee, then return to the job and use the dispatch edit team icon to assign them.
Leaving Notify customer checked and unintentionally sending an email/text to the customer profile.
Before clicking Save, uncheck the Notify customer checkbox for internal meetings; this override prevents the one-off email/text regardless of the customer profile default.
Setting the recurrence but saving the wrong date or time for the series.
After choosing the recurrence circle with arrows, verify the job's Date and Time fields (click Date to change or drag-and-drop the job on the calendar) then click Save so the recurrence starts on the correct instance.
Editing a single occurrence when you meant to update the entire series.
When editing, select This job and all future jobs on the Schedule dialog to apply changes to the current and subsequent occurrences; select Only this job to change a single occurrence.