Housecall Pro

1. Click New

   Click the New button in the top navigation bar of your HCP account.

2. Select Recurring Job

   From the New dropdown, select Recurring Job to open the New recurring job page.

3. Add Line items

   On the New recurring job page, complete the required fields such as Customer, Private notes, Line items, Schedule, Frequency and Recurrence info; add Checklists, Fields, Tags or Lead source as needed for the cleaning service.

4. Check Notify customer

   At the bottom of the New recurring job page, check the Notify customer box before saving to have Housecall Pro send appointment/invoice notifications to the customer for scheduled visits.

5. Click Save recurring job

   When the recurrence details are configured, click Save recurring job in the top right corner of the page to create the series (Housecall Pro will seed future occurrences per the selected frequency).

6. Edit Schedule (calendar/pencil icon)

   To change a single visit: open the job details page, click the edit Schedule button (calendar/pencil icon) or the pencil icon in the recurring job card, select Only this job, make changes and click Save.

7. Delete job (gear & wrench icon)

   To remove one occurrence or an entire series: open the job details for the occurrence you want to remove (or the first occurrence to remove from this date forward), click the gear & wrench icon in the top right, and select Delete job.

8. Tap + (mobile) and select Job

   From the HCP mobile app home screen, tap the +, select Job, tap Schedule + on the job page, select Recurrence, customize the recurrence details and Save to create a recurring job from mobile.

9. Adjust payment settings

   Open your account payment settings and enable online payment options so customers can pay via the invoice they receive (credit/debit card or ACH), and confirm payment methods are configured before relying on automated billing.

1. Go to Dashboard or Schedule

   Open Housecall Pro and navigate to your dashboard or schedule to locate the job you want to work with.

2. Click job that contains the Estimate

   Click on the job that contains the estimate you want to convert to open the job screen.

3. Locate Estimate section

   Inside the job screen, find the Estimate section where the quote details and line items are stored.

4. Review the Estimate

   Check that line items, quantities, pricing, taxes, special notes, and customer information are correct and update any customer details before converting.

5. Click Convert to Invoice

   Inside the Estimate section, click Convert to Invoice — Housecall Pro will create a new invoice using the estimate's line items, taxes, and job details.

6. Review the new Invoice on invoice screen

   On the invoice screen, double-check line items, quantities, final pricing, any additional services added during the job, and discounts or adjustments; edit fields as needed before sending.

7. Update payment options on invoice screen

   In the invoice screen, choose how the customer can pay by turning on available options such as Credit card payments, Bank transfers, Financing options, or Customer portal payments and ensure payment links are enabled.

8. Send Invoice via Text message, Email, or Customer portal link

   From the invoice screen, send the invoice using Text message, Email, or Customer portal link so customers can pay directly from the link on their phone or computer.

9. Track Payment Status

   Monitor the invoice and job for Pending payments, Partial payments, or Completed payments in Housecall Pro to see when the payment status changes.

10. Mark the job as paid

    After payment is received, mark the job as paid and close out the work order to complete the job and keep your records organized.

1. Click Recurring Service Plans widget

   From your Housecall Pro dashboard, open the Recurring Service Plans widget that appears once the add-on is activated.

2. Click Plus New Plan

   In the Recurring Service Plans page click the plus sign (Plus New Plan) in the top-right to start a new plan.

3. Type plan name and paste Description of Work

   Enter the plan name, then paste or type the Description of Work (use the provided vertical templates if needed) in the Description of Work field.

4. Set visits, plan duration, and total price

   Enter the number of visits included, choose plan duration (continuous subscription or fixed term such as 1–2 years), and if fixed-term enter the total price for the plan.

5. Configure payment options and discounts

   Toggle the billing cadences you offer (monthly, quarterly, one-time, etc.), optionally add a discount for upfront payment, and check the 'payable by cash, check or other' box only if you want to allow offline payments; then click Create plan.

6. Attach plan to customer (+ Service Plan)

   Open Customers, pull up the customer's profile, click + Service Plan, search/select the plan, set the Start date (can be past or future) and tentative visit dates, then pick Send plan to customer to accept or Accept plan for customer depending on whether they will complete acceptance online or in-office.

7. Click Finish and Pay (or Market as Paid)

   After selecting acceptance method click Next to preview; click Finish and Pay to prompt a payment method (customer can put a card on file when accepting via email) or use Market as Paid and add a payment note if collecting by check/cash.

8. Click Schedule to create the visit

   From the service plan details click Schedule to create the visit (an invoice item named Visit # is created), add any add-on items or use the Discount function to show plan benefits, then click Schedule, assign technician/arrival window and confirm with the customer.

9. Create recurring job via New > Job > Recurrence (optional)

   Alternatively create recurring visits by clicking New in the top navigation, select Job, click the pencil icon in the Schedule card, click Recurrence, set recurrence details and Save Job to generate a recurring job series.

10. Enable Automatic renewal email

    In the Recurring Service Plans widget top-right enable the automatic renewal email and set reminder intervals (example: 60 and 30 days before expiration) and choose to include customers with notifications turned off if desired.

1. 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).

2. 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).

3. 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).

4. 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.

5. 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.

6. 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.

7. 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).

8. 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.

Yes — Housecall Pro offers a free trial and highlights 'no credit card required' to get started.

Designed for home-service businesses and trades such as plumbing, HVAC, electrical, cleaning, handyman and general contractors, supporting teams from solo pros to 100+ users.

Yes — Housecall Pro offers an 'AI Team' that can handle calls, booking and administrative tasks to reduce manual work.

It helps manage jobs and scheduling, take payments and invoices, and support customer communication and growth for service businesses.

Housecall Pro provides customized solutions across 50+ industries within the trades and home-service space.