Housecall Pro
Paid RequiredSee pricing & details →
How to in Housecall Pro
- Click New: Click the New button in the top navigation bar of your HCP account.
- Select Recurring Job: From the New dropdown, select Recurring Job to open the New recurring job page.
- 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.
- 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.
- 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).
- 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.
- 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.
- 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.
- 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.
FAQ for Housecall Pro
Will Housecall Pro schedule monthly recurrences for dates like the 31st every month?
No — the platform only schedules monthly recurrences for months that contain that date; if you schedule a job for the 31st it will only create jobs in months that have 31 days, so choose a guaranteed date (for example the last Friday) to ensure a visit every month.
Can I make changes to a single visit without changing the whole recurring series?
Yes — open the job details page, click the edit Schedule button (calendar/pencil icon) or the pencil icon on the recurring job card, choose Only this job, make your edits and click Save.
What if customers are not receiving invoices or payment links for recurring visits?
Confirm you checked the Notify customer box on the recurring job before saving and verify your account payment settings are configured to accept online payments (credit/debit/ACH); contact support via the blue chat bubble or call the listed support number if issues persist.
Are recurrences available on estimates or multi-appointment jobs?
No — recurrences are only available on jobs; you cannot create a recurrence on an Estimate or a Job that already has more than one appointment.
Common mistakes when using Housecall Pro
Scheduling monthly cleaning on the 31st expecting it to occur every month.
Reschedule the recurrence to a guaranteed monthly date (for example the last Friday of the month) or pick a day that exists in every month to ensure consistent scheduling.
Not enabling customer notifications when creating the recurring job, so customers never receive appointment or invoice notifications.
Before clicking Save recurring job, check the Notify customer box at the bottom of the New recurring job page to have Housecall Pro send notifications to customers for each visit.
Attempting to create a recurrence directly on an Estimate or a Job with multiple appointments.
Convert the Estimate to a Job or create a single-appointment Job first, then click New > Recurring Job (or edit that Job) to add the recurrence.
Editing the wrong occurrence and unintentionally changing the entire series.
When editing from a job details page, use the edit Schedule (calendar/pencil icon) and explicitly select Only this job if you only want to change one visit; otherwise choose the series option to modify every occurrence.