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Contact us to get a new account set up:
You must contact us indicating you would like a profile created to gain access. New customers will gain access if requested after the first completed job.
Appointment Management:
Customers can view details of past and upcoming appointments, including dates, times, and the services scheduled. They can also potentially reschedule or cancel appointments, depending on the business's settings.
Invoice and Payment Management:
The portal provides access to past invoices and allows customers to make online payments, often through various methods like credit cards or bank transfers.
Communication:
Customers can communicate with the business through the portal, sending messages or asking questions about their appointments, invoices, or other service-related matters.
Online Booking:
Some businesses using Housecall Pro may also enable online booking through the portal, allowing customers to schedule new appointments at their convenience.
Access to Estimates and Quotes:
Customers may also be able to view and approve estimates or quotes through the portal, streamlining the approval process for larger jobs.
Secure Payment Storage:
Housecall Pro may allow customers to securely store their payment information for future use, making future transactions faster and easier.
Mobile Accessibility:
The customer portal is accessible through mobile devices, allowing customers to manage their accounts and interact with the business on the go.