Housecall Pro
Finish the Housecall Pro setup your company already pays for
If your company uses Housecall Pro for the schedule and invoices but little else, we finish the rest: the price book, lead sources, online booking and follow-up. Then we train your team on it online.
Most owners start Housecall Pro with good intentions. The schedule goes in first and invoicing follows. Then a busy season arrives and the rest waits. The price book stays half built and lead sources never get filled in. Online booking was switched on once and nobody looked at it again. The office still keeps a spreadsheet next to the software because the real information lives there.
Home Service Guild picks up the account where it stopped. We look at what you already have, keep what works and finish the rest. We also connect Housecall Pro to the other jobs it should support. Every inquiry lands in one list, open quotes get followed up and past customers hear from you again.
Takes a minute. Our team will get back to you.
Signs your Housecall Pro setup stopped at the basics
An account that never got past the first few weeks usually shows it in the same few places.
- The office keeps a separate spreadsheet or notebook for leads and quotes.
- Techs call the office for prices because the price book is incomplete.
- Estimates look different depending on who wrote them.
- Customers and jobs have no lead source, so the reports cannot show which marketing brings in work.
- Online booking offers services or times your crews cannot actually take.
- Nobody is clearly responsible for following up on open estimates.
What we review in your account first
We start inside your account with you. We go through your customer list, price book, job types, estimate and invoice templates, lead sources and online booking settings. We also trace how work reaches Housecall Pro today, including the calls, forms and texts that never make it in. You get a written plan that shows what we will keep, what we will finish and what we will set up for the first time.
What a finished account looks like
A tech on a job site opens the price book and finds the service with your price and a description the homeowner can follow. Estimates go out on templates that look like your company. Larger jobs can show the customer more than one option to choose from. Every customer and job carries a lead source, so the reports in Housecall Pro can show you which marketing brings in work. Online booking offers only the work you want booked online. The office no longer needs the spreadsheet next to the software.
When the price book is the biggest gap, our page on building a Housecall Pro price book shows how we approach it.
Inquiries that never reach Housecall Pro
Many underused accounts have a gap before the first job is even booked. Calls, web forms, texts and marketplace leads arrive in different places, and only some of them become customers in Housecall Pro. We bring them into one list connected to your account, so the office works from one place. Our page on getting every inquiry into Housecall Pro covers that part of the work.
Training your team on the finished setup
Your team first learned Housecall Pro on the unfinished setup, and their habits grew up around its gaps. We train your office and your field techs in live online sessions on the finished account, using your own price book, job types and customers. Your team keeps recorded walkthroughs for new hires and for anyone who wants to go back over a step. Our Housecall Pro setup and training page covers the full work for companies at any stage.
Your account stays in your name
We do all the work inside your own Housecall Pro account. Every setting, template and customer record stays there. Any other account we set up for you is in your name as well.
Not sure where to start? See which of the four jobs is costing your business the most work.
About two minutes. You see your score right away.
How we help your trade
- How we help plumbers run on clear numbers with Housecall Pro or JobberKnow your plumbing business KPIs: calls, booked jobs, estimates, unpaid invoices and money in, sent to you daily, weekly and monthly. Free consultation.
- How we help electricians run on clear numbers with Housecall Pro or JobberDaily, weekly and monthly reports for electricians from Housecall Pro or Jobber: estimates won, inspections pending, unpaid invoices. Free consultation.
More about Housecall Pro
- Housecall Pro setup and training for your office and crewsHousecall Pro setup and training for your office and techs: live online sessions on your own account, recorded walkthroughs, and every inquiry connected.
- Switching to Housecall Pro from another program, spreadsheets or paperMoving to Housecall Pro from another program, spreadsheets or paper? We plan the move of your customers and job history and train your team online.
- Every inquiry in one list connected to Housecall ProHousecall Pro lead capture for calls, web forms, texts and marketplace leads in one list, with each inquiry's source recorded so you see what brings in work.
- A Housecall Pro price book built around the way you quoteA Housecall Pro price book built around the way your company quotes, with flat rate pricing, so the office and every tech price the same work the same way.
- Follow-up on every open estimate in Housecall ProHousecall Pro estimate follow-up, set up so every open quote has a clear owner and a next message on a schedule. See how quiet estimates turn into booked jobs.
- Housecall Pro invoices and payments that bring the money in soonerWe set up Housecall Pro invoicing so invoices go out the day the work is done, past due reminders run on their own and customers can pay the way they like.
- Housecall Pro online booking that matches the real scheduleHousecall Pro online booking set up so customers can book only the services and times your crews can take. See how it fits your schedule and service area.
- Reviews and past customers in Housecall ProHome Service Guild sets up review requests and past customer campaigns in Housecall Pro so happy customers leave reviews and hear from you again.
- Housecall Pro service plans and maintenance agreementsWe set up Housecall Pro service plans and maintenance agreements: plan design, selling at the job, scheduled visits, billing and renewals.
- Getting new hires working in your Housecall Pro accountHousecall Pro employee training by role for new office staff and techs, with recorded walkthroughs of your own account, so the setup holds as people change.
- Housecall Pro lead sources: see which marketing brings in jobsHousecall Pro job tags and lead sources tie each job and its revenue to the ad, listing, page or referral that produced it, so you know where marketing pays.
Questions owners ask
We already pay for Housecall Pro. Do we have to start over?
No. We start from the account you have. We keep the settings, records and templates that work and finish the parts that were never built.
Will you change our customer records?
We review duplicates and old records with you before anything changes. Your customers, jobs and invoices stay in your account the whole time.
Are you part of Housecall Pro?
No. Home Service Guild is independent of Housecall Pro. We work inside your account on the software you already chose.
Does the training happen at our shop?
No. All of our training is online. We run live sessions with your office and your techs, and your team keeps recorded walkthroughs of your setup.
How long does it take?
That depends on how much of the account needs finishing and how many people need training. You get a written plan before any work starts.
Send us a message
Tell us a little about your business and what you would like help with, and our team will get back to you.