Housecall Pro
Housecall Pro setup and training for your office and crews
Home Service Guild sets up your Housecall Pro account and trains your office and field techs in live online sessions, using your own price book, job types and customers. Your team keeps recorded walkthroughs to go back to.
You chose Housecall Pro because you wanted the schedule, the quotes and the invoices in one place. That was a good decision. Housecall Pro can only work with what reaches it, though. Calls go to voicemail. A web form sits in someone's email. A text lands on the owner's phone. An open quote slips because nobody is sure who is following it up.
Home Service Guild sets up Housecall Pro as one part of the four jobs behind a growing home service business. Every inquiry lands in one list connected to it. Open quotes get followed up. Past customers hear from you again. You can see which of your marketing brings in work. Every account stays in your name the whole way through.
Takes a minute. Our team will get back to you.
Every inquiry in one list connected to Housecall Pro
Calls, web forms, texts and marketplace leads all come into one list that your office works from, and that list is connected to your Housecall Pro account. No inquiry waits in a personal inbox. Each one keeps a record of where it came from, so you can see which marketing brings in work and which does not. How we bring every inquiry into Housecall Pro
How LiveWell Mobility got six inboxes down to one list
LiveWell Mobility had inquiries coming in through six different inboxes. We brought them all into one list connected to their Housecall Pro account. Their office now has one place to look.
Follow-up on open quotes and past customers
We set up with you how open quotes get followed up and how past customers hear from you again. Every message is written in your voice before anything goes out. Review requests are set up to go out after the job is done. The quote you sent last week gets followed up, and a customer from two years ago still hears from your company.
What we set up inside Housecall Pro
- A price book built around the way you price and quote, so estimates go out quickly and stay consistent.
- Job types and checklists for your trade. Every job carries the steps and notes your crew needs, so nobody has to remember them.
- Your customer list, brought over cleanly. We sort out duplicates and old records first, so you can trust the history you see.
- Estimates and invoices that look like your company, with payment reminders written in your voice.
- Online booking that matches your real schedule. Customers can book only the work you want booked online, at times your crews can make.
Where new setups usually stall
We plan around the places where new setups tend to get stuck. A customer list gets moved over with years of duplicates. A price book gets started and never finished. Techs skip the app in the field, so the office retypes their notes. Automatic messages get switched on before anyone has written what they should say. Online booking opens before the schedule is ready for it. Each of these is easier to get right at the start than to fix after your team has built habits around it.
Set it up right, then go live
We set the system up, test it with real jobs from your business and fix what the test turns up. Then your team starts using it. Nobody has to learn the software in front of a customer, and your first busy week starts on a system that has already been tested.
If you already use Housecall Pro and it never got past the basics, we start from what you have. We keep what works and finish the rest. Here is how we finish an underused Housecall Pro setup.
Training for your office and your crews
Staff training is available as part of the work, and all of it happens online. We train your office team and your field techs in live sessions on your own setup, using your price book, your job types and your customers. The office learns the screens they use every day. The techs learn what they need on a job site and nothing more.
Your team also gets recorded walkthroughs of your setup. A new hire can learn the system the same way, and anyone can go back to a step they missed. After go-live, your team can bring us questions while the new habits settle in.
Everything stays in your name
The Housecall Pro account is yours. So is every other account we set up for you, along with every setting, template and customer record in them. We do the work inside your accounts. You never have to ask us for a login to your own business.
How Housecall Pro fits the four jobs
A well set up Housecall Pro account does much of the work behind Operations. It also supports Reply/Follow Up and Word of Mouth. The Home Service Guild Marketing Operations System runs under all four jobs and connects to your Housecall Pro account, so your marketing, your follow-up and your schedule all work from the same information.
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
- Finish the Housecall Pro setup your company already pays forAlready on Housecall Pro but stuck on the basics? Learn how to use Housecall Pro fully: we finish the setup, connect every inquiry and train your team online.
- 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
Are you part of Housecall Pro?
No. Home Service Guild is independent. We set up the software you have chosen and train your team on it, inside your own account.
Do you only set up Housecall Pro?
No. We set it up as one part of the four jobs. Your inquiries, your follow-up on open quotes and your past customers all connect to it.
We already use Housecall Pro. Is this still for us?
Yes. Many companies are running on a basic setup. We look at what you have, keep what works and build out the rest.
Can you train our team?
Yes. We train your office and your field techs in live online sessions on your own setup. Your team keeps recorded walkthroughs for new hires and refreshers.
How long does it take?
That depends on the size of your customer list, your price book and how many people need training. You get a written plan before any work starts.
What does it cost?
You get a written proposal before any work starts. Our How we quote page explains how we price the work.
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.