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HVAC Bison

Capability

Does Housecall Pro support task management?

Yes.

Housecall Pro supports assignable tasks with due dates and notifications.1

High confidence · 1 source · Verified August 16, 2026

Key details

Link targets
Customers, jobs, and estimates
Task fields
Title, description, assignee, and due date

Before you decide

Important caveats

  • Customer-profile tasks are not currently supported in the mobile app.
  • Field technicians cannot delete tasks or see tasks assigned to other employees in the main task list.

What this means

Tasks can stand alone or be linked to a customer, job, or estimate and are available on web and mobile with role-based controls.1

Evidence

Official sources supporting the claim and limitations above.

  1. Housecall Pro documents standalone and linked tasks, assignments, due dates, notifications, activity history, mobile workflows, and role limitations.

    Retrieved August 16, 2026

Keep researching

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Capability

Does Housecall Pro support change order management?

Housecall Pro can add, copy, rename, schedule, and separately invoice job segments for additional or phased work, but the reviewed evidence does not establish a dedicated change-order log, approval workflow, or contract-value tracking.

Capability

Does Housecall Pro support commercial project management?

Housecall Pro can organize multi-day and phased work with appointments and job segments, each with its own schedule, status, line items, notes, and invoice under a parent job, but the reviewed evidence does not establish full commercial construction controls such as cost codes, RFIs, submittals, or project WIP.

Capability

Does Housecall Pro support purchasing and purchase orders?

Housecall Pro has a job-linked Reece purchase-order workflow, but the reviewed documentation describes it as a limited alpha tied to one supplier rather than a general multi-vendor purchasing system.

Capability

Does Housecall Pro support reporting dashboards?

Housecall Pro lets users filter, regroup, change columns and metrics, drill down, save, export, share, and schedule variants of its roughly 40 supplied reports; the reviewed evidence does not establish arbitrary cross-object joins or calculated-field authoring.

Capability

Does Housecall Pro support equipment and service history?

Housecall Pro tracks customer equipment and related service history through Property Profile. Records can include equipment type, make, model, serial number, install date, notes, associated jobs, and last service date.

Capability

Does Housecall Pro support dispatching and scheduling?

Housecall Pro provides native scheduling and dispatching with a drag-and-drop calendar, technician assignment, arrival windows, live employee locations, and real-time job status updates.