Housecall Pro for HVAC

Housecall Pro has route optimization that reorders one technician's jobs within a day using road distance and live traffic. It is currently an alpha feature available only to a limited group of customers.

Workflow constraint: The feature does not move jobs between days or reassign jobs to another technician.

High confidence · Verified August 16, 2026

Housecall Pro supports recurring jobs with editable frequency, date, time, arrival window, and technician assignment. Changes can apply to one occurrence or the current and all future jobs.

Workflow constraint: Jobs with more than one appointment cannot be made recurring.

High confidence · Verified August 16, 2026

Housecall Pro supports customer self-service online booking for jobs and estimates. Businesses can accept bookings from a website, direct link, or Google, define availability and service areas, and optionally collect payments or deposits.

High confidence · Verified August 16, 2026

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.

Availability: This answer does not imply generally available automatic route optimization; Housecall Pro documents that separately as a limited alpha feature.

High confidence · Verified August 16, 2026

Housecall Pro supports employee GPS tracking on eligible plans through the HCP Map. The map shows each employee’s latest reported location during configured business hours, subject to mobile permissions, power, and connectivity.

Plan required: Employee GPS Tracking must be included in the Housecall Pro plan.

High confidence · Verified August 16, 2026

Housecall Pro supports recurring billing for Service Plans. Cards on file can be charged automatically at the plan's billing frequency, while cash, check, or other installments require manual collection.

Workflow constraint: An active plan's billing frequency cannot be changed; the plan must be canceled and recreated.

High confidence · Verified August 16, 2026

Housecall Pro supports HVAC maintenance agreements through its Service Plans feature. Businesses can sell recurring plans, schedule included visits, collect recurring payments, manage renewals, and report on plan performance.

Plan required: Current public pricing includes Recurring Service Plans with MAX, but lower-tier add-on availability and pricing should be confirmed with Housecall Pro.

High confidence · Verified August 16, 2026

Housecall Pro includes customizable price books for services and materials, with a deeper default catalog for HVAC. Businesses can edit descriptions, add images and custom items, set prices, and use price-book items in estimates and jobs on web and mobile.

Workflow constraint: The default price book does not include prices; the business must enter its own.

High confidence · Verified August 16, 2026

Housecall Pro supports multi-option estimates for good-better-best proposals. Each option can have its own line items, price, and attachments, and approved scope can be copied to the current job or a new job.

Workflow constraint: Attachments on an existing job do not automatically transfer to an estimate created from that job.

High confidence · Verified August 16, 2026

Housecall Pro supports natively integrated consumer financing through Wisetack. A business must apply and be approved before offering financing, and the integration is currently unavailable through Housecall Pro in Canada.

Setup required: Approval is required before a business can offer Wisetack financing.

High confidence · Verified August 16, 2026

Housecall Pro supports flat-rate pricing through an app-enabled Price Book workflow. Businesses can configure material markups and labor rates, create flat-rate services, and use those services on mobile.

Platform requirement: On mobile, cost and price fields are view-only and must be managed in the web portal.

High confidence · Verified August 16, 2026

Housecall Pro supports customer approvals and e-signatures on estimates, including use alongside multi-option estimates and mobile or web estimate workflows.

High confidence · Verified August 16, 2026

Housecall Pro technicians can collect payments in the field through the mobile app, including Tap to Pay, a card reader, and mobile check deposit. Payment amounts can also be adjusted for partial collection.

Platform requirement: Card readers are separate hardware available for purchase.

High confidence · Verified August 16, 2026

Housecall Pro supports deposits on jobs as either a fixed dollar amount or a percentage. Technicians can record payment through the normal payment flow, and customers can pay an emailed deposit invoice online when that option is enabled.

Workflow constraint: Percentage deposits do not recalculate when later line items or materials change.

High confidence · Verified August 16, 2026

Housecall Pro supports progress invoicing for staged billing on multi-day jobs. A business can invoice a fixed amount or percentage, create multiple invoices up to the job total, and set separate due terms and payment options.

Workflow constraint: Invoice amount and due date cannot currently be edited after creation; the invoice must be voided and recreated.

High confidence · Verified August 16, 2026

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.

High confidence · Verified August 16, 2026

Housecall Pro provides a customer portal where customers can view past and upcoming appointments, see and pay invoices, review invoice history, manage a saved card when eligible, and message about appointment changes.

Workflow constraint: The documented portal does not claim full customer self-rescheduling.

High confidence · Verified August 16, 2026

Housecall Pro can manage multiple service locations under one customer profile, with unlimited saved addresses and address-specific jobs, estimates, property items, and service plans. Parent-child customers handle cases where the service contact and billing customer differ.

Workflow constraint: Addresses tied to a Property Profile item or Service Plan cannot be deleted.

High confidence · Verified August 16, 2026

Housecall Pro supports automated customer notifications for jobs, estimates, invoices, payments, and reviews. Delivery channel and customization vary by notification type, and SMS requires a configured texting number and a customer mobile number.

Workflow constraint: Template customization varies by notification type, and some required notifications cannot be disabled.

High confidence · Verified August 16, 2026

Housecall Pro supports assignable tasks with due dates and notifications. Tasks can stand alone or be linked to a customer, job, or estimate and are available on web and mobile with role-based controls.

Platform requirement: Customer-profile tasks are not currently supported in the mobile app.

High confidence · Verified August 16, 2026

Housecall Pro supports reusable job checklists that field technicians can complete on mobile. Checklists can be required before job completion and automatically attached based on job tags, types, business units, or line items.

Workflow constraint: Each checklist automation can use only one condition type.

High confidence · Verified August 16, 2026

Housecall Pro supports multi-location organizations through parent and child accounts. Parent admins can switch among locations, aggregate and filter jobs and estimate reporting, and view a rolled-up customer list.

High confidence · Verified August 16, 2026

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.

Workflow constraint: This is a phased-job workflow, not a documented full commercial construction project-management system.

High confidence · Verified August 16, 2026

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.

Workflow constraint: Use of job segments for added work is an operational workaround rather than a documented construction change-order workflow.

High confidence · Verified August 16, 2026

Housecall Pro partially supports inventory management. It can track materials used on jobs, sources, purchase status, vendors, costs, and replenishment needs, but Housecall Pro directs businesses needing built-in quantity-on-hand inventory tracking to QuickBooks Online Plus.

Workflow constraint: Job inputs do not carry over to recurring jobs.

High confidence · Verified August 16, 2026

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.

Evidence boundary: The verified workflow is supplier-specific and in alpha; general vendor requisitions, receiving, partial receiving, and bill matching were not established.

High confidence · Verified August 17, 2026

The integration is direct, but ongoing sync is primarily one-way from Housecall Pro to QuickBooks Online. Housecall Pro sends invoices, payments, new customers, and new price-book items to QuickBooks Online, while setup imports and limited payment pulls can bring selected data back.

Sync limitation: Estimates do not sync to QuickBooks Online, and only selected invoice fields transfer.

High confidence · Verified August 16, 2026

Housecall Pro integrates with supported US versions of QuickBooks Desktop for Windows. The integration is not available for Mac editions and requires an up-to-date Windows installation.

Platform requirement: Mac versions of QuickBooks Desktop are not supported.

High confidence · Verified August 16, 2026

Housecall Pro supports full-service payroll for employees and contractors through HCP Payroll. It includes payroll runs, direct deposit or manual checks, tax filings, W-2 and 1099 handling, reports, and integrated time tracking.

Limitation: Payroll access is sensitive and should be limited to authorized team members.

High confidence · Verified August 16, 2026

Housecall Pro tracks technician and salesperson commissions on job line items. Rates can be based on revenue or gross profit and split among multiple team members.

Platform requirement: The Commissions card is not available in the mobile app.

High confidence · Verified August 16, 2026

Housecall Pro supports job costing with expected and actual labor, material, commission, miscellaneous, and service costs. It calculates job profit and margin on individual jobs and in aggregate reports.

High confidence · Verified August 16, 2026

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.

Scope boundary: The 'Custom' folder stores customized versions of supplied report datasets; the reviewed documentation does not show a blank-canvas semantic report builder.

High confidence · Verified August 17, 2026

Housecall Pro offers a public API for custom integrations, but only on the MAX plan. Admins can generate read-only or full-access keys, and Housecall Pro does not provide dedicated support for custom API development.

Workflow constraint: Housecall Pro says customers generally need their own developer and it does not provide dedicated API implementation support.

High confidence · Verified August 16, 2026

Housecall Pro integrates with Zapier for no-code workflows. Setup uses the Housecall Pro Zapier app, an API key, and supported webhook events to pass Housecall Pro data into Zap actions.

Workflow constraint: Housecall Pro says it does not provide support for setting up third-party automation tools.

High confidence · Verified August 16, 2026