Housecall Pro: Field Service

1. Download and sign up: Install the app, create your account, choose your business type, and complete basic company details. 2. Set up your workspace: Add services and pricing, taxes, payment methods, and team members; customize estimate and invoice templates. 3. Schedule and dispatch: Open the calendar to create a new job, assign the right technician, add job notes and photos, and optimize routes if needed. 4. Estimate, invoice, and get paid: Build estimates from templates, convert approved estimates to jobs, capture signatures, send invoices, and accept card or ACH payments in the field. 5. Automate and track: Enable SMS and email notifications, share your online booking link, schedule reminders, and review reports to track revenue, jobs, and team performance.