Housecall Pro Account Management

$15-25 USD / hour

Closed

Posted 8 days ago

$15-25 USD / hour

I run a small home-service company on Housecall Pro and need a reliable pair of hands to keep the platform humming each week. If you already know your way around HCP, you’ll slide right in. What I need done • Scheduling & dispatching: drop new jobs on the calendar, assign techs, and confirm with customers. • Invoice & payment processing: build clean invoices, send them promptly, and follow up on outstanding balances. • Customer management: maintain contact records, add notes after each visit, and flag VIP or repeat-service clients. Workflow & cadence I’ll pop new work orders into the system throughout the week. You’ll log in on a set weekly rhythm to tidy the board, close out completed jobs, and push any billing. Quick progress pings over a messaging app (Slack or WhatsApp preferred) keep us both in the loop; no long email threads needed. Success looks like • Jobs dispatched within 24 hrs of arrival. • Invoices sent the same day a job closes, with clear payment links. • Customer profiles updated so my field crew sees accurate notes. If you’re fluent in Housecall Pro and comfortable owning these tasks independently, let’s get started. keeping the pricebook up to date with the market The freelancer would need to update the pricebook often.

Project ID: 40520642

About the project

9 proposals

Remote project

Active 7 days ago

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9 freelancers are bidding on average $17 USD/hour for this job

@Lincolnwhiz

Being fluent in Housecall Pro and experienced in platforms similar to it, I can provide the expert account management services you need. With a background in web development, data entry, and market research, I possess the unique skill set required for not only organizing and dispatching jobs but also keeping your pricing up-to-date with the market, an aspect you mentioned as essential. I value open communication and efficiency just as you do, so our workflow aligns perfectly. My knack for clean, maintainable code and scalable solutions would ensure that your Housecall Pro operations are seamless and robust in the long run. Moreover, I understand the need to continually optimize processes to improve performance, conversions, and stability - a focus I prioritize in my work. Ultimately, working with me means working with someone who’s committed to delivering quality work that saves time and money in the long run. My dedication to understanding your business goals and users ensures that my actions match your needs precisely. Let's collaborate, streamline your Housecall Pro usage, and take your home-service company to the next level!

$20 USD in 40 days

5.0

(9 reviews)

3.8

@akashkhandaker

I’m Akash. I’ll keep your Housecall Pro platform operating flawlessly by combining AI-driven schedule mapping with manual, high-stakes operational precision. As a service-business systems specialist with a decade of experience, I build "High-Trust" administrative workflows that eliminate booking friction and accelerate daily cash flow. My Housecall Pro Engine: Precision Dispatching: Routing new jobs on the calendar within 24 hours, assigning tech crews strategically, and maintaining flawless customer notes for zero field errors. Cash Flow Management: Generating and sending clean invoices via HCP the same day jobs close, while managing quick Slack/WhatsApp updates to keep communication seamless. Dynamic Pricebook Maintenance: Reviewing and updating your active pricebook regularly to protect margins and match fluctuating local market service rates. HCP workflow frameworks and route-density optimization plans are ready.

$15 USD in 40 days

4.2

(1 review)

3.0

@markupdudes

Hi, I understand how crucial smooth management of your Housecall Pro platform is for your home-service business. With proven experience in customer service and payment processing, I can efficiently handle scheduling, dispatching, and accurate invoice management to keep your operations humming weekly. I’ll ensure jobs are assigned within 24 hours, invoices are sent promptly with clear payment options, and customer profiles remain meticulously updated for your field crew's clarity. Communication via Slack for quick updates fits perfectly with how I work. I’m ready to start immediately and establish a reliable weekly rhythm to keep your system tidy and efficient. What specific features or customizations do you currently use in Housecall Pro that I should prioritize? Thanks,

$15 USD in 25 days