How to use Housecall Pro?
Short answerHousecall Pro publishes a help center with a getting-started checklist for new users, covering company profile and employees first. [1] Work through it in order, add a handful of real customers, and run one job end to end before inviting the whole crew.
The explanation
The vendor describes its Getting Started collection as a way for new users to get running, from setting up the company profile to adding other parts of the account. [1] The checklist article includes a step for adding employees, so plan to enter your team early. [2]
Beyond the vendor's guides, a sensible first week is practice, not theory. Enter your own services and prices, add ten real customers, and create one job from request to invoice. Doing this with your own data shows you what is awkward long before the trial ends.
Write down every point where you got stuck or had to ask for help. That list is useful twice: it tells you what to train your crew on, and it gives you a fair test when you compare with other tools.
What to watch for
- Inviting the whole crew before you have run one job yourself.
- Importing every old record before you know the field layout.
How Apex does it
Rolling out
The screen and the rules are built and tested. Saving real customer data is not connected yet. Status as of 2026-10-07; the badge shows the least-built feature involved.
Apex includes a guided setup wizard, in-app help and tours, and a sample data demo tenant. The wizard is built, while the tours and demo tenant are built as screens and not connected to saved data.
- OB01Guided setup wizard (under 10 minutes)(Built, rolling out)
- OB09In-app help and tours(Rolling out)
- OB12Sample data / demo tenant(Rolling out)
Apex Flow Scheduler is in early access. See how we label status.
Sources
- Housecall Pro Help Center (read 2026-10-07)
- Housecall Pro: Getting Started with Housecall Pro (read 2026-10-07)
Where this question comes from: owners type it, or a close variant, into search boxes. It was returned by public search suggestions (Google, Bing or DuckDuckGo) when we collected them on 2026-10-06. We do not have search volumes.