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Payments Updates

Matt B, Marketing Coordinator

Oct 11, 2015 @ 9:55PM

Payment Time Stamp Even if you just started using HouseCall Pro, you can now send marketing campaigns to past customers by making a mark of the last time you received payment from them. 

Adding a Historical Job To time stamp past payments, you'll have to add historical jobs into the system. Keep reading to learn how.

Payment Time Stamp

You can now time stamp all non-credit card payments received, allowing you to completely input your job history. This feature is very helpful if you want email and postcard reminder and thank you campaigns to launch for customers who booked jobs prior to your HouseCall Pro account creation. Once you have entered historical jobs, your email and post card campaign rules will transfer to those accounts retroactively. The next section of the newsletter will show you a step-by-step breakdown of how you would add a historical job to your account.

Adding a Historical Job

Adding a historical job in Housecall Pro
  1. The first step in adding a historical job is to select the '+ New Job' button found in the top right corner of your HouseCall Pro web portal.

  2. Next, you will need to schedule when the job took place. You can do this by clicking on the 'Schedule' node on the left side of the main job screen. The calendar screen will pop up allowing you to jump through dates and times.

  3. Here, you can select when the job was started. This is optional, but can come in handy if you want to keep track of job duration based on services you offer.

  4. Similar to 'Start Job,' 'Finish Job' lets you time stamp when the job was officially closed out. This will give you a better understanding of work-flows.

  5. When you select the 'Payment' button, you will be prompted to enter payment type. Please not that you can't change time stamps on credit card payments. For all other payment options (check, cash, etc.), you can close out payment and then change the payment date.

Change transaction date and time in Housecall Pro

Once you have selected your payment method and close out the charge, you can scroll down the main job screen to change the transaction date and time. By clicking on the current date and time in the 'Payment History' section of the job screen, a new window will pop up allowing you to change the transaction details. 

The job will now appear on your 'job list' with all updated data and your customers will now be placed in cue for upcoming reminder emails/postcards based on when the job was closed out. Customers will only receive communications that they qualify for in the future, and will not receive notifications for email/postcard rules that have already been met based on the job close date. For instance, if a job that occurred eight months ago is entered and you have a nine month follow-up service reminder, they will receive that reminder when they hit that nine month mark. However, they will not receive the six month reminder email you have set up because they have already passed that benchmark date based on the job close date. 

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