Posts by Nick Rementer
How to Convert an Estimate to an Invoice in Housecall Pro
Converting an estimate to an invoice in Housecall Pro is a simple process, but doing it correctly helps you keep your jobs organized and your billing accurate. Here is a clear step by step guide that you can follow for any job. Step 1: Open the Job Linked to the Estimate Step 2: Review the…
Read MoreHow to Connect Housecall Pro with QuickBooks
If you use Housecall Pro to manage your service business, connecting it with QuickBooks can save you time and reduce bookkeeping mistakes. The integration helps keep your customer invoices, payments, and expenses in sync automatically. Here’s a simple guide on how to connect the two platforms. Step 1: Check Your QuickBooks Version Before you start,…
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