Reply from Housecall ProApr 20, 2026
Hi Deborah, I'm Teria with the Pro Advocate Team here. Thank you so much for your feedback! We're sorry to hear that you haven't been supported. We do use AI to help you get the fastest resolution or response when you open a new chat, but if you'd prefer a representative, you can stay in the chat until the next one is available.
Abrupt changes can be frustrating for sure, and we have several ways for you to add mandatory or legal verbiage to estimates and invoices using several built-in Housecall Pro features. These options range from the global company settings to job-specific documentation.
1. Default Terms and Conditions
For long-form legal text, disclaimers, or mandatory state-required language, use the Terms and Conditions section in your Company Profile.
*Where to add: Go to Settings > Company > Profile and edit the Terms and Conditions section.
**How it appears: This text shows up as a clickable link on all electronic documents sent to customers.
2. Default Messaging on Documents
If you want specific verbiage to appear directly at the bottom of every estimate or invoice (rather than as a link), use the Default Message setting.
*Where to add: Navigate to Settings > Company > Profile and edit the Message on invoice, receipt, and estimate.
**Best for: Short, mandatory disclosures or "thank you" messages that must be visible on the document itself.
3. Checklist Templates for Compliance
For state-specific requirements that may vary by job type or require verification, Checklist Templates are an effective tool.
*Mandatory items: You can create checklists where specific items are marked as Required, ensuring they are completed before a job is finished.
**Visibility: These checklists can be attached to invoices so customers see the completed compliance steps or mandatory information.
***Where to add: Go to Settings > Checklists to build reusable templates for your team.
4. Customizing Individual Documents
If verbiage needs to be adjusted for a specific customer or job:
*Individual Invoice Settings: In the invoice preview, you can edit the Job and Invoice details or the Summary of Work to include project-specific mandatory language.
**Line Item Descriptions: You can add specific text or disclosures directly within the Description field of individual service or material line items.
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To save or download attachments in the Housecall Pro mobile app, follow these steps:
For Individual Job or Customer Attachments
Navigate to the Attachment-> Open the specific Job, Estimate, or Customer Profile and scroll to the Attachments section.
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Tap on the thumbnail of the image or file you wish to save to open it in full-screen mode.
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Use the Share Button: Tap the Share icon located in the bottom left corner of the viewer.
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Save to Device: From the sharing menu that appears, select the option to Save to device, Save Image, or Save to Files (depending on whether you are using iOS or Android).
Or... If you screenshot the full screen, it will also include the # associated with Job or Estimate. :)
We’re always looking for ways to improve and add even more value for our Pros. If you have suggestions, please send them to [email protected] I hope this helps, and have a great day!