Housecall Pro Setup: From Sign-Up to Dispatching Jobs
Getting started with any new software takes effort. Here's an honest look at what the onboarding process involves.
TL;DR
Housecall Pro is relatively quick to set up compared to enterprise tools, but you're still configuring everything from scratch — services, pricing, terminology, workflows. Most teams spend 1-2 weeks before they feel fully operational. Opsler's 12 industry presets skip most of that work. Pick your trade, and the terminology, services, and pricing templates are pre-loaded. Most teams dispatch their first job within a day.
What Does Setting Up Housecall Pro Actually Involve?
Let's give credit where it's due — Housecall Pro isn't ServiceTitan. You're not looking at a 6-12 week implementation with an $8,000 setup fee. But it's also not a 5-minute process. Here's what you'll need to do:
Housecall Pro Setup
- 1.Create account and configure company profile
- 2.Manually add all your services and pricing
- 3.Set up employee accounts and permissions
- 4.Import customer data (CSV upload)
- 5.Configure payment processing
- 6.Set up QuickBooks/Xero integration
- 7.Train your team on the mobile app
Typical timeline: 1-2 weeks
Opsler Setup
- 1.Create account and pick your industry preset
- 2.Services, terminology, and pricing auto-loaded
- 3.Add team members (takes minutes)
- 4.Import customers (we handle migration free)
- 5.Customize as needed (can happen over time)
- 6.Start dispatching jobs
Typical timeline: Same day to 2 days
The biggest difference? With Housecall Pro, you're building from a blank slate. Every service needs to be typed in. Every price needs to be set. Every workflow needs to be thought through. That's fine if you've got a slow week — but how often does a service business have a slow week?
Why Do Industry Presets Save So Much Time?
Here's what happens when a plumbing company signs up for Opsler and selects the "Plumbing" preset:
- Service types pre-loaded: Drain Cleaning, Pipe Repair, Water Heater Install, Leak Detection, and more
- Terminology matches the trade: your techs see "Service Calls" not generic "Jobs"
- Pricing templates ready to customize: common services have typical price ranges pre-filled
- Job workflow configured: standard plumbing job flow with inspection, estimate, and completion steps
You're not starting from zero. You're starting from 80% done. Tweak the prices to match your market, add your team members, and you're dispatching jobs. The whole process takes an afternoon — not a week.
And it's not just plumbing. Opsler has 12 industry presets: HVAC, plumbing, pest control, electrical, cleaning, landscaping, appliance repair, water purifier service, surveillance systems, and general maintenance. Whatever your trade, there's a preset that speaks your language.
What About Training Your Team?
Any new software requires some adjustment. But there's a difference between "spend two weeks learning a new system" and "spend an afternoon getting comfortable."
Opsler's technician app is intentionally simple. Your techs see their daily schedule, tap a job, view the details, do the work, mark it complete. Photos, signatures, and time tracking are baked into the flow — they don't need to hunt for these features. Most techs are comfortable after 2-3 jobs.
Dispatchers pick up the drag-and-drop scheduling in about 15 minutes. The office admin learns the invoice approval workflow in one walkthrough. We've seen entire 10-person teams go from "first login" to "fully operational" in under 48 hours.
What Makes Opsler Faster to Set Up?
12 industry presets — pick your trade and go
HVAC, plumbing, pest control, electrical, and 8 more. Your terminology, services, and pricing templates are pre-loaded the moment you choose.
Free migration from your current platform
Our team imports your customer records, job history, and service data. You don't need to wrangle CSV files or spend an evening on data entry.
No implementation fees or mandatory training
Sign up, pick your preset, start working. Onboarding support is free and available when you need it — not a paid requirement.
Customize as you go, not upfront
The preset gets you 80% there. Fine-tune your pricebook, add custom services, and tweak workflows over time — while you're already running jobs.
Technician app takes 15 minutes to learn
The PWA installs from the browser. No App Store delays. Most techs are confident after their first 2-3 jobs.
10-day free trial to get set up before paying
Your entire trial can be your setup period. Import data, configure your account, run test jobs — all before any money changes hands.
Frequently Asked Questions
Housecall Pro can be set up in a few days if you're organized, but most businesses spend 1-2 weeks configuring everything — services, pricing, employee accounts, integrations, and workflows. There are no industry-specific presets, so you're building from scratch.
Most teams dispatch their first job within a day. Pick your industry preset, and your terminology, services, and pricing templates are pre-loaded. Add your team members, import your customers, and you're operational. Full customization can happen as you go.
Industry presets are pre-configured templates for specific trades. When you select 'HVAC,' Opsler loads HVAC terminology (Service Calls, Maintenance Agreements), common services (AC Install, Duct Cleaning, Furnace Service), and pricing templates. Pest control sees 'Treatments' and 'Inspections.' Each of the 12 presets speaks your trade's language from day one.
No. Housecall Pro uses a generic setup process. You create your services, set your pricing, and configure your workflows manually. It works fine, but it takes more time — especially if you're not sure how to structure things. You're essentially building your setup from a blank canvas.
No. Opsler includes onboarding support at no extra charge. Our team helps with data migration, answers setup questions, and makes sure your account is configured correctly. There's no implementation fee and no paid training sessions.
More About Housecall Pro
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