Introduction to Housecall Pro

Housecall Pro is a powerful software solution designed for home service professionals, including plumbers, electricians, and HVAC technicians. It offers comprehensive tools to streamline operations, such as scheduling, dispatching, invoicing, and payments.

Uses for ID Checks with Housecall Pro

Integrating ID verification with Housecall Pro, professionals can ensure the legitimacy of their clients, secure transactions, and provide peace of mind. Whether verifying new clients or completing high-value transactions, IdentityCheck offers a seamless way to authenticate identities, enhancing security and trust.

Setting Up ID Verification with IdentityCheck

1. Sign up for IdentityCheck at stackgo.io/identitycheck and create an account.
2. Log in to your IdentityCheck dashboard and navigate to the integration section.
3. Find and select the Housecall Pro option.
4. Follow the instructions to link your Housecall Pro account with IdentityCheck. This typically involves providing your Housecall Pro API key, which you can find in your Housecall Pro account settings.
5. Authorize the integration and save your settings.

Using ID Verification with Housecall Pro

Initiating ID Checks

Once set up, initiating an ID check is simple:

• Log in to your Housecall Pro account.
• Go to the client’s profile you wish to verify.
• Click on the ‘Verify Identity’ button, which integrates directly with IdentityCheck.
• Follow the on-screen instructions to send an ID verification request to the client.

Reviewing ID Verification Results

Once the client completes the ID check:

• You will receive a notification in your Housecall Pro dashboard.
• Click on the notification to review the verification results provided by IdentityCheck.
• If the ID verification is successful, you’ll see a green check mark and details about the client’s ID.
• If more information is required, follow the additional prompts provided by IdentityCheck.

Best Practices for ID Verification

To maximize the benefits of ID verification with Housecall Pro, consider these best practices:

• Verify new clients before completing any transactions.
• Regularly review and update your ID verification policies.
• Train your staff on how to use IdentityCheck effectively.
• Keep an eye on the verification results in your Housecall Pro dashboard.

Conclusion

Integrating IdentityCheck with Housecall Pro streamlines ID verification, ensuring secure and reliable client interactions. Follow the steps above to set up and use this powerful integration to enhance your home service business.