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Guides for every part of HoundBell, from connecting your website to getting paid. Search below or browse by topic.
Browse by topic
Twenty-three topics covering every screen in the app.
Getting Started
Set up your account, capture your first lead, and learn what each screen does.
8 articles →Connect Your Website
Install the plugin and link your WordPress website so forms deliver leads.
4 articles →Forms
Build forms, design them to match your site, and put them on your pages.
9 articles →Leads
Find, filter, import, and work the leads your website captures.
6 articles →HoundSignal
Leads that are already asking: paste a post or press the Chrome button, get a scored card and a ready reply.
3 articles →Pipelines and the Daily Brief
Track deals on a board and get a to-do list that writes itself each morning.
5 articles →Calendar and Bookings
Booking requests from your website, reminders, recurring visits, and crew schedules.
19 articles →AI Receptionist
Set it up in five minutes and never miss another caller.
5 articles →Quotes
Send estimates clients can accept online, and chase the ones that go quiet.
10 articles →Contracts and E-Signatures
Service agreements your clients sign from their phone, with a full audit trail.
4 articles →Invoices and Getting Paid
Bill for the work, take card payments, and send your books to QuickBooks.
15 articles →Statements
Give a client a clean summary of what they have been billed and what they owe.
1 article →Books and QuickBooks
Your money story, kept clean, with a tax pack for your accountant.
3 articles →Branding
Put your logo and colors on every quote, invoice, and email clients receive.
2 articles →Reviews
Google reviews answered automatically, in your voice.
2 articles →Campaigns and Insights
Email the customers you already have, reward referrals, and see which channels actually pay.
6 articles →Integrations
Webhooks, the official Zapier app, and Zoom meetings on your bookings.
4 articles →Team and Workspaces
Give staff limited access, and run separate businesses in separate workspaces.
5 articles →Field crew
My jobs, the route, photos, and the time clock, on their phone.
13 articles →Pets and Packages
Pets on the client card, session packs that use themselves up, and report cards clients open.
3 articles →Account and Emails
Your password, dark mode, billing, and every email the app sends on your behalf.
6 articles →Troubleshooting
Something is not working. Start here.
8 articles →FAQ
Short answers to the questions owners ask most.
10 articles →Every article
The full knowledge base, grouped by topic.
Getting Started
Connect Your Website
Forms
Leads
HoundSignal
Pipelines and the Daily Brief
Calendar and Bookings
- Bookings from your website to your calendar
- Recurring visits
- Teams, crews, and time off
- Sync your calendar to Google and Apple
- Your booking link, no website needed
- Show a price before they book
- Checklists for the crew
- The booking communication timeline
- Booking hours by day, with breaks
- Get directions to any job
- Let visitors request a date on your form
- Add bookings yourself, and the scheduling pipeline
- Reminders, and syncing to Google or Apple Calendar
- Edit one visit or the whole series
- Order your route
- Deposits and no-show fees
- Two-way Google Calendar sync
- The job receipt your client keeps
- The Home Record your client keeps
AI Receptionist
Quotes
Contracts and E-Signatures
Invoices and Getting Paid
- Create an invoice
- Turn an accepted quote into an invoice
- What the client sees, and paying by card
- Recurring invoices
- Mark paid, duplicate, and other actions
- Invoice reminders
- Connect Stripe and get paid by card
- Send your books to QuickBooks
- Autopay for recurring invoices
- Sales tax on quotes and invoices
- Take card payments through your own Square account
- Record a cash, check, or Zelle payment, and the “I sent it” button
- Deposits and no-show fees on invoices
- Cash or check discount
- Attach files to documents
Statements
Books and QuickBooks
Campaigns and Insights
Integrations
Team and Workspaces
Field crew
- Field crew logins
- Time clock and timesheets
- On my way and before-and-after photos
- Quote it from the job
- Add extra work from the job
- Know before you go
- Where is my tech
- The crew pass with no signal
- The crew pass in Spanish and Portuguese
- Notes and parts from the job
- Nearest next: drive to the closest job
- Sign or accept on the tech’s phone
- A work record that travels with them
Pets and Packages
Account and Emails
Troubleshooting
Popular right now
Where most people start.
Still stuck?
Email us and a person will answer. Include your workspace name, and the quote or invoice number if it is about one.
Email support@houndbell.com