How to clean your Housecall Pro list before your first send

Before any email goes to your past customers, your list needs a quick look. It’s worth the few minutes: a clean list protects your sender reputation, keeps your emails out of the wrong inboxes, and makes sure the right people hear from you. Here’s what to check in Housecall Pro before your first send.

Flag anyone you don’t want to contact

Every contractor has customers they would rather not email again: a one-off job that went sideways, a property manager who isn’t the homeowner, a do-not-service account. The simplest way to handle these is to flag them as “do not service” in Housecall Pro. Anything marked that way gets left out of the send. Take five minutes and go through the list with that filter in mind.

Remove contacts who aren’t really customers

Your customer records collect stray entries over time: the supply house, a subcontractor, your own test job, the office email. None of those belong on a marketing send. A quick scan for anything that clearly isn’t a homeowner cleans up the list and keeps your numbers accurate.

Don’t cut too much

The opposite mistake is removing anyone who hasn’t called in two years, on the assumption they’re gone for good. Those are exactly the people this is for. A customer who hasn’t called in a while usually just forgot about you, and that’s the problem email fixes. Leave them in.

Let unsubscribes do their job

You don’t need to guess who wants to hear from you. Every email we send includes a one-click unsubscribe, and we honor it right away. Anyone who wants out is gone in one click, and your sender reputation stays clean. That works better than trying to guess ahead of time.

What happens on our end

Once your list is flagged and tidy, the rest is on us. For the trial and the full program, we pull your past customers straight through the Housecall Pro integration (a MAX feature), or through ServiceTitan if that is what you run, and we handle the deduping and formatting from there. Your only job is the do-not-service pass above.

All in, the prep takes a few minutes with the right filter. When you’re ready, the $599 trial walks you through the rest, or you can apply here.