Field Service

Housecall Pro

Create customers and jobs in Housecall Pro during the call.

How it works

Same flow as Jobber but for Housecall Pro. The AI creates customers and jobs in your HCP account during the call. It searches by phone/email first to prevent duplicates, then creates a customer record if needed, followed by a job with scheduled date/time, job type, and description. Supports both API key mode (instant setup) and OAuth (token auto-refresh).

During a call

Caller books service → AI calls housecallpro_create_job → upserts customer → creates job in HCP → confirms back to caller.

Features

Phone/email duplicate detection
Customer record creation
Job booking with date/time and type
API key or OAuth connection
Automatic token refresh (OAuth)
Real-time HCP sync

Setup

Choose API key for instant setup or OAuth for automatic token refresh. Map your job types and service areas in the dashboard.

Ready to connect Housecall Pro?

Book a free audit and we will get you set up in under 48 hours.