Field Service
Dialfyne + Housecall Pro
Create customers and jobs in Housecall Pro during the call.
Conversation completed
Call details captured in Dialfyne
Outcome prepared
Caller books service → AI calls housecallpro_create_job → upserts customer → creates job in HCP → confirms back to caller.
Housecall Pro updated
The right record now has the context
One clean handoff
From conversation to system of record.
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).
What moves automatically
ConnectedControlled setup
Choose API key for instant setup or OAuth for automatic token refresh. Map your job types and service areas in the dashboard.
Visible by design
Every sync stays attached to a real conversation and outcome, so your team can review the context.
Built for the next step
The integration moves the useful detail forward instead of dumping another block of unstructured notes.
Ready when you are
Put Housecall Pro in the loop.
We’ll map the workflow with you and make sure the handoff fits how your team works.