Field service integrations

The Housecall Pro integration connects your field service software to HLB workflows. Job and customer events in Housecall Pro can start automations, and workflows can write customers, jobs, estimates and leads back into Housecall Pro.

For a home service business, a new job booking can send a confirmation text, a finished job can trigger a thank-you and review request, a reschedule can notify the customer and the crew, and a web form lead can land in Housecall Pro ready for your team to quote.

What is included:

• Nine triggers covering jobs (created, scheduled, finished, canceled), estimates (created, scheduled, finished), and new leads and customers. Creation events check every 5 minutes; schedule, finish and cancel events check every 10 minutes.
• Fourteen actions to create, get, update or find customers; create or get addresses and jobs; create or update job appointments; and create or get estimates and leads.

To connect, open a workflow, search for Housecall Pro in the Apps tab, pick a trigger or action, click Connect your account and paste your Housecall Pro API key. You can also connect under Settings > Integrations. Use Find customers before creating one to avoid duplicates. Create new customer requires a first and last name.

These are premium workflow components. Your Housecall Pro plan usage is billed by Housecall Pro.

For other tools, the Custom Webhook premium action sends data to any URL using the HTTP method, authorization, headers and query parameters you choose. It fires as soon as a contact reaches the step and depends on the receiving server responding successfully. Error responses can make the step fail and be skipped, or retry with increasing delays.