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Housecall Pro integration

New callers become Housecall Pro customers and jobs.

Every answered call can create a customer and a job in Housecall Pro, with the address confirmed and the work described, so you spend time closing instead of doing data entry.

What lands in Housecall Pro

  • Customer created from the call
  • Job with details and address
  • Works after hours and weekends
  • Lead also texted to you

Connect it from your dashboard: hit the plus, choose Housecall Pro, connect.

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How the Housecall Pro integration works

Connect Housecall Pro once from your dashboard. From then on, every call the front desk answers becomes a record in Housecall Pro the moment the caller hangs up: their name, the number they want called back on, what they need, how urgent it is, and the recording. Your team works the lead in Housecall Pro the way they already do, and nothing is copied across by hand.

If Housecall Pro is down or the connection drops, the lead is still emailed and texted to you, and re-sent to Housecall Pro when it is back. You never lose a caller to an outage on someone else's side.

What you set up, and what you do not

You connect Housecall Pro once and choose which of your team gets the alert. That is the whole setup. You do not map fields, write rules, or keep a second list in sync. The front desk already asks the questions Housecall Pro needs answered, because they are the same questions a good receptionist asks: who is calling, how to reach them, where the job is, what is wrong, and how soon they need it.

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