Integration
Housecall Pro
Your Housecall Pro, worked every day: estimates chased, visits booked, money found.
What it does with Housecall Pro
It connects to your Housecall Pro and reads your customers, estimates, jobs and invoices. It finds the estimates nobody answered and follows up itself. It books the yearly maintenance visits and puts them on the board. It matches finished jobs against invoices and payments and tells you who owes what. Your techs keep using Housecall Pro exactly as they do now.
Find every estimate in Housecall Pro that went quiet and follow up with the message I approved.
Book the yearly maintenance visit for every customer who's due.
Find every job we've finished and haven't been paid for.
Text me the moment a job is booked in Housecall Pro.
What it reads, what it writes
- Refreshes
- Every day, and the moment something changes where the system tells us.
- Cleans
- Duplicates, blanks and conflicts in what it reads, logged with before and after.
- Who wins
- Housecall Pro stays your system of record for what it holds. It never overwrites a record you changed by hand without telling you.
Questions
- Do I have to stop using Housecall Pro?
- No. It stays your system of record for jobs, estimates and invoices. It works inside the account you already have.
- Does it text my customers on its own?
- Only after you've approved the first message of each kind. It stops the moment a customer replies, declines or asks for a person.