Housecall Pro

Add a new customer record to Housecall Pro with contact details, service address, and notification preferences.

Retrieve a customer's full profile — contact info, service history, and balance — by ID or phone number.

Edit an existing customer's contact details, service address, or custom fields without touching their job history.

Fetch a paginated list of customers, optionally filtered by tag, balance status, or last-service date.

Book a new service job on the schedule with assigned technician, customer, and job-type details.

Retrieve the full details of a single job — status, assigned tech, schedule window, and line items.

Edit job status, assigned technician, scheduled time, or description on an existing Housecall Pro job.

Retrieve a filtered list of jobs by date range, technician, status, or customer to power reporting and dispatch views.

Generate a new estimate for a prospective customer with configurable line items, pricing, and expiry date.

Fetch an estimate's line items, status, and customer details to check acceptance or build reporting.

Generate a finalised invoice from a completed job with accurate line items, tax, and payment terms.

Retrieve invoice details including balance, payment status, and line items for a completed job.

Retrieve the list of active technicians and employees with their roles, contact info, and current availability.

Queue an automated SMS or email message to a customer at a specified time relative to a job or appointment.

Attach a timestamped internal note to a customer or job record for technician briefings, escalation logs, or audit trails.

Fetch the dispatch schedule for a given date range, returning jobs sorted by technician and time slot.

Trigger Housecall Pro's built-in review request flow to a customer after a completed job.

Fires when a job's status transitions to 'Work Complete' in Housecall Pro, making the full job record and line items available to the agent.

Fires each time a new job is booked and placed on the Housecall Pro schedule, delivering the full job and customer details to the agent for downstream preparation.

Fires whenever a new customer record is added to Housecall Pro, providing the customer's full contact and address details to downstream agents and systems.

Fires when a new estimate is generated in Housecall Pro, giving the agent immediate access to the quoted job type, customer, and line items to begin the sales follow-up sequence.

Fires when a payment is recorded against a Housecall Pro invoice, providing the amount paid, invoice ID, and customer details so downstream agents can close the loop immediately.

Fires whenever a Housecall Pro job transitions between statuses — Scheduled, En Route, On Site, Work Complete — giving the agent real-time visibility to react to field events as they happen.