House Call Pro

HouseCall Pro: Streamline Your Home Service Business

HouseCall Pro for Workflows empowers home service businesses with automated customer, lead, and job management. Enhance efficiency with seamless integrations, automated triggers, and powerful actions to keep your business running smoothly.

Available Actions

Customer Management

• Create Customer – Add a new customer with contact details for future service requests.

• Get Customer – Retrieve customer information, including contact details and service history.

Lead & Job Management

• Create Lead – Capture potential customer leads and track them through your sales pipeline.

• Get Lead – Retrieve lead details, including contact info and service requests.

• Get Job Type – Access job type details for better job categorization.

Invoice & Company Info

• Get Invoice By ID – Fetch invoice details for billing and record-keeping.

• Get Company – Retrieve your HouseCall Pro company details.

Available Triggers

Customer & Lead Events

• Create Customer – Triggers when a new customer is added.

• Create Lead – Triggers when a new lead is created.

Appointment & Job Events

• Create Appointment – Triggers when an appointment is scheduled.

• Job Scheduled – Triggers when a job is scheduled.

• Job in Progress – Triggers when a job is marked as in progress.

• Job Completed – Triggers when a job is successfully completed.

• Job Canceled – Triggers when a job is canceled.

Estimate Events

• Estimate Created – Triggers when an estimate is generated.

• Estimate Sent – Triggers when an estimate is sent to a customer.

• Estimate Scheduled – Triggers when an estimate appointment is scheduled.

• Estimate in Progress – Triggers when an estimate is being worked on.

• Estimate Completed – Triggers when an estimate is finalized.

Why Use HouseCall Pro for Workflows?

✔ Automate Lead & Job Management – Save time by automating customer interactions.
✔ Streamline Appointment Scheduling – Ensure efficient job and estimate scheduling.
✔ Seamlessly Integrate with Your Systems – Connect HouseCall Pro with your existing tools.

Boost Your Home Service Business Today!

With HouseCall Pro for Workflows, you can automate customer management, job tracking, and invoicing effortlessly. Install now to take control of your service operations!