Capture the service request
Ask what the customer needs and whether the request requires urgent attention.
Keep receiving new work while your technicians are on site. Your assistant can collect the customer’s request and send the agreed details into your Housecall Pro intake process.
Plan your integration
Your assistant. Your software.
Ask what the customer needs and whether the request requires urgent attention.

Keep the customer’s contact and property details with the enquiry.

Use the supported intake route so your team can follow up or schedule the work.
Confirm the required Housecall Pro API access and enable the intended lead-intake route. We map the customer and job fields, then test how the enquiry arrives and is handled by your team.
About the Housecall Pro integration.