# Housecall Pro: what the assistant can do

> Everything the assistant can do in Housecall Pro by text: 9 actions, with example texts, the Housecall Pro API call behind each one, and which ones ask first or can be undone.

Source: https://asktack.com/docs/actions/housecall-pro/

In Housecall Pro, the assistant can find a customer, add a customer, book a job, move a job, add a note to a job, add charges to a job, create an estimate, see the schedule and see who owes you. You ask by text, in your own words.

**Status:** Beta. How to connect, permissions and limits: [Housecall Pro](https://asktack.com/docs/integrations/housecall-pro/).

| What it does | Asks first? | Undo |
|---|---|---|
| Find a customer | No | – |
| Add a customer | If unsure | No |
| Book a job | If unsure | No |
| Move a job | If unsure | 10 minutes |
| Add a note to a job | If unsure | 10 minutes |
| Add charges to a job | If unsure | 10 minutes |
| Create an estimate | If unsure | No |
| See the schedule | No | – |
| See who owes you | No | – |

Asking first and undo follow the same rules for every tool: see [Confirmations and undo](https://asktack.com/docs/confirmations-and-undo/).

## Find a customer

Looks up a customer by name, company, phone, email or address and replies with their contact details and address.

- **Asks before doing it?** No. It only looks things up.
- **Can be undone?** Nothing to undo: it doesn't change anything.
- **Housecall Pro API call:** `GET /customers?q=`
- **Action name:** `housecallpro.find_customer`

**Example texts:**

- "what's the Garcias' number in Housecall Pro?"
- "look up Acme Property Management in HCP"
- "who is 512-555-0142"

## Add a customer

Adds a new customer (a person or a company) with their phone, email and address. Housecall Pro notifications for them start off.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** No. Change or remove it in the tool itself.
- **Housecall Pro API call:** `POST /customers`
- **Action name:** `housecallpro.create_customer`

**Example texts:**

- "add a new customer Ana Garcia 512-555-0142"
- "new customer: Maria Lopez, maria.lopez@gmail.com, 418 Elm St Austin TX 78704"
- "create customer Acme Property Management in Housecall Pro"

## Book a job

Creates a job for a customer at their service address, scheduled if you give a time, assigned to the tech you name, with any priced items you mention. The customer isn't notified.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** No. Change or remove it in the tool itself.
- **Housecall Pro API call:** `POST /jobs`
- **Action name:** `housecallpro.create_job`

**Example texts:**

- "book the Garcias Wed 9am, water heater install, give it to Mike"
- "new job for Dave Patel tomorrow 1-3pm, AC tune-up $129"
- "schedule a furnace tune-up for Sarah Lopez next Monday at 10 in HCP"

## Move a job

Moves a customer's job to a new date and time, keeping its length and its techs. The customer isn't notified; the techs are.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **Housecall Pro API call:** `PUT /jobs/{id}/schedule`
- **Action name:** `housecallpro.reschedule_job`

**Example texts:**

- "move the Garcia job to Thursday at 1"
- "push the Hendersons to tomorrow 9am"
- "reschedule job 1042 to Monday 2-4pm"

## Add a note to a job

Saves a private note on a customer's job: gate codes, parts to order, what you found.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **Housecall Pro API call:** `POST /jobs/{id}/notes`
- **Action name:** `housecallpro.add_job_note`

**Example texts:**

- "note on the Garcia job: gate code 4512"
- "add a note to the Henderson job: needs a 40 gal water heater, will order Monday"
- "note on job 1042 — customer wants the old unit hauled away"

## Add charges to a job

Adds priced line items (labor hours, parts, equipment) to a customer's job. The job's invoice is built from them; nothing is sent or charged.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** Yes. Text "undo" within 10 minutes.
- **Housecall Pro API call:** `POST /jobs/{id}/line_items`
- **Action name:** `housecallpro.add_line_items`

**Example texts:**

- "add 2 hrs labor at $95 to the Garcia job"
- "put a $85 capacitor on the Patel job"
- "add to job 1042: 50 gal water heater $1450, haul away $75"

## Create an estimate

Creates an estimate for a customer with the items and prices you give. It isn't sent; send it from Housecall Pro.

- **Asks before doing it?** Usually not. It asks first if it isn't sure what you meant, a name only roughly matches, or the request covers more than 5 records.
- **Can be undone?** No. Change or remove it in the tool itself.
- **Housecall Pro API call:** `POST /estimates`
- **Action name:** `housecallpro.create_estimate`

**Example texts:**

- "estimate for Sarah Lopez: 50 gal water heater $1450 plus haul away $75"
- "quote the Garcias $350 to replace the kitchen faucet"
- "make an estimate for Acme: 3 smoke detectors at $45 each plus $120 labor"

## See the schedule

Lists the jobs scheduled for today, tomorrow or another day or range, with times, customers, addresses and techs; optionally for one tech.

- **Asks before doing it?** No. It only looks things up.
- **Can be undone?** Nothing to undo: it doesn't change anything.
- **Housecall Pro API call:** `GET /jobs?scheduled_start_min&scheduled_start_max`
- **Action name:** `housecallpro.list_jobs`

**Example texts:**

- "what's on today?"
- "what do I have tomorrow"
- "what's Mike doing Friday?"

## See who owes you

Lists unpaid invoices, oldest due first, with the customer, amount owed and days late; optionally for one customer.

- **Asks before doing it?** No. It only looks things up.
- **Can be undone?** Nothing to undo: it doesn't change anything.
- **Housecall Pro API call:** `GET /invoices?status[]=open`
- **Action name:** `housecallpro.list_open_invoices`

**Example texts:**

- "who still owes me in Housecall Pro?"
- "open invoices"
- "what does Garcia owe?"

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*This list is generated from the code that runs each action, so it's always current.*