Housecall Pro: what the assistant can do

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.

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.

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.