Housecall Pro by Maxmel Tech

housecall pro is an all in one field service management platform for home service businesses, offering scheduling, dispatch, payments, and customer communication integrating with make com enables workflow automation, streamlining job management, invoicing, and customer engagement across multiple business tools limited documentation we currently can't provide complete documentation for housecall pro because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from housecall pro and public sources to create detailed guides about housecall pro housecall pro is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=housecall%20pro\&app slug=housecall pro community\&app unique id=housecall pro 5omdvv app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup housecall pro modules y ou can choose from a list of available modules to build your {{scenario plural lowercase}} add a job line item adds a new line item to an existing job, allowing you to specify details such as products, services, quantities, or prices associated with that job add a job note adds a new note to a specific job, allowing you to record important information or updates directly within that job add a job tag attaches a specific tag to a selected job, helping you organize and categorize your jobs more efficiently add an attachment to a job adds a file attachment to a specific job using its unique id, allowing you to upload important documents or files directly to that job add an estimate attachment adds a new file or document as an attachment to a specific job create a customer adds a new customer to your account, allowing you to store and manage their details for future interactions create a customer address adds a new address to a customer's profile, allowing you to store and manage additional customer location details create a job creates a brand new job entry in your system, allowing you to start tracking and managing a fresh job from scratch create a job appointment creates a brand new job appointment, allowing you to schedule and organize upcoming tasks or meetings directly within your system create a job link creates a new link that directs to a specific job, making it easy to share or access the job posting create a lead adds a new lead to your system, allowing you to capture and track potential customers or contacts create an estimate creates a brand new estimate for your project or client, allowing you to outline costs and details before starting work create an estimate option link generates a new link for an estimate option, allowing you to easily share specific estimate choices with others create an estimate option note adds a new note to an estimate option, allowing you to include additional details or comments for that specific option delete a job appointment permanently removes a selected job appointment from your records delete a job note removes a specific note from a job, helping you keep your job records organized and up to date delete a job tag removes a specific job tag from your system, helping you keep your job tags organized and up to date delete an estimate option note removes a specific note attached to an estimate option, helping you keep your records organized and up to date get a customer fetches detailed information about a specific customer using their unique id get a customer address fetches detailed information about a specific customer address using its unique id get a job retrieves detailed information about a specific job using its unique id get a lead fetches detailed information about a specific lead using its unique id get an estimate fetches detailed information for a specific estimate using its unique id list customer addresses fetches and displays a detailed list of all addresses associated with a specific customer list employees fetches and displays a detailed list of all employees associated with your account list job appointments fetches and displays all appointments linked to a particular job, allowing you to view the full schedule for that job list job invoices fetches and displays all invoices associated with a particular job, allowing you to easily review billing details for that specific job list schedule windows fetches and displays a list of available schedule windows, allowing you to see all the time slots that have been set up make an api call allows you to make a custom, authorized api request to the connected service, giving you flexibility to access features or endpoints not covered by the standard modules search checklists finds and retrieves checklists that match your specified search criteria, making it easy to locate the checklists you need search customers finds customers that match the criteria you set, helping you quickly locate specific customer records based on your search parameters search estimates finds estimates that match the criteria you set, helping you quickly locate the exact estimates you need search jobs finds and retrieves newly listed job postings that match your specified criteria search leads searches your database for leads that match specific criteria you set, helping you quickly find the leads you need update a customer updates the details of an existing customer using their unique id update a job appointment allows you to modify the details of an existing job appointment, such as changing the date, time, or other appointment information watch customers triggers whenever a brand new customer profile is added to your system, allowing you to take action as soon as a customer signs up or is registered watch estimates this module activates whenever a brand new estimate is generated, allowing you to kick off automated workflows as soon as an estimate is created watch leads triggers whenever a new lead is added to your system, allowing you to automatically start workflows or actions based on each new lead captured watch new jobs monitors and detects new jobs as soon as they appear with the status you specify watch updated estimates this module activates whenever any changes are made to an existing estimate, allowing you to automatically respond to updates or modifications in your workflow watch updated jobs monitors and detects when jobs with a specific status are updated, so you can take action whenever there’s a change templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} housecall pro resources you can have access to more resources related to this app on the following links join discussions about housecall pro on make community visit housecall pro website access housecall pro help documentation view housecall pro api documentation visit housecall pro page on make help us improve this documentation have experience with housecall pro? we'd love to hear from you if you have insights, use cases, or technical details that could help other users, please consider using the feedback widget at the bottom of the page contacting the developer to request public documentation https //f make com/r/reachout?app name=housecall%20pro\&app slug=housecall pro community\&app unique id=housecall pro 5omdvv sharing your knowledge in the make community your feedback helps us create better documentation for everyone