Housecall Pro by Maxmel Tech

housecall pro is an all in one field service management platform for trades businesses, offering scheduling, payments, customer management, and more integrating with make com enables automation of workflows, streamlining business operations and saving time for service professionals this is ai generated content based on official housecall pro documentation the content may still contain errors—please verify important information if you have questions, contact https //housecallpro com directly how to get support on 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 requirements to use the housecall pro app in make, you must have an active housecall pro account and an api key, https //housecallpro com app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/housecall pro community/ click the install button follow the on screen instructions to complete the setup connect housecall pro and {{product name}} to get started, you must first create a connection between housecall pro and {{product name}} , allowing the two services to communicate you can connect using the following method oauth2 0,api keys oauth2 0 instructions you need to generate your token login to your platform using your credentials navigate to the developer settings or api section create a new application configure the application, specifying the required scopes (permissions) for the data you wish to access note the generated client id and client secret api keys instructions you need to obtain your api key from the platform login to your housecall pro account using your credentials navigate to the settings or account section locate the api or developer section find the option to generate or view your api key copy the displayed api key some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=housecall%20pro\&app slug=housecall pro community\&app unique id=housecall pro 5omdvv create the connection in {{product name}} https //www make com/en/register , add the housecall pro module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your housecall pro or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page housecall pro modules after connecting to the housecall pro app, you 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 the item description, quantity, and price add a job note adds a new note to a specific job, allowing you to record important details or updates directly within that job add a job tag attaches a specific tag to a selected job, helping you organize and categorize your job listings more efficiently add an attachment to a job this module lets you add a file attachment directly to a specific job by using its id 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 multiple locations for each customer create a job creates a brand new job entry, allowing you to add all the necessary details for a new job within your system 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 that job directly create a lead adds a new lead to your system, allowing you to start tracking and managing potential customers create an estimate generates a brand new estimate, allowing you to specify details such as client information, line items, and pricing create an estimate option link generates a new link for an estimate option, allowing you to easily share specific estimate choices with your clients 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, allowing you to keep your job records organized and up to date delete a job tag removes a specific job tag from your account, helping you keep your list of 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 fetches 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 this module allows you to fetch detailed information about a specific estimate using its unique id list customer addresses fetches and displays a detailed list of all addresses associated with your customers list employees fetches a detailed list of all employees associated with your account, allowing you to view their information in one place list job appointments fetches and displays all appointments scheduled for a particular job, allowing you to see detailed information about each appointment linked to 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 a detailed list of available schedule windows, allowing you to view all the time slots that have been set up for scheduling purposes make an api call allows you to make a custom api request to the service using your authorized account, giving you flexibility to access endpoints or features not covered by the standard modules search checklists finds and retrieves checklists that match your search criteria, helping you quickly locate specific checklists within your account search customers finds customers that match the criteria you set, helping you quickly locate specific customer records based on your chosen filters search estimates finds and retrieves estimates that match the criteria you set, helping you quickly locate the specific estimates you need search jobs searches for newly posted job listings, helping you stay updated with the latest opportunities search leads finds and retrieves leads that match your specified search criteria 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 when a new customer profile is added to your system, allowing you to automatically start workflows whenever someone signs up or is registered as a customer watch estimates this module activates whenever a brand new estimate is generated, allowing you to kick off automated actions as soon as an estimate is created in your system watch leads triggers whenever a brand new lead is added to your system, allowing you to automatically start workflows or actions based on each new lead watch new jobs monitors and detects new jobs as soon as they reach 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 in your estimate records watch updated jobs monitors and detects when jobs with a specific status are updated templates you can look for more templates in https //www make com/en/templates , 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 https //community make com/search?q=housecall%20pro https //housecallpro com https //docs housecallpro com/ https //docs housecallpro com/docs/housecall public api https //www make com/en/integrations/housecall pro community