Housecall Pro

housecall pro is a platform for managing home service businesses, offering tools for scheduling, invoicing, and customer communication integrating housecall pro with make com automates workflows between housecall pro and other apps, saving time and reducing manual data entry for service professionals housecall pro is published by community users and is developed, supported and maintained by community make does not maintain the application to get support on housecall pro, reach out to the developer https //tally so/r/w4eaar?app name=housecall%20pro\&app slug=housecall pro community requirements to use the housecall pro api, you need an active housecall pro account with api access enabled app installation start by installing the app click the "install" button to install the app and follow the indicated steps here 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 methods oauth2 0 oauth2 0 instructions you need to generate your token login to your housecall pro account using your credentials navigate to the api section in your account settings register a new application to obtain integration credentials specify the required scopes for the data and actions your integration needs locate and note the generated client id and client secret for your new application initiate the oauth 2 0 authorization flow by directing users to the authorization endpoint with your client id, specified scopes, and redirect uri after the user grants permission, they will be redirected to your redirect uri with an authorization code exchange the authorization code for an access token by sending a post request to the token endpoint with your client id, client secret, authorization code, and redirect uri use the access token received to authenticate your api requests to housecall pro 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}} actions modules add a job line item adds a new line item to a specific job, allowing you to detail additional products or services for that job add a job note adds a new note to a specific job, helping you keep track of important details or updates related to that job add a job tag this module lets you attach a specific tag to a job, helping you organize and categorize your jobs more efficiently add an attachment to a job easily add a file attachment to a specific job by uploading it directly to the job using its unique id add an estimate attachment adds a new file or document as an attachment to a specific job create a customer adds a brand new customer to your housecall pro account, letting you store their contact details and manage their information easily create a customer address adds a new address to a customer's profile, making it easy to keep their location details up to date create a job creates a brand new job in your housecall pro account, letting you easily schedule and manage work for your customers create a job appointment creates a brand new job appointment, letting you schedule and organize work for your customers create a job link creates a brand new link that connects directly to a specific job, making it easy to access or share details about that job create a lead adds a new lead to your housecall pro account, helping you track potential customers and manage new business opportunities create an estimate creates a brand new estimate for your customer, allowing you to outline services, pricing, and details before any work begins create an estimate option link this module lets you generate a unique link for a new estimate option, making it easy to share customized estimates with your customers create an estimate option note adds a new note to an estimate option, helping you keep track of important details or updates related to that specific option delete a job appointment this module lets you permanently remove a specific job appointment from your account delete a job note this module lets you permanently remove a specific note from a job, helping you keep your job records clean and up to date delete a job tag this module lets you remove a specific job tag from your account, helping you keep your job tags organized and up to date delete an estimate option note this module lets you remove a specific note from an estimate option, helping you keep your estimates organized and up to date get a customer this module lets you find and retrieve detailed information about a specific customer using their unique id get a customer address this module lets you look up and retrieve detailed information about a specific customer address using its unique id get a job this module lets you quickly find and view all the details for a specific job using its unique id get a lead this module lets you quickly find and pull up detailed information about a specific lead using its unique id get an estimate this module lets you quickly find and view all the details of a specific estimate by using its unique id update a customer this module lets you update the details of an existing customer by specifying their unique id you can use it to change information like their name, contact details, or address update a job appointment this module lets you update the details of an existing job appointment, so you can easily make changes like adjusting the date, time, or other appointment information as needed searches modules list customer addresses this module helps you quickly find and list all the addresses saved for your customers list employees this module lets you pull up a detailed list of all employees connected to your account, making it easy to view and manage your team members list job appointments this module lets you pull up a detailed list of all appointments linked to a particular job, so you can quickly see when and with whom each appointment is scheduled list job invoices this module lets you quickly pull up a detailed list of all invoices linked to a specific job, making it easy to review billing information for that job in one place list schedule windows this module lets you pull up a list of all the schedule windows, so you can easily see the available time slots for your appointments or jobs search checklists this module helps you find and retrieve specific checklists based on your search criteria search customers finds customers in your account by using details you provide, such as name, email, or phone number search estimates this module lets you find estimates that match the specific criteria you set, making it easy to locate exactly the estimates you need search jobs looks for newly created jobs in your housecall pro account, helping you stay updated on the latest work orders as soon as they're added search leads this module helps you quickly find and retrieve leads from your housecall pro account, making it easy to locate potential customers or jobs based on your search criteria triggers modules watch customers this module activates whenever a brand new customer profile is added to your system, making it easy to kick off automated workflows as soon as a new customer joins watch estimates this module activates whenever a brand new estimate is created in your housecall pro account, allowing you to automatically kick off workflows or processes based on new estimates watch leads this module activates whenever a brand new lead is added to your system, helping you stay updated and take action as soon as potential customers express interest watch new jobs monitors your account for new jobs that match the status you choose, and lets you know as soon as they appear watch updated estimates this trigger activates whenever any changes are made to an existing estimate, so you can stay updated whenever an estimate is modified in your account watch updated jobs this module keeps an eye out for any jobs that have their status changed to one you specify, so you’ll always know when a job moves to a particular stage universals modules make an api call this module lets you make any authorized api request to the housecall pro platform, giving you the flexibility to interact with specific endpoints and access the data or features you need 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 housecall pro topics on make community housecall pro website housecall pro documentation housecall pro api documentation housecall pro page on make explore how make can help you join the academy learn make at your own pace with hands on courses that build practical skills learn the basics get to know make, how automation works, and the meaning of apis get the support from 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