Housecall Pro by Codex Solutions

housecall pro is an all in one home service software for scheduling, invoicing, and payments, designed for field service businesses integrating with make com enables automation of job management, client communications, and financial workflows, streamlining operations for service professionals 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=housecallpro xqaaaf 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 housecall pro modules y ou can choose from a list of available modules to build your {{scenario plural lowercase}} add an attachment to a job attach a file to a specific job create a customer add a new customer to your account create a estimate option attachment add a new attachment to an estimate option create a estimate option link create a new link for an estimate option create a estimate option note add a new note to an estimate option create a job create a new job by specifying the job id, and linking it to an existing address and customer create a lead create a new lead using the customer id for someone who already exists in your system create a tag create a new tag to help organize and categorize your items create an address on a customer add a new address to an existing customer’s profile create an appointment schedule a new appointment for a specific job create an estimate generates a new cost estimate for your project or service delete a estimate option note remove a particular note from a selected estimate option get a appointments retrieve a complete list of all appointments scheduled for a specific job get a customer retrieve detailed information about a specific customer using their unique id get a estimate retrieve detailed information about a specific estimate using its unique id get a job retrieve detailed information about a specific job using its unique id get a job invoices retrieves a complete list of all invoices associated with a specific job please note your organization needs to have progressive invoicing set up for this to work get a lead retrieve detailed information about a specific lead using its unique id list all estimates retrieve cost or price estimates for your requested services or items make an api call send a custom api request to connect with and retrieve data from your chosen service search customers retrieve a list of all your customers search employees retrieve a list of all currently active employees within your organization search jobs retrieve a list of available jobs search leads retrieve a list of all your leads search tags retrieve a list of all available tags update a customer update specific details or information for an existing customer update a estimate option schedule update the schedule for a specific estimate option update a tag update an existing tag with new information or changes update an appointment update the details of an existing job appointment watch customers monitor and get notified when new customers are added watch jobs monitor and track new or updated jobs as they become available 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 //www housecallpro com/top/home service software solution/?mc=googlesearch br\&msc=aq ga br branded desktop\&utm source=google\&utm medium=paid search\&utm campaign=aq ga br branded desktop\&utm content=21058372559\&utm term=e housecall%20pro\&site=kwd 118813257898\&gad source=1\&gclid=cjwkcaia0rw6bhaceiwaqh28ijlkusampiz8fibt8espxrrbsuev6 1en0n ta45iat laqgqwbbmbocqeeqavd bwe https //docs housecallpro com/ https //docs housecallpro com/docs/housecall public api https //www make com/en/integrations/housecall pro community 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=housecallpro xqaaaf sharing your knowledge in the https //community make com your feedback helps us create better documentation for everyone