Housecall Pro by Codex Solutions

housecall pro is a home service software offering scheduling, invoicing, payment processing, and mobile access integrating it with make com enables workflow automation for service businesses, streamlining operations like job management, billing, and customer communication 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 housecall pro support 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=housecallpro xqaaaf requirements to use the housecall pro app in make, you must have a housecall pro max plan, an active account with admin access, and an api key, create your account on housecall pro 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 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 api key api key instructions you need to generate an api key from your housecall pro account login to your housecall pro account go to your app store find the api app card and click view details on the right hand side, click generate api key name your api key to keep track of the project or the person you are granting access to copy the generated 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=housecallpro xqaaaf create the connection in {{product name}} log in in your make account , 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 connect an application 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 an attachment to a job attach a file to an existing job, allowing you to include important documents or resources directly within the job record create a customer adds a new customer to your account by collecting and storing their details create a estimate option attachment adds a new attachment option to an estimate create a estimate option link generate a new link that allows you to create an estimate option this module helps you easily set up and share a new estimate option with your clients or team create a estimate option note adds a note to a specific option on a new estimate create a job creates a new job by specifying the job id, and links it to an existing address and customer in your system this module is useful when you want to add a job for a customer and address that are already set up in your records create a lead create a new lead and link it to an existing customer by specifying their customer id create a tag adds a new tag to your account, allowing you to organize and categorize your items more efficiently create an address on a customer adds a new address to an existing customer’s profile create an appointment schedule an appointment for a specific job this module lets you add a new appointment directly to an existing job, helping you organize and manage your job related tasks more efficiently create an estimate generates a detailed cost estimate for your project or service delete a estimate option note deletes a selected estimate option from your account 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 by using their unique id get a estimate retrieve detailed information for a specific estimate by providing its unique id get a job retrieve detailed information about a specific job by entering its unique id get a job invoices retrieves a detailed list of all invoices associated with a specific job please note, your organization needs to have progressive invoicing set up for this module to work get a lead retrieve detailed information about a specific lead by using their unique id list all estimates retrieve detailed cost estimates for your specified shipment, including pricing and available service options make an api call the "make an api call" module lets you send custom requests directly to the app's api, allowing you to access features or data that might not be available in the standard modules this is useful if you need advanced actions or want to work with specific endpoints for more flexibility search customers retrieve a detailed list of all your customers, including their relevant information, to help you manage and review your customer database more efficiently search employees retrieve a complete list of all currently active employees within your organization search jobs retrieve a detailed list of available jobs, including relevant information for each job search leads retrieve a detailed list of all leads from your account, allowing you to view and manage potential customers efficiently search tags retrieve a list of all tags available in your account, making it easy to view and manage the tags you’ve created update a customer update customer attributes this module allows you to modify specific details or information about an existing customer, such as their contact information, preferences, or other profile attributes update a estimate option schedule modify the schedule for a specific estimate option this module lets you update details such as dates, times, or other scheduling information related to an estimate option update a tag modify an existing tag by updating its details, such as the tag name or other properties update an appointment the "update job appointment" module allows you to modify the details of an existing job appointment you can update information such as the appointment time, assigned staff, location, or any other relevant details to keep your scheduling accurate and up to date watch customers monitors and retrieves new or updated customer records as soon as they appear in your connected app, helping you stay up to date with your customer information watch jobs monitors and tracks new or updated jobs, so you can stay informed whenever there are changes or additions to job listings 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