Housecall Pro Integration
Connect your AI agent to Housecall Pro to automate customer management, job scheduling, estimates, and invoicing. Your agent uses an API key with Token prefix authentication for simple, secure access.
What your agent can do
Once connected, your agent can manage your entire Housecall Pro workflow.
Customer management
Search, create, and update customer records. Your agent can look up a customer before returning their call and have their full history ready.
Job scheduling
Create and manage jobs, assign employees, set time windows, and update job statuses as work progresses.
Estimates
Generate and send estimates to customers. Your agent can build line-item estimates based on the service request and follow up on pending quotes.
Invoicing
Create invoices, track payment status, and send reminders. Your agent handles the billing conversation so your team can focus on the work.
Online booking
Manage online booking requests that come through Housecall Pro. Your agent can confirm, reschedule, or follow up on new booking submissions.
Prerequisites
Before you connect, make sure you have the following.
- An active Housecall Pro account with admin access
- Access to Settings > Integrations in your HCP dashboard
- Your API key generated and copied
Step-by-step setup
Connect your agent to Housecall Pro in under 5 minutes.
Log in to Housecall Pro
Sign in to your Housecall Pro account with admin access. You will need permissions to manage integrations.
Navigate to Settings > Integrations
Open the Settings menu and go to the Integrations section. Look for the API or developer settings to generate your API key.
Generate your API key
Create a new API key. Copy it immediately and store it securely. Housecall Pro may only show the key once.
Add the credential in ClawTrust
Go to your agent's dashboard, open the Credentials page, and click "Add Credential." Select API Key (Token prefix) as the type and paste your key.
Credential details
Enter these values when adding the credential in ClawTrust.
| Field | Value |
|---|---|
| Credential Type | API Key (Token prefix) |
| API Key | Your Housecall Pro API key from Settings > Integrations |
| Allowed Domains | *.housecallpro.com |
Your API key is encrypted with AES-256-GCM and stored on your agent's dedicated server. The allowed domains restriction ensures your agent can only use this key with Housecall Pro endpoints.
Example actions
Here is what your agent can do once the integration is live.
A homeowner calls to schedule a furnace inspection
Your agent looks up the customer in Housecall Pro, checks technician availability, creates a new job with the requested time window, and confirms the appointment with the homeowner.
An online booking comes in after hours
Your agent receives the booking notification, sends a confirmation text to the customer, and creates the job in Housecall Pro with the correct service type and time slot.
A customer asks for a price estimate
Your agent gathers the service details, builds a line-item estimate in Housecall Pro, and sends it to the customer for approval. When they accept, the agent converts it to a scheduled job.
An invoice is overdue
Your agent identifies the unpaid invoice, contacts the customer with a friendly payment reminder, and provides a direct link to pay online through Housecall Pro.
Ready to automate your field service operations?
Connect Housecall Pro in minutes. All plans include credential management and API access.