Housecall Pro
Home-services field-service management API: customers, jobs, scheduling, dispatch, estimates, invoices, and price book.
Three ways to use Housecall Pro
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Housecall Pro.
Add Job Attachment
Attach a file to a job.
Add Job Line Item
Add a single line item to a job.
Add Note to Job
Add a note to a job.
Add Tags to Job
Add one or more tags to a job.
Bulk Update Job Line Items
Replace/update all line items on a job in one call.
Clear Job Schedule
Unschedule a job.
Get started automating Housecall Pro
Ready-to-use workflows
Prompts using Housecall Pro
Morning review board for your open Housecall Pro quotes
Open one board every morning to see every outstanding quote by age and value, decide on each one, and send follow-ups only after you approve them.
Win-back board for your quiet Housecall Pro customers
See which past customers are overdue for service and worth the call, ranked by lifetime spend, then text and rebook them without leaving the page.
See which Housecall Pro jobs actually make you money
Open one screen each week to see revenue, cost, gross profit and margin on every completed job, rolled up by job type and by technician.
Morning dispatch brief in Slack for every technician
Every weekday at 6am each technician gets a Slack rundown of their stops, with prep notes from past visits so nobody arrives cold.
Thank-you and review-request emails after every job
Every evening we spot the jobs you finished that day and send each customer a warm, personal thank-you with a link to leave a Google review.
Log completed Housecall Pro jobs to a Google Sheet daily
Every evening we add each completed Housecall Pro job to your Google Sheet with the customer, service, technician, and revenue, for an effortless production log.
Weekly accounts-receivable chaser for Housecall Pro
Every Monday, get one clear summary of who still owes you money and how much, plus friendly payment reminders sent to each late-paying customer.
Automatic follow-up emails for open Housecall Pro estimates
Every morning we find your still-open Housecall Pro quotes and send each customer a warm, personalized nudge so fewer estimates slip away.