Housecall Pro appears in Settings under “Your job software” for home service businesses.
How to connect
- In Housecall Pro, open the App Store and find “API”.
- Create a key and copy it. (Housecall Pro only offers this key on its MAX plan.)
- In your dashboard, open “Settings”. (On a phone, tap the menu button at the top left first.)
- Find “Your job software”, then Housecall Pro, and tap “Connect Housecall Pro”.
- Paste it into “Your Housecall Pro key” and tap “Connect”.
We check the key works, then store it encrypted. It's never shown again.
Only owners and admins of the business can connect or disconnect apps. Members can see them but not change them.
When something is sent
When the customer asked for work: the call or chat was booked, a message was taken, it was urgent, or it needs a follow-up.
What gets sent
- The customer: found by phone number, or added (with the service address when we could read it clearly).
- A lead with a note: what they need, how urgent it is, when they want it, the address, and the call summary.
- Leads land in your Housecall Pro pipeline, where you can turn them into an estimate or a job.
Test calls and test chats from your dashboard are never sent.
Reconnect or disconnect
- If the row says “Needs attention”, it shows what went wrong in plain words. Press “Reconnect” (or change the key) to fix it.
- To stop, press “Disconnect” and confirm. New calls and chats won't be sent to Housecall Pro any more. Nothing already in Housecall Pro is deleted.
You can also delete the key in Housecall Pro at any time.