Add Housecall Pro to your AI agent
Housecall Pro provides field service businesses with customer, job, scheduling, estimate, invoice, price book, and operational management APIs.
- Things your agent can do in Housecall Pro
- 95
Things your AI can do in Housecall Pro
Your FormWise AI can handle any of these in Housecall Pro — on its own, without you needing to click a button.
Create Estimate option attachment
Create a new estimate option attachment
Add an Estimate Option Note
Create a note attached to an existing Housecall Pro estimate option.
Add an Attachment to a Job
Add an attachment to a Housecall Pro job.
Add a Line Item to a Job
Add one pricing line item to a Housecall Pro job. Use the bulk update operation instead when adding multiple line items to the same job.
Add a Note to a Job
Create a note attached to an existing Housecall Pro job.
Add Job Tags
Add an existing reusable tag to a Housecall Pro job.
Approve Estimate Options
Irreversibly mark Housecall Pro estimate options as approved by the Pro. When automatic estimate-to-job copying is enabled, the approved options are copied into one job.
Bulk Lock Jobs
Irreversibly lock Housecall Pro jobs whose scheduled start or completion time falls in an inclusive time range for the requested statuses.
Bulk Update Estimate Option Line Items
Bulk update line items for a Housecall Pro estimate option. Existing items may be updated by ID, and items without an ID are created.
Bulk Update Job Input Materials
Bulk update input materials for a Housecall Pro job. Existing entries may be updated by UUID, and entries without a UUID are created.
Bulk Update Job Line Items
Bulk update a Housecall Pro job's line items. Existing items may be updated by ID, and items without an ID are created.
Convert Lead
Irreversibly convert an existing Housecall Pro lead into either a job or an estimate and return the new resource ID.
Show 83 more things it can do
Create Customer
Create a Housecall Pro customer, optionally with addresses, tags, lead source, and notes. At least one name, email, or phone field is required.
Create an Address on a Customer
Create an address on a customer.
Create Estimate
Create a Housecall Pro estimate for a customer or address with at least one pricing option and optional tax, schedule, assigned employees, and estimate fields.
Create Estimate Option
Add a named pricing option with optional line items and tax settings to an existing Housecall Pro estimate.
Create Estimate Option Link
Create a link attached to an existing Housecall Pro estimate option.
Create Job
Create a Housecall Pro job for an existing customer and address, optionally with a schedule, assigned employees, line items, tags, notes, and job fields.
Create Appointment
Add an appointment to a Housecall Pro job.
Create Job Link
Create a link attached to an existing Housecall Pro job.
Create Job Type
Create a job type for classifying Housecall Pro jobs and estimates.
Create Lead
Create a Housecall Pro lead for either an existing customer or an inline customer, optionally with an address, assignment, line items, notes, tags, source, and tax details.
Create a Lead Source
Create a lead source for attributing customers, jobs, and leads.
Create Material
Create a material in a Housecall Pro price book category.
Create Material Category
Create a root or nested material category in the price book.
Create Price Form
Create a new price form in the Housecall Pro price book.
Create a Tag
Create a reusable tag for classifying customers, jobs, and leads.
Create Webhook Subscription
Enable persistent external webhook delivery for the connected Housecall Pro company. Future company events begin flowing to the webhook endpoint configured for the API application; deliveries already emitted cannot be recalled or undone.
Decline Estimate Options
Irreversibly mark one or more Housecall Pro estimate options as declined by the service professional.
Delete Estimate Option Note
Permanently delete a specific note from a Housecall Pro estimate option.
Delete Appointment
Permanently delete one appointment from a Housecall Pro job.
Delete a Job Line Item
Permanently delete one line item from a Housecall Pro job.
Delete Job Note
Permanently delete a specific note from a Housecall Pro job.
Delete Job Schedule
Erase the schedule from an existing Housecall Pro job.
Remove Job Tag
Remove a tag from a Housecall Pro job.
Delete Material
Permanently delete an existing Housecall Pro price-book material.
Delete Material Category
Permanently delete an existing Housecall Pro price-book material category.
Delete Price Form
Permanently delete an existing Housecall Pro price form.
Delete Webhook Subscription
Permanently remove the connected Housecall Pro company's persistent webhook delivery subscription and stop future company events. This removal cannot be undone; creating a new subscription is required to resume delivery, and events missed or already delivered cannot be recovered or recalled.
Disable Application
Disable the application for the connected company; use Enable Application to reverse this change.
Dispatch Job
Update the employees dispatched to a Housecall Pro job.
Enable Application
Enable the application for the connected company; use Disable Application to reverse this change.
Get Application
Get the application and its current state for the connected company.
Get Company
Return the connected Housecall Pro company, its time zone, service area, address, and accessible child locations for company-context discovery.
Get Customer
Return one Housecall Pro customer by ID, including addresses and optional attachment or do-not-service details.
Get a Customer's Address
Get a customer's address via customer ID and address ID.
Get Estimate
Return one Housecall Pro estimate by ID, optionally including attachments on its estimate options.
Get Event
Return one Housecall Pro event by ID, including its schedule, address, tags, recurrence, and assigned employees.
Get Invoice
Return one Housecall Pro invoice by UUID, including amounts, dates, line items, adjustments, payments, and its related job ID.
Get Job
Return one Housecall Pro job by ID with optional attachments or appointments expanded.
Get Lead
Return one Housecall Pro lead by ID with its customer, address, assigned employee, status, totals, and conversion records.
Get Price Form
Get one Housecall Pro price-book price form by UUID, including its pricing fields and assignments.
Get Schedule Availability
Return the connected Housecall Pro company's configured business-hour schedule windows and booking availability buffer.
List Booking Windows
Return currently available Housecall Pro booking windows for an optional date range, service, price form, duration, or employee set.
Get Checklists
Get one page of checklists belonging to one or more jobs or estimates. Increment page to request another page.
List Customer Addresses
Return one page of service and billing addresses for a Housecall Pro customer, including address IDs used by job and estimate tools.
List Customers
Search and return one page of customers by name, email, phone number, or address. Pass the returned cursor to retrieve the next page.
List Employees
Page through active employees for assignment and scheduling decisions.
List Estimate Option Line Items
Return one page of pricing line items for an estimate option. Pass the returned cursor to retrieve the next page.
List Estimates
Filter and return one page of estimates by schedule, employee, customer, work status, location, and sort order. Pass the returned cursor to retrieve the next page.
List Events
Filter and return one page of company events. Pass the returned cursor to retrieve the next page.
List Invoices
Filter and return one page of invoices by location, status, customer, dates, amount due, payment method, and sort order. Pass the returned cursor to retrieve the next page.
List Job Appointments
Return the scheduled appointments and assigned employees for one job.
List Job Input Materials
List all input materials recorded for one Housecall Pro job.
List Job Invoices
Return all invoices associated with one Housecall Pro job.
List Job Line Items
Return all line items and pricing details for one Housecall Pro job.
List Job Types
Return one page of job types, optionally filtered by name, for job and estimate classification. Pass the returned cursor to retrieve the next page.
List Jobs
Filter and return one page of jobs by schedule, employee, customer, work status, location, and sort order. Pass the returned cursor to retrieve the next page.
List Lead Line Items
Return one page of pricing line items for a lead. Pass the returned cursor to retrieve the next page.
List Lead Sources
Search and return one page of lead sources available for attribution, including whether each source is editable.
List Leads
Filter and return one page of leads by employee, customer, status, tags, source, location, and sort order. Pass the returned cursor to retrieve the next page.
List Material Categories
Page through root-level price-book material categories or categories under a selected parent.
List Materials
Page through price-book materials under a material category.
List Pipeline Statuses
Return one page of configured pipeline statuses for leads, jobs, or estimates. Organizations without pipeline enabled return an empty status list. Pass the returned cursor to retrieve the next page.
List Price Book Services
Search and page through price-book services used for job pricing and service-specific booking availability. Reuse the same filters with a cursor.
List Price Forms
Page through active price-book price forms and their pricing fields.
List Routes
Return one page of company routes for a date, including grouped employees, job appointments, events, and estimates.
List Service Zones
Page through service zones, optionally filtering by ZIP code or address, for customer intake and serviceability checks.
List Tags
Page through the company's reusable tags for customer, job, and lead classification.
Lock Job
Irreversibly lock a Housecall Pro job by ID and return the locked job.
Preview Invoice by UUID
Preview a specific Housecall Pro invoice by UUID as an HTML file.
Update Customer
Update editable contact, notification, tag, lead-source, or note fields on an existing Housecall Pro customer. Provide at least one field to change.
Update Estimate Option Schedule
Replace the schedule, notification settings, and assigned employees for a Housecall Pro estimate option.
Update Franchise Info
Update territory-management, franchisee-identifier, or custom external metadata for the connected Housecall Pro company.
Update Appointment
Replace the schedule and assigned employees for an existing Housecall Pro job appointment.
Update a Job Line Item
Update one existing line item on a Housecall Pro job.
Update Job Schedule
Update the supplied schedule, notification, or dispatched-employee fields on a Housecall Pro job. Jobs with multiple appointments must use the appointment actions instead.
Update a Job Type
Update the name of a job type used to classify jobs and estimates.
Update Lead Source
Update the name of a Housecall Pro lead source marked as editable. Account system sources may be read-only.
Update Material
Update information for an existing Housecall Pro price-book material.
Update Material Category
Update the name of an existing price-book material category.
Update Pipeline Status
Irreversibly move a Housecall Pro lead, job, or estimate to a pipeline status with an equal or higher order value. Pipeline statuses cannot be moved backward with this action.
Update Price Form
Update settings, assignments, and nested pricing fields on an existing Housecall Pro price form. Provide at least one field to change.
Update Schedule Availability
Replace the connected Housecall Pro company's daily business-hours windows and minimum booking buffer.
Update a Tag
Update the name of an existing reusable tag.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Housecall Pro is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Housecall Pro, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Housecall Pro for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Housecall Pro work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Housecall Pro to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Housecall Pro in your connected apps
Inside FormWise, open Connectors and look for Housecall Pro.
- 3
Hit "Connect"
Click "Connect Housecall Pro" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Housecall Pro
Build a quick AI Agent (it's like writing instructions, not code), and pick the Housecall Pro actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Housecall Pro for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Housecall Pro workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Housecall Pro users had before signing up
Do I need to know how to code?
Not even a little. If you can use Housecall Pro today, you can set this up. You'll connect Housecall Pro, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Housecall Pro login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Housecall Pro or delete everything any time.
What happens when Housecall Pro updates their app?
We handle it. When Housecall Pro adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Housecall Pro takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Housecall Pro — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Housecall Pro on FormWise
Housecall Pro provides field service businesses with customer, job, scheduling, estimate, invoice, price book, and operational management APIs.
Connect Housecall Pro once and your FormWise AI gets 95 things it can do inside it. That means your AI can handle the Housecall Pro work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Housecall Pro? Take a look at www.housecallpro.com.
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Stop doing the Housecall Pro work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.
