AI agents for Housecall Pro

Get company details

Reads the company's profile: name, support_email, phone_number, address, website, time_zone, default_arrival_window (minutes) and service_areas_data.

Find customers

Searches customers by name, email, mobile number or address (one search term), newest first unless sorted otherwise.

Get a customer

Reads one customer by ID: names, email, mobile_number, home_number, work_number, company, notifications_enabled, lead_source, notes, tags, do_not_service and addresses.

List a customer's addresses

Lists one customer's addresses.

Find jobs

Lists jobs, filtered by customer, work status (unscheduled, scheduled, in_progress, completed, canceled), assigned employees, or a scheduled start range.

Get a job

Reads one job by ID with its appointments: invoice_number, description, customer, address, work_status, schedule, assigned_employees, total_amount, outstanding_balance, subtotal.

Find estimates

Lists estimates, filtered by customer, work status or a scheduled start range.

Get an estimate

Reads one estimate by ID: estimate_number, work_status, customer, address, schedule, assigned_employees and its options (name, total amount, approval status, line items).

Find invoices

Lists invoices, filtered by status (open, pending_payment, paid, voided, uncollectible, canceled) and created or due date ranges, newest first unless sorted otherwise.

List employees

Lists the company's active employees (the pros).

Find open booking windows

Lists open time windows to book a job or estimate, from the company's online booking settings and each employee's free time, for a number of days from a start date.

Create a customer

Creates a customer with a name, contact details, an optional service address, tags, lead source and notes.

Add an address to a customer

Adds a service address to an existing customer.

Create a job

Creates a job for an existing customer at one of their addresses, with an optional schedule (start and end, ISO 8601, and an arrival window in minutes), assigned employees, line items.

Add a note to a job

Adds a note to a job for the team.

Create a lead

Creates a lead (a sales opportunity) for an existing customer by ID, or for a new person by name and contact details (one of the two is needed), with an optional address, lead source, note and tags.