Everything your AI assistant can do in your Housecall Pro account.

Search your customer list and sort or page through the results.

Pull up the details for one customer when you already know who you need.

Create a customer with contact information, addresses, tags, and lead details.

Save a new note on a customer's record so your team has the latest context.

Search your leads and narrow the list using the details that matter to you.

Pull up the full record for a specific lead.

See the services, quantities, and pricing items attached to a lead.

Create a lead with the customer, service address, notes, and requested work.

Convert an existing lead into an estimate or a job when the customer is ready.

Search estimates by the filters you choose and sort through the results.

Pull up the details for a specific estimate.

See the checklists connected to one or more jobs or estimates.

See the lead sources set up for your business.

Build an estimate with options and line items for a customer.

Add another option, with line items and tax, to an existing estimate.

See the line items on one estimate option.

Add or change several line items on an estimate option at once.

Mark estimate options as approved, which can turn them into a job.

Mark estimate options as declined.

Set or change when an estimate visit happens and who goes.

Save a note on an estimate option.

Remove a specific note from an estimate option.

Attach a titled link to an estimate option.

Search jobs using status, dates, customer details, and other useful filters.

Pull up the details for a specific job.

See every appointment scheduled for a specific job.

See the invoices connected to a specific job.

See available booking times for a date range, service, price form, or employee.

Search scheduled events and narrow the results by location.

Pull up the details for a specific calendar event.

See the routes planned for your team on a specific date.

Schedule a new appointment for a job and assign the right employees.

Change an appointment's timing, arrival window, instructions, or assigned team.

Remove an appointment that is no longer needed.

Change when a job is scheduled and which employees are assigned.

Remove the current date and time from a job that needs to be rescheduled.

Send a job to one or more employees in the field.

Save a note on a job for the office or field team.

Remove a specific note from a job.

Create a job for a customer with schedule, line items, tags, and notes.

See every line item on a job.

Add a single line item to a job.

Change a single line item on a job.

Remove a single line item from a job.

Add, change, or replace several line items on a job at once.

Add one of your tags to a job.

Remove a tag from a job.

Search invoices across all jobs by status, customer, and dates.

Pull up the details for a specific invoice.

See the profile information for the connected Housecall Pro company.

See the company's working hours and schedule availability settings.

Search your employee list and narrow it by location when needed.

See the geographic service areas set up for your business.

See the job types set up for your business.

See the tags you use to organize jobs and customers.

See the pipeline stages for leads, jobs, or estimates.

Browse the material categories in your price book.

See the materials in a price book category.

See the active price forms in your price book.

Pull up a price form with its fields and options.