Housecall Pro tools
Everything your AI assistant can do in your Housecall Pro account.
Open estimates, today's schedule, dispatching - ask ChatGPT or Claude in plain English and Inrconnect handles the Housecall Pro part. Here is exactly what it can do, and what it can't touch unless you allow it.
What your AI assistant can help with
Every available Housecall Pro tool
Each tool handles one clear task. The plan badge shows whether it is included with Free or unlocked with Pro.
Customers
Find customer details, add new customers, and keep customer notes up to date.
Find customers
FreeLooks up infoSearch your customer list and sort or page through the results.
View a customer
FreeLooks up infoPull up the details for one customer when you already know who you need.
Add a customer
ProMakes changesCreate a customer with contact information, addresses, tags, and lead details.
Add a customer note
ProMakes changesSave a new note on a customer's record so your team has the latest context.
Leads and estimates
Keep up with new opportunities, estimate details, and the next step for each lead - before they go cold.
Find leads
ProLooks up infoSearch your leads and narrow the list using the details that matter to you.
View a lead
ProLooks up infoPull up the full record for a specific lead.
View lead line items
ProLooks up infoSee the services, quantities, and pricing items attached to a lead.
Add a lead
ProMakes changesCreate a lead with the customer, service address, notes, and requested work.
Turn a lead into work
ProMakes changesConvert an existing lead into an estimate or a job when the customer is ready.
Find estimates
FreeLooks up infoSearch estimates by the filters you choose and sort through the results.
View an estimate
FreeLooks up infoPull up the details for a specific estimate.
Find checklists
ProLooks up infoSee the checklists connected to one or more jobs or estimates.
Jobs and scheduling
Keep jobs moving - check the day, reschedule, dispatch, and leave notes without opening the calendar.
Find jobs
FreeLooks up infoSearch jobs using status, dates, customer details, and other useful filters.
View a job
FreeLooks up infoPull up the details for a specific job.
View job appointments
ProLooks up infoSee every appointment scheduled for a specific job.
View job invoices
ProLooks up infoSee the invoices connected to a specific job.
Find booking windows
ProLooks up infoSee available booking times for a date range, service, price form, or employee.
Find events
ProLooks up infoSearch scheduled events and narrow the results by location.
View an event
ProLooks up infoPull up the details for a specific calendar event.
View daily routes
ProLooks up infoSee the routes planned for your team on a specific date.
Add a job appointment
ProMakes changesSchedule a new appointment for a job and assign the right employees.
Update a job appointment
ProMakes changesChange an appointment's timing, arrival window, instructions, or assigned team.
Delete a job appointment
ProMakes changesRemove an appointment that is no longer needed.
Update a job schedule
ProMakes changesChange when a job is scheduled and which employees are assigned.
Clear a job schedule
ProMakes changesRemove the current date and time from a job that needs to be rescheduled.
Dispatch a job
ProMakes changesSend a job to one or more employees in the field.
Add a job note
ProMakes changesSave a note on a job for the office or field team.
Delete a job note
ProMakes changesRemove a specific note from a job.
Business and team setup
Reference your company settings, employees, service areas, and scheduling rules.
View company details
ProLooks up infoSee the profile information for the connected Housecall Pro company.
View scheduling rules
ProLooks up infoSee the company's working hours and schedule availability settings.
Find employees
ProLooks up infoSearch your employee list and narrow it by location when needed.
Find service zones
ProLooks up infoSee the geographic service areas set up for your business.
Ready to put Housecall Pro within reach?
Add your Housecall Pro API key in Inrconnect, choose which tools can be used, then connect your AI assistant.