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Integrate Housecall Pro with your AI CRM

Housecall Pro provides field service businesses with customer, job, scheduling, estimate, invoice, price book, and operational management APIs.

Explore Triggers and Actions

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.

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Add a Note to a Job

Create a note attached to an existing Housecall Pro job.

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Add an Attachment to a Job

Add an attachment to a Housecall Pro job.

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Add an Estimate Option Note

Create a note attached to an existing Housecall Pro estimate option.

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Add Job Tags

Add an existing reusable tag to a Housecall Pro job.

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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.

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Bulk Lock Jobs

Irreversibly lock Housecall Pro jobs whose scheduled start or completion time falls in an inclusive time range for the requested statuses.

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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.

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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.

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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.

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Convert Lead

Irreversibly convert an existing Housecall Pro lead into either a job or an estimate and return the new resource ID.

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Create a Lead Source

Create a lead source for attributing customers, jobs, and leads.

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Create a Tag

Create a reusable tag for classifying customers, jobs, and leads.

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Create an Address on a Customer

Create an address on a customer.

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Create Appointment

Add an appointment to a Housecall Pro job.

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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.

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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.

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Create Estimate Option

Add a named pricing option with optional line items and tax settings to an existing Housecall Pro estimate.

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Create Estimate option attachment

Create a new estimate option attachment

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Create Estimate Option Link

Create a link attached to an existing Housecall Pro estimate option.

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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.

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Create Job Link

Create a link attached to an existing Housecall Pro job.

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Create Job Type

Create a job type for classifying Housecall Pro jobs and estimates.

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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.

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Create Material

Create a material in a Housecall Pro price book category.

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Create Material Category

Create a root or nested material category in the price book.

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Create Price Form

Create a new price form in the Housecall Pro price book.

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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.

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Decline Estimate Options

Irreversibly mark one or more Housecall Pro estimate options as declined by the service professional.

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Delete a Job Line Item

Permanently delete one line item from a Housecall Pro job.

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Delete Appointment

Permanently delete one appointment from a Housecall Pro job.

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Delete Estimate Option Note

Permanently delete a specific note from a Housecall Pro estimate option.

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Delete Job Note

Permanently delete a specific note from a Housecall Pro job.

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Delete Job Schedule

Erase the schedule from an existing Housecall Pro job.

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Delete Material

Permanently delete an existing Housecall Pro price-book material.

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Delete Material Category

Permanently delete an existing Housecall Pro price-book material category.

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Delete Price Form

Permanently delete an existing Housecall Pro price form.

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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.

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Disable Application

Disable the application for the connected company; use Enable Application to reverse this change.

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Dispatch Job

Update the employees dispatched to a Housecall Pro job.

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Enable Application

Enable the application for the connected company; use Disable Application to reverse this change.

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Get a Customer's Address

Get a customer's address via customer ID and address ID.

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Get Application

Get the application and its current state for the connected company.

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Get Checklists

Get one page of checklists belonging to one or more jobs or estimates. Increment page to request another page.

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Get Company

Return the connected Housecall Pro company, its time zone, service area, address, and accessible child locations for company-context discovery.

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Get Customer

Return one Housecall Pro customer by ID, including addresses and optional attachment or do-not-service details.

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Get Estimate

Return one Housecall Pro estimate by ID, optionally including attachments on its estimate options.

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Get Event

Return one Housecall Pro event by ID, including its schedule, address, tags, recurrence, and assigned employees.

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Get Invoice

Return one Housecall Pro invoice by UUID, including amounts, dates, line items, adjustments, payments, and its related job ID.

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Get Job

Return one Housecall Pro job by ID with optional attachments or appointments expanded.

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Get Lead

Return one Housecall Pro lead by ID with its customer, address, assigned employee, status, totals, and conversion records.

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Get Price Form

Get one Housecall Pro price-book price form by UUID, including its pricing fields and assignments.

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Get Schedule Availability

Return the connected Housecall Pro company's configured business-hour schedule windows and booking availability buffer.

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List Booking Windows

Return currently available Housecall Pro booking windows for an optional date range, service, price form, duration, or employee set.

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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.

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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.

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List Employees

Page through active employees for assignment and scheduling decisions.

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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.

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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.

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List Events

Filter and return one page of company events. Pass the returned cursor to retrieve the next page.

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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.

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List Job Appointments

Return the scheduled appointments and assigned employees for one job.

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List Job Input Materials

List all input materials recorded for one Housecall Pro job.

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List Job Invoices

Return all invoices associated with one Housecall Pro job.

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List Job Line Items

Return all line items and pricing details for one Housecall Pro job.

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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.

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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.

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List Lead Line Items

Return one page of pricing line items for a lead. Pass the returned cursor to retrieve the next page.

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List Lead Sources

Search and return one page of lead sources available for attribution, including whether each source is editable.

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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.

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List Material Categories

Page through root-level price-book material categories or categories under a selected parent.

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List Materials

Page through price-book materials under a material category.

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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.

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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.

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List Price Forms

Page through active price-book price forms and their pricing fields.

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List Routes

Return one page of company routes for a date, including grouped employees, job appointments, events, and estimates.

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List Service Zones

Page through service zones, optionally filtering by ZIP code or address, for customer intake and serviceability checks.

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List Tags

Page through the company's reusable tags for customer, job, and lead classification.

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Lock Job

Irreversibly lock a Housecall Pro job by ID and return the locked job.

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Preview Invoice by UUID

Preview a specific Housecall Pro invoice by UUID as an HTML file.

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Remove Job Tag

Remove a tag from a Housecall Pro job.

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Update a Job Line Item

Update one existing line item on a Housecall Pro job.

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Update a Job Type

Update the name of a job type used to classify jobs and estimates.

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Update a Tag

Update the name of an existing reusable tag.

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Update Appointment

Replace the schedule and assigned employees for an existing Housecall Pro job appointment.

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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.

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Update Estimate Option Schedule

Replace the schedule, notification settings, and assigned employees for a Housecall Pro estimate option.

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Update Franchise Info

Update territory-management, franchisee-identifier, or custom external metadata for the connected Housecall Pro company.

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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.

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Update Lead Source

Update the name of a Housecall Pro lead source marked as editable. Account system sources may be read-only.

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Update Material

Update information for an existing Housecall Pro price-book material.

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Update Material Category

Update the name of an existing price-book material category.

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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.

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Update Price Form

Update settings, assignments, and nested pricing fields on an existing Housecall Pro price form. Provide at least one field to change.

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Update Schedule Availability

Replace the connected Housecall Pro company's daily business-hours windows and minimum booking buffer.

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How the Housecall Pro integration works

The Housecall Pro integration connects your Dench AI CRM directly to Housecall Pro, so agents can read and act on your Housecall Pro data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

95 actions are available for agents to invoke on your behalf. Every call runs through Housecall Pro's own authorization, scoped to the account you connect.

Set up Housecall Pro in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Housecall Pro and click Connect — you'll authorize access through Housecall Pro's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Housecall Pro in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the Housecall Pro integration work with Dench?

The Dench Housecall Pro integration connects your AI CRM to Housecall Pro, so AI agents can work with your Housecall Pro data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with Housecall Pro via Dench?

The Housecall Pro integration currently exposes 95 actions, including Add a Line Item to a Job, Add a Note to a Job, Add an Attachment to a Job, Add an Estimate Option Note, Add Job Tags, and Approve Estimate Options. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect Housecall Pro to Dench?

No. You connect Housecall Pro from your Dench workspace using Housecall Pro's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the Housecall Pro integration secure?

Connections are authorized through Housecall Pro's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Housecall Pro connection from your workspace settings at any time.

Housecall Pro | Dench AI CRM