What’s new?

You can now connect Housecall Pro directly to Workflows. Two triggers — Job scheduled and Job completed and one action — Create new customer. Let home service businesses react to bookings, reschedules, and job completions, and push new customer records into Housecall Pro from any workflow.

How it works

Job scheduled fires when a new job is scheduled or an existing job is rescheduled. Job completed fires when a job is marked complete. Both return the same full job payload plus a nested customer object, so downstream mapping is consistent across the two events. The action creates a new customer record from workflow inputs, returning the new customer ID for downstream steps. Authentication is API key, connect once, target multiple accounts via the Connected Account dropdown.

How to use it

• In Workflows, add a Housecall Pro trigger or the action.
• Click Connect your account; in the Connect with API Key modal, paste your Housecall Pro API key (Housecall Pro → My Apps → Go to App Store → API Key Management → Generate API Key with Full Access).
• For the triggers: optionally Add filters to scope by customer, job tag, employee, or any captured field; then Find new records to capture a sample payload.
• For the action: fill First Name and Last Name (required) and any optional fields (Email, Company, Mobile Number — 10 digits, Home Number); Test Action to validate.
• Save and publish.

Why we built it

Home service businesses run jobs, scheduling, invoicing, estimates, and payments in Housecall Pro but lead capture, marketing, and cross-channel customer outreach typically live in the platform. Bridging the two lets a new booking in Housecall Pro fire a confirmation message and update the CRM, a job completion fire a review request and a receipt, a reschedule notify the customer and the crew, and a new web-form lead flow into Housecall Pro as a customer record ready for the service team.

Simple example

A customer books a window-cleaning job in Housecall Pro for next Tuesday. Within moments, Job scheduled fires — the workflow sends a confirmation SMS with the window, creates or updates the matching contact in the CRM, and tags the contact with ‘Window Cleaning’. Two days later when the technician marks the job complete, Job completed fires — the workflow sends a thank-you SMS with a review link and delivers the receipt automatically.

Additional Notes

• Triggers (2): Job scheduled — fires on new bookings and on schedule updates to existing jobs. Job completed — fires when a job is marked complete. Both filterable via Add filters; both return the same job + nested customer payload shape.
• Action (1): Create new customer — required First Name and Last Name; optional Email, Company, Mobile Number (10 digits), Home Number.
• API key authentication — generate at Housecall Pro → My Apps → API Key Management with Full Access permissions.
• Premium triggers and action — billed per execution at the standard automation rate. Housecall Pro plan usage is billed by Housecall Pro directly.

What’s new?

You can now connect Housecall Pro directly to Workflows. Two triggers — Job scheduled and Job completed and one action — Create new customer. Let home service businesses react to bookings, reschedules, and job completions, and push new customer records into Housecall Pro from any workflow.

How it works

Job scheduled fires when a new job is scheduled or an existing job is rescheduled. Job completed fires when a job is marked complete. Both return the same full job payload plus a nested customer object, so downstream mapping is consistent across the two events. The action creates a new customer record from workflow inputs, returning the new customer ID for downstream steps. Authentication is API key, connect once, target multiple accounts via the Connected Account dropdown.

How to use it

• In Workflows, add a Housecall Pro trigger or the action.
• Click Connect your account; in the Connect with API Key modal, paste your Housecall Pro API key (Housecall Pro → My Apps → Go to App Store → API Key Management → Generate API Key with Full Access).
• For the triggers: optionally Add filters to scope by customer, job tag, employee, or any captured field; then Find new records to capture a sample payload.
• For the action: fill First Name and Last Name (required) and any optional fields (Email, Company, Mobile Number — 10 digits, Home Number); Test Action to validate.
• Save and publish.

Why we built it

Home service businesses run jobs, scheduling, invoicing, estimates, and payments in Housecall Pro but lead capture, marketing, and cross-channel customer outreach typically live in the platform. Bridging the two lets a new booking in Housecall Pro fire a confirmation message and update the CRM, a job completion fire a review request and a receipt, a reschedule notify the customer and the crew, and a new web-form lead flow into Housecall Pro as a customer record ready for the service team.

Simple example

A customer books a window-cleaning job in Housecall Pro for next Tuesday. Within moments, Job scheduled fires — the workflow sends a confirmation SMS with the window, creates or updates the matching contact in the CRM, and tags the contact with ‘Window Cleaning’. Two days later when the technician marks the job complete, Job completed fires — the workflow sends a thank-you SMS with a review link and delivers the receipt automatically.

Additional Notes

• Triggers (2): Job scheduled — fires on new bookings and on schedule updates to existing jobs. Job completed — fires when a job is marked complete. Both filterable via Add filters; both return the same job + nested customer payload shape.
• Action (1): Create new customer — required First Name and Last Name; optional Email, Company, Mobile Number (10 digits), Home Number.
• API key authentication — generate at Housecall Pro → My Apps → API Key Management with Full Access permissions.
• Premium triggers and action — billed per execution at the standard automation rate. Housecall Pro plan usage is billed by Housecall Pro directly.

AI Builder up until now could only build or edit workflows but now it can answer analytics & performance questions as well. Ask in plain language, get a structured answer off live data from your account. On top of that you can ask it to find any workflow in your account, giving you a single window to work from inside workflows.

What's New

Performance Insights

Ask how a workflow is doing and get entries over any period (up or down vs. the period before), a status breakdown (completed, failed, waiting, skipped), completion rate, goal conversions, and where contacts drop off. View trends by week, day, or hour, and see how many contacts sit at each step right now.

Email and SMS Results

Pull delivery and engagement metrics for any email or SMS step: delivered, opened, clicked, replied, bounced, unsubscribed, opted out, and more.

Branch and Path Insights

For if/else and split steps, see what percentage of contacts took each branch.

Contact Tracking

Check whether a person completed, failed, or is still active, when they entered, how long they took, and where they are now. Put names to the numbers — ask "who entered last week?" or "which contacts failed at the SMS step?" and get names and emails back.

Trigger Diagnostics

Find out whether a trigger is firing, what percentage of fires qualified, and the top reasons contacts get rejected. Inspect a single fire to compare the value checked against the value expected. This surfaces silent rejections you couldn't see before.

Workflow Search

Search every workflow by name, status, tags, the triggers or actions it contains, or who last edited it. Ask "which workflows use a Wait step?" or "which use the Invoice Paid tag?" and get an answer at once.

Version History

Ask who last edited a workflow and how many versions exist.

How to Use

Open the AI Assistant in any workflow and ask. No setup required.

Built to Be Trusted

The Assistant only reads; it never touches your workflows when answering. Periods like "last 7 days" run against your own timezone. It won't invent numbers – when there's no data, it says so and tells you what to check. Every answer leads with the key figures, compares against the period before, and ends with next steps.

Why This Matters

Answers that used to mean digging through execution logs now come back in seconds, in plain language, off live data. The Assistant closes the gap between building workflows and understanding how they perform -without leaving the canvas or learning a new interface.

AI Builder up until now could only build or edit workflows but now it can answer analytics & performance questions as well. Ask in plain language, get a structured answer off live data from your account. On top of that you can ask it to find any workflow in your account, giving you a single window to work from inside workflows.

What's New

Performance Insights

Ask how a workflow is doing and get entries over any period (up or down vs. the period before), a status breakdown (completed, failed, waiting, skipped), completion rate, goal conversions, and where contacts drop off. View trends by week, day, or hour, and see how many contacts sit at each step right now.

Email and SMS Results

Pull delivery and engagement metrics for any email or SMS step: delivered, opened, clicked, replied, bounced, unsubscribed, opted out, and more.

Branch and Path Insights

For if/else and split steps, see what percentage of contacts took each branch.

Contact Tracking

Check whether a person completed, failed, or is still active, when they entered, how long they took, and where they are now. Put names to the numbers — ask "who entered last week?" or "which contacts failed at the SMS step?" and get names and emails back.

Trigger Diagnostics

Find out whether a trigger is firing, what percentage of fires qualified, and the top reasons contacts get rejected. Inspect a single fire to compare the value checked against the value expected. This surfaces silent rejections you couldn't see before.

Workflow Search

Search every workflow by name, status, tags, the triggers or actions it contains, or who last edited it. Ask "which workflows use a Wait step?" or "which use the Invoice Paid tag?" and get an answer at once.

Version History

Ask who last edited a workflow and how many versions exist.

How to Use

Open the AI Assistant in any workflow and ask. No setup required.

Built to Be Trusted

The Assistant only reads; it never touches your workflows when answering. Periods like "last 7 days" run against your own timezone. It won't invent numbers – when there's no data, it says so and tells you what to check. Every answer leads with the key figures, compares against the period before, and ends with next steps.

Why This Matters

Answers that used to mean digging through execution logs now come back in seconds, in plain language, off live data. The Assistant closes the gap between building workflows and understanding how they perform -without leaving the canvas or learning a new interface.

AI Builder up until now could only build or edit workflows but now it can answer analytics & performance questions as well. Ask in plain language, get a structured answer off live data from your account. On top of that you can ask it to find any workflow in your account, giving you a single window to work from inside workflows.

What's New

Performance Insights

Ask how a workflow is doing and get entries over any period (up or down vs. the period before), a status breakdown (completed, failed, waiting, skipped), completion rate, goal conversions, and where contacts drop off. View trends by week, day, or hour, and see how many contacts sit at each step right now.

Email and SMS Results

Pull delivery and engagement metrics for any email or SMS step: delivered, opened, clicked, replied, bounced, unsubscribed, opted out, and more.

Branch and Path Insights

For if/else and split steps, see what percentage of contacts took each branch.

Contact Tracking

Check whether a person completed, failed, or is still active, when they entered, how long they took, and where they are now. Put names to the numbers — ask "who entered last week?" or "which contacts failed at the SMS step?" and get names and emails back.

Trigger Diagnostics

Find out whether a trigger is firing, what percentage of fires qualified, and the top reasons contacts get rejected. Inspect a single fire to compare the value checked against the value expected. This surfaces silent rejections you couldn't see before.

Workflow Search

Search every workflow by name, status, tags, the triggers or actions it contains, or who last edited it. Ask "which workflows use a Wait step?" or "which use the Invoice Paid tag?" and get an answer at once.

Version History

Ask who last edited a workflow and how many versions exist.

How to Use

Open the AI Assistant in any workflow and ask. No setup required.

Built to Be Trusted

The Assistant only reads; it never touches your workflows when answering. Periods like "last 7 days" run against your own timezone. It won't invent numbers – when there's no data, it says so and tells you what to check. Every answer leads with the key figures, compares against the period before, and ends with next steps.

Why This Matters

Answers that used to mean digging through execution logs now come back in seconds, in plain language, off live data. The Assistant closes the gap between building workflows and understanding how they perform -without leaving the canvas or learning a new interface.