AI Agents for Housecall Pro
Housecall Pro MCP: your own AI agent in ChatGPT and Claude
Connect your Housecall Pro account to ChatGPT and Claude. The assistant reads your customers, jobs, estimates, invoices and leads and, with AI Agent, moves work on when you ask.
- Open to every account for Housecall Pro
- AI Analyst $29.99 or AI Agent $79.99 a month
- 7 day free trial, once per account.
- Every change shown first. Nothing is ever deleted.
Your Housecall Pro agent
Free to set up and try on 50 records.
- AI AnalystAsk anything about your customers, deals and invoices.$29.99a month
- AI AgentAlso gets the work done: changes records once you approve.$79.99a month
7 day free trial, once per account. One package covers one account.
Using another system? Tell us which oneSee it work
An AI agent at work on Housecall Pro
Watch the assistant read and write Housecall Pro records from ChatGPT and Claude.
What it reaches
What the assistant can do in Housecall Pro
You choose per record type what it may read or change. Ask the assistant what your agent can do, and it lists it record type by record type.
Customers
Reads- Search by name, email, phone or address
- The jobs of a customer
With AI Agent- Update customer details
Jobs
A tag is only ever added, never taken off.
Reads- Line items, notes, visits and invoices of a job
- Where a job stands in its pipeline
With AI Agent- Reschedule a job and send it to other employees
- Add lines and notes
- Add a tag that already exists
- Move a job on in its pipeline, never back
Estimates
With several options, name the option you mean.
Reads- Estimates with their options, lines and status
With AI Agent- Make estimates, add lines and notes
- Approve or decline an option, after your click
- Move an estimate on in its pipeline
Invoices
Housecall Pro's api takes no invoice change and no payment, so invoices stay read only.
Reads- Open invoices and the payments made
- Count and add up, such as open invoices per status
Leads
Reads- Leads and where they stand in the pipeline
With AI Agent- Make new leads
- Move a lead on in its pipeline
- Turn a lead into an estimate or a job, after your click
Team and price book
Reads- Your employees
- The services in your price book
- Your pipeline statuses
Ask it, in Housecall Pro
Two packages, one question away
AI Analyst answers from your records. AI Agent also does the work, once you say yes.
AI Analyst
Ask anything about your customers, deals and invoices.
- Reads customers, jobs, estimates and leads
- Reads invoices and the payments on them
- Counts and adds up, such as open invoices per status
- Reads your team, pipeline statuses and price book
Ask it
- Which invoices are still open, and who owes the most?
- Show the jobs of this customer with their notes.
- Which estimates still wait for the customer's answer?
AI Agent
Also gets the work done: changes records once you approve.
- Everything in AI Analyst
- Updates customers
- Reschedules a job and sends it to other employees
- Adds lines, notes and existing tags
- Makes estimates and leads, and turns a lead into an estimate or job after your click
Ask it
- Move this job to Friday morning and send it to Sam.
- Add a note to this job that the customer called.
- Make an estimate for this customer with these two lines.
- Approve the second option of this estimate.
Automations, with AI Agent
Rules that run in your system by themselves
With AI Agent, describe a rule in the chat. Approve it with a yes in the chat, and it runs in your system by itself. Rules that message your customers you approve in CRM Connector.
A rule can set fields, move a stage or add a note or a task, and what else it can do depends on your system. It never deletes, and a payment always waits for your own click. Tell us what it should do, and we set it up for you.
When a job is completed, add a note on it.
- When
- A job is completed
- Only if
- Its total is above an amount you choose
- Then
- 1Add a note on the job
Approval, change log and undo
Nothing changes until you approve it
The assistant proposes, you approve, CRM Connector writes. AI Analyst never writes.
Every change is proposed first
You see a before and after list. Nothing is written until you approve.
Risky changes need your click
Messages to your customers, status changes and big batches need your own click.
Newer work is never overwritten
Each record is read again right before the change. Changed since? Refused.
A change log with undo
Every change is kept, with undo where the system allows it.
You choose what it may do
Per record type: off, read, or read and write. Pause it any time.
- ContactsOffReadRead and write
- DealsOffReadRead and write
- InvoicesOffReadRead and write
Nothing is ever deleted
Never a deleted record. A payment only where your system allows it, after your own click.
What the assistant reaches
- Only the system and record types you switched on
- Never passwords or sign ins
- Answers go to OpenAI or Anthropic under your own agreement
- The change log is kept for 90 days
Good to know
How the Housecall Pro agent behaves
One package, one account
One package covers one Housecall Pro account. Every other account needs its own package.
Connects with an API key
An admin of your Housecall Pro account makes the key, and you paste it into the setup. API access needs the Housecall Pro MAX plan.
Invoices stay read only
Housecall Pro's api takes no invoice change and no payment, so the assistant never changes an invoice or records a payment.
Nothing is sent from Housecall Pro
The api offers no sending, so the assistant never sends an estimate, invoice or message to your customers.
Tags are only added
The assistant adds tags that already exist in Housecall Pro and never takes one off.
A decided option stays decided
Once an estimate option is approved or declined, Housecall Pro does not let it be taken back, so the assistant never decides it again.
Big changes need your click
A status or stage, or more than 10 records at once, waits for your own click on a CRM Connector page.
Never a delete, never a payment
In Housecall Pro the assistant never deletes a record and never records a payment, whatever you ask it.
AI Agents pricing
One monthly package per system
ChatGPT and Claude included, with or without a sync plan.
The monthly fee per connected system
Connect Housecall Pro to ChatGPT and Claude, through MCP.
A monthly package for Housecall Pro.
One package covers one system, so every other system needs its own: your CRM on AI Agent, your books on AI Analyst.
Save an agent and try it for free first. Switch it on buys everything your saved agents need in one purchase, and lets go of unused agents of the other package.
AI Analyst
Ask anything about your customers, deals and invoices.
$29.99per month
One system at $29.99 each
7 day free trial, once per account.
- Reads and searches one system
- Notes, activities, stages and custom fields
- You choose what it may see
- ChatGPT and Claude included
AI Agent
Also gets the work done: changes records once you approve.
$79.99per month
One system at $79.99 each
7 day free trial, once per account.
- Everything in AI Analyst, for one system
- Changes and creates records
- Every change shown first, risky ones approved by you
- A change log, with undo
Set up your Housecall Pro agent yourself
Nothing to request. Connect Housecall Pro in CRM Connector, choose what the assistant may do and save it. Try it for free in ChatGPT or Claude, then switch it on when you are ready.
- Step 1
Set up your Housecall Pro agent
Connect Housecall Pro in CRM Connector, or plan it in ChatGPT or Claude, and choose what it may do. Once saved, it reads up to 50 records for free.
- Step 2
Connect ChatGPT or Claude
Right after saving, CRM Connector helps you add it and shows when it is connected. Planned it in the chat? You go back to that chat.
- Step 3
Ask, and approve a first automation
Ask a first question in the chat. With AI Agent, approve a first automation there with a yes. Rules that message your customers you approve in CRM Connector.
- Step 4
Switch it on
One purchase covers everything your saved agents need. 7 day free trial, once per account. Approved automations start at once.
FAQ
Questions about the Housecall Pro agent?
The answers about Housecall Pro. What every AI agent shares is on the AI Agents page.
Yes. CRM Connector is an MCP server with an AI agent for Housecall Pro, in both ChatGPT and Claude. It is open to every account, so you can set it up today.
Open the setup in CRM Connector, or plan the agent in ChatGPT or Claude and follow the link:
- Paste an API key of your Housecall Pro account, which needs no subscription, choose what the assistant may do and save it
- Try it for free: it reads up to 50 of your records in ChatGPT or Claude
- Connect ChatGPT or Claude, which CRM Connector helps you do right after saving
- Ask a first question, and with AI Agent approve a first automation in the chat
- Switch it on: one purchase for everything your saved agents need
The agent uses Housecall Pro's API, and API access needs the Housecall Pro MAX plan.
Yes. AI Analyst only reads, and with AI Agent you still choose per record type whether the assistant may change anything.
No. Housecall Pro's api takes no invoice change and no payment, so invoices stay read only. That stays with you in Housecall Pro.
Yes, with AI Agent. It moves a job's schedule and sends it to other employees, and shows you the change before it is made.
For example:
- When a job is completed, add a note on it
- When a job is scheduled, add a note on it for the crew
Rules can watch customers, jobs, estimates, invoices and leads. You approve a rule once, and it runs by itself after that.
A monthly fee for this account: AI Analyst $29.99 or AI Agent $79.99. Billed yearly you pay ten months. There is a 7 day free trial, once per account.
No. AI Agents works with or without a CRM Connector sync plan.