Sold work becomes a Housecall Pro job. Jobs, estimates and invoices reach your CRM and books.

Deal or opportunity won, job created

• A won deal in HubSpot, Pipedrive, Zoho CRM or ActiveCampaign, or a won opportunity in GoHighLevel, Salesforce or Keap (on Max Classic), becomes a Housecall Pro job for the same customer, at the customer's address.
• It is unscheduled, with its value as one line item named after it, so your office plans it in Housecall Pro.
• Open and lost ones stay in the CRM, and you choose from which date wins count.

Quote accepted, job created

• A quote accepted in QuickBooks Online, Xero, FreshBooks, Zoho Books or FreeAgent becomes an unscheduled Housecall Pro job for the same customer, at the customer's address.
• The quote's lines become its line items, with one extra line for any tax they do not cover.
• Open, declined and expired quotes do not travel.

Appointment booked, job scheduled

• An appointment in your GoHighLevel calendar, or an appointment row in a Google Sheet, becomes a scheduled Housecall Pro job for the same customer.
• Moving the appointment moves the job's visit; one cancelled before it was synced is not created, and cancelling it later leaves the job as it is.

Estimate sent, deal following

• A Housecall Pro estimate sent to the customer becomes a deal or opportunity in your CRM, named "Quote" plus its number.
• An approved option moves it to won; every option declined or expired moves it to lost, and it is never reopened.

Addresses are set at creation in Housecall Pro

• Housecall Pro does not accept addresses on updates, so an address travels in when the customer is created there.
• On a two way sync the address is set when the customer is created on each side, and later changes stay where they were made. Syncing one way out of Housecall Pro, address changes follow.

Nothing gets blanked

Only filled fields are sent to Housecall Pro; a partial update cannot wipe anything.

Tags power a filter

• Only customers carrying one of the Housecall Pro tags you choose start travelling out of Housecall Pro.
• A customer that already travelled keeps syncing when the tag is removed.
• Tags are never written into Housecall Pro.

Jobs from other apps are made once

• Housecall Pro takes no later changes to a job from other apps, so a job made from a won deal, an accepted quote or an appointment keeps what it was made with.
• Only the time of a job made from an appointment follows when the appointment moves.
• The customer's jobs are checked first, so a job is never made twice, and each job carries a note naming the record it came from.

A job needs an address

Housecall Pro needs an address for a job, so a job for a customer without one is refused until the customer has an address.

Invoices go out only

• Nothing is written into Housecall Pro's invoices.
• Housecall Pro keeps the customer on the job, so each invoice finds its customer through its job, read from the 5,000 most recently updated jobs.

Every run reads the full lists

Housecall Pro cannot list only what changed, so customers, jobs and invoices are read in full on every run, in pages of 100, and only real changes are written. A sync from date keeps older invoices out.

Not connected to CompanyCam or Simpro

• CompanyCam connects Housecall Pro itself, and Simpro is a job system of its own, so Housecall Pro does not pair with them.