FreshBooks and Housecall Pro integration
FreshBooks and Housecall Pro, from accepted estimate to job
CRM Connector keeps Housecall Pro customers and FreshBooks clients the same both ways, and turns every estimate accepted in FreshBooks into a Housecall Pro job with its lines, ready for your office to schedule. Housecall Pro runs the jobs, FreshBooks keeps the books.
- API key for Housecall Pro
Customers both ways, accepted estimates into jobs
At a glance
Customers stay the same on both sides, and accepted estimates become Housecall Pro jobs.
What syncs
- CustomersBoth ways
- Accepted estimates into jobsInto Housecall Pro
How it runs
Both ways or one way, your choice
Per record type you choose both ways or one way. With both ways on, you pick whether FreshBooks or Housecall Pro leads when the same record changed in both since the last sync.
Options for FreshBooks and Housecall Pro
- Everyone, customers only or leads only, when Housecall Pro sends, on a one way sync
- Only Housecall Pro customers with a tag you pick
- Only estimates accepted from a date you pick
Record by record
What syncs between FreshBooks and Housecall Pro
Which FreshBooks field matches which Housecall Pro field, and what each change does.
Fields- First nameBoth waysFirst name
- Last nameBoth waysLast name
- OrganizationBoth waysCompany
- EmailBoth waysEmail
- Business phoneBoth waysMobile number
- StreetWhen createdStreet
- Street line 2When createdStreet line 2
- City, province, postal codeWhen createdCity, state, zip
- CountryWhen createdCountry
- Not in FreshBooksOnly in Housecall ProHas completed jobs
It happens in FreshBooks, then in Housecall Pro
A new contact
Looked for in Housecall Pro on an exact email or phone match. Updated when found, otherwise created with the address.
Name, company, email or phone changes
The same change is made to the Housecall Pro customer on the next sync.
FAQ
Questions about FreshBooks and Housecall Pro?
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
Customers both ways, and an estimate accepted in FreshBooks one way into an unscheduled Housecall Pro job with its lines. Invoices are not offered between these two.
No. Only an accepted estimate becomes a job, unscheduled, for the same customer at their address, with the estimate's lines as line items and one extra line for any tax they do not cover.
Open, declined and expired estimates stay in FreshBooks, and you choose from which date accepted estimates count.
Ask your AI assistant
Ask ChatGPT or Claude about FreshBooks and Housecall Pro
CRM Connector works inside ChatGPT and Claude. Ask in plain words and get the answer for your own setup, including a link that opens it ready to start.
Get started
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Sign in to FreshBooks and Housecall Pro, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.