Two way
Housecall Pro starts the integration and changes made in ServiceM8 flow back into Housecall Pro as well.
- You pick whether Housecall Pro or ServiceM8 leads in a conflict
- Changes on either side travel
- Nothing bounces back and forth
CRM Connector Platform
ServiceM8 and Housecall Pro, one contact list
Housecall Pro runs jobs in the field, ServiceM8 runs jobs and the schedule in the field. CRM Connector keeps the contacts the same in both, so nobody retypes a record.
- Api key for Housecall Pro
- Either system can lead
- 7 day free trial
Contacts, two way or one way
- Contacts
At a glance. Contacts stay the same on both sides. Below: which field matches which, and what every change does.
Your choice
Two way or one way
Keep both systems identical, or let one feed the other. You decide per record type.
One way
Housecall Pro feeds ServiceM8 and ServiceM8 changes stay in ServiceM8.
- Housecall Pro stays the source of truth
- ServiceM8 always has the latest customers
- Switch to two way later
Fine tune it:Everyone, customers only or leads onlyEvery 30 minutes up to every 3 days
Record by record
What travels, and what each change does
Pick a record type and the system where a change starts. On the left, which field matches which and when it travels; on the right, what that change does on the other side.
Starts in
Fields- Client nameBoth waysCompany
- Contact first nameBoth waysFirst name
- Contact last nameBoth waysLast name
- Contact emailBoth waysEmail
- Contact mobileBoth waysMobile number
- Address line 1When createdStreet
- Address line 2When createdStreet line 2
- City, state, postcodeWhen createdCity, state, zip
- CountryWhen createdCountry
- Has completed jobsEach works it outHas completed jobs
- Not in ServiceM8Only in Housecall ProLead source
It happens in ServiceM8, 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 and phone change
The same change is made to the Housecall Pro customer on the next sync.
Address and country change later
Not carried: Housecall Pro takes an address only when the customer is created.
- Some fields travel once, when the record is created: Housecall Pro takes an address only when the customer is created.
- Before anything is created the other system is searched first, so nothing is created twice.
How a sync runs
One sync, step by step
What happens every time the integration runs, in the order it really happens. Pick which system leads and watch the records move.
Which system leads?
Connections
CRM
Step 1 of 7
Both connections are checked
Credentials for ServiceM8 and Housecall Pro are checked and sign in tokens refreshed automatically. If a connection was removed on either side, the integration pauses and you get one message with a reconnect button.
Conflicts
When both sides changed the same record
- For each two way record type you choose whether ServiceM8 or Housecall Pro leads. The leading side always runs first in a sync.
- It only matters when the same record changed in both systems between two syncs. Every other change simply travels.
- A record is never moved backwards by a sync: a paid invoice is not reopened, a decided quote is not undecided.
Between two syncs
The phone number of the same client is changed in both systems
Leading system
+1 415 555 0101+1 415 555 0199Two different values. Run the sync to see which one both systems end up with.
Good to know
What is particular to this pair
What holds for ServiceM8 or Housecall Pro on its own is on its own page.
- Housecall Pro starts the integration
- It can only be the source; ServiceM8 changes still flow back on two way.
- Address and country on create
- Later changes stay in the system where they were made.
- Not run live yet
- Built on the same proven engine as the other pairs.
FAQ
Questions about ServiceM8 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.
- Can I sync ServiceM8 and Housecall Pro both ways?
- Yes. Housecall Pro starts the integration, and on a two way route changes made in ServiceM8 flow back into Housecall Pro.
- What syncs between ServiceM8 and Housecall Pro?
- Contacts. Invoices, quotes and jobs are not offered between these two.
- How does Housecall Pro connect?
- With an api key created by an admin of your Housecall Pro account. Api access needs the Housecall Pro MAX plan.
- Does a changed address reach the other system?
- Address travels when the record is created, because housecall Pro takes an address only when the customer is created. A later change is made in both systems.
- Can I sync only paying customers?
- Yes. Pick customers only: in ServiceM8 that is completed jobs, in Housecall Pro completed jobs.
- Will it create duplicates?
- No. Before anything is created in ServiceM8 or Housecall Pro, the platform looks for the same record first and updates that one instead. Records synced before stay linked.
- What if the connection to ServiceM8 or Housecall Pro drops?
- The platform notices on the next sync, pauses the integration and sends you one message with a reconnect button. Reconnecting takes one step, and syncing picks up where it left off without creating anything twice.
- How often does it sync?
- From every 30 minutes up to every 3 days, depending on your plan. Every plan includes a 7 day free trial.
Ready to connect ServiceM8 and Housecall Pro?Start your 7 day free trial
Sign in to ServiceM8 and Housecall Pro, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.