The fields your office receives
| Source field | Destination |
|---|---|
| Caller name, phone, and email | The customer found by mobile number, then email, or a new customer |
| What the caller needs, preferred times, captured answers, the service address as given, Penny’s summary, and a link | Lead note |
| The location the caller reached, when you have more than one | Lead note |
| Penny | Lead source |
- Direction
- Penny searches your Housecall Pro customers by mobile number, then email, and adds a lead for the match or a new customer. She doesn’t read anything else from Housecall Pro.
- When it happens
- Penny adds the lead right after the call or chat ends, usually within a few minutes.
A lead has no schedule, dispatch, or invoice. Your office turns it into an estimate or job and confirms the visit through its normal process. Connecting needs Housecall Pro’s Max plan, which includes API access. Housecall Pro can notify the customer when a new lead arrives; that setting is in Housecall Pro’s Job Inbox.
Set up the connection
- 1
Create an API key
In Housecall Pro, an admin opens My Apps → All Apps → API Key Management, generates a key named Penny with Full access, and copies it. API keys come with the Max plan.
- 2
Connect it in Penny
In Penny, open Settings → Integrations, choose Housecall Pro, paste the key, and choose Connect. Penny checks the key with Housecall Pro before saving it.
- 3
Show Penny’s leads in Job Inbox
In Housecall Pro, open My Apps → Job inbox and turn on API Leads, so Penny’s leads arrive in their own channel.
- 4
Make a test call
Call your Penny number with a name, a service address, and a short description of the problem. When the call ends, find the lead under Customers → Leads and read the note.
Housecall Pro lead
- Customer
- Sample Caller
- Lead source
- Penny
- Note
- Dishwasher will not drain; 100 Example Lane; preferred time Tuesday morning
- Scheduling
- Office follow-up required
Check the first result
Open the test lead and confirm the customer, the address, and the note. Make sure the person reviewing leads knows the visit still needs to be scheduled.
Questions about this connection
When is the technician’s time confirmed?
When your office converts the lead to a job and schedules it in Housecall Pro. A lead doesn’t assign a technician or an arrival window.
Which Housecall Pro plan do I need?
The Max plan, because Housecall Pro gives API keys on Max only. An admin creates the key.
Do leads go to the right Housecall Pro location?
Every lead names the Penny location the caller reached, in its note. It arrives in the Housecall Pro account the API key belongs to, and your office routes it from there.
How do I know the connection is ready?
Open the test lead and confirm the customer, the address, and the note. Make sure the person reviewing leads knows the visit still needs to be scheduled.