Connect Housecall Pro

The Housecall Pro integration sends every new booking to your Housecall Pro account as a lead, a job, or both. It can also import your Housecall Pro technicians, so customers only see times when a technician who serves their area is free.

Connect Housecall Pro

1. 1

   Turn on Housecall Pro

   In the sidebar, under Integrations, click Browse (or Manage). Switch Housecall Pro on, then click Housecall Pro to open its setup page.

2. 2

   Paste your API key

   In the Connection card, paste the key into API key.

3. 3

   Save

   Click Save. ServiceReserve checks the key with Housecall Pro. You see "Connected to your company. Settings saved." and the badge reads Connected.

4. 4

   Choose features

   Under Features, switch on what you need, then click Save again. See Features.

To replace the key later, paste the new one and click Save. Leave the field blank to keep the saved key.

Features

The feature switches unlock after you save an API key.

• Lead creation — creates a Housecall Pro lead for every booking.
• Job creation — creates a Housecall Pro job for every booking.
• Schedule integration — imports your Housecall Pro technicians and routes bookings to them by service area and schedule.

How customers are matched

For both leads and jobs, ServiceReserve looks for an existing Housecall Pro customer with the same email, then the same phone number. If there's no match, it creates a new customer with the booking's contact details and address.

Leads

Each lead includes the service address and a note with the selected services, estimated total, preferred time, and intake answers. The lead source reads "ServiceReserve – form name". If a technician was assigned to the booking, the lead is assigned to them.

Jobs

A job needs a scheduled time and a technician. ServiceReserve creates a job only when both are true:

• The booking has a preferred time that matches the form's schedule.
• A technician was assigned to the booking. This needs Schedule integration on and technicians imported.

The job is scheduled at the booking's time and assigned to that technician. When either piece is missing, ServiceReserve creates a lead instead, so the booking still reaches Housecall Pro. You can convert that lead to a job in Housecall Pro.

Import technicians

1. 1

   Turn on Schedule integration

   Switch on Schedule integration and click Save. The Import technicians card appears and loads your Housecall Pro technicians.

2. 2

   Pick technicians

   Check the technicians who should get bookings. Search by name, email, or tag, or click a tag to filter. Use Select all on this page for large teams.

3. 3

   Import

   Click Import selected. New technicians get your default form, service area, and schedule.

4. 4

   Adjust routing

   Open Technicians in the sidebar to set each technician's form, service area, and schedule, switch one off, or remove one.

Once technicians are imported, the booking form offers only the times when a technician linked to that form is free in Housecall Pro. If some technicians' service areas cover the customer's zip code, only those technicians count. If none do, every technician on the form counts. Click Refresh on the import card to load technicians you added in Housecall Pro later.

Check deliveries

This page doesn't have a test button or an activity table. To check a booking, open the request. The Integration activity card shows the Housecall Pro delivery and any error.

Stop sending bookings

Switch the toggle in the page header to Disabled. Nothing is sent while it's off. To stop only leads or jobs, switch that feature off and click Save.

Troubleshooting

• "HCP rejected the API key. Confirm the key is correct AND that your account is on the MAX plan — the Public API is gated to that tier." Check the key and your Housecall Pro plan, then save again.
• "Paste your Housecall Pro API key first." There's no key saved yet. Paste one and click Save.
• "Last sync failed: …" The last delivery failed. The message says why.
• "No technicians found in your HCP account." Add employees in Housecall Pro, then click Refresh.
• "All Housecall Pro technicians have already been imported." Manage them on the Technicians page.
• Bookings arrive as leads, not jobs. The booking had no preferred time or no assigned technician. See Jobs.
• "Re-enable the integration before saving." The integration is paused. Switch the page-header toggle on.