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AlphaAssist + Housecall Pro Integration

AlphaAssist answers your phone 24/7 and captures every lead—booking requests, service inquiries, support calls—then routes qualified jobs directly into Housecall Pro. Your team sees new appointments, customer details, and call notes synced in real time, so nothing falls through the cracks. No more manual data entry between your AI receptionist and your job management system.

What this integration does

Auto-create jobs from inbound calls

When a caller books a service or requests a quote, AlphaAssist captures the details and pushes them into Housecall Pro as a new job. The customer name, phone, service type, and preferred appointment window all sync automatically, so your team can confirm or reschedule without re-asking questions.

Route service inquiries to the right technician

AlphaAssist categorizes incoming calls—plumbing emergency, HVAC maintenance, general inquiry. Those categories map to job types in Housecall Pro, so dispatch can assign the right person immediately. For urgent calls, AlphaAssist can flag them as high-priority in the system.

Capture customer context for faster service

Call notes, caller intent, and any details the customer shared during the AI conversation appear in the Housecall Pro job record. Your technician arrives with context—previous issues, special requests, or access instructions—reducing back-and-forth calls and improving first-time resolution.

Trigger SMS follow-ups from Housecall Pro workflows

Once a job is completed in Housecall Pro, you can trigger AlphaAssist to send an automated Google-review SMS to the customer 48 hours later. This keeps reputation management tied to your actual service delivery, not just call volume.

How to set it up

  1. Enable the integration in AlphaAssist. Log into your AlphaAssist dashboard, navigate to Integrations, and select Housecall Pro. You'll see an "Activate" button and a brief overview of what data will sync.
  2. Authenticate Housecall Pro. Click "Connect Housecall Pro" and log in with your Housecall Pro account credentials. AlphaAssist will request permission to create jobs and read your customer and job-type data. Approve the request.
  3. Map job categories. In the integration settings, match AlphaAssist's call categories (booking, service-inquiry, support) to your Housecall Pro job types (e.g., "Emergency Plumbing," "Maintenance Visit"). This ensures calls are routed with the right label.
  4. Set default job fields. Configure which Housecall Pro fields auto-populate from AlphaAssist calls—customer name, phone, service address (if captured), and any custom fields your team uses. You can also set a default technician or team for initial assignment.
  5. Test a call. Call your AlphaAssist number, book a service, and verify the job appears in Housecall Pro within 30 seconds. Check that customer details and call notes are accurate.
  6. Enable SMS follow-ups (optional). If you want AlphaAssist to send review requests after Housecall Pro marks a job complete, toggle this in the integration settings and confirm your SMS credit balance.

What gets synced

Direction Data Type When It Syncs
New job (customer name, phone, service type, notes, preferred date/time) Immediately after call ends
Call recording link (optional, for compliance/training) With job creation
Call category tag (booking, service-inquiry, support) With job creation
Job status updates (assigned, in-progress, completed) Real-time as technician updates Housecall Pro
Customer record (for deduplication and history) On-demand when syncing a new job
Review request trigger (Housecall Pro job completion → AlphaAssist SMS) 48 hours after job marked complete

Pricing & availability

The Housecall Pro integration is included in AlphaAssist Professional ($69.99/mo) and above. It's not available on the Starter plan. If you're on Starter and want to use this integration, you'll need to upgrade to Professional, which also adds Google Calendar booking, bilingual call handling, and Facebook/Instagram message intake.

The integration itself has no additional setup fee—it's part of your monthly subscription. You do need an active Housecall Pro account (Housecall Pro's pricing is separate).

FAQ

Does this work with Housecall Pro's free or starter plan?
I don't have confirmation of Housecall Pro's tier structure, but the integration requires API access to create jobs and read job types. Check with Housecall Pro support to confirm your plan includes API permissions. Most CRM integrations work with paid tiers.

What if a customer is already in Housecall Pro?
AlphaAssist checks for existing customer records by phone number before creating a new job. If the customer exists, the job is linked to their profile, so you avoid duplicates and keep service history intact.

Can I customize which fields sync from AlphaAssist to Housecall Pro?
Yes. In the integration settings, you can choose which AlphaAssist call details populate which Housecall Pro job fields. You can also set defaults for fields AlphaAssist doesn't capture—like service address or job priority.

What happens if Housecall Pro is down?
AlphaAssist queues the job and retries syncing every 5 minutes for up to 24 hours. Once Housecall Pro is back online, the job pushes through. You'll see a notification in your AlphaAssist dashboard if a sync fails.

Can I turn off the integration without losing data?
Yes. Disconnecting the integration stops new jobs from syncing, but all previously synced jobs remain in Housecall Pro. You can reconnect anytime without re-mapping categories or settings.

Get started

Ready to stop answering calls manually and get jobs into Housecall Pro instantly? Sign up for AlphaAssist Professional or book a demo to see the integration in action.

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