Field Service
HouseCall Pro Integration
Send ad leads directly into HouseCall Pro as new customers with job details attached -- so your team can schedule and dispatch without re-entering anything.
Send ad leads directly into HouseCall Pro as new customers with job details attached -- so your team can schedule and dispatch without re-entering anything.
Connect HouseCall Pro with 4 lead sources
When a Facebook lead is submitted, LeadSync creates a Customer in your HouseCall Pro account first (with name, email, phone, and structured address fields), then creates a Lead in your Job Inbox linked to that customer with source set to LeadSync. Your dispatch team sees the new lead in the Job Inbox alongside any other leads coming in from your website, calls, or referrals -- with the customer record already populated and ready to convert into an estimate or job.
LeadSync also de-duplicates: before creating a new customer, it searches HouseCall Pro by email. If a customer with that email already exists (e.g. a returning client filling out an ad form for a different service), LeadSync skips the customer-create step and attaches the new lead to the existing customer record. Your customer list stays clean and the lead history is properly threaded.
For field service businesses, the customer's address is the single most important field on a lead -- without it, you can't schedule, route, or quote. LeadSync maps street, city, state, and zip independently to the matching HouseCall Pro customer fields, so your team gets a properly structured address rather than a single concatenated string they need to manually parse before scheduling.
Anything else captured on your lead form (preferred service time, project description, equipment make and model, square footage) is attached to the customer record as a Note, so your dispatch team has the full job context the moment they open the lead. Unmapped fields don't get silently dropped.
HouseCall Pro uses OAuth -- click connect, authorise from your HouseCall Pro account (MAX plan required for API access), and LeadSync handles the rest. Access tokens are refreshed automatically when they expire; the rotated refresh token is persisted back to your connection record so the next refresh works correctly.
If the refresh token itself ever becomes permanently invalid -- for example, the LeadSync app was removed from HouseCall Pro, or the connection sat idle long enough for HCP's OAuth server to time it out -- LeadSync detects this on the next lead, marks the connection as needing reconnection, and sends you a one-time email with a direct link to reconnect. The next lead after you reconnect flows through normally; no manual catch-up step.
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