Field Service

AI Agent for
Housecall Pro

Connect Housecall Pro to your AI voice and chat agent to look up customers, book jobs, check estimates, and access service history — all during live calls.

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How It Works

Get your Housecall Pro AI Agent up and running in minutes.

1

Log into the Client Portal and assign Housecall Pro to any agents that need it.

2

Configure the integration settings and integration prompt in the FONE app.

3

Your AI starts handling calls with live Housecall Pro data — booking jobs, checking schedules, and looking up customer details in real time.

Key Features

Everything your AI needs to handle Housecall Pro inquiries like a pro.

Customer Lookup

Your AI searches Housecall Pro customers by phone number, email, or name — pulling up property addresses, tags, service history, and payment status.

Job Booking

Callers can schedule service appointments through your AI. It checks your dispatch calendar and creates jobs with the correct service type, duration, and technician assignment.

Estimate & Invoice Lookup

Your AI accesses pending estimates and open invoices so customers can get pricing, approve work, or ask about balances during a phone call.

Dispatch & Arrival Updates

Your AI provides callers with real-time updates on technician assignments, estimated arrival windows, and job status from your Housecall Pro dispatch board.

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AI Agent for Housecall Pro Example Prompts

Copy and paste these prompts into your Housecall Pro AI Agent prompt box to get started quickly.

Example 1 — Service Booking:
"When a homeowner calls needing service, ask about the issue, their address, and when they are available. Book the service call in Housecall Pro and let them know the technician's arrival window. Provide a confirmation number they can reference."

Example 2 — Pricing Questions:
"If a caller asks about pricing for a specific service, check Housecall Pro for your standard service rates. Provide a price range and explain that the final cost depends on the scope of work determined during the visit. Offer to schedule a free estimate if they prefer."

Example 3 — Technician ETA:
"When a customer calls asking when their technician will arrive, look up the job in Housecall Pro. Check the technician's schedule and provide an updated estimated arrival time. If there is a delay, apologize and offer a revised window."
View All Integration Prompt Examples →

See It in Action

Here's how your AI Agent for Housecall Pro handles a real conversation.

Caller

I need someone to come look at a leaking faucet. Are you available this week?

AI Agent

Absolutely, I can help schedule that. Can I get your name and address?

Caller

Karen Wells, 320 Birch Lane.

AI Agent

I found your account, Karen. I see we did some drain work for you back in January. For the faucet leak, I have a plumber available Wednesday between 1 and 3 PM or Thursday morning. Which would you prefer?

Caller

Wednesday works.

AI Agent

Done! You're booked for Wednesday, March 19th, 1 to 3 PM window. You'll get a text when your technician is on the way. Based on standard faucet repairs, the service call starts at $89. Is there anything else?

Frequently Asked Questions

Can it book jobs directly in Housecall Pro?
Yes. Your AI creates jobs in Housecall Pro with the right service line, estimated duration, and technician — following your dispatch rules.
Does it handle online booking conflicts?
Your AI checks real-time availability from your Housecall Pro calendar, so it never double-books a slot already taken by an online booking or existing job.
Can it process payments?
Your AI doesn't process payments directly, but it can share invoice amounts, outstanding balances, and direct callers to your payment link or customer portal.
Does it support Housecall Pro price book?
Yes. Your AI references your price book for accurate service pricing and can provide callers with estimates based on the work they're describing.
What about after-hours emergency calls?
Your AI handles calls 24/7. It can triage emergencies, schedule urgent appointments in the next available slot, or escalate to your on-call technician.

Ready to Connect Housecall Pro?

Set up your AI + Housecall Pro integration in under 5 minutes.

Get Started ▶ Hear a real call