Product
Four things it watches
while you’re on a roof.
The day, the phones, the board, and the money. The operator reads them out of the tools you already pay for, and tells you which one is currently costing you.
01 · The day
Every job, in one place, with the money attached
The operator reads your Housecall Pro jobs and reconciles them against QuickBooks, so a job you finished and a job you got paid for are visibly different things. It surfaces the ones that stalled between the two.
- Jobs, customers, and appointments read straight from Housecall Pro
- One job can carry many appointments — counted as they actually are, not assumed one-to-one
- Source freshness shown per provider, so a stale sync never reads as a quiet day
- Money handled to the cent, never rounded into a friendlier number
The honest ceiling
Read-only. This area observes and verifies; it does not write to your providers.
What this needs first
A connected workspace and fresh Housecall Pro read access are required.
02 · The phones
The call you missed becomes a lead you can approve
When a request comes in and nobody picks up, the operator captures the context and prepares a Housecall Pro lead from it — with the customer, the problem, and the timing already filled in — then holds it for you.
- Request context captured and attached to the draft
- Housecall Pro lead prepared, not created, until you approve it
- The exact record it will create is shown before you approve
- Drafts expire on their own rather than escalating unattended
The honest ceiling
Creating the external lead requires Housecall Pro setup, your approval, and write controls that ship disabled.
What this needs first
A captured request, Housecall Pro setup, owner approval, and enabled write controls are required before an external lead is created.
03 · The board
Schedule changes prepared against a real job
A proposed schedule change always points at an existing job and shows the current window beside the proposed one. You approve the change; the operator then confirms Housecall Pro actually accepted it.
- Always anchored to an existing job — never an invented appointment
- Current window and proposed window shown side by side
- Approval required before the provider is touched
- The provider result is verified afterward, not assumed
The honest ceiling
A schedule change is not complete until provider verification returns. Until then it reads as pending, not done.
What this needs first
An existing job, Housecall Pro setup, owner approval, enabled write controls, and provider verification are required before a schedule change is treated as complete.
04 · The money
What you are owed, and how long you have been owed it
Connected accounting data is read and aged so the invoices quietly rotting at 60 days stop being invisible. Follow-ups are prepared against them and wait for you.
- Read-only QuickBooks visibility across invoices and payments
- Receivables aged, with the oldest surfaced first
- Follow-ups prepared with the amount and history already attached
- Report windows anchored to your business timezone, not the server's
The honest ceiling
The QuickBooks integration is read-only. The operator never edits your books.
What this needs first
A connected workspace and fresh QuickBooks read access are required.
Point it at your business.
Every screen above fills from your own records once a provider is connected. Nothing here runs on sample data.