Sarah 24/7 + Housecall Pro
Native two-way sync: Sarah books real Housecall Pro jobs your techs see instantly.
Native integration
How the Housecall Pro + Sarah 24/7 AI receptionist integration works
Sarah answers every call, qualifies the customer, and books a real job straight into Housecall Pro — with the right job type, arrival window, and customer record attached. No web forms, no sticky notes, no callback queue. By the time the caller hangs up, the job already exists on your board exactly where dispatch expects it.
The sync runs both ways. Customers and jobs created in Housecall Pro flow back to Sarah, so she recognizes returning callers, sees existing work, and books against reality instead of guesses. Your technicians see every Sarah-booked job in the Housecall Pro app they already use — nothing new to install, nothing new to learn.
- Caller qualified, real HCP job created with job type and arrival window
- Two-way sync keeps customers and jobs matched in both systems
- Techs see Sarah’s bookings in the Housecall Pro app instantly
What Housecall Pro sees after the phone rings
A no-heat call comes in at 9:40pm. Sarah answers on the first ring, works through your triage questions — no heat or low heat, thermostat state, whether anyone in the house is vulnerable — quotes your after-hours diagnostic fee, and writes a job with the right job type and arrival window. Your on-call tech opens the app in the morning to a board that is already correct, not to seven voicemails and a guess about who called first.
What lands in Housecall Pro: a dispatchable job.
Setting it up
- Connect the account. We authorise the connection during onboarding — you approve it once, and no credentials live with your front desk.
- Map job types and windows. Your job types, durations, arrival windows and which crews take what. Sarah books only into what dispatch can actually service.
- Set the triage rules. Which symptoms are emergencies, what wakes the on-call phone, what waits until morning, and what your after-hours rate is.
- Run a live test call. We call your line, book a test job, and you watch it appear on the board before a single customer hears her.
Setup is done by us, not left to you in a builder. Typical time to live: days, not weeks.
Housecall Pro questions
Is the Housecall Pro integration native?+–
Yes. Housecall Pro is a built-in Sarah 24/7 integration. Sarah reads and writes customers and jobs directly through the connection — no Zapier steps, no middleware, no manual exports. You connect your account once during onboarding and bookings start landing on your job board.
Can Sarah pick the right job type and arrival window?+–
Yes. During onboarding we map your Housecall Pro job types and arrival windows, and Sarah applies them when she books. A drain-cleaning call gets the drain-cleaning job type and a window your dispatch actually uses, not a generic placeholder someone has to fix later.
Do my technicians need new software?+–
No. Sarah writes into Housecall Pro, so your techs keep working out of the HCP app they already have. Jobs Sarah books show up there like any other job, with the customer details and call summary attached for context.
Related tools
Put Sarah in front of Housecall Pro
Leave your number — we’ll demo the exact flow on a live call.
We’ll call you back with Sarah on the line — typically the same business day. No long-term contracts · Cancel anytime