Housecall Pro integration

Leave Housecall Pro’s busywork behind

Import customers and jobs from Housecall Pro, then let Robinline answer leads, send quotes, and dispatch crews automatically.

Import your book of business in one passConnect Housecall Pro once, then Robinline runs the office for you.

01 · Connect

Connect Housecall Pro

Connect Housecall Pro from Settings → Integrations.

Housecall Pro

Settings → Integrations

Connected

Import customers, jobs, and leads from Housecall Pro.

Sparkle & Co. · HCP

Connect Housecall Pro

Credentials are encrypted before storage.

Access token

Company name (optional)

Ready to import from Housecall Pro

02 · Import

Customers and jobs migrate

Historical jobs and contacts appear in Robinline.

Import completed · 62 staged, 60 imported

Import data

Housecall Pro

One-time migration · customers

60 customers in Robinline

NameDetail

Morgan L.Customer · 5 past jobs

Priya S.Lead · estimate sent

Chris D.Recurring · monthly

Pipeline stages mapped · marketing sources preserved where available

03 · Capture

Agents replace manual entry

Every new lead gets a sub-15-second first reply.

Messages

SMS · +1 (415) 555-0142

SMSMay 7, 2:05 pm

Hi - need a move-out clean for a 3 bed / 2 bath downtown loft. Can you come Thursday?

SMSOutboundMay 7, 2:18 pm

Absolutely - what's the street address and do you prefer morning or afternoon?

SMSMay 7, 4:12 pm

1200 Market St - morning if possible. Thursday AM works.

SMSAI replyMay 7, 4:20 pm

Perfect - 3 bed / 2 bath move-out at 1200 Market St, Thursday AM. Captured and ready for quote.

Ready for quote

Home3 bed / 2 bath · 1200 Market St

WhenThursday AM

04 · Dispatch & pay

Crew offers and Stripe checkout

Checklists and completion flow on mobile portals.

Sparkle & Co.

San Francisco, CA

Crew portal

San Francisco, CA

New job

Jordan M.

Move-out · Thu, Jun 12 · 8:00-11:30 am

Address

2847 24th St

Your pay

$148

“On my way” sent to customer

05 · Insights

See margin, not just revenue

Ad spend and labor roll into profit views.

Win-back

Bringing a past customer back - automatically

SMSAI replyJun 10, 11:00 am

Hi Sarah! Ready for another clean? 15% off if you book this week.

SMSJun 10, 11:04 am

Yes! Every other Friday works.

Recurring plan started

Next visit Fri, Jun 20 · +$1,240 LTV

Less admin.Your life back.

Text us to get set up - or book a quick call.

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