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Field service · Direct connection · Pro

The caller’s concern becomes a Housecall Pro job for your office.

The dishwasher will not drain, and the caller wants a service visit. Penny captures the customer, address, and reported problem in an unscheduled Housecall Pro job for your office to review and schedule.

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The fields your office receives

Source fieldDestination
Caller nameExisting or new customer record
Reported service needJob description
Service address, when suppliedJob address
Direction
Penny checks for the customer, then creates the service-intake job in Housecall Pro.
When it happens
Customer matching and job creation take place during the call.

The created job is unscheduled. Your office confirms the work, price, and appointment through its normal process. A successful write does not dispatch a technician.

Set up the connection

  1. 1

    Confirm account access

    Have the Housecall Pro account administrator check that the account supports the required integration access. Then choose Housecall Pro in Penny.

  2. 2

    Connect your Housecall Pro account

    Complete the authorization flow and return to Penny. Confirm that the connection belongs to the business whose calls Penny will answer.

  3. 3

    Capture a sample service request

    Make a test call with a name, service address, and a short description of the problem. Ask for a preferred time so you can hear how Penny distinguishes a request from a confirmed booking.

  4. 4

    Review the unscheduled job

    Check the customer match, description, and address in Housecall Pro. Assign someone in the office to review these requests and contact the caller to schedule.

Required fields used to prepare intake for a connection
Prepare the intake your Housecall Pro workflow needs. This is Penny’s existing required-fields control with sample data; the destination record is illustrated separately below.

Illustrative Housecall Pro intake

Customer
Sample Caller
Job description
Dishwasher will not drain; caller requests service
Address
100 Example Lane
Scheduling
Office follow-up required
Sample unscheduled job: your office can review the address and problem before confirming the visit.

Check the first result

Open the test job and confirm that the caller’s report and address are present. Make sure the person reviewing the queue understands that the appointment still needs confirmation.

Questions about this connection

When is the technician’s time confirmed?

Your office confirms the appointment through its Housecall Pro process. Creating the unscheduled job gives the team the intake; it does not assign a technician or an arrival window.

How do I know the connection is ready?

Open the test job and confirm that the caller’s report and address are present. Make sure the person reviewing the queue understands that the appointment still needs confirmation.

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