Your Housecall Pro jobs and estimates, on the same screen as the marketing that filled them.
Paste a Housecall Pro API key on your Integrations tab and TruLata reads your jobs and estimates, with status, totals and the lead source each one carries, onto the Jobs tab. The key is checked before it is saved, stored encrypted, and used only to read.
What will I see from Housecall Pro?
Your jobs and your estimates, newest first: up to 600 jobs and 400 estimates. From each job TruLata reads its description or invoice number, the customer, the work status, the total and the lead source recorded on the job or on the customer. A job is booked work, so it counts as won unless it was canceled, which reads lost.
From each estimate it reads the options and their approval status. An estimate with an approved option reads won, one where every option was declined or expired reads lost, and the rest are your open pipeline. An estimate that became a job is not counted again, because the job already carries it.
How each record counts
- A jobBooked work: won
- A canceled jobLost
- An estimate with an approved optionWon
- Every option declined or expiredLost
- Any other estimateOpen pipeline
- An estimate that became a jobLeft out: the job carries it
How does it show up on my dashboard?
On the Jobs tab. Four tiles run across the top: open jobs with their open value, booked value over the last 12 months, jobs won this month and your win rate over the last 12 months. Under them sit the counts by stage and the list of jobs and estimates, which you filter by pipeline, by outcome or by a search for a name, a customer, a stage or a lead source.
Ask TruLata and your morning briefing read the same feed, so the biggest estimates still open, or what booked this month, come straight from your own Housecall Pro account. Your own team's emails and records named test are left out before anything is counted.
From your account to the tab
- Up to 600 jobs
- Up to 400 estimates
- Lead source on the job or customer
- Open jobs, with open value
- Booked value, last 12 months
- Won this month
- Win rate, last 12 months
What do I need to connect Housecall Pro?
An API key from your own Housecall Pro account. Housecall Pro's API comes with its MAX plan: open My Apps, then All Apps, then API Key Management, and generate a read-only key. Paste it into the Housecall Pro card on your Integrations tab or on the Jobs tab and press Connect.
TruLata checks the key before it saves it, by reading your company record and one job. A key that does not work is never stored, and the card tells you why in a plain sentence. A key that works is stored encrypted and never sent back to a browser, yours included. The account owner or an admin makes the connection; on an account our team runs for you, we connect it during setup.
- Housecall Pro MAXIts API comes with the MAX plan
- Generate a keyMy Apps, All Apps, API Key Management, a read-only key
- Paste and ConnectOn the Housecall Pro card on Integrations or the Jobs tab
- Checked firstYour company record and one job are read before the key is saved
- Stored encryptedNever sent back to a browser
A key that does not work is never stored, and the card tells you why in a plain sentence.
How fresh are the numbers?
Live. The Jobs tab reads Housecall Pro when you open it, and a short cache of about 90 seconds only absorbs a double click. A job your office books this morning is on the tab the next time anyone opens it.
Unknown is never shown as zero. If Housecall Pro does not answer, its card says Could not read rather than a count of nothing. The live data page lists how fresh every other source on the screen can be.
How fresh the Jobs tab is
- A live readThe tab reads Housecall Pro when you open it
- A short cacheAbsorbs a double click
- Could not readNever counted as zero
Can TruLata change anything in Housecall Pro?
The connection is read only. TruLata reads jobs and estimates, and a new job, a schedule change, an estimate edit or an invoice is made in Housecall Pro itself, by your team. Remove the connection from the card on Integrations whenever you choose, and revoke the key in Housecall Pro's API Key Management the same way you made it.
Your marketing and your field work stay in the tools built for each. TruLata vs Housecall Pro explains why the two sit side by side, and the Jobs view page covers the tab itself.
Made in Housecall Pro, by your team
- New jobs and schedule changes
- Estimate edits
- Invoices
Read by TruLata
- Jobs and estimates
- Status, totals and lead source
- A key you can revoke in API Key Management
What the Housecall Pro connection reads.
| What | Where it comes from | How fresh |
|---|---|---|
| Jobs | Description, customer, work status, total and lead source; booked work unless canceled | Live on open |
| Estimates | Options and their approval status; approved reads won, all declined or expired reads lost | Live on open |
| Estimates that became jobs | Left out, the job carries them | Never counted twice |
| Volume read | Up to 600 jobs and 400 estimates, newest first | Live on open |
| How it connects | A read-only API key from Housecall Pro MAX, checked before it is saved | Owner or admin |
| Key | Stored encrypted, never sent to a browser | Revocable in Housecall Pro |
| Direction | Read only, Housecall Pro to the screen | Live |
The Housecall Pro connection runs on a read-only key you generate and can revoke in your own account. It is checked before it is saved, stored encrypted, and only reads.
Questions, answered.
Does TruLata integrate with Housecall Pro?
Yes. Paste a Housecall Pro API key on your Integrations tab and TruLata reads your jobs and estimates, with status, totals and lead source, onto the Jobs tab.
Which Housecall Pro plan do I need?
Housecall Pro's API comes with its MAX plan. The key is generated in My Apps, All Apps, API Key Management.
Can TruLata change my jobs or estimates?
The connection is read only. Jobs, estimates, the schedule and invoices are changed in Housecall Pro itself.
What happens if the key is wrong?
TruLata checks the key against your company record and one job before saving it. A key that does not work is never stored, and the card says why.
Is an estimate counted twice when it becomes a job?
No. An estimate that became a job is left out, because the job already carries it.
Which tier includes the Housecall Pro connection?
Your dashboard carries the views its connected sources feed, and the Jobs tab appears with your job platform. The pricing page lists what each tier includes.
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