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Housecall Pro Automation for Home Service Businesses

HSP Automation is the specialist partner for Housecall Pro users who want to go beyond the defaults. We set it up right, automate the repetitive work, and connect it to everything else you use.

What HSP Automation Does With Housecall Pro

We've spent years working inside Housecall Pro across dozens of home service businesses. Here's how we put that expertise to work for you.

Setup & Configuration

We configure HCP from scratch or audit and optimize an existing account. Job types, pricing tiers, custom fields, team roles, scheduling windows—everything tuned to your specific operations.

Custom Zapier Automation

Our custom HCP Zapier integration unlocks 13 triggers and 49 actions not available in the standard app. Automate estimates, invoices, lead routing, customer tagging, and more—with new capabilities added regularly.

Team Onboarding & Training

We get your entire team—from dispatchers to technicians to office staff—up to speed on HCP's features, mobile app, and daily workflows through live training sessions.

Integrations & API Connections

Connect HCP to QuickBooks, Mailchimp, Google Sheets, Slack, and thousands of other apps. We build the integrations that tie your whole business together.

SOPs & Documentation

We document your HCP workflows so your team has clear SOPs to follow. New hires onboard faster, and nothing lives only in someone's head.

Multi-Location Management

Running multiple service areas or franchises? We configure HCP for multi-location dispatch, reporting, and team management so every branch operates consistently.

Our Custom Integration

13 Triggers & 49 Actions the Standard App Doesn't Have

The official Housecall Pro Zapier app is limited. Our custom integration exposes additional HCP API capabilities through Zapier—giving you triggers for job status changes, estimate values, customer tags, and paid invoices, plus actions to create and update records in your account. New triggers and actions are added regularly.

  • Trigger on specific job types or statuses
  • Create jobs, estimates, and customers from any app
  • Sync invoice payments to QuickBooks automatically
  • Route leads based on service type or zip code
  • Tag customers and trigger email campaigns

Popular Automation Workflows

When: Job Completed

Create QuickBooks invoice + send review request email

When: New Lead Created

Add to CRM + trigger SMS follow-up sequence

When: Estimate Approved

Schedule job + notify dispatcher in Slack

When: Invoice Paid

Update customer record + add loyalty tag

When: New Customer

Add to Mailchimp welcome sequence

Industries Using Housecall Pro with HSP Automation

We've configured and automated Housecall Pro across virtually every home service vertical. Click your industry to see what's possible.

Related Services

Every Housecall Pro engagement is different. These are the services we most commonly pair together for HCP users.

Housecall Pro Zapier Integration

13 triggers and 49 actions not available in the default Zapier app. $147/month.

CRM Setup & Configuration

Expert HCP setup including workflows, job types, pricing tiers, and team permissions.

Workflow Automation

Custom Zapier workflows that connect HCP to the rest of your business tech stack.

Software Training

Get your team fully fluent in Housecall Pro features, reporting, and daily workflows.

Software Integrations

Connect HCP to QuickBooks, Mailchimp, Slack, Google Sheets, and 3,000+ other apps.

Technical Support

Ongoing support for your HCP setup—quick response, expert troubleshooting.

Ready to Get More From Housecall Pro?

Book a free 30-minute consultation. We'll review your current HCP setup, identify automation opportunities, and map out a plan to save your team hours every week.