Housecall Pro
Every inquiry in one list connected to Housecall Pro
We bring calls, web forms, texts and marketplace leads into one list connected to Housecall Pro, with the source of each one recorded.
Customers reach a home service company in more places than most owners keep track of. A call goes to the office line or to voicemail. A web form lands in someone's email, a text arrives on the owner's phone and a marketplace lead sits in its own app. Each one is a person who wants work done. Every extra place is somewhere an inquiry can wait too long.
Home Service Guild brings those inquiries into one list that your office works from, and that list is connected to your Housecall Pro account. Each inquiry keeps a record of where it came from. Your office has one place to look, and you can see which marketing brings in work.
Takes a minute. Our team will get back to you.
Where your inquiries come from
Before we connect anything, we list every place your company hears from customers. The list usually includes most of these.
- Phone calls, including missed calls and voicemails
- Web forms on your website
- Text messages
- Marketplace and directory leads
- Email sent straight to the owner or the office
How LiveWell Mobility got six inboxes down to one list
LiveWell Mobility is an accessibility and mobility company in Texas. Their inquiries came in through six different inboxes. We brought them all into one list connected to their Housecall Pro account, and their office now has one place to look.
How the list connects to Housecall Pro
Housecall Pro has its own tools for bringing in leads, and we use the ones that fit your sources and your plan. Its lead sources record where each customer, job and estimate came from. Some, such as Yelp, Thumbtack and online booking, are built in. Through Housecall Pro's Zapier connection, another app can create a new customer in Housecall Pro. On the Max plan, API Leads sends requests from outside lead tools straight into the Housecall Pro Job Inbox. Where Housecall Pro does not reach a source, we connect that source to your list ourselves. Nobody has to remember to forward an email.
Seeing which marketing brings in work
Every inquiry carries its source from the first contact. Housecall Pro can report on jobs and estimates by lead source, including how many estimates from each source turned into work. You see those figures when you decide where next year's marketing money goes.
Who answers each inquiry and follows up
We agree with you who answers each new inquiry and how open quotes get followed up. Housecall Pro's Pipeline shows open leads and estimates on boards. A lead moves from new through each contact to won or lost. Every follow-up message is written in your voice before anything goes out. This work is one part of our Housecall Pro setup and training. If your account was never set up for leads, our page on how we fix an underused account covers the rest of that work.
Everything stays in your name
Your Housecall Pro account, the list and every connection we build are in your name. The history of every inquiry stays with the business when the person answering the phone changes.
Not sure where to start? See which of the four jobs is costing your business the most work.
About two minutes. You see your score right away.
How we help your trade
- How we help plumbers answer every call and follow up every estimateCatch every plumbing call and win more of your estimates. We walk your call process like a homeowner, then set up your plumbing CRM. Free consultation.
- How we help electricians answer every call and follow up every estimateAnswer every call and book more big estimates. We walk your calls like a homeowner, then set up your electrical contractor CRM. Free consultation.
More about Housecall Pro
- Housecall Pro setup and training for your office and crewsHousecall Pro setup and training for your office and techs: live online sessions on your own account, recorded walkthroughs, and every inquiry connected.
- Finish the Housecall Pro setup your company already pays forAlready on Housecall Pro but stuck on the basics? Learn how to use Housecall Pro fully: we finish the setup, connect every inquiry and train your team online.
- Switching to Housecall Pro from another program, spreadsheets or paperMoving to Housecall Pro from another program, spreadsheets or paper? We plan the move of your customers and job history and train your team online.
- A Housecall Pro price book built around the way you quoteA Housecall Pro price book built around the way your company quotes, with flat rate pricing, so the office and every tech price the same work the same way.
- Follow-up on every open estimate in Housecall ProHousecall Pro estimate follow-up, set up so every open quote has a clear owner and a next message on a schedule. See how quiet estimates turn into booked jobs.
- Housecall Pro invoices and payments that bring the money in soonerWe set up Housecall Pro invoicing so invoices go out the day the work is done, past due reminders run on their own and customers can pay the way they like.
- Housecall Pro online booking that matches the real scheduleHousecall Pro online booking set up so customers can book only the services and times your crews can take. See how it fits your schedule and service area.
- Reviews and past customers in Housecall ProHome Service Guild sets up review requests and past customer campaigns in Housecall Pro so happy customers leave reviews and hear from you again.
- Housecall Pro service plans and maintenance agreementsWe set up Housecall Pro service plans and maintenance agreements: plan design, selling at the job, scheduled visits, billing and renewals.
- Getting new hires working in your Housecall Pro accountHousecall Pro employee training by role for new office staff and techs, with recorded walkthroughs of your own account, so the setup holds as people change.
- Housecall Pro lead sources: see which marketing brings in jobsHousecall Pro job tags and lead sources tie each job and its revenue to the ad, listing, page or referral that produced it, so you know where marketing pays.
Questions owners ask
Do we need the Max plan?
Not always. Housecall Pro's Zapier connection works on the Essentials, Essentials+ and Max plans. API Leads in the Job Inbox needs the Max plan. We review your sources and your plan and tell you what fits before any work starts.
Which marketplaces can you include?
We connect the marketplaces and directories you already use. Housecall Pro has built-in lead sources for some of them, such as Yelp and Thumbtack, and we connect the rest to your list.
Can phone calls be part of the list?
Yes. We set up with you how calls and voicemails get logged in the list, so a missed call becomes an inquiry someone follows up.
Are you part of Housecall Pro?
No. Home Service Guild is independent of Housecall Pro. We work inside your accounts, and every account stays in your name.
What if we do not use Housecall Pro yet?
We set up the account and connect the list at the same time.
Send us a message
Tell us a little about your business and what you would like help with, and our team will get back to you.
