Sokko

Usa Housecall Pro con Sokko.

Conecta Housecall Pro y dile a Sokko qué hacer. Ejecuta las acciones que pides y reacciona a lo que ocurre, sin workflows ni código.
Funciona con más de 1.000 herramientas · Sin código
Acciones

Todo lo que Sokko puede hacer en Housecall Pro

Cada acción de Housecall Pro que Sokko puede ejecutar. Pídela en una frase y listo.

Create Estimate option attachment

Create a new estimate option attachment

Add an Estimate Option Note

Create a note attached to an existing Housecall Pro estimate option.

Add an Attachment to a Job

Add an attachment to a Housecall Pro job.

Add a Line Item to a Job

Add one pricing line item to a Housecall Pro job. Use the bulk update operation instead when adding multiple line items to the same job.

Add a Note to a Job

Create a note attached to an existing Housecall Pro job.

Add Job Tags

Add an existing reusable tag to a Housecall Pro job.

Approve Estimate Options

Irreversibly mark Housecall Pro estimate options as approved by the Pro. When automatic estimate-to-job copying is enabled, the approved options are copied into one job.

Bulk Lock Jobs

Irreversibly lock Housecall Pro jobs whose scheduled start or completion time falls in an inclusive time range for the requested statuses.

Bulk Update Estimate Option Line Items

Bulk update line items for a Housecall Pro estimate option. Existing items may be updated by ID, and items without an ID are created.

Bulk Update Job Input Materials

Bulk update input materials for a Housecall Pro job. Existing entries may be updated by UUID, and entries without a UUID are created.

Bulk Update Job Line Items

Bulk update a Housecall Pro job's line items. Existing items may be updated by ID, and items without an ID are created.

Convert Lead

Irreversibly convert an existing Housecall Pro lead into either a job or an estimate and return the new resource ID.

Create Customer

Create a Housecall Pro customer, optionally with addresses, tags, lead source, and notes. At least one name, email, or phone field is required.

Create an Address on a Customer

Create an address on a customer.

Create Estimate

Create a Housecall Pro estimate for a customer or address with at least one pricing option and optional tax, schedule, assigned employees, and estimate fields.

Create Estimate Option

Add a named pricing option with optional line items and tax settings to an existing Housecall Pro estimate.

Create Estimate Option Link

Create a link attached to an existing Housecall Pro estimate option.

Create Job

Create a Housecall Pro job for an existing customer and address, optionally with a schedule, assigned employees, line items, tags, notes, and job fields.

Create Appointment

Add an appointment to a Housecall Pro job.

Create Job Link

Create a link attached to an existing Housecall Pro job.

Create Job Type

Create a job type for classifying Housecall Pro jobs and estimates.

Create Lead

Create a Housecall Pro lead for either an existing customer or an inline customer, optionally with an address, assignment, line items, notes, tags, source, and tax details.

Create a Lead Source

Create a lead source for attributing customers, jobs, and leads.

Create Material

Create a material in a Housecall Pro price book category.

Create Material Category

Create a root or nested material category in the price book.

Create Price Form

Create a new price form in the Housecall Pro price book.

Create a Tag

Create a reusable tag for classifying customers, jobs, and leads.

Create Webhook Subscription

Enable persistent external webhook delivery for the connected Housecall Pro company. Future company events begin flowing to the webhook endpoint configured for the API application; deliveries already emitted cannot be recalled or undone.

Decline Estimate Options

Irreversibly mark one or more Housecall Pro estimate options as declined by the service professional.

Delete Estimate Option Note

Permanently delete a specific note from a Housecall Pro estimate option.

Delete Appointment

Permanently delete one appointment from a Housecall Pro job.

Delete a Job Line Item

Permanently delete one line item from a Housecall Pro job.

Delete Job Note

Permanently delete a specific note from a Housecall Pro job.

Delete Job Schedule

Erase the schedule from an existing Housecall Pro job.

Remove Job Tag

Remove a tag from a Housecall Pro job.

Delete Material

Permanently delete an existing Housecall Pro price-book material.

Delete Material Category

Permanently delete an existing Housecall Pro price-book material category.

Delete Price Form

Permanently delete an existing Housecall Pro price form.

Delete Webhook Subscription

Permanently remove the connected Housecall Pro company's persistent webhook delivery subscription and stop future company events. This removal cannot be undone; creating a new subscription is required to resume delivery, and events missed or already delivered cannot be recovered or recalled.

Disable Application

Disable the application for the connected company; use Enable Application to reverse this change.

Dispatch Job

Update the employees dispatched to a Housecall Pro job.

Enable Application

Enable the application for the connected company; use Disable Application to reverse this change.

Get Application

Get the application and its current state for the connected company.

Get Company

Return the connected Housecall Pro company, its time zone, service area, address, and accessible child locations for company-context discovery.

Get Customer

Return one Housecall Pro customer by ID, including addresses and optional attachment or do-not-service details.

Get a Customer's Address

Get a customer's address via customer ID and address ID.

Get Estimate

Return one Housecall Pro estimate by ID, optionally including attachments on its estimate options.

Get Event

Return one Housecall Pro event by ID, including its schedule, address, tags, recurrence, and assigned employees.

Get Invoice

Return one Housecall Pro invoice by UUID, including amounts, dates, line items, adjustments, payments, and its related job ID.

Get Job

Return one Housecall Pro job by ID with optional attachments or appointments expanded.

Get Lead

Return one Housecall Pro lead by ID with its customer, address, assigned employee, status, totals, and conversion records.

Get Price Form

Get one Housecall Pro price-book price form by UUID, including its pricing fields and assignments.

Get Schedule Availability

Return the connected Housecall Pro company's configured business-hour schedule windows and booking availability buffer.

List Booking Windows

Return currently available Housecall Pro booking windows for an optional date range, service, price form, duration, or employee set.

Get Checklists

Get one page of checklists belonging to one or more jobs or estimates. Increment page to request another page.

List Customer Addresses

Return one page of service and billing addresses for a Housecall Pro customer, including address IDs used by job and estimate tools.

List Customers

Search and return one page of customers by name, email, phone number, or address. Pass the returned cursor to retrieve the next page.

List Employees

Page through active employees for assignment and scheduling decisions.

List Estimate Option Line Items

Return one page of pricing line items for an estimate option. Pass the returned cursor to retrieve the next page.

List Estimates

Filter and return one page of estimates by schedule, employee, customer, work status, location, and sort order. Pass the returned cursor to retrieve the next page.

List Events

Filter and return one page of company events. Pass the returned cursor to retrieve the next page.

List Invoices

Filter and return one page of invoices by location, status, customer, dates, amount due, payment method, and sort order. Pass the returned cursor to retrieve the next page.

List Job Appointments

Return the scheduled appointments and assigned employees for one job.

List Job Input Materials

List all input materials recorded for one Housecall Pro job.

List Job Invoices

Return all invoices associated with one Housecall Pro job.

List Job Line Items

Return all line items and pricing details for one Housecall Pro job.

List Jobs

Filter and return one page of jobs by schedule, employee, customer, work status, location, and sort order. Pass the returned cursor to retrieve the next page.

List Job Types

Return one page of job types, optionally filtered by name, for job and estimate classification. Pass the returned cursor to retrieve the next page.

List Lead Line Items

Return one page of pricing line items for a lead. Pass the returned cursor to retrieve the next page.

List Leads

Filter and return one page of leads by employee, customer, status, tags, source, location, and sort order. Pass the returned cursor to retrieve the next page.

List Lead Sources

Search and return one page of lead sources available for attribution, including whether each source is editable.

List Material Categories

Page through root-level price-book material categories or categories under a selected parent.

List Materials

Page through price-book materials under a material category.

List Pipeline Statuses

Return one page of configured pipeline statuses for leads, jobs, or estimates. Organizations without pipeline enabled return an empty status list. Pass the returned cursor to retrieve the next page.

List Price Book Services

Search and page through price-book services used for job pricing and service-specific booking availability. Reuse the same filters with a cursor.

List Price Forms

Page through active price-book price forms and their pricing fields.

List Routes

Return one page of company routes for a date, including grouped employees, job appointments, events, and estimates.

List Service Zones

Page through service zones, optionally filtering by ZIP code or address, for customer intake and serviceability checks.

List Tags

Page through the company's reusable tags for customer, job, and lead classification.

Lock Job

Irreversibly lock a Housecall Pro job by ID and return the locked job.

Preview Invoice by UUID

Preview a specific Housecall Pro invoice by UUID as an HTML file.

Update Customer

Update editable contact, notification, tag, lead-source, or note fields on an existing Housecall Pro customer. Provide at least one field to change.

Update Estimate Option Schedule

Replace the schedule, notification settings, and assigned employees for a Housecall Pro estimate option.

Update Franchise Info

Update territory-management, franchisee-identifier, or custom external metadata for the connected Housecall Pro company.

Update Appointment

Replace the schedule and assigned employees for an existing Housecall Pro job appointment.

Update a Job Line Item

Update one existing line item on a Housecall Pro job.

Update Job Schedule

Update the supplied schedule, notification, or dispatched-employee fields on a Housecall Pro job. Jobs with multiple appointments must use the appointment actions instead.

Update a Job Type

Update the name of a job type used to classify jobs and estimates.

Update Lead Source

Update the name of a Housecall Pro lead source marked as editable. Account system sources may be read-only.

Update Material

Update information for an existing Housecall Pro price-book material.

Update Material Category

Update the name of an existing price-book material category.

Update Pipeline Status

Irreversibly move a Housecall Pro lead, job, or estimate to a pipeline status with an equal or higher order value. Pipeline statuses cannot be moved backward with this action.

Update Price Form

Update settings, assignments, and nested pricing fields on an existing Housecall Pro price form. Provide at least one field to change.

Update Schedule Availability

Replace the connected Housecall Pro company's daily business-hours windows and minimum booking buffer.

Update a Tag

Update the name of an existing reusable tag.
Conéctate

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Sin flujos que configurar. Activa las herramientas que ya usas y tu agente se pone a trabajar.
Añadir a Slack
1

Añade Sokko a Slack

Un clic desde el marketplace de Slack. Todo tu equipo tiene Sokko de una vez.
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Conecta tus herramientas

Sokko funciona con más de 1000 apps y cualquier servidor MCP.
Martin
9:53 AM
@Sokko
¿Qué puedes hacer con Housecall Pro?
3

Pon a Sokko a trabajar

@menciona a Sokko en cualquier canal y arranca. Minutos, no un fin de semana.

Preguntas, respondidas.

Sokko es un asistente de IA que vive en tu Slack. Conecta tus apps, pide lo que necesitas en lenguaje natural y Sokko se encarga del trabajo por ti.

Regístrate en Sokko, pídele a Sokko que se conecte a Housecall Pro y aprueba la conexión cuando se te solicite. A partir de ahí puedes pedirle a Sokko que haga cosas en Housecall Pro cuando quieras.

No. No hay nada que crear ni configurar. Le pides a Sokko en Slack igual que se lo pedirías a un colega, y Sokko se encarga del resto.

Sí. Pídelo una vez y dile a Sokko cuándo repetirlo, como cada lunes a las 9 h, y se convierte en una rutina que se ejecuta sin ti.

Leer y actuar sobre los datos de Housecall Pro, y lanzar workflows cuando algo cambia. Dile a Sokko el resultado que quieres y se encarga del resto.

Sí. Sokko se conecta a más de 1.000 apps y a cualquier servidor MCP, así que puedes pedir tareas que abarquen Housecall Pro y el resto de tu stack en una sola petición.

¿Qué hará tu primer agente?

Crea un agente, conecta tus herramientas y asígnale una tarea. Tus primeros 3 días son gratis, con $5 en créditos de IA para empezar.