Utilisez Housecall Pro avec Sokko.

Create a new estimate option attachment

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

Add an attachment to a Housecall Pro 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.

Create a note attached to an existing Housecall Pro job.

Add an existing reusable tag to a Housecall Pro job.

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.

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

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

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

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

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

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

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

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

Add an appointment to a Housecall Pro job.

Create a link attached to an existing Housecall Pro job.

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

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 for attributing customers, jobs, and leads.

Create a material in a Housecall Pro price book category.

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

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

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

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.

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

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

Permanently delete one appointment from a Housecall Pro job.

Permanently delete one line item from a Housecall Pro job.

Permanently delete a specific note from a Housecall Pro job.

Erase the schedule from an existing Housecall Pro job.

Remove a tag from a Housecall Pro job.

Permanently delete an existing Housecall Pro price-book material.

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

Permanently delete an existing Housecall Pro price form.

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

Update the employees dispatched to a Housecall Pro job.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Page through active employees for assignment and scheduling decisions.

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

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.

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

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.

Return the scheduled appointments and assigned employees for one job.

List all input materials recorded for one Housecall Pro job.

Return all invoices associated with one Housecall Pro job.

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

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.

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

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

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.

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

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

Page through price-book materials under a material category.

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.

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

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

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

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

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

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

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

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

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

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

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

Update one existing line item on a Housecall Pro job.

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

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

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

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

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

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

Update the name of an existing reusable tag.