Upfirst is an AI receptionist that connects to Housecall Pro in two ways: through Custom Actions (live API calls during a call, using your Housecall Pro API key) and through Zapier (writes to Housecall Pro after the call ends). Every inbound call ends up tied to the right Customer, Job, or Estimate.

Does Upfirst integrate with Housecall Pro?

Yes. Two options:

• Custom Actions let your receptionist hit the Housecall Pro API live during a call. Customer lookups, job status checks, and record creation all happen in real time using your API key.
• Zapier handles the post-call work. Turn a completed call into a new Customer, Job, or Estimate.

The API key path is the simplest setup of any integration. An Admin generates the key in Housecall Pro, you paste it into Upfirst, and you're moving.

What Housecall Pro is

Housecall Pro is field service management software for home service businesses. The core flow: dispatch jobs, send estimates, schedule techs, take payments, and run payroll. HVAC, plumbing, electrical, garage door, appliance repair, and cleaning shops use it to keep the calendar and the books aligned.

The reality of the trades is that a missed phone call usually means a lost job, especially when the AC breaks in July. The integration closes that gap by making sure every call ends in Housecall Pro the same way a CSR-handled call would.

What Upfirst can do with Housecall Pro

Recognize repeat customers on the first ring

When a call comes in, Upfirst hits the Housecall Pro /customers endpoint with the inbound phone number. A match returns the Customer record. The receptionist greets the homeowner by name and can mention the address on file, the last service call, or an open estimate without making them repeat anything.

Answer "when is my tech arriving?" without dispatch

Mid-call, the receptionist asks the caller to confirm their name or address, queries Housecall Pro for the active Job, and reads back the arrival window. Same pattern for "did my estimate come through?" or "is my invoice paid?" Dispatch keeps moving while the call resolves itself.

Book new jobs straight into Housecall Pro

When the call ends with a booking, Upfirst writes the Customer if they're new, then creates a Job with the service type, address, schedule window, and details from the call. The call summary and transcript go on the Customer as a note. The Job appears on the schedule board the same as a walk-in.

Filter for service area and emergencies before dispatch sees them

Upfirst can pull anything out of a call: zip code, system type, whether it's an emergency. Use those signals to branch what happens. Outside your service zone? Skip the Job creation. Inside your zone and they say "no AC, today"? A Job lands with a same-day flag.

Housecall Pro API calls Upfirst can make

• Search customers with the q parameter (matches phone, name, email, or address)
• Get a customer's jobs, estimates, or invoices by customer id
• Create or update a customer with caller-supplied contact details
• Create a job tied to a customer and address, with schedule window and notes
• Create an estimate tied to a customer
• Add a note with the call summary and transcript

Setting up the Housecall Pro integration

Custom Actions

1. In Housecall Pro, sign in as an Admin. Open the App Store, find the API option, and click Generate API Key. Copy the key.
2. In Upfirst, go to Agent > Custom actions and add a new action.
3. Pick when it runs: When call starts for the customer lookup by phone, During call for "where's my tech" questions, or After call for booking new Customers, Jobs, or Estimates.
4. Set the request. For the customer lookup, GET https://api.housecallpro.com/customers?q=#{{caller_id}} with the Authorization header set to Token YOUR_API_KEY. For booking a job, POST to /jobs with the job body.
5. Pick which fields the receptionist gets back (name, address, last service date). Test it. Save.

Zapier

1. Create a Zap. Trigger: Upfirst > Call Completed.
2. Pick a Housecall Pro action: Find or Create Customer, Create Job, Add Note.
3. Map the call fields to Housecall Pro fields.
4. Add filters if you only want certain calls to create records.
5. Test and turn the Zap on.

Most shops start with two pieces: a Custom Action on call start to recognize repeat customers, and Zapier on call end to book the new Customer and Job. Add status-check Custom Actions once the office sees them save a callback or two.