Smart Site AI + Housecall Pro
Smart Site AI captures and qualifies every lead with AI. Housecall Pro schedules and dispatches the job. Together, they make sure no opportunity slips through the cracks.
Smart Site AI handles the phones and chat. Housecall Pro handles scheduling and dispatch. Together, you never miss a lead again.
Why This Combo Works for Contractors
Each tool does what it does best. Together, they cover the entire customer journey.
Smart Site AI
Lead Capture and Qualification
- ✓ AI voice agent answers every call 24/7
- ✓ Missed call text-back engages leads instantly
- ✓ AI chat and forms qualify leads in real time
- ✓ Automated follow-up sequences nurture until booked
- ✓ Reputation management builds your online reviews
Housecall Pro
Scheduling and Operations
- ✓ Scheduling and dispatching for your crew
- ✓ Estimating and invoicing in the field
- ✓ In-app payment collection
- ✓ Customer communication (confirmations, reminders)
- ✓ Mobile app for techs in the field
How the Integration Works: Lead to Scheduled Job
From first contact to dispatched job in five steps -- no manual data entry required.
Lead Arrives
A homeowner calls your business line, starts a chat on your website, or fills out a contact form. Smart Site AI catches every one -- day or night.
AI Captures and Qualifies
The AI voice agent or chat bot engages the homeowner, asks qualifying questions about the service needed, urgency, and scope, and collects contact information.
Lead Data Gets Structured
Smart Site AI organizes everything -- name, phone, email, address, service details, urgency level, and conversation notes -- into a clean lead record.
Pushed to Housecall Pro
The qualified lead is automatically sent to Housecall Pro as a new customer and job request. Works with all Housecall Pro plans.
Dispatch Team Schedules the Job
Your team sees the new job in Housecall Pro, assigns a tech, and sends the customer a confirmation. Smart Site AI continues automated follow-up until the job is confirmed.
Key Integration Points: What Gets Synced to Housecall Pro
Smart Site AI sends structured lead data directly into Housecall Pro. Here is exactly what connects.
Contact Creation
Name, phone, email, and address are pushed to Housecall Pro as a new customer record automatically.
Job Scheduling
Service type, urgency, and preferred timing flow into Housecall Pro as a new job request ready for dispatching.
Status Sync
Lead status updates flow between systems so both Smart Site AI and Housecall Pro stay in sync on job progress.
Notes and Transcripts
AI conversation notes, call transcripts, and qualification details are attached to the job so your team has full context.
Imagine the Impact
Here is what this integration looks like for a typical contractor using Housecall Pro.
HVAC Company + Housecall Pro + Smart Site AI
The situation: You run an HVAC company and use Housecall Pro to manage your schedule. But during peak summer season, your technicians are in the field, the office is overwhelmed, and after-hours calls go to voicemail. Homeowners hang up and call the next company.
With Smart Site AI + Housecall Pro: Smart Site AI's Voice Agent answers every incoming call for you, qualifies the urgency (is the AC completely out or just not cooling well?), and creates a new job in Housecall Pro automatically. Your dispatch team sees new jobs waiting each morning with full details -- no more lost leads, no more voicemails that never get returned.
Booked jobs
Missed calls
Lead capture
Want a Full Side-by-Side Comparison?
See exactly how Smart Site AI and Housecall Pro compare feature-by-feature, including pricing, AI capabilities, and what each platform does best.
Housecall Pro Integration: Frequently Asked Questions
How much does the integration cost?
There is an additional setup fee to connect Smart Site AI with Housecall Pro. The cost depends on the depth of integration your business needs -- from basic lead syncing to full two-way data flow. Schedule a free consultation to discuss your specific requirements and pricing.
Does the integration work on all Housecall Pro plans?
What data gets pushed to Housecall Pro?
What Housecall Pro plans support the integration?
Can Smart Site AI capture leads after hours?
Ready to Capture More Leads for Housecall Pro?
Schedule a free consultation to see how Smart Site AI connects to Housecall Pro and starts filling your schedule with qualified leads -- on any HCP plan.