Housecall Pro integration

Add an AI assistant to Housecall Pro that answers your technicians

Housecall Pro’s own AI works the front of the business — booking calls and chasing follow-ups. FieldIQ works the other end: the tech standing at the equipment who needs a spec, an error code or the history of that address.

Where answers come from

What FieldIQ reads from Housecall Pro

Read-only, and only the objects listed here. Every answer cites which record or document it came from.

🧾
Jobs and service history
Every completed job by address and customer, including the outcome and the technician’s own notes.
🏷️
Customer equipment assets
The units you have on record at each property, with model, serial and install date.
📍
Address-based lookup
Ask about a property and get its full service record, not a customer-name search.
📅
Service schedule
Maintenance intervals and what is due, so a tech on site can see the next visit without switching apps.
Setup

Connecting Housecall Pro

  1. 1Authorize the connection from your FieldIQ workspace — it is an OAuth handshake, not an API key you have to find.
  2. 2FieldIQ reads your existing jobs, customers and equipment records and indexes them.
  3. 3It pulls manufacturer manuals for the equipment models it finds, and you upload anything else you want searchable.
  4. 4Your techs open the app in a browser and start asking. New jobs keep syncing as they are completed.

What FieldIQ will not do

The connection is read-only. FieldIQ never creates, edits or deletes anything in Housecall Pro — no notes written back, no jobs updated, no customers changed. It reads. That also means it cannot fix bad data at the source: if equipment records are empty in Housecall Pro, FieldIQ has nothing to answer from and you will get more value from uploading manuals until those records fill in.

Questions

Before you start a trial

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FieldIQ is an independent product from CompanyWRX and is not affiliated with, endorsed by, or sponsored by Housecall Pro. Housecall Pro is a trademark of its respective owner.

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