If you run a home service business, keeping job activity and customer records connected can save time and help you follow up faster. With this CRM workflow feature, you can connect Housecall Pro so scheduled jobs, rescheduled jobs, completed jobs, and new customer records can trigger the right next step automatically.

📌 Why This Matters

When someone books a job, changes an appointment, or completes a service, your team often needs to respond quickly. This feature helps you keep your customer information updated and makes it easier to send confirmations, follow-ups, review requests, and internal updates without relying on manual data entry.

For small business owners, that means fewer missed follow-ups, better customer communication, and more consistent service from booking to completion.

✨ What’s New

• Job scheduled trigger: Start a workflow when a new job is scheduled or when an existing job is rescheduled.
• Job completed trigger: Start a workflow when a job is marked complete so you can follow up right away.
• Create new customer action: Add a new customer record to Housecall Pro from a workflow using the information you collect.
• Consistent data mapping: Both job-based triggers return the same job details along with customer information, which makes setup easier.
• Flexible filtering: You can narrow triggers by customer, job tag, employee, or other captured fields so only the right jobs enter the workflow.

🛠️ How to Use It

1. Step 1: Open your CRM workflows and add either a Housecall Pro trigger or the customer creation action.
2. Step 2: Connect your Housecall Pro account using your API key from your Housecall Pro account settings.
3. Step 3: If you are using a job trigger, add filters if needed to focus on specific services, employees, tags, or customer conditions.
4. Step 4: Pull in a sample record so you can map the job and customer details correctly.
5. Step 5: If you are creating a customer, enter the required fields like first name and last name, plus optional details such as email, company, mobile number, or home number.
6. Step 6: Test the workflow, save your changes, and publish when everything looks right.

📋 Helpful Ways to Use It

• Booking confirmations: Send a text or email as soon as a job is scheduled.
• Reschedule updates: Notify the customer when appointment changes happen.
• After-service follow-up: Send a thank-you message, receipt, or review request after the job is completed.
• Lead handoff: Turn a new form submission into a customer record so your service team can act on it faster.

🏠 Real-World Example

Let’s say a customer books a window-cleaning appointment for next Tuesday. When the job is scheduled, the workflow can send a confirmation message and update the customer record in your CRM. After the technician marks the job complete, another workflow can send a thank-you message, request a review, and deliver the receipt automatically.

💡 Pro Tip

Use the job completed trigger to automatically ask for reviews while the service is still fresh in the customer’s mind, because faster follow-up can lead to more repeat business and referrals.