Integration · Housecall Pro
AI for Housecall Pro shops
Scout answers calls, books jobs, follows up on estimates, wins back past customers and collects open invoices for HVAC shops on Housecall Pro, all run from one chat. Your team keeps using Housecall Pro as today.
The problem
The work is in Housecall Pro. Who follows it up?
Your jobs, leads, estimates and payments already live in Housecall Pro. But the person who answers the phone is also on the truck, so quotes go quiet after "we'll think about it", past customers go without a reminder and invoices stay open until someone sends one.
Scout fixes that.
Scout connects to Housecall Pro and works from the quotes, invoices and past customers already in it, and it picks up the calls while your crew is on the job.
Connected to Housecall Pro
What does Scout work from in Housecall Pro?
Calls answered and booked
When the person who answers the phone is also on the truck, calls go to voicemail. Scout answers around the clock, books the job directly into Housecall Pro on that first call and reschedules it there if the customer calls to move it. It texts the customer the details, screens out sales calls and hands urgent calls to you during business hours.
Quiet quotes followed up
The customer said they'd think about it, and the quote went quiet. Scout finds estimates that went quiet and drafts a follow-up text from your shop.
How Scout follows up quotesRead the guide: How do you follow up on HVAC estimates?
Past customers won back
In a busy season, past customers are easy to forget. Scout finds customers who haven't booked in a while, drafts a text to bring them back and reports the jobs booked afterward. Scout's text campaigns go to the past customers and open estimates in Housecall Pro and, when booking is turned on, can book the customers who reply directly in Housecall Pro.
Open invoices paid
Some invoices stay open until someone sends a reminder. Scout texts a reminder for the open invoice, and customers pay from the Housecall Pro invoice.
Your call
What you control
- Outreach waits for your approval. Before it goes out, you see who is included, who is left out and why.
- You choose who Scout reaches, what it says and when.
- Scout stops texting a person once they reply, book or pay.
FAQ
What do Housecall Pro shops ask about Scout?
Read the guide: What to ask before you add an AI phone agent
Customer story: Cowboy Cooling, on Housecall Pro
Can Scout work as an AI dispatcher for a Housecall Pro shop?
For the phone side of dispatch, yes: answering, booking the job and texting the customer. In Scout Chat, your office adds jobs and updates customers just by asking, and techs update a job by voice or text from the truck. Assigning techs and planning routes stay with your team, so before you hand dispatch to any AI, ask whether it assigns a tech or leaves that to you.
See what's sitting in your book.
We'll walk through how Scout gets jobs booked and invoices paid.
