field service
Sockly + Housecall Pro
Seamlessly integrate with Housecall Pro for home service businesses. Sockly books jobs, syncs tech schedules, and manages customer communications automatically.
How It Works
- 1
Connect Sockly to Housecall Pro via API key (10 minutes)
- 2
Configure job types, service areas, and scheduling rules
- 3
Sockly answers calls, qualifies the job, and retrieves customer history from Housecall Pro
- 4
Checks technician availability based on location, skills, and schedule
- 5
Books jobs directly in Housecall Pro with customer details and job notes
- 6
Customer receives SMS confirmation with tech assignment and arrival window
Features
- Customer record search and job history
- Technician scheduling with skill-based routing
- Job booking with photos, notes, and urgency tags
- Recurring service appointment setup
- Estimate request and follow-up automation
- Service area validation and routing
- Payment and invoice information capture
- Real-time job updates and tech dispatch notifications
Setup time: 10 minutes
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