Field Service Integration
Best AI Assistant for Housecall Pro
Carly is an AI assistant that connects to Housecall Pro so you can create jobs, look up customers, check your schedule, and send invoices — all by email or text. No stopping between calls to tap through the app.
Try Carly →What Carly can do with Housecall Pro
Create jobs on the phone
While you're still talking to a homeowner, text or email Carly the customer, address, and work needed and she creates the job in Housecall Pro — no pulling over to enter it yourself.
Send invoices the moment a job wraps
Finished a repair? Tell Carly the amount and customer and she creates and sends the invoice in Housecall Pro, so you get paid faster instead of billing at midnight.
Check your schedule between stops
Ask Carly what's next today and she reads back your Housecall Pro schedule with times and addresses, so you can plan your route without opening the app.
Look up customer details
Text Carly a customer name or address and she pulls their past jobs and contact info from Housecall Pro, so you walk in knowing the history.
How home-service pros run Housecall Pro without stopping
Housecall Pro is built for small home-service businesses — cleaners, HVAC and plumbing techs, electricians, handymen — who need scheduling, customer records, estimates, and invoicing in one app. When you're a one-truck operation or a small crew, you don't have an office manager. You're the dispatcher, the tech, and the biller, and every minute in the app is a minute not on the job.
AI tools for Housecall Pro should let you run the business by voice or text between stops. When booking a job or sending an invoice is as fast as sending a message, nothing slips. When it means pulling over, unlocking your phone, and tapping through screens, invoices go out late and follow-ups get forgotten.
How Carly works as your AI Housecall Pro assistant
In your Carly dashboard at carlyassistant.com/integrations, connect Housecall Pro with your API key. Once connected, you create jobs, look up customers, check your schedule, and send invoices over email or text — like having an office assistant riding along in the truck.
Just booked a job on the phone with a homeowner? Text Carly the details and she creates the job in Housecall Pro. Finished a repair and want to bill it? Tell Carly and she sends the invoice. Not sure what's next today? Ask Carly and she reads your schedule back with times and addresses.
Because Carly works from outside Housecall Pro, she can pair job data with your calendar, email, and other tools — checking a customer's last message or confirming a time alongside their Housecall Pro record.
Who uses Carly with Housecall Pro
Solo tradespeople and small crews who run the whole business off their phone. Cleaners, HVAC and plumbing techs, electricians, and handymen who book jobs while standing in a customer's driveway. Owner-operators who want invoices sent the moment a job wraps instead of at the end of a long day. If you run on Housecall Pro but hate stopping to tap through the app, Carly keeps your jobs, schedule, and billing moving while you work.
See it in action
How to connect Housecall Pro to Carly
Sign up for Carly
Create your account in under 2 minutes.
Connect Housecall Pro
Authorize the Housecall Pro integration from your Carly dashboard. One click, and you're connected.
Start giving instructions
Email or text Carly with what you need done in Housecall Pro. She handles the rest.
Automate Housecall Pro in 2 minutes
No complex setup. No code. Just tell Carly what you need.
Get Started →Frequently asked questions
What is the best AI tool for Housecall Pro?
Carly is an AI assistant that connects to Housecall Pro and lets you create jobs, look up customers, check your schedule, and send invoices — all by email or text. She works from outside the app so you can run your home-service business without stopping to tap through screens between calls.
Can AI create jobs in Housecall Pro?
Yes. With Carly, you text or email the customer, address, and work needed and she creates the job in Housecall Pro within seconds — so you can book a job while you're still on the phone with the homeowner.
How does Carly connect to Housecall Pro?
In your Carly dashboard at carlyassistant.com/integrations, connect Housecall Pro with your API key. Once connected, Carly can create jobs, read your schedule, pull customer records, and send invoices from your Housecall Pro account.
Can Carly send invoices in Housecall Pro?
Yes. Tell Carly the customer and amount when a job wraps and she creates and sends the invoice in Housecall Pro — so you get paid the same day instead of catching up on billing at night.
Can Carly check my Housecall Pro schedule?
Yes. Ask Carly what's next today or tomorrow and she reads your Housecall Pro schedule back with times and addresses, so you can plan your route by text without opening the app.
Is Carly different from Housecall Pro's built-in automations?
Yes. Housecall Pro's automations send reminders and follow-ups inside the app based on rules you set up. Carly is an external assistant you email or text — she lets you create jobs, send invoices, and check your schedule on demand from anywhere, without opening the app. She also connects Housecall Pro to 200+ other tools.
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."