Overview

Housecall Pro is field service software for scheduling, dispatching and invoicing jobs.

Connect your Housecall Pro account with Referral Rock using Zapier in order to:

Approve referrals when a referred customer's job is completed, with Customer Feed
Add customers from completed jobs as members, ready to refer
Add new referrals to Housecall Pro as customers, with Referral Routing

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Prerequisites

Housecall Pro on the Essentials, Essentials+ or MAX plan, which include Zapier

A Zapier account

To add your Referral Rock account to Zapier, you will need Public and Private API Keys. You can create them here.

Connect Housecall Pro to Zapier

In Zapier, add the Housecall Pro app and follow the prompts to connect your account. Housecall Pro's own guide covers this step: Zapier Integration Overview.

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How fast Zaps run
Housecall Pro's Zapier triggers check for new jobs every 15 minutes. The MAX plan also offers instant webhooks.

Approve Referrals from Completed Jobs

This Zap approves a referral when the referred customer's job is completed. The reward then goes out based on your program's reward rules.

Trigger: Housecall Pro, New Completed Job
Action: Referral Rock, Feed Customer. Use the customer's email address from the job.

The completed job includes the customer's email, so no lookup step is needed.

When Feed Customer runs, Referral Rock looks for a referral with the same email address:

A matching referral is set to Approved in every program it appears in
Referrals that are already approved or denied stay as they are
An email that matches more than one referral is skipped
The customer can be added as a member, ready to be invited, based on your account settings

Feed Customer is safe to run more than once for the same customer. It won't create duplicates.

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No payment trigger
Housecall Pro's Zapier app doesn't have a payment trigger, so use the completed job. If you collect payment at the end of the visit, the two happen at the same time.

Add New Referrals to Housecall Pro

This Zap adds each new referral to your Housecall Pro customer list, so the office can call them before anyone books the job.

Trigger: Referral Rock, New Referral
Action: Housecall Pro, Create Customer
- Map the referral's name, email, phone and address
- Add a tag such as "Referral" so the office knows they were referred
- Add the referring member's name to the customer notes

When the job is completed, the first Zap approves the referral.

Let Technicians Refer Customers

Technicians and office staff can be referral program recruiters. Each one gets a portal, a personal link and a QR code, and every signup is credited to them. See Set Up & Manage Recruiters.

Need Help?

An advisor can set up these Zaps with you. Contact our support team to get started.