A customer calls, Rosie answers, and you get the details by text or email — but Housecall Pro has no idea the call happened. If Housecall Pro is where you run your customers and jobs, that's a gap you end up filling in by hand, or not at all.
Connect Housecall Pro to Rosie and every call logs itself. Rosie recognizes callers who are already in your customers and adds the call to their record, creates a customer for first-time callers and drops them into your Job Inbox as a lead. Texts and website chats get logged too.
Setup takes a couple of minutes and it's included on every Rosie plan.
How It Works
Connect Housecall Pro from the Integrations page in Rosie.
When a call ends, Rosie looks the caller up in Housecall Pro by phone number.
If they're new, Rosie creates the customer — marked with Rosie as the lead source — and the call lands in your Job Inbox as a lead, with a summary of what was discussed and a link back to the full call details in Rosie.
If they're already a customer, the call goes onto their customer record instead, so your Job Inbox stays a list of new business.
That's it, and there's nothing new to teach Rosie. There's one setting to check on the Housecall Pro side — it's step 2 below.
Connecting Housecall Pro
Heads up: you'll need Housecall Pro's MAX plan — it's the plan that includes API access (trial accounts count as MAX).
In Housecall Pro, go to My Apps → All Apps → API Key Management and create a key. Choose Full access so Rosie can look up customers and log calls — a read-only key can't create anything.
Still in Housecall Pro, open your Job Inbox settings and make sure the API Leads channel is switched on. That's the channel Rosie's new callers arrive through, so leads won't appear in your Job Inbox without it.
In Rosie, go to Integrations and select Housecall Pro.
Paste in your API key and select Connect. Rosie checks the key on the spot and starts logging new calls right away.
What Gets Logged
Calls from first-time callers — these become a lead in your Housecall Pro Job Inbox, with a summary of the conversation and a link to the full details in your Rosie dashboard. This is the part that needs the API Leads channel switched on. If it's off, Rosie writes the call to the customer's record instead — nothing gets lost, it just won't show up in your inbox.
Calls from customers you already have — these go onto the customer's record, so your Job Inbox stays a list of new business rather than a log of every call.
Texts and website chats — each conversation gets logged with the full summary — one entry per conversation.
New callers — first-time callers become new Housecall Pro customers automatically, with their name and phone number filled in and Rosie set as the lead source. If a caller doesn't share their name, you still get the customer record — it's saved as "Unknown Caller" with their phone number, and Rosie fills in the real name if they give it on a later call.
Existing customers — Rosie matches by phone number, so there are no duplicates. If a customer is missing a name, Rosie fills it in; she never overwrites information you already have.
Disconnecting
You can disconnect anytime from the Integrations page — open Housecall Pro and select Disconnect. Rosie stops logging immediately. Everything she's already added to Housecall Pro stays right where it is.
FAQs
Which Housecall Pro plan do I need?
The MAX plan — it's the one that includes API access. If you're on a trial, you're covered (trials include MAX features).
What happens if the caller is already in my Housecall Pro?
Rosie finds them by phone number and logs the call to their existing record — no duplicate customers, and no new lead in your Job Inbox.
Rosie's calls aren't showing up in my Job Inbox.
Check that the API Leads channel is switched on in your Housecall Pro Job Inbox settings — that's the channel Rosie's leads arrive through. Worth knowing too: only first-time callers create a lead. Calls from customers you already have are logged on their customer record instead.
Can Rosie book jobs or appointments in Housecall Pro?
No — this integration logs calls, texts, chats, and customers. Appointment booking works through your connected calendar, same as always.
Can I connect more than one CRM?
One CRM per Rosie account. If you switch CRMs, disconnect the old one first.
Does this cost extra?
No. CRM integrations are included on every Rosie plan.
Need Help?
If you have questions or run into any trouble connecting Housecall Pro, reach out at support@heyrosie.com or through the support chat in your Rosie admin — we're happy to help.