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, creates a customer for first-time callers, and drops each call 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 already a customer, the call is logged to their record. If they're new, Rosie creates the customer first — marked with Rosie as the lead source.
The call shows up as a lead in your Job Inbox, with a summary of what was discussed and a link back to the full call details in Rosie.
That's it. There's nothing else to configure in Housecall Pro and nothing new to teach Rosie.
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 Rosie, go to Integrations and select Housecall Pro.
Enter your Housecall Pro API key — you'll find it in your Housecall Pro account under the App Store / API settings.
Select Connect. Rosie checks the key on the spot and starts logging new calls right away.
What Gets Logged
Calls — every call Rosie answers becomes 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. If the leads inbox isn't available on your account, Rosie adds the call to the customer's notes instead — nothing gets lost.
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.
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.