Field service management
Claude + Housecall Pro
Your customers, jobs, estimates already live in Housecall Pro. Connected to Claude, your team can ask questions of that data, draft from it and act on it, without copying anything between tabs. Here’s what that looks like for HVAC, plumbing and electrical businesses, and how we set it up.
What Claude does with your Housecall Pro data
Real workflows we build on top of the connection. Each one becomes a skill your team runs in one step.
Estimate follow-up drafts
Pull estimates that haven't been approved after 5 days, read the option line items and notes, and draft follow-up texts that restate the recommended option.
Lead triage
Review new leads each morning, summarize the request, suggest a job type and draft a booking reply for the office to send.
Daily tech schedule summary
Summarize each employee's jobs for the day with addresses, customer history and notes from prior visits.
Overdue invoice reminders
List open invoices past due and draft reminder messages referencing the job date and work performed.
Review request targeting
From jobs completed yesterday, draft personalized thank-you and review-request messages for customers with no complaints noted.
How the connection works
Public REST API using an API key an admin generates from the in-app App Store. API keys are available only to accounts on the MAX plan.
There isn’t an official Housecall Pro connector for Claude that we could verify, so we build a small, scoped MCP server on the Housecall Pro API and add it to your Claude workspace. Your team then uses Housecall Pro data inside Claude like any other tool.
API keys require the MAX plan; Basic/Essentials customers cannot generate a key.
Housecall Pro developer docsData Claude can use
Getting Claude and Housecall Pro working together
Claude Deployment Sprint
fixed price, starting at $10,000 · 2 weeks
- Claude connected to Housecall Pro with the right permissions
- The workflows above built as skills on your real data
- Your other core tools connected too (email, accounting, CRM)
- Team trained by role, plus 30 days of tuning
Custom AI Agent
starting at $25,000 · 4–8 weeks
Want one of these workflows to run on its own? We build an agent that watches Housecall Pro, does the work, and hands it to a person to approve, with every step logged.
Scope an agentClaude skills for teams that run on Housecall Pro
Questions
Does Housecall Pro have an official Claude connector?+
We didn’t find an official Housecall Pro connector for Claude from Housecall Pro or Anthropic. We connect the two through the Housecall Pro API (limited api), usually as a small MCP server your Claude workspace can use.
What Housecall Pro data can Claude work with?+
Through the API, Claude can work with customers, jobs, estimates, invoices, leads, employees and more. We scope access to read-only wherever possible, and keep a person approving anything that changes records or reaches a customer.
Do we need a developer on staff?+
No. In a Claude Deployment Sprint we set up the connection, build the skills and train your team. You’ll need an admin login for Housecall Pro and, if required, to approve API access with Housecall Pro.
Will our Housecall Pro data be used to train AI models?+
We set teams up on Claude business plans. Anthropic does not use inputs or outputs from its commercial products to train models by default.
Housecall Pro is a trademark of Housecall Pro. Krasa.ai is an independent implementation firm and is not affiliated with or endorsed by Housecall Pro or Anthropic.