For shops on Housecall Pro
Follow-up automation for your Housecall Pro shop
Frontline connects to Housecall Pro with a full-access key your admin creates, then runs the follow-ups your shop does not have time for, in English or Spanish. Built and ready to connect; not yet proven on a live account.
BuiltBuilt the same way as the proven Jobber connection, using a full-access API key your admin creates in Housecall Pro. Not yet proven against a live shop's account.
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What Housecall Pro already does
Housecall Pro already sells its own around-the-clock phone and text answering: CSR AI books using your existing services, hours and availability, and HCP Assist adds live human staff on top. Housecall Pro also already runs estimate and invoice follow-ups, review requests and win-back campaigns through its own Marketing Center. Keep what you use: Frontline adds the follow-ups around it.
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What Frontline adds
One coordinated sequence, not several modules
Estimate follow-ups, invoice reminders, review requests, win-back offers, seasonal campaigns and on-my-way updates all run from one place, with wording you approve before anything sends.
Spanish by customer record
Any customer whose record says they prefer Spanish gets their emails, and the pages they open from them, in Spanish, once you approve the Spanish wording.
Appointment reminders customers can act on
A customer confirms, asks for a new time, or cancels from a link, no back-and-forth needed.
Setup done for you
Spartan Tek in Houston sets up your connection and writes and approves your follow-up wording with you before anything goes live.
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How it connects
The API key
Your admin pastes a full-access key from Housecall Pro, My Apps, then API Key Management. The key goes into an encrypted vault; nobody at your shop or at Spartan Tek can read it back from Frontline.
What Frontline reads
Customers, jobs, invoices and estimates, so Frontline can run your estimate, invoice, review, win-back and appointment follow-ups from your own Housecall Pro records.
Rescheduling
A customer's pick for a new time is built to write straight into the Housecall Pro job and notify its technicians. That path is not yet proven against a live shop's account, so Spartan Tek confirms it on yours before you rely on it.
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What stays with your office
Getting the MAX plan and creating the full-access API key: that is Housecall Pro's own requirement, not something Frontline can skip.
If Housecall Pro refuses a reschedule, or does not answer fast enough, it lands on Today for your office to finish by hand.
Membership renewals and tune-up reminders do not run on Housecall Pro: its API does not expose membership plans, so Frontline has none of the renewal or visit-interval data these follow-ups need.
On my way names "Your technician," not a real name: Housecall Pro's sync does not carry which technician is on the job.
Texting: every message goes out by email. Texting is built into Frontline but is not turned on.
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Questions
Does this replace CSR AI or HCP Assist?
No. Keep either one for phone intake if you use it. Frontline's job is the follow-ups: estimates, invoices, reviews, win-backs and seasonal campaigns running from one place instead of several Housecall Pro modules.
Why does Frontline need a MAX-plan API key?
That is Housecall Pro's own rule for full API access, not Frontline's. Direct access to your jobs and invoices needs the MAX plan and a full-access key your admin creates.
Has this been tested on a real Housecall Pro account?
The connection is built the same way the proven Jobber connection is. It has not yet been run against a live shop's Housecall Pro account. Spartan Tek confirms it on yours before you rely on it.
Can my customers reschedule themselves?
That is the design: their pick is meant to move the visit in Housecall Pro directly. Until it is proven on a live account, an unconfirmed request still reaches your office to finish by hand.
Does this text my customers?
No. Every message goes out by email. Texting is built into Frontline but is not turned on.
The whole front office.
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