Yes. Krokul CRM integrates with Housecall Pro. A deal won in Krokul creates the customer, the service address and the job in Housecall Pro with its line items. Estimate approvals, completed jobs and paid invoices from Housecall Pro come back to the deal, so account managers see what was done and what was paid for each client company.
Automation platformsZapierMake
A builder orders appliance installation for a block of new apartments, and the manager marks the deal won. Krokul creates the Housecall Pro customer with the builder as the company, adds a customer address for the site, and creates a job with one line item per product on the deal. The job ID stays on the deal as an external key.
A technician offers two estimate options on site. The estimate.option.approval_status_changed event tells Krokul which option the client approved. Krokul updates the deal amount to that option and moves the deal to won. When every option is declined, the deal closes as lost.
Invoices in Housecall Pro are paid by card on site or online. The invoice.paid event records a payment on the Krokul deal with the invoice number and amount, and invoice.refund.succeeded records a refund. Invoices that remain unpaid stay in the debtor list of the client company.
When job.completed arrives, Krokul moves the deal to the done stage and creates a task for the owner to request sign-off from the client. Repeat work is the next step.
| Housecall Pro | Direction | Krokul | When |
|---|---|---|---|
| Customer (customer.created, customer.updated) | Krokul ↔ Housecall Pro | Client company and contact | A customer is created or edited on either side |
| Customer address | Krokul → Housecall Pro | Site address from the deal | A deal with a new site is won |
| Job with line items | Krokul → Housecall Pro | Won deal and its products | A deal is won in a service pipeline |
| Estimate option (estimate.option.approval_status_changed) | Housecall Pro → Krokul | Deal amount and stage | The client approves or declines an option |
| job.scheduled, job.completed | Housecall Pro → Krokul | Deal stage, task for the owner | A job is scheduled or finished |
| invoice.paid | Housecall Pro → Krokul | Payment on the deal | An invoice is paid |
| invoice.refund.succeeded | Housecall Pro → Krokul | Refund on the deal payment | A refund goes through |
Yes. Krokul integrates with Housecall Pro through the Krokul app in Zapier and Make and through the Krokul API and webhooks together with the Housecall Pro Public API.
The MAX plan. Housecall Pro gives API keys and webhooks to MAX accounts, and an admin of the account generates the key.
Yes. When a Housecall Pro invoice is paid, the invoice.paid event records the payment on the deal, and refunds are recorded the same way.
Yes. Each product line of the won deal becomes a line item on the job, with quantity and price.
Scheduling, dispatch, the mobile app for technicians and payment collection in the field stay in Housecall Pro. Housecall Pro opens its API and webhooks on the MAX plan, and only an account admin generates the API key.
Tell us which service you use and what should move between it and Krokul. We reply with the way to do it and when it will be ready.
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Housecall Pro is a trademark of Housecall Pro, Inc. Krokul is not affiliated with Housecall Pro.
