Housecall Pro

Connecting Housecall Pro takes two keys and a quick test. The app walks you through it under Setup → Connect your scheduling software, or later from Settings → Your connections → Connect a tool. You need to be an admin on your SimplifyLocal account, and the app asks you to pick a brand voice before you start.

Before you start

• Webhooks in Housecall Pro require the MAX plan. On a lower tier, upgrade first or this step will not work.
• Generating an API key requires the admin role in Housecall Pro. Office staff cannot see that screen. If you don’t have admin access in Housecall Pro, ask someone who does to do that step.

Step 1: Webhook setup

The app shows you a web address labelled Webhook URL with a Copy button, and a link to the Webhooks page in Housecall Pro.

1. Open the Webhooks page in Housecall Pro.
2. Toggle Active on in the top right.
3. Paste the web address into the URL field, then click Save.
4. Subscribe to two events only: job.completed and job.updated. Skip the rest.
5. Right after you save, Housecall Pro shows a long signing secret. Copy it.

Back in SimplifyLocal, paste it into the Signing secret box and press Save and finish. It looks like a long string of letters and numbers; if you only pasted part of it, the app tells you it looks too short.

Tip

Housecall Pro only shows the signing secret after you save the webhook. Save the URL there first, then come back for the secret.

Step 2: API token

This key lets us pull your jobs and photos.

1. Open API key management in Housecall Pro (the app links to it).
2. On the right side, click Generate API Key.
3. Name it “SimplifyLocal” and copy the key.
4. Paste it into the API token box and press Verify and continue.

We call Housecall Pro once with the key to make sure it works. If Housecall Pro rejects it, double-check you copied the whole thing. If Housecall Pro is not answering, that is on their end; give it a few minutes and try again.

Step 3: Connection test

Three checks have to go green. The page re-checks every few seconds, so there is no need to refresh.

Check	How it clears
We can reach Housecall Pro	Your API key works. Clears on its own.
Housecall Pro can reach us	Saving the webhook sends us a quick “hello”. If it has not arrived, go back to Housecall Pro and click Save on the Webhooks app once more.
Housecall Pro can send us real events	Create a test job in Housecall Pro and mark it complete.

For the last check: create a new job, start the description with “DELETE ME:” (for example, “DELETE ME: SimplifyLocal test”), pick any customer and address, save, then mark it complete. It lands within a few seconds. Jobs marked this way go to your Archived tab instead of becoming pages; see What we import and when. Delete the test job in Housecall Pro when you are done.

Finish setup

Pressing Finish setup starts the first import: every job you completed in the last 3 months, newest first, up to the newest 300. If you completed more than that in the window, the older ones are left out and the app says so; jobs you complete from here on come in automatically.

Photos and write-ups are prepared in the background, so drafts keep showing up over the next few hours. Write-ups use your monthly AI allowance; if it runs out partway through, the remaining jobs stay as drafts without write-ups and get filled in when the allowance starts fresh.

If the import has trouble, your Pages list shows a banner with a Try the import again button (admins only). The connection itself is fine in that case.