Gravity Forms
+ Housecall Pro

The Gravity Forms Housecall Pro Integration Add-on establishes a direct, automated link between your WordPress online booking forms and your Housecall Pro field service management account. Instead of forcing administrative staff to manually re-type service requests, customer contact numbers, and appointment addresses, every form submission immediately provisions or updates customer profiles and schedules new jobs on your dispatch calendar.

Eliminate Costly Middleware & Webhook Delays

Field service contractors—including plumbers, electricians, HVAC professionals, and cleaners—frequently rely on third-party webhook tools like Zapier or Make. These tools charge high monthly subscription fees, enforce restrictive task volume caps, and introduce 5–15 minute polling delays during peak emergency service hours. This native add-on communicates directly via Housecall Pro’s secure REST API with sub-second execution, eliminating middleware delays and recurring task costs.

Precision Customer Deduplication & Job Dispatch

Prevent customer profile fragmentation with automated email and phone number matching algorithms that query Housecall Pro before creating new records. When a customer submits an online inquiry or service request, the add-on maps their service location, assigns estimated line items or flat-rate job pricing, and attaches customer instructions directly to the job timeline for your technicians.

Enterprise Reliability & Comprehensive Audit Trail

Ensure zero dropped service calls. Every form submission logs the returned Housecall Pro Customer ID and Job ID directly in Gravity Forms entry notes. Field service coordinators can immediately review dispatch timestamps, customer records, and job numbers without ever leaving the WordPress admin dashboard.

1. Secure API Handshake: Authenticates with Housecall Pro using your API Access Token, dynamically loading your customer schemas and company service settings.
2. Form Submission & Conditional Evaluation: Intercepts form submissions and evaluates conditional logic rules (such as service category or appointment date availability).
3. Customer Record Search & Upsert: Checks Housecall Pro database by email and phone number to link existing accounts or provision a new customer record.
4. Job Creation & Schedule Dispatch: Generates a new job order with customer address, scheduled appointment times, line items, and technician notes.
5. Entry Finalization & Note Logging: Appends the Housecall Pro Job ID and Customer ID to the Gravity Forms entry notes for complete job tracking.