Enabling the connection
- Start in Housecall Pro by logging into your Housecall Pro Account as an admin
- Confirm that all admins and technicians have a company email address
- Go to the Housecall Pro App Store and find the measureQuick App Card
4. Enable measureQuick
Activating Housecall Pro in measureQuick
- Login to https://virtuoso.measurequick.com with an account that has Company Administrator permissions.
- Click Company on the left navigation menu, then click on Housecall Pro
- Click Connect with Housecall Pro and log into your Housecall Pro account
- Account is connected! For each user in your company, choose the matching user from the drop down box in the Housecall Pro column then click Save under the list of users.
Using measureQuick HVAC Mobile App with Housecall Pro Integration
- Create a job in Housecall Pro and assign it to a technician.
- Your tech will now see a “connect to measureQuick” button in the Housecall Pro app.
- When selected, the measureQuick app will open and the user will be prompted to select a workflow.
- measureQuick will look for existing equipment, but if there is none, select “Create new system”
- The tech will be prompted to unlock the workflow for 5QBits.
- Geotag Equipment and Job Site information will pre-populate into measureQuick.
- Technician will complete diagnostics, photo documentation and any other notation in measureQuick.
- Any photos taken under the photo documentation section of measureQuick will be automatically uploaded as an image attachment to the Housecall Pro job.
- When done in measureQuick, click “Generate Reports” and “Save Pro & Classic to Housecall Pro”
- Reports will be saved to the Housecall Pro job under attachments
- Technician still has to exit the project in measureQuick by clicking “Exit”.
- Click “Exit and Sync to Cloud” – This will save equipment information and backup the job to our cloud for future visits to that site.
- To view your company’s saved projects on the measureQuick cloud, log into virtuoso.measurequick.com and click “Projects” in the left hand menu.
Need to set up an account with Housecall Pro? Maybe you’ve looked over the integration and think it would work for your company. Click here to get started.