CRM Integration: Housecall Pro

CRM Integration: Housecall Pro

What You'll Learn

  • How to connect your Housecall Pro account to measureQuick
  • How user mapping works between the two platforms
  • What data syncs from Housecall Pro to measureQuick (and what syncs back)
  • How to verify the integration is working correctly
  • How technicians use the integration during a job

What You'll Need

  • Subscription: An active measureQuick Premier Services subscription (see Subscription Activation)
  • Role: Owner role on your measureQuick company account
  • Housecall Pro account: An active Housecall Pro subscription with admin access
  • Team setup: At least one technician added to both measureQuick and Housecall Pro (see User Management)
  • Time: 10-15 minutes for initial setup; 5 minutes per technician for user mapping

How the Integration Works

The Housecall Pro integration connects your field service management (FSM) platform to measureQuick so that job and customer data flows between systems. When a technician is dispatched to a job in Housecall Pro, they can open that job directly in measureQuick. Customer information, address, and job details transfer automatically. After the technician completes diagnostics and saves a report, they can push that report back to the Housecall Pro job record with a single tap.

This eliminates manual data entry for customer information and removes the need to email reports separately or tag them to jobs by hand. As Housecall Pro's own listing notes, "With the measureQuick mobile app, technicians can confirm their diagnosis, use it as a talking point with homeowners, and increase ticket revenues."

The integration is a Premier Services feature. It requires an active Premier subscription on the measureQuick side and admin-level access on the Housecall Pro side to authorize the initial connection. CRM integration setup is a capability of the Owner role in measureQuick.


Step-by-Step Guide

Step 1: Enable measureQuick in Housecall Pro

Start from your Housecall Pro account:

  1. Log in to Housecall Pro as an admin
  2. Confirm that all admins and technicians have a company email address in their profiles
  3. Go to the Housecall Pro App Store and find the measureQuick App Card
  4. Click Enable measureQuick

[Visual Reference] In the Housecall Pro App Store, search for "measureQuick." The app card shows the measureQuick logo and an Enable button. Click Enable to begin the integration process.

Step 2: Connect Housecall Pro in measureQuick Cloud

  1. Log in to the measureQuick Cloud dashboard at cloud.measurequick.com with an account that has Company Owner permissions
  2. Click Company in the left navigation menu
  3. Click Housecall Pro
  4. Click Connect with Housecall Pro and log in to your Housecall Pro account when prompted
  5. Review the permissions and authorize the connection

measureQuick Cloud Company - Housecall Pro connection page

measureQuick Cloud Company - Housecall Pro connection page

measureQuick requests read access to your jobs, customers, and employee data, and write access to attach reports to job records. No billing or payment data is shared between platforms.

Step 3: Map Your Users

After authorization, the Company > Housecall Pro page in measureQuick Cloud displays a user mapping section. This is where you match each Housecall Pro employee to their corresponding measureQuick user account.

  1. For each user in your company, choose the matching user from the dropdown in the Housecall Pro column
  2. If a technician exists in one system but not the other, you will need to add them before mapping (see User Management)
  3. Click Save under the list of users when all are matched

Housecall Pro integration page in measureQuick Cloud showing the Connect with Housecall Pro button and integration description

Housecall Pro integration page in measureQuick Cloud showing the Connect with Housecall Pro button and integration description

[Visual Reference] After connecting, the user mapping section appears below. Each measureQuick user has a dropdown selector for matching to their Housecall Pro employee account.

User mapping is required for the integration to work correctly. When a job is dispatched to a specific technician in Housecall Pro, the mapping determines which measureQuick user sees that job. Unmapped users will not see Housecall Pro jobs in their measureQuick app.

Step 4: Verify the Connection

After saving user mappings, test the integration:

  1. In Housecall Pro, create a test job and assign it to a mapped technician
  2. On the technician's device, open the measureQuick app
  3. The dispatched job should appear in the technician's job list
  4. Tap the job to confirm customer name, address, and job details transferred correctly
  5. If data does not appear, wait 1-2 minutes and refresh. Initial sync can take a moment.

📷 mQ+ home screen showing a dispatched project with customer address populated in the Dispatched Projects section

Step 5: Test the Report Sync (Sending Data Back)

Complete a short diagnostic test on the test job, then verify reports flow back to Housecall Pro:

  1. Run a measurement or create a project under the synced job
  2. When finished, use Save Test In or Save Test Out to save the measurements that appear on reports
  3. Tap Exit, then Exit & Sync to Cloud to upload the project
  4. Photos taken in measureQuick are automatically uploaded as image attachments to the Housecall Pro job
  5. Reports and images are saved to the Housecall Pro job under Attachments
  6. Open the same job in Housecall Pro and confirm the measureQuick report is attached
📷 Housecall Pro job showing measureQuick report attachment

If you are in an area without reliable cell service, tap Exit & Save to Device. Once back in cellular service, reactivate the project and save to the cloud. The report attaches as a file on the Housecall Pro job record. Your office staff, dispatchers, and the homeowner (if you share job details) can view it without needing access to measureQuick.


What Data Syncs

From Housecall Pro to measureQuick

  • Customer name and contact information
  • Job address
  • Job details and notes
  • Dispatched technician assignment
  • Scheduled date and time

From measureQuick to Housecall Pro

  • Photos taken in measureQuick (automatically uploaded as image attachments)
  • Completed diagnostic reports (PDF)
  • Equipment reports and Vitals reports
  • ACCA QI certificates (if applicable)

measureQuick does not sync measurement data, test findings, or pass/fail results as structured data back to Housecall Pro. Photos sync automatically; reports are attached as documents. If you need structured diagnostic data in your FSM for internal workflows, export from measureQuick Cloud.


Technician Field Workflow

Once the admin setup is complete, here is how technicians use the Housecall Pro integration day-to-day.

Accessing Dispatched Jobs

  1. Open the measureQuick app
  2. On the home screen, locate the Dispatch Projects card. This shows jobs from Housecall Pro with the configured status filters.
  3. Tap a job to open it. Customer name, address, and job details are auto-populated from Housecall Pro. The site geotag is also pre-filled.

Tip: If the Dispatch Projects card shows no jobs, the most common cause is job status filter misconfiguration. The recommended setting is Scheduled and In Progress only. Too many statuses selected causes the app to show nothing. Have your admin check the filters at Cloud > Company > Housecall Pro.

Completing the Job

  1. Choose your workflow type: Guided (step-by-step, recommended for newer users) or Standard (free-flowing, any order)
  2. Select the system type (e.g., AC Service, Heat Pump Install)
  3. Create new equipment
  4. Complete your measurements, turning red Xs to green check marks through the workflow
  5. When finished, tap Exit and Sync to Cloud at the bottom of the workflow (or at the top in guided mode)

Reports, photos, and project data sync back to Housecall Pro automatically.

Photo Auto-Sync

Enable real-time photo sync so photos upload incrementally rather than all at once: go to Settings > Photo Settings > Auto Sync Photos to Cloud. Sending one photo at a time every few minutes is more reliable than batch-uploading 10 photos at the end of a job.

Where Results Appear in Housecall Pro

After syncing, photos and PDF reports appear in the Housecall Pro job under Attachments. Your office staff, dispatchers, and the homeowner (if you share job details) can view the reports without needing access to measureQuick.

All data is also available at cloud.measurequick.com > Projects as a backup. If a PDF did not save back to Housecall Pro correctly, or if there was any sync issue, the cloud always has a copy.

Setup Simplicity

The Housecall Pro connection is simpler than ServiceTitan. The admin setup is a one-step process: click the green Connect to Housecall Pro button in measureQuick Cloud. There is no credential exchange or tenant ID to email. Once connected, the technician workflow is identical to the ServiceTitan integration: Dispatch Projects > select job > auto-populated customer info > workflow > measurements > Exit and Sync to Cloud.


Video Walkthrough

  • Existing KB article: Housecall Pro Integration with measureQuick - Step-by-step setup with screenshots on the measureQuick support portal.
  • CRM integration context: (303 views, 7:22). Discusses CRM integration workflows and account setup in the context of field service management platforms

  • CRM workflow discussion: (889 views, 30:49). Broader discussion of CRM integrations, paperwork reduction, and field service workflows


Tips & Common Issues

A technician does not see Housecall Pro jobs in the measureQuick app

Check user mapping first. If the technician's Housecall Pro employee account is not mapped to their measureQuick user, jobs dispatched to them will not appear. Go to Cloud > Company > Housecall Pro and verify the mapping. Also confirm the technician has an active Premier seat assigned.

The authorization window shows an error or will not load

Clear your browser cache and try again. If you are using a company firewall or VPN, it may block the OAuth redirect between measureQuick and Housecall Pro. Try from an unrestricted network. If the problem persists, contact support@measurequick.com.

Reports are not appearing on the Housecall Pro job

Reports and photos sync automatically when the technician taps Exit & Sync to Cloud after saving measurements. If the report does not appear, confirm the technician used Save Test In or Save Test Out before exiting, and that the project was started from the Dispatched Projects section. If the technician saved to device instead of cloud, have them reactivate the project and sync once back on a network connection.

I changed a technician's Housecall Pro account and the mapping broke

If a technician leaves your company or changes roles in Housecall Pro, their mapping in measureQuick does not update automatically. Go to Cloud > Company > Housecall Pro, update the mapping for the changed user, and click Save.

Customer data from Housecall Pro is not populating in measureQuick

Verify the customer record in Housecall Pro has the required fields filled in (name, address). Incomplete Housecall Pro records may sync with missing data. Also check that the job is dispatched (not just scheduled) and assigned to a mapped technician.

Can I use both ServiceTitan and Housecall Pro integrations at the same time?

No. measureQuick supports one FSM integration per company. If you are migrating from one platform to the other, disconnect the current integration before connecting the new one. Go to Cloud > Company to manage active connections.

How do I disconnect the integration?

Go to Cloud > Company > Housecall Pro and click Disconnect. This removes the authorization and all user mappings. Existing reports already sent to Housecall Pro job records remain in place. No measureQuick data is deleted.

Real-world integration feedback

Tevis DesChamp (Fire & Ice) reports saving 10-15 minutes per job with the Housecall Pro integration. Customer info syncs from Housecall Pro, so technicians skip manual data entry entirely. Jacob Oppelt (Best Neighbor Home Services) describes the report sync as "copy with one button" - the PDF attaches to the Housecall Pro job record without switching apps or emailing files separately.


Related Articles

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