Video Walkthrough

Requirements

• Active measureQuick Premier Services subscription
• Owner role on your measureQuick company account
• Active Housecall Pro subscription with admin access

Enabling the connection

1. Start in Housecall Pro by logging into your Housecall Pro Account as an admin
2. Confirm that all admins and technicians have a company email address
3. Go to the Housecall Pro App Store and find the measureQuick App Card
4. Enable measureQuick

Activating Housecall Pro in measureQuick

1. Login to cloud.measurequick.com with an account that has Company Administrator permissions.
2. Click Company on the left navigation menu, then click on Housecall Pro
3. Click Connect with Housecall Pro and log into your Housecall Pro account
4. Account is connected!
5. 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.

No billing or payment data is shared between platforms. If a user's email address is identical in both Housecall Pro and measureQuick, the system matches them automatically.

Job Status Settings

Configure which Housecall Pro job statuses appear in measureQuick. We recommend only keeping Scheduled and In Progress selected. If too many statuses are enabled, the app can get overloaded and show no jobs at all.

To check: go to measureQuick Cloud > Company > Housecall Pro. If jobs aren't appearing or the integration isn't syncing, see the Housecall Pro troubleshooting guide.

Using measureQuick HVAC Mobile App with Housecall Pro Integration

1. Create a job in Housecall Pro and assign it to a technician.
2. Open the measureQuick Application
3. Find the Dispatched Projects card on the homepage and you will see active jobs dispatched to you.
4. Select the site you're at.
5. Select the Project type. Choose a Guided Workflow (step-by-step, recommended for new users) or a Standard Workflow (more free-flowing).
6. measureQuick will look for existing equipment, but if there is none, select "Create new system"
7. Geotag and customer information will pre-populate into measureQuick from Housecall Pro.
8. Technician will complete diagnostics, photo documentation and any other work in measureQuick.
9. Any photos taken in measureQuick will be automatically uploaded as an image attachment to the Housecall Pro job.

IMPORTANT NOTE: Save Test In/Save Test Out is how to save the measurements (temperatures, pressures, etc.) that will appear on any type of report.

Photo Settings

To send photos back to Housecall Pro in real time (instead of all at once when you finish), go to Settings > Photo Settings and enable Auto Sync Photos to Cloud. This prevents large batches of photos from being sent at the end of a job.

When the technician is done in measureQuick

They have taken pictures and saved Test In and/or Test Out. They are free to Exit, then Exit & Sync to Cloud.

This will save equipment information and backup the job to our cloud for future visits to that site. In the event of failed connection to the cloud, the technician can Exit & Save to Device. Once back in cellular or wifi range, they can go to the 3 dot menu and select Sync.

Report Delivery

The technician can send a pro report, classic report, or HVAC vitals report from the measureQuick app to the customer with a Premier Services subscription. The report will automatically be attached to the Housecall Pro job.

What Data Syncs

Housecall Pro to measureQuick: Customer name, contact info, job address, job details, technician assignment, schedule.

measureQuick to Housecall Pro: Photos (auto-uploaded as image attachments), PDF reports (pro report, classic report, HVAC vitals report), equipment reports, ACCA QI certificates.

Structured measurement data does not sync back to Housecall Pro. Reports and photos appear under Attachments on the Housecall Pro job.

Cloud Backup

All reports and photos are also backed up to measureQuick Cloud. If a file does not sync to Housecall Pro, or you need to retrieve a past project, log in to cloud.measurequick.com and click Projects in the left menu.