5 questions to ask your Housecall Pro account instead of hunting through screens
One Housecall Pro reviewer on Trustpilot wrote: "seperating the invoices form the customer list is not helpful and makes double invoicing very possible." That is one reviewer's report, not a verdict on the software. But if you have to open the customer list, then the jobs, then the invoices to answer one question, you are doing the joining by eye. The Housecall Pro assistant does the joining for you, in plain English.
What you need
The Housecall Pro assistant, in the Claude desktop app (Mac or Windows) or the Codex tab of the ChatGPT desktop app (Mac only for now). It works the normal Housecall Pro screens in a browser window you sign in to yourself, so it works on any Housecall Pro plan.
One customer's name for question 1.
The five questions
Every one of these is a read: it looks and reports. It does not send, void or change anything.
One customer, jobs and invoices together. "Show me [customer name]'s open jobs and open invoices together. Which jobs have an invoice, which have more than one, and which have none?"
Before you send. "I'm about to invoice [job] for [customer]. Has that job already been billed?"
Estimates that went quiet. "Which estimates did we send last month that were never approved? Give me the customer and the job."
Money not collected. "Which invoices are still unpaid from more than 30 days ago? Group them by customer."
Tomorrow. "What is on tomorrow's schedule, and who is assigned to each job?"
When it can change things
Asking is a read. If you then ask it to send, void or change something, it should tell you what it is about to do (who, what, amount) and wait for your yes. Anything that reaches a customer, moves money, deletes a record or changes settings waits for that yes.
The mistake to avoid
Don't treat a clean answer as proof. It only checks what it opened: that customer's records, under the name you gave. A job filed under a different spelling won't show. You still decide before you send.
Get it at stephenthorn.com/housecall-pro.