Run Housecall Pro by asking.
An assistant for the Claude desktop app, and for the ChatGPT desktop app on a Mac, that works your Housecall Pro account, so you can ask about customers, jobs, estimates, invoices and the schedule in plain English, and have it create or update records after you say yes. It works on any Housecall Pro plan, not only MAX.
What you can ask it
The kind of thing you would normally click through five screens for, or ask the office to look up.
- “What is on Tuesday's schedule, and who is assigned to each job?”
- “Which estimates did we send last month that were never approved?”
- “Find the job on Elm Street and add a note that the part is on order.”
- “Create an estimate for a water heater replacement for this customer.”
- “Which invoices are still unpaid from more than 30 days ago?”
Every change, like a new customer, job, estimate, note or reschedule, waits for you to say yes first.
Where you can use it
Use the one that matches the app you already pay for. Both run on your own computer.
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Any Housecall Pro plan, Mac or Windows
In Claude on your computer
The assistant installs in the Claude desktop app on your Mac or Windows computer and works Housecall Pro in a browser window you sign in to yourself, the way you would. Because it uses the normal Housecall Pro screens, it works on any Housecall Pro plan.
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Any Housecall Pro plan, Mac only for now
In ChatGPT on your Mac
The same assistant that runs in Claude also runs in the Codex tab of the ChatGPT desktop app. It uses the normal Housecall Pro screens, so it works on any Housecall Pro plan. After you buy, your setup page gives you one line to paste into Terminal. It installs everything inside your home folder and needs no admin password. Mac only for now.
Normal ChatGPT chat and the ChatGPT phone app are not supported. The assistant runs on your computer, in the Claude desktop app or in the Codex tab of the ChatGPT desktop app on a Mac.
More detail: Connect Claude to Housecall Pro · ChatGPT and Housecall Pro
How setup works
In Claude, you do it yourself, with Claude guiding you. No call, no terminal.
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Buy it and download
Checkout takes a minute. The page after payment has a download button for one file. There is no key to copy.
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Double-click the file
Claude opens and asks to install the Housecall Pro assistant. Click Install. There is nothing to type in, no terminal and nothing else to install.
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Type: set up Housecall Pro
Start a new chat in Claude and ask it to set up Housecall Pro. A browser window opens on Housecall Pro and you sign in there yourself. It never sees your password.
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It checks itself, then hands over
It runs a read-only check of the main screens, which changes nothing, tells you when it is ready, and does one real lookup you choose so you can see it work. About 10 minutes in all.
You need: A Mac or Windows computer, the Claude desktop app signed in to a paid Claude plan, and your own Housecall Pro login. Any Housecall Pro plan works.
Using ChatGPT on a Mac instead? Setup is one line pasted into Terminal. See the ChatGPT steps.
Email stephen@stephenthorn.com if you get stuck. If it does not work on your account within 14 days, you get a full refund.
What do I need?
In Claude: A Mac or Windows computer, the Claude desktop app signed in to a paid Claude plan, and your own Housecall Pro login. Any Housecall Pro plan works. In ChatGPT: A Mac, the ChatGPT desktop app signed in to ChatGPT Plus, Pro, Business, Enterprise or Edu, and your own Housecall Pro login. Any Housecall Pro plan works.
Which Housecall Pro plan do I need?
Any plan works, including Basic and Essentials, in the Claude desktop app or in the Codex tab of the ChatGPT desktop app on a Mac. Housecall Pro's own API comes with the MAX plan only, so tools built on that API, including community connectors, need MAX and an Admin to create a key. This assistant does not use the API, so it works on any plan.
Do I need to be technical?
No. In Claude you double-click one file and then talk to Claude in plain English. It walks you through the rest and tells you what it is doing at each step. In ChatGPT on a Mac you paste one line from your setup page into Terminal, and that is the only command.
What if it does not work for me?
Email stephen@stephenthorn.com if you get stuck. If it does not work on your account within 14 days, you get a full refund.
Can it change things in my account without me knowing?
Every change, like a new customer, job, estimate, note or reschedule, waits for you to say yes first. Reading is always fine; anything that creates, changes, sends, charges or deletes waits for your yes.
Does it see my Housecall Pro password?
No. You sign in to Housecall Pro yourself in a browser window on your own computer. The assistant never asks for, types or stores a password.
Claude or ChatGPT?
Either. The assistant runs in the Claude desktop app on a Mac or Windows computer with a paid Claude plan, or in the Codex tab of the ChatGPT desktop app on a Mac with ChatGPT Plus, Pro, Business, Enterprise or Edu. Both work on any Housecall Pro plan.
Can I use it in normal ChatGPT chat or on my phone?
No. Normal ChatGPT chat and the ChatGPT phone app are not supported. The assistant runs on your computer, in the Claude desktop app or in the Codex tab of the ChatGPT desktop app on a Mac.
Is this made by Housecall Pro?
No. It works the normal Housecall Pro screens in a browser window you sign in to yourself, on your own computer, which is why any plan works. It is not affiliated with or endorsed by Housecall Pro.
What if I want to stop?
Your Housecall Pro account and your Claude or ChatGPT account stay in your name. If you stop, you uninstall the assistant and nothing else changes.
Ready to try it?
Set it up yourself in about 10 minutes. Rather talk it through first? Book a free 20-minute call.