How to connect Housecall Pro to Peach AI.

Housecall Pro (HCP) is the CRM choice for a huge share of growing home services operators — fast scheduling, clean mobile experience, native customer comms. Where most HCP users get stuck is the layer above HCP: the website intake, the after-hours misses, and the ad attribution loop.

This guide walks you through connecting Housecall Pro to Peach AI so every booking, missed call, and form abandon becomes a real HCP job — and so booked-job revenue flows back into Google Ads and Meta as the conversion event your campaigns optimize on.

Before you start

• Active Housecall Pro account (Essentials, MAX, or higher)
• Owner or Admin role on the HCP account (needed to authorize the API connection)
• Job Types and Service Items configured for the work you want bookable
• Employees set up with working hours, time zones, and service areas
• A list of the Job Types you want to expose on your website

Step 1 · Map your Job Types to bookable services

Peach books jobs into HCP using your existing Job Types — no parallel taxonomy to maintain. Spend ten minutes auditing your Job Types before you connect; this is the single biggest predictor of a clean go-live.

1. 1In HCP, go to Settings → Job Types.
2. 2Confirm each bookable Job Type has a default duration that reflects reality (drain clog ≠ AC install).
3. 3Make sure the Job Type is mapped to the right Service Items so the Estimate auto-populates correctly.
4. 4Tag which Job Types should appear on which web pages (HVAC repair on the AC repair page, drain clog on the plumbing page, etc.).

Step 2 · Connect Peach via the Housecall Pro API

Peach is integrated with the official Housecall Pro Public API. Your onboarding contact will share a one-click authorization link — you log in to HCP, approve the connection, and the integration is live.

1. 1Open the connect link from your Peach onboarding contact.
2. 2Log in to Housecall Pro with an Owner or Admin account.
3. 3Review the requested scopes: read/write on Customers, Jobs, Estimates, and Employees; read on Schedule and Pricebook.
4. 4Click Authorize. Peach is now reading your team, service areas, and Pricebook in real time.
5. 5Confirm in the Peach dashboard that your employees and territories appear within 60 seconds.

Step 3 · Configure availability and routing

The Peach booking form shows live slot availability based on what HCP knows. To make this clean, your dispatch board needs to be the source of truth.

• Confirm every active employee's working hours, time zone, and service area in HCP.
• Block off non-working time as scheduled non-job events so Peach respects them.
• Set buffer times on Job Types where back-to-back bookings cause problems (long-driving service zones, install jobs).
• Decide which evening or weekend windows to surface — most HCP operators show one or two evening slots and capture 25–30% after-hours bookings.

Step 4 · Turn on missed-call recapture

On Housecall Pro accounts, missed-call recapture pays for the platform on its own at most operators. The setup is small and the ROI is large.

1. 1Forward your main business line (and any tracking numbers) to the Peach handoff number we provision for you.
2. 2Set business hours and after-hours behavior in the Peach dashboard.
3. 3Choose: real-time AI answer, or 60-second SMS recapture, or both. Most HCP operators start with SMS recapture and add live AI answer in month two.
4. 4Test it. Call after hours from a number not in your HCP Customers list. Confirm the recapture SMS arrives and the conversation books a real HCP job.

Step 5 · Push booked jobs to Google Ads and Meta

This is the step that lowers your cost per booked job. Once Peach is creating real HCP jobs from your website and inbound calls, we push every booked job back to Google Ads as an offline conversion and to Meta via the Conversion API. Your campaigns stop bidding for form fills and start bidding for revenue.

1. 1Grant Peach Standard access to your Google Ads account.
2. 2Grant Peach the Advertiser role on the relevant Meta Business Manager ad accounts.
3. 3Decide which conversion event to bid on: booked jobs, won jobs, or completed jobs with revenue.
4. 4Peach validates the first 24 hours of uploads with you before any campaign starts bidding against the new event.

Step 6 · Drop the booking form on your site

The Peach popup is a single script tag. It auto-binds to any element with the class .peach-booking-trigger, so any CTA on your site can open the booking flow.

<script src="https://app.usepeachai.com/peach-booking-widget.js" defer></script>

<!-- Use the .peach-booking-trigger class on any link or button -->
<a href="/book" class="peach-booking-trigger">Book a tech</a>

Step 7 · Validate before flipping it on

• Submit a test booking via the form. Confirm a real HCP job is created with the right Job Type, Customer, and assigned employee.
• Send a test after-hours call to your forwarded number. Confirm the recapture SMS converts the lead into a real HCP job.
• Verify Google Ads → Conversions shows the new 'Peach: Booked Job' event recording.
• Verify Meta Events Manager shows the server-side 'Booked Job' event with a value attached.
• Run a 7-day pilot on a single service line and compare CPBJ to your prior 30-day baseline before expanding.

What changes after go-live

On Housecall Pro accounts we typically see online booking conversion lift from 12–18% to 55–65%, missed-call recapture re-booking 35–45% of previously lost calls, and 30–50% drop in cost per booked job inside the first 60 days as the ad platforms re-learn against real revenue.

FAQ

Will Peach interfere with the HCP customer notification emails?

No. Peach creates jobs the same way an internal CSR would. HCP's existing 'Job booked' and 'On my way' notifications fire normally — your customer experience is unchanged.

Can we use Peach with HCP's Pricebook?

Yes. Peach reads your Pricebook in real time and uses it to populate the Estimate on bookings where pricing is appropriate to surface up front (flat-rate diagnostics, dispatch fees).

Do we need to switch from another tool to use Peach?

No. Peach runs in addition to whatever booking widget, chat, or call tracking you have today. Most operators do a 30-day pilot on one service line before retiring duplicate tools.