Field Service Integration

Answer Calls, Book Jobs, and Dispatch — All on Autopilot

Marlie AI answers service calls, captures job details, and creates customers and jobs in Housecall Pro instantly. Your team stays in the field while your phone stays covered.

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Stop losing jobs to missed calls

Home service businesses live and die by the phone. When a homeowner calls with a leaking pipe or a broken AC, they're not leaving a voicemail — they're calling the next company on the list. Every missed call is a lost job.

With Marlie AI + Housecall Pro, every call is answered on the first ring. Marlie captures the customer's info, service request, and preferred time — then creates the customer and job in Housecall Pro automatically. Your dispatcher sees the new job immediately and can assign a tech without ever picking up the phone.

What You Get with Marlie + Housecall Pro

Everything you need to connect your phone calls with Housecall Pro — fully automated, zero manual work.

Auto-Create Customers

New callers are added as Housecall Pro customers with name, address, phone, and email — no office staff needed.

Instant Job Creation

Service requests from calls are turned into Housecall Pro jobs with details, priority, and preferred scheduling window.

Smart Dispatch Ready

Jobs created by Marlie include location, service type, and urgency so your dispatcher can assign the right tech instantly.

After-Hours Coverage

Marlie answers calls 24/7, so emergency service requests at midnight get captured and queued just like daytime calls.

Returning Customer Recognition

Repeat callers are matched to their existing Housecall Pro profile, so service history and notes carry forward.

Call Notes & Context

Every call is summarized with the customer's exact words — problem description, access instructions, and special requests.

How It Works

Get up and running with Housecall Pro in minutes — no coding required.

Connect Housecall Pro

Link your Housecall Pro account through the Marlie dashboard. The setup takes under five minutes with guided instructions.

Set Your Service Categories

Tell Marlie what services you offer — plumbing, HVAC, electrical, cleaning — so it asks the right questions on every call.

Marlie Handles the Call

When a customer calls, Marlie answers naturally, gathers their info, identifies the service needed, and confirms scheduling preferences.

Job Appears in Housecall Pro

A new customer and job are created in Housecall Pro with all the details. Your team dispatches and completes the work.

Built for Real Scenarios

See how businesses use Marlie + Housecall Pro to capture more leads and streamline operations.

Emergency Service Calls

Scenario

A homeowner calls at 10 PM about a burst pipe. Marlie AI answers, captures the address and urgency, and creates a high-priority job.

Outcome

Your on-call tech gets dispatched immediately through Housecall Pro — the customer never had to wait or call a competitor.

Peak Season Overflow

Scenario

During summer, your HVAC company gets 50+ calls a day. Office staff can't keep up, and calls go to voicemail.

Outcome

Marlie handles the overflow, creating jobs in Housecall Pro for every call — so zero leads are lost during your busiest months.

Solo Operator Coverage

Scenario

You're a one-person operation and can't answer calls while on a job site. Customers get voicemail and move on.

Outcome

Marlie acts as your full-time receptionist, booking jobs into Housecall Pro while you focus on the work in front of you.

Frequently Asked Questions

Common questions about the Marlie AI + Housecall Pro integration.

How does Marlie AI connect to Housecall Pro?

Marlie connects through a direct integration with Housecall Pro's platform. You authorize the connection from your Marlie dashboard, and data flows automatically — no coding required.

Can Marlie book specific time slots in Housecall Pro?

Marlie captures the customer's preferred scheduling window and includes it in the job details. Your dispatcher or Housecall Pro's scheduling tools handle the final assignment based on tech availability.

What if a returning customer calls?

Marlie matches callers by phone number to existing Housecall Pro customer profiles. The new job is linked to the existing customer, preserving their service history and notes.

Does Marlie handle emergency vs. routine calls differently?

Yes. Marlie can identify urgency based on the caller's description and flag jobs as high-priority in Housecall Pro. You can also configure emergency escalation rules to notify your on-call team immediately.

Can I customize what Marlie asks callers?

Absolutely. You define the questions Marlie asks — service type, address, problem description, access instructions, pets on site, and anything else relevant to your business.

Does this work for multi-location businesses?

Yes. Marlie can route jobs to the correct Housecall Pro location or team based on the caller's address or service area, ensuring the right crew gets dispatched.