Saving messages to Housecall Pro turns on with the AI receptionist. We connect Housecall Pro now; until that is switched on for your line, the receptionist takes a message instead.
Setup steps
- Choose Connect. A short guided-setup form opens, and our team takes it from there.
- An admin creates an API key in Housecall Pro (MAX plan) and pastes it into the secure key form on the Connectors page in the app. Never by email.
- Tell us which lead source and tags to use.
- We test with you and confirm on your ticket.
Sending us your API key. Never email it or paste it in a ticket. A workspace owner or admin pastes it into the secure key form on the Connectors page in the app (choose Paste your API key next to Housecall Pro). It is stored encrypted and we only ever show its last 4 characters.
Permissions we ask for, and why
- Read customers: So the AI recognises a returning customer and files new work under them.
- Create customers and leads: So a new caller's request lands in Housecall Pro with name, address and callback number.
What the AI receptionist will do
- Will look the caller up by phone and greet a known customer.
- Will collect the problem, service address and best callback number and read them back.
- Will create a lead in Housecall Pro with the call summary, under the existing customer or a new one.
- Will always keep the message in your TimberSwitch inbox too.
What it can't do, and limits
- Guided setup: our team connects it with you and tests it on your account before callers rely on it.
- Housecall Pro only offers API keys on its MAX plan.
- The AI creates leads; it does not schedule jobs or quote prices.
The AI says something is booked or ordered only when Housecall Pro confirms it. If Housecall Pro doesn't answer in time, the AI takes a message instead and tells the caller someone will follow up.
Troubleshooting
Which plan do I need?
Housecall Pro offers API keys on its MAX plan.
Can the AI book jobs?
Not at first. It creates leads your team schedules. Ask us if you want booking.
Disconnecting, and the data we keep
An owner or admin can disconnect at any time from Phone, then Connectors, in the app. Disconnecting stops TimberSwitch using Housecall Pro straight away.
- An encrypted copy of your key. We only show its last 4 characters.
- A log of each lead: time, Housecall Pro id and a masked caller number.
- Deleting the key removes it straight away.
Still stuck?
Get help: it opens an Integration support ticket. Include the time of the call and what you expected to happen.
Housecall Pro is a trademark of its owner; TimberSwitch is not affiliated.