Housecall Pro

Housecall Pro is an all-in-one field service platform for home service contractors, covering scheduling, dispatch, invoicing, and customer communication for small and mid-sized service businesses. Polygrade sits in front of Housecall Pro and decides what actually needs to reach it, a work order only gets created after triage has already ruled out a no-truck-roll resolution.

What Polygrade does with Housecall Pro

Polygrade engages the homeowner over SMS to collect model and serial numbers, photos, and symptom detail, then recommends repair, replacement, or call avoidance, before Housecall Pro is involved at all. Where a truck roll is warranted, Polygrade passes Housecall Pro an enriched job: a predicted job code and the parts the technician is likely to need.

Before Housecall Pro ever sees a work order, Polygrade has already engaged the homeowner over SMS, collecting model and serial numbers, photos, and symptom detail, with 80 to 83 percent of homeowners responding. That triage is what decides whether a job reaches Housecall Pro at all: 7.9 percent of submitted claims are resolved without a truck roll.

As the job moves through Housecall Pro, job bookings, technician schedules, and invoices, Polygrade reads status back to drive automated homeowner and contractor updates over SMS, and validates the resulting invoice against the authorization record before payment releases.

How the Housecall Pro connection works

Housecall Pro’s API supports job and customer data exchange, which is where Polygrade reads and writes.

Where Housecall Pro doesn’t expose a field Polygrade needs, a Forward Deployed Engineer builds the mapping during deployment. Triage, authorization, and payment can each go live against Housecall Pro independently of one another.

What stays in Housecall Pro

Booking, scheduling, and the contractor’s day-to-day invoicing workflow stay inside Housecall Pro.

What changes is how much of a dispatcher’s day is spent on jobs that never needed a technician. Polygrade resolves those before Housecall Pro sees them, so the jobs that do reach Housecall Pro are the ones that actually warranted a truck roll.

Data handling and security

The connection to Housecall Pro runs on a company-specific Polygrade instance, one client’s job data and customer records are never accessible to another. Polygrade is SOC 2 compliant, with both Type I and Type II audits complete.

Every triage recommendation carries a confidence level and the inputs behind it, and is logged. Recommendations outside your configured thresholds route to a person before a job ever reaches Housecall Pro.

Deploying the integration

A dedicated Forward Deployed Engineer builds and maintains the Housecall Pro connection alongside your team, mapping job codes and dispatch fields to how Housecall Pro is configured for your operation.

Frequently asked questions about Polygrade and Housecall Pro

Does Polygrade replace Housecall Pro?

No. Housecall Pro keeps handling scheduling and dispatch execution; Polygrade decides upstream what should reach it and enriches the job before it does.

How does Polygrade connect to Housecall Pro?

Housecall Pro’s API supports job and customer data exchange, which is where Polygrade reads and writes. Where no interface exists, a Forward Deployed Engineer builds the connector during deployment.

Does Polygrade reduce truck rolls sent to Housecall Pro?

Yes. Triage resolves 7.9 percent of submitted claims without dispatch, so fewer unnecessary jobs reach Housecall Pro in the first place.