Field-service stack
ServiceTitan, Jobber, Housecall Pro
Compare the shared integration strategy across common field-service systems.
View stack pageHousecall Pro AI intake integration
Send Housecall Pro better job context, not just more notes.
Cape Fear Agent Co. designs AI intake that collects the job facts your office needs before a request becomes a schedule decision: source, customer, address, urgency, photos, access, missing facts, and the promises the assistant must not make.
Housecall Pro handoff preview
Job packetCustomer, issue, address, photos, urgency, access, callback window, and source.
Review ruleNo booking, diagnosis, price, or dispatch promise without approved business rules.
DestinationOwner memo, office inbox, review queue, task, note, job draft, or calendar hold.
Workflow proof
Show the intake packet before the schedule decision.
The demo should show the workflow doing the sorting: customer request, missing facts, photo prompt, safe boundary, and one clean handoff for the office.
3 minfewer follow-up questions
1 packetjob details before action
0unsafe schedule promises
Workflow
$ capture --job-detailsOK request safe photosOK stage office reviewBLOCK arrival promiseCustomer
Caller Garage door is stuck halfway and my car is inside.
Agent I can collect details for the callback. Can you safely send a photo?
Caller Yes. I need a call this morning.
Memo
Ready: issue, urgency, access, photo status, and callback priority.
Housecall Pro-safe next stepStage reviewed job details before booking or route commitment.
Workflow map
Housecall Pro intake should reduce office sorting.
The first integration should make each request more actionable, not just create another place to check.
| Request type | AI collects | First destination | Human keeps control of |
|---|---|---|---|
| New service request | Customer, address, issue, safe photos, urgency, access, and source. | Office review packet or job draft. | Schedule, technician fit, price, and final job acceptance. |
| After-hours lead | Callback need, emergency trigger, service area, photo status, and missing facts. | Owner memo or morning review queue. | Escalation, dispatch promise, and arrival expectation. |
| Follow-up request | Prior job or estimate context, question, timing, and preferred contact path. | Callback task or office note. | Quote, warranty decision, schedule change, and scope language. |
Next step
Start with one request that reaches Housecall Pro half-finished.
The audit identifies the missing facts, safe photo prompts, first destination, and approval gates that keep customer-facing automation useful.
Trust
Safe intake standard
Define transcript, photo, data, and promise boundaries before customer-facing launch.
Review trust rulesStart
Housecall Pro intake audit
Send one messy call, request, or follow-up and get the first safe handoff mapped.
Request audit