--- title: "Assistants who work in Housecall Pro" description: "Dedicated assistants who work inside Housecall Pro every day: setup support, daily admin, data hygiene, reporting. Ask what a named assistant handles." url: https://assistbpo.com/software/housecall-pro/ updated: 2026-09-20 publisher: AssistBPO (SS Support Network LLC) language: en-US --- # Assistants who work in Housecall Pro AssistBPO's Housecall Pro virtual assistant is an employed office assistant who works inside your own account. Booking jobs, keeping the schedule and pipeline moving, sending estimates and chasing them, invoicing on completion and keeping service plans renewed. - Field service management - Your account, your data [Get a staffing plan](https://assistbpo.com/get-a-staffing-plan/) [Book a 20-minute call](https://assistbpo.com/book-a-call/) Your account, your crews, your price book. We supply the person, a trained backup and a team lead. In short - Jobs booked and dispatched without the owner touching the phone - Estimates chased, service plans renewed, invoices sent on completion - Named assistant, a trained backup and a team lead reviewing calls Housecall Pro Field service management by Housecall Pro (Codefi Works, Inc.) · US, UK, CA, AU Housecall Pro is a product of Housecall Pro (Codefi Works, Inc.). The name and mark identify the software we work in; AssistBPO claims no partner, reseller or certification status unless held. Updated September 2026 · Reviewed by [Issabela Masters](https://assistbpo.com/team/issabela-masters/) ## Why do Housecall Pro users need a virtual assistant? The pipeline view in Housecall Pro is honest in a way that stings. Estimates sent and never followed up. Jobs completed but not invoiced. Service plan customers due a visit that nobody scheduled. Every one of those is money already earned and not collected, and every one is a twenty-minute task that competes with a truck breaking down. Owners of three-to-fifteen person shops know this list exists and still cannot get to it, because the phone rings whenever they sit down. An assistant clears it as a routine. They book and dispatch during the day, chase estimates on a schedule, invoice the afternoon a job closes and keep service plan customers on the calendar. ## What can a virtual assistant do inside Housecall Pro? **Booking and scheduling** : Answers calls and online booking requests in your company name, books to the right job type and technician, and keeps drive time and arrival windows realistic. **Dispatch and day changes** : Watches the schedule through the day, reassigns when a job overruns, and calls the affected customers before they call you to ask where the truck is. **Estimates** : Builds estimates from your price book with the options and financing you offer, sends them and works the follow-up list until a yes, a no or a reason. **Job pipeline** : Moves every job through the pipeline stages so nothing sits in scheduled or completed limbo, and reports the jobs stuck longest each week. **Invoicing and payments** : Invoices the day a job is completed, applies deposits and approved discounts, sends payment links and follows up unpaid invoices politely on your cadence. **Service plans** : Tracks recurring service plan customers, books their due visits ahead of the season and calls members whose plan is about to renew or lapse. **Customer records and notes** : Keeps addresses, gate codes, equipment details and service history accurate, and merges the duplicate customers created by online booking. **Reviews and follow-up** : Sends review requests after completed jobs, drafts responses for your approval and flags unhappy customers to you before they post anything public. ## Integrations we handle - Housecall Pro and [QuickBooks Online](https://assistbpo.com/software/quickbooks-online/) Invoices, payments and customers synced for your bookkeeper, with sync errors and duplicates cleared before the month is closed. - Housecall Pro and CompanyCam Job photos matched to the right customer and job so estimates, warranty questions and disputes all have the evidence attached. - Housecall Pro and [Mailchimp](https://assistbpo.com/software/mailchimp/) Seasonal reminders and win-back campaigns built from your customer segments, with unsubscribes and bounces cleaned before each send. - Housecall Pro and [Google Workspace](https://assistbpo.com/software/google-workspace/) Shared calendar and email under your own accounts so office and field see the same day without a second system. - Housecall Pro and [Zapier](https://assistbpo.com/software/zapier/) Leads from ad forms, marketplaces and your website created as jobs or estimates with the source recorded; zap errors checked each morning. ## Which Housecall Pro admin tasks can you delegate? - Answer calls and online booking requests - Schedule jobs to the right technician and time window - Reassign work when a job overruns - Call customers about arrival windows and delays - Build and send estimates from your price book - Follow up open estimates on your cadence - Move jobs through the pipeline stages - Invoice completed jobs the same day - Send payment links and chase unpaid invoices - Book service plan visits before the season - Merge duplicate customers and fix addresses - Send review requests and draft approved responses ## Roles that work in Housecall Pro Front desk & phones ### Dispatcher Dedicated dispatcher - Fast, calm decision-making under a live board - Geographic sense and routing logic for your service area - Clear radio-style communication with field staff and courteous calls with customers Works in Hire a remote dispatcher [Dispatcher](https://assistbpo.com/roles/dispatcher/) Front desk & phones ### Receptionist Dedicated receptionist - Clear, friendly speaking voice with an accent matched to your callers - Calm handling of upset, confused or rushed callers - Accurate message-taking: names, numbers, reason, urgency Works in Hire a remote receptionist [Receptionist](https://assistbpo.com/roles/receptionist/) Customer support ### Customer service representative Dedicated customer service representative - Patient, clear phone manner with de-escalation habits - Plain written English for email and ticket replies - Fast navigation of order, billing and account systems Works in Hire a remote customer service representative [Customer service representative](https://assistbpo.com/roles/customer-service-representative/) ## Services delivered in Housecall Pro - [Phone answering service for small business](https://assistbpo.com/services/phone-answering/) - [Appointment scheduling service](https://assistbpo.com/services/appointment-scheduling/) - [Dispatch services for small business](https://assistbpo.com/services/dispatch-desk/) - [Review management services](https://assistbpo.com/services/review-management/) ## Other field service management tools we work in - [Jobber](https://assistbpo.com/software/jobber/) - [ServiceTitan](https://assistbpo.com/software/servicetitan/) - [All tools](https://assistbpo.com/software/) ## Frequently asked questions ### What does a Housecall Pro virtual assistant do day to day? They open on the schedule: today's jobs checked against technician availability, tomorrow confirmed, online bookings from overnight slotted properly. Through the day they answer the phone, book new work, reassign when jobs run long and keep customers informed. Afternoons are the pipeline: estimates followed up, completed jobs invoiced, unpaid invoices chased, service plan visits booked. Before finishing they send review requests for today's completed work. The end-of-day report lists calls booked, estimates sent, invoices raised, payments received and anything needing the owner. ### Do you have Housecall Pro certified assistants? Our home services assistants are trained on Housecall Pro before they join a client account: booking and dispatch, the job pipeline, estimates and the price book, invoicing and payments, service plans, customer records and review requests. That training is internal to AssistBPO. We do not claim Housecall Pro vendor certification for our staff, and AssistBPO holds no partner, reseller or affiliate status with the company. The product name identifies the software you use. We will tell you at match stage which trades the proposed assistant has worked in. ### How much does a Housecall Pro virtual assistant cost? Plans depend on hours, desks and coverage. Get a staffing plan within 1 business day. A dedicated office assistant is priced per person for a monthly block of hours in your time zone, not per booking or per invoice, so a busy season does not change the bill. Your Housecall Pro subscription and user seats stay on your own account and are billed by the vendor directly. Many shops start with mornings on phones and dispatch, then add afternoon hours for estimate follow-up and invoicing. ### Can the assistant answer our phones during the day? Yes. They answer in your company name, on your greeting, and book straight into the schedule rather than taking a message for someone to action later. Emergency and after-hours calls follow the escalation tree you define, including which situations go straight to a named person's mobile. Because the assistant is booking inside your own account, the customer gets a real arrival window on the call instead of a promise to ring back. Calls are scored monthly by the team lead on the QA scorecard. ### How is estimate and reminder outreach kept compliant? Estimate follow-up, service plan reminders and seasonal check-ins run with lawful consent and do-not-call scrubbing. Nearly all of it goes to people who requested a quote or have an existing service relationship with you, and the assistant still checks internal do-not-call records, keeps to state or provincial calling windows and records an opt-out the first time it is given. We will not call or text purchased homeowner lists on your behalf, regardless of what the seller says about consent. ### How do we give the assistant access safely? Add a user in your own Housecall Pro account with the permission level you want, typically office access to scheduling, customers, estimates and invoicing, with price book changes, payouts and account settings reserved for you. They sign in from a managed company device with two-factor authentication and no shared credentials. Their name appears on the records they touch, so you can audit a week of work quickly, and you can remove the user at any time in a couple of clicks. Next step ## Your desk, staffed. Wherever you are. Tell us what is overloaded. A named person replies within 1 business day with a staffing plan, and we propose your assistant within 72 hours. [Get a staffing plan](https://assistbpo.com/get-a-staffing-plan/) [Book a 20-minute call](https://assistbpo.com/book-a-call/) Or call [+1-657-777-0006](tel:+16577770006) during US, UK or Australian business hours, or [hear our demo receptionist](https://assistbpo.com/demo-line/). - A named assistant proposed within 72 hours - Employed, screened and managed staff, never freelancers - Your hours, your tools, your data --- Source: https://assistbpo.com/software/housecall-pro/ · Contact: https://assistbpo.com/contact/ · Full site map for agents: https://assistbpo.com/llms.txt