Housecall Pro Integration
Automate Service Agreements for Every Housecall Pro Estimate
Housecall Pro handles the estimate. Field Onboard handles the agreement. When your customer approves an estimate, a branded service agreement is automatically sent for e-signature — professionally, instantly, and without any manual work.
How It Works
Everything Happens Automatically After Estimate Approval
Estimate Approval Detection
When a customer approves an estimate in Housecall Pro, Field Onboard fires the right agreement automatically — no manual steps required.
Job-Type Template Rules
Map agreement templates to job categories. Set it once and it runs on autopilot for every new job — window cleaning, pest control, pool service, or any recurring service you offer.
Branded Client Experience
Clients receive a clean, professional agreement with your logo and terms — not a generic third-party form.
Legally Binding E-Signatures
Compliant with ESIGN and UETA — timestamped, legally binding, and court-admissible. The same legal weight as a handwritten signature.
Automatic PDF Filing
Completed agreements are stored in Field Onboard the moment they are signed. Download any time, from anywhere.
Real-Time Status Dashboard
Track every agreement — signed, pending, or needing follow-up — all in one view. Nothing slips through the cracks.
The Workflow
From Approved Estimate To Signed Agreement — Automatically
- 1Customer Approves Estimate In Housecall Pro
Your customer reviews and approves an estimate. Field Onboard detects this in real time.
- 2Field Onboard Selects The Right Template
Your automation rules match the service category to the correct agreement template — automatically.
- 3Branded Agreement Is Delivered
The client receives a professional agreement with your logo, your terms, and a simple signing link.
- 4Client Reviews And Signs
They consent to sign electronically, review the document, and add their signature — typically in under 2 minutes.
- 5Signed PDF Is Stored
Both you and the client get a copy. The signed agreement is logged in Field Onboard and downloadable any time.
What You Get
- Connects Directly To Housecall Pro Estimates
- Fully Automated — Zero Manual Steps
- Agreements Out Before Dispatch
- Works For New And Recurring Clients
- Branded Templates Per Service Category
The Result
No More Paper. No More Chasing. Every Job Starts With a Signature.
Every approved Housecall Pro estimate triggers a signed agreement — automatically, professionally, and legally binding.
Business Impact
What Changes When You Connect Housecall Pro
Professional First Touchpoint
Clients get a branded agreement immediately — setting the tone for the entire service relationship.
No Paper, No Chasing
Eliminate manual follow-up entirely. Agreements are sent and signed without your team lifting a finger.
Faster Job Starts
Agreements are signed before dispatch — so your crew shows up with everything in order.
Complete Legal Record
Every job has a signed, timestamped agreement on file — accessible whenever you need it.
Connect House Call Pro in Minutes
Set up Field Onboard, connect your Housecall Pro account, and send your first automated agreement today.