Housecall Pro Referral Program Integration

Connect Housecall Pro through Zapier to approve referrals when a referred customer's job is completed and add new referrals as Housecall Pro customers.

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About Our Housecall Pro Referral Integration

Housecall Pro

via Zapier

What it does

Customer Feed | Referral Routing

Housecall Pro referral software

What You Can Do with Housecall Pro

Housecall Pro is the field service software home service businesses use to schedule, dispatch and get paid for their jobs. Connect it to Referral Rock, the referral software that runs your program, through Zapier.

When a job is completed in Housecall Pro, the matching referral is approved and the reward goes out. New referrals are added to Housecall Pro as customers, ready for your team to book.

Customer Feed (via Zapier): a completed Housecall Pro job approves the matching referral across all your programs

Customer Feed (via Zapier): customers from completed jobs can be added as members, ready to refer their neighbors

Referral Routing (via Zapier): new referrals become Housecall Pro customers, tagged as referrals

Technicians and office staff can work as referral program recruiters, each with their own link and QR code

How the Housecall Pro Integration Works

Connect Housecall Pro and Referral Rock in Zapier

Add both apps to a Zap. Housecall Pro supplies the trigger, New Completed Job, and Referral Rock supplies the action.

Approve referrals when the job is completed

Send the customer from each New Completed Job to Referral Rock's Feed Customer action. The referral that matches the customer's email is approved across all your programs.

Add new referrals to Housecall Pro

A second Zap runs on Referral Rock's New Referral trigger and uses Housecall Pro's Create Customer action, with a tag that marks the customer as referred.

Rewards go out when the job is done

Once the referral is approved, your reward rules take over: a gift card, cash or account credit goes to the customer who sent the referral, with no spreadsheet to keep.

See a referral flow built based on your business

Give us your website. Our team builds you a referral flow from it, styled to your brand.

Get my free referral flow

Yours to keep. No sales call.

How it works

1 We build a referral flow from your website, styled to your brand
2 We send you a link to preview it
3 See the experience you'd send your customers

Approve referrals from completed Housecall Pro jobs

Housecall Pro already marks a job complete when your tech finishes. That event is all Referral Rock needs to approve the referral.

The New Completed Job trigger fires when a job is finished in Housecall Pro.
Referral Rock's Feed Customer action matches the customer by email and approves their referral in every program it appears in.
Your reward rules decide what happens next, so the customer who sent the referral is paid without a manual check.

Turn every completed job into a new referrer

Right after a good service call is when a customer is most likely to tell a neighbor. The same Zap that approves referrals can add the customer to your program.

Customers from completed jobs can come in as members automatically, based on your account settings.
They get an invite email with their own referral link, timed by your invite settings.
Members sign in to their portal with one click to share their link and follow their rewards.

Add referred customers to Housecall Pro

Referred customers show up in Housecall Pro with their contact details, so your office can call and book them.

Referral Rock's New Referral trigger runs Housecall Pro's Create Customer action with the name, email, mobile number and address.
Set a tag such as Referral so the team can see who came in through the program.
When that customer's job is completed, the first Zap approves the referral, which closes the loop.

Give technicians their own referral links

Sales, support and field teams become referral program recruiters, with their own links and credit for every customer they bring in.

Each technician gets a recruiter portal, a personal link and a QR code to hand to a customer at the end of a visit.
Every signup is credited to the recruiter who brought them in, so you can see which techs drive referrals.
Roles for sales, support, field and finance teams keep each person to the parts of the program they run.

Housecall Pro Referral Integration FAQs

Through Zapier. Housecall Pro's Zapier app provides the New Completed Job trigger and the Create Customer action, and Referral Rock's Zapier app provides actions like Feed Customer and triggers like New Referral. An advisor sets it up with you, on every plan and with no setup fee.

Yes. Connect Housecall Pro's New Completed Job trigger to Referral Rock's Feed Customer action. The referral is approved when the job is done, and your reward rules issue the reward.

Housecall Pro's Zapier app doesn't have a payment trigger today, so the completed job is the event to use. If you collect payment at the end of the visit, the two happen at the same time.

Yes. A Zap on Referral Rock's New Referral trigger runs Housecall Pro's Create Customer action, so the referred customer is in your customer list before anyone calls them.

Yes. Technicians and office staff can be referral program recruiters. Each gets a portal, a personal link and a QR code, and every signup is credited to them.

Referral Rock is referral program software for businesses with teams. It's built for service businesses, B2B companies and ecommerce brands, where sales, support and field teams earn referrals by taking great care of customers. The Operator Plan is $250 a month, with a 14-day free trial.

Yes. Referral Rock is referral software built to run customer referral, brand ambassador, and affiliate marketing programs from one platform. The Housecall Pro integration works the same way no matter which type you run.

Need help setting up?

Every Referral Rock plan includes onboarding help. Our team will help you configure the Housecall Pro integration and make sure everything is working perfectly. View the setup guide