How to connect Housecall Pro to NiceJob
Currently the Housecall Pro to NiceJob connection is in Beta. To connect:
In your Housecall Pro account, navigate to the App Store, and select the NiceJob app, once you are in the app page click on the Join Betalist button. NiceJob will receive a notification of your request and then contact you regarding next steps to get you setup .
If you don't have a NiceJob account yet, a NiceJob rep will contact you on how to setup a free trial account or you can go to NiceJob.co and sign up for a free trial there..
NiceJob will then go ahead and create a connection between NiceJob and your account and notify you when it's done.
Please Note: Nothing additional will display in Housecall or NiceJob indicating that the connection is active.
While this is in Beta, Housecall Pro is using a service called Zapier.com to power the connection. If you already have a Zapier account or would like to manage your own Zapier connection, let NiceJob know at firstname.lastname@example.org.
How the connection works
Close a job in Housecall
NiceJob will enroll that customer in the Get Reviews campaign. As this is a Zapier powered connection, it may take up to 15 minutes for the customer to be enrolled in NiceJob after the job closes in Housecall.
How can I tell if the connection is working?
While this is in Beta, there is no indicator in NiceJob or Housecall that shows the connection as active. To test the connection, simply close a job in Housecall, and within 15 minutes that customer will display at the top of the People page in NiceJob, with the activity message that they have been sent their first review invite. Here's an example of how that will look:
What do I do if I think the connection is not working?
Just email NiceJob at email@example.com or click the blue chat icon in the NiceJob app and let them know! They will test it and make sure you're up and running.
What do I need to set up the connection myself on Zapier.com?
You'll need your Housecall API key, contact NiceJob and they will provide that to you.
How do I remove the connection?
If you set it up yourself on Zapier.com, you can remove it anytime by going to Zapier.com. If NiceJob set it up for you just email them at firstname.lastname@example.org or click the blue chat icon in the NiceJob app and they will remove it for you!
Can I add photos when using the Housecall automated connection?
Yes, but not until after the review is received. NiceJob is working with Housecall to enable you to add photos to the review invites as well even when using the automated connection.
Can I add contacts that have no email address when using the Housecall automated connection?
Currently when using the Housecall Pro connection, your contacts require an email address to be enrolled in the NiceJob Get Reviews campaign. In NiceJob you can add contacts to a campaign with or without an email address. NiceJob working with Housecall Pro to bring that ability to the automated connection in the very near future.
Want to successfully complete more jobs? Check out the keys to employee and customer satisfaction