Mobile Voice Agent Overview
The Mobile Voice Agent is a mobile app feature that lets you talk to AI to get work done hands-free. Tap the floating voice button, speak naturally, and the agent looks up information and takes action for you, so you can update jobs, check your schedule, and more without stopping to tap through screens. It's built for the moments when your hands are busy or looking at a phone screen is impractical, like driving between jobs.
This article covers what the voice agent can do and how to use it on your phone or tablet.
The Mobile Voice Agent is in alpha. It's still being refined, so behavior may change and you may run into occasional rough edges. We'd love your feedback while we improve it.
What you can do with the Voice Agent
Get information about your Jobs, Customers, Estimates, Invoices, Leads, and Schedule — just ask.
Create Customers, Jobs, and Estimates by voice.
Schedule Jobs and Estimates, and check your availability.
Update Job status and mark yourself as on my way, start a job, or finish a Job.
Update details on an Estimate, Customer, or Job and add a note, add Line Items, or make edits.
Look up Jobs, Estimates, and Customers.
Navigate to different screens, Jobs, or Estimates in the app hands-free.
🛠️ Pro Tip: You don't need to memorize commands. Talk to the agent the way you'd talk to a dispatcher: "I'm on my way to John Doe," "start my current job," or "what's next on my schedule?"
Who can use it
The voice agent works within the same permissions you already have in Housecall Pro. It can only see and act on the jobs, customers, and other records your account already gives you access to.
Using the Voice Agent on Mobile
Start a voice session:
Open the Housecall Pro Mobile app.
Tap the Voice Agent button (the floating orb). It's available on every screen in the app.
Wait for the agent to start listening, then speak your request.
🛠️ Pro Tip: The orb is available everywhere in the app, so you can start talking from wherever you are, and you don't have to go back to a specific screen first.
Ask for information
Tap the Voice Agent button to start a session.
Ask a question about a job, customer, estimate, invoice, lead, or your schedule.
The agent answers out loud and shows the details in the overlay so you can confirm what it found.
Examples of what you can ask:
"What's my next job?"
"Pull up the estimate for the Smith job"
"What's John Doe's phone number?"
Create a Customer, Job, or Estimate
Tap the Voice Agent button to start a session.
Tell the agent what you want to create. For example, "Create a new job for John Doe" or "Start an estimate for the Miller property"
The agent gathers the details it needs, then shows a draft card in the overlay for you to confirm before it's saved.
📌 Note: For actions that create or change records, the agent shows you what it's about to do so you can confirm before anything is saved.
Schedule Jobs and Estimates
Tap the Voice Agent button to start a session.
Ask the agent to schedule or reschedule. For example, "Schedule the Smith job for tomorrow morning" or "What times am I open on Friday?"
The agent checks your availability and confirms the appointment in the overlay.
Update a Job Status
Tap the Voice Agent button to start a session.
Tell the agent the status update. For example:
"I'm on my way to my next job" to mark the job as on my way and send an on-my-way notification to the customer
"Start my current job"
"Finish this job"
The agent performs the action and confirms it in the overlay.
📌 Note: When you say you're on your way, the agent marks the job as on my way and sends the on-my-way notification according to your existing customer notification settings. If that notification is turned off for the customer or your account, the agent still updates the job status, but no message is sent.
Update Estimate, Customer, or Job details
Tap the Voice Agent button to start a session.
Tell the agent what to change. For example, "Add a note to this job," "Add a service line item to the estimate," or "Update John Doe's phone number"
The agent makes the change and shows you the result to confirm.
Navigate around the Mobile App
Tap the Voice Agent button to start a session.
Ask the agent to take you somewhere. For example, "Open the Smith job" or "Go to my schedule"
The app navigates to that screen for you.
Keep working while you talk
You can keep using the app in the background while a voice session is open.
Tap around, scroll, and work as usual, and the voice session stays active so you can multitask.
Move or park the Voice Agent
Move it: Press and hold the orb, then drag it. It can snap to four points on your screen so it stays out of the way of the controls you need.
Park it to the side: Swipe the orb to the edge of the screen to tuck it away. It parks as a small tab at the edge, so it's not covering your work.
Bring it back: Tap the parked tab to pull the orb back onto the screen.
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💡 Pro Tip: The first time you see the orb, a short tip appears showing you that you can press and drag to move it, or swipe it to the edge to hide it.
End a Voice Session
Say something like "That's all" or "I'm done" to end the session hands-free.
Or tap the close button in the voice overlay to end it.
Mobile Voice Agent FAQs
Is the voice agent available to everyone?
Not yet. The Mobile Voice Agent is currently in beta and is rolling out gradually. If you don't see the voice button in your app yet, it may not be turned on for your account.
How do I turn off the voice agent?
To get the orb out of your way, swipe it to the edge of the screen to park it as a small tab, then tap the tab whenever you want to bring it back. The ability to completely turn off the Voice Agent capability is coming soon.
How do I move the voice agent?
Press and hold the orb and drag it to reposition it. It can snap to four different points on your screen. To tuck it away entirely, swipe it to the edge to park it. Tap the parked tab to bring it back.
Can I launch the voice agent with Siri or Google Assistant?
Launching the voice agent by voice command from outside the app is on the roadmap for a future release. For now, start a session by tapping the voice button in the app.
What if the Agent picks the wrong Job or Customer?
If more than one record matches what you asked for, the agent will ask you to clarify. You can tell it which one you mean, or give more detail — like a last name or address to narrow it down.
Need help or have questions?
We're here for you! Chat with Support using the Blue Chat Bubble in your Housecall Pro account, or give us a call at (858) 842-5746.