Housecall Pro has partnered with Thumbtack to bring your leads straight to your HCP inbox! We know you are already using Thumbtack to boost your business and win more jobs, and now you can easily connect your two accounts to manage it all in one place - your Housecall Pro app.
This integration marks the next step in enhancing Job Inbox, a new feature that takes jobs and leads from third-party partners, and delivers them directly to your inbox. What's even more exciting is that you can add on our new Pipeline tool so that you can efficiently manage your Thumbtack leads all the way through the sales funnel.
To use this integration, you must have an account with Thumbtack. Pricing for leads is set by Thumbtack and managed in your Thumbtack account.
Learn about a special Housecall Pro x Thumbtack offer here.
Connect your Thumbtack Account
To set up the integration between Housecall Pro and Thumbtack, start by navigating to your App Store and selecting Job Inbox.
Once in the Job Inbox App Card, use the toggle to activate Thumbtack.
Now when you go to the Inbox in your HCP account, you will find the new Thumbtack channel.
Inbox View on Desktop:
Inbox View on Mobile:
Follow the sign in prompts. You will be taken to Thumbtack to sign in, and then tap "Return to Housecall Pro" to come back to your HCP Inbox.
Your Thumbtack account is now connected to Housecall Pro!
Getting Thumbtack Leads in Job Inbox
It can be challenging to manage your leads in your Thumbtack account, and your schedule in your Housecall Pro account. We want to simplify the process by delivering your Thumbtack leads directly to your HCP Inbox.
New Lead View on Desktop:
New Lead View on Mobile:
When you see a Thumbtack lead come through Job Inbox, tap “Learn More” for additional information about the work that needs to be done (The “Fee for lead” will have already automatically come out of your Thumbtack balance):
When you get a new lead from Thumbtack, Housecall Pro will automatically send a text and an Omnichannel chat from you to the lead. Remember, the faster you respond to a lead, the more likely you are to convert it into a paying customer. We send the first text, but you’ll want to quickly continue the conversation with your lead.
Once you have communicated with the lead, you can easily copy the lead to a job or estimate:
And that’s it! By using the Thumbtack and Housecall Pro integration, you’ll eliminate duplicate entry and increase your conversion rate of leads into active customers.
Click here for more information about managing your Thumbtack leads in Pipeline.
Chat with Consumers on the Thumbtack App
In today's day and age, consumers expect businesses to meet them where they're at. This means communicating with them on the same platform where they initiated the conversation. That's why we have enabled Omnichannel, which allows you to chat with a customer through Thumbtack while never having to leave your HCP Inbox.
When you get a new lead from Thumbtack, and we send an automatic text and Omnichannel chat to the customer, that will begin the thread of communication between you and them. They will be messaging you from Thumbtack, and you will be able to reply right there in your HCP Inbox.
This is what the consumer will see in Thumbtack.
This is what you will see from your HCP Inbox. The small Thumbtack logo beneath the messages indicates that you are communicating with someone using Thumbtack.
Things to keep in mind:
You must have a Thumbtack account connected in order to use Omnichannel
To chat with a consumer, that consumer would have to first send a lead
By using Omnichannel, you will be able to manage more conversations from the same place, and more importantly, convert more leads.
How to Disconnect Thumbtack from your HCP Account
Navigate back to the Job Inbox app within the App Store, and click the Thumbtack toggle to disable the integration.
You will see the following screen, confirming that disabling the integration does not cancel your Thumbtack subscription, but you will no longer receive your leads in Job Inbox.
Once you click "Disable" your Thumbtack and HCP accounts will no longer be connected.