Connect Housecall Pro with your API key

The key connects your Housecall Pro data to ServicePro IQ’s reporting views. The Daily Huddle shows scheduled jobs for yesterday, today and tomorrow. Business reports include completed-job profit, revenue, outstanding invoices and customer recency. ServicePro IQ reads the data without changing anything in your Housecall Pro account.

Choose a familiar record to review after setup. For a cleaning business, that could be today’s scheduled visit; for an HVAC business, a completed repair whose recorded cost you understand. A concrete example makes it easier to check that you are looking at the intended period and report.

The connection does not imply every possible Housecall Pro field or workflow appears in ServicePro IQ. Start with the documented report scope and the reporting integration overview. Job and revenue figures refresh hourly at 20 minutes past the hour; the relevant customer lists and connected marketing spend refresh daily.

ServicePro IQ sends a one-time connect link. Use that supplied link for key entry. It works for seven days, and only the newest link for the business works. If several people have forwarded setup messages, establish which message contains the current link before proceeding.

1. Sign in to Housecall Pro as an admin.
2. Open the Housecall Pro App Store.
3. Search for API.
4. Choose Generate API key.
5. Paste the key into the one-time link supplied by ServicePro IQ.

ServicePro IQ checks the pasted key with Housecall Pro immediately. If Housecall Pro rejects it, you are told straight away. That immediate check validates the connection credential; it is not a statement that every report is ready at that moment. Your ServicePro IQ contact tells you when reports are ready after connection.

If the link is older than seven days or a newer link has been issued, ask your contact about the current connection step. Do not substitute a guessed website address. The MAX setup guide covers the prerequisites to confirm before generating the key.

Housecall Pro provides API keys on its MAX plan, so ServicePro IQ requires a MAX account to connect. Admin access is needed for the key-generation steps in Housecall Pro. Arrange for the appropriate person to complete those steps rather than assuming any staff login will have the same access.

Your API key is stored encrypted. Nobody, including the ServicePro IQ team, sees it again after you paste it. Use the supplied connection form for entry, and treat the key as a credential when following your business’s handling practices. Each business’s report data is kept in its own separate database.

Report access is separate from generating the key. You sign in to ServicePro IQ using Google, and owners add staff by Google email address. They can choose whether each person also manages users. Only people with user-management permission can change goals. One subscription covers unlimited users and reports; see pricing for monthly and annual payment options.

After your contact confirms readiness, open the Daily Huddle and review one familiar scheduled job. Check the customer, field tech, tags, lead source, outstanding balance and revenue. Use its direct Housecall Pro link when the record needs more context. Then choose a completed job in Profit if job economics are part of your review.

Check the date range before interpreting totals. Reports open on the current week, Sunday to Saturday, unless you choose another range. Your filters remain in place as you move between report pages, so a narrow employee or tag selection can follow you into the next view.

Agree who will lead the first operational review and who can change goals. The Housecall Pro hub gives the team a route to each report’s purpose. Start your free 7-day trial with no credit card required, and use your own work to evaluate whether the reporting routine fits. You can book a free session using your real numbers.