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How to Set Up AI Booking in Housecall Pro

How to Set Up AI Booking with Housecall Pro


📝 With AI booking enabled, LeadTruffle checks Housecall Pro for real-time availability, offers times to your leads, and creates the appointment and job for you automatically.


Table of Contents





What is AI booking?


AI booking gives your LeadTruffle agents access to real-time availability in Housecall Pro based on your calendar, employees, and booking settings. The AI can offer specific time slots to leads, lock in the time during conversation, and create the appointment and job directly in Housecall Pro.


For example: "2 PM tomorrow is available — does that work?" If they say no, the AI offers the next slot, confirms it, and the job is created automatically.


Once set up, LeadTruffle can run the entire process from initial touchpoint — Yelp, Thumbtack, Google LSA, phone leads, website texting — all the way through to a confirmed booking.


Step 1: Prerequisites


Before setting up AI booking, make sure of the following:


  • Housecall Pro is connected to LeadTruffle. If you haven't done this yet, follow Connecting LeadTruffle and Housecall Pro (Direct Integration) first. The connection uses your Housecall Pro API key.
  • You're on the Housecall Pro Max plan or higher. API access is required for AI booking, and only Max-tier plans and above include it.


If you're on a lower-tier Housecall Pro plan, you can still use link-based booking instead. Reach out to support and we'll help you set that up.


Step 2: Enable AI booking in LeadTruffle


  1. In LeadTruffle, go to External CRMs in the left sidebar
  2. Scroll down to Housecall Pro and click Settings
  3. Open the Basic Settings tab
  4. Turn on Enable Calendar Availability and Scheduling
  5. Turn on Allow AI to Book Housecall Pro Jobs
  6. Leave the requirements for email, phone, and address before booking turned on
  7. Click Save


We strongly recommend keeping the email, phone, and address requirements on so you have a complete picture of the customer before the appointment is booked.


Step 3: Select your technicians


Housecall Pro accounts often include employees who aren't doing the work — owners, office admins, dispatchers. You only want LeadTruffle checking the calendars of the people who will actually be running jobs.


  1. In the same Housecall Pro settings, find the Employees section
  2. Check the box next to each technician who should be assigned these appointments
  3. Leave admin staff, office team, and owners unchecked unless they also run jobs
  4. Click Save


Step 4: Configure scheduling


LeadTruffle pulls availability directly from Housecall Pro, so you don't need to recreate your schedule here.


  1. Open the Scheduling tab
  2. Set how many days in advance a lead can book — 5 days is a good default
  3. Click Show Availability to preview which slots will be offered to leads right now
  4. Click Save




Most leads just want the next available slot. Capping how far out they can book prevents customers from accidentally scheduling weeks or months away.


Step 5: Confirm your Housecall Pro booking settings


LeadTruffle inherits your availability from Housecall Pro, so the schedule LeadTruffle offers will only be as accurate as your settings on the Housecall Pro side.


  1. In Housecall Pro, go to Settings → Booking → General
  2. Confirm your booking preferences, scheduling type, and time windows are accurate
  3. Verify your earliest availability (e.g., same-day) matches how you actually operate
  4. Confirm your team list is up to date


If your Housecall Pro settings are wrong, the times LeadTruffle offers leads will be wrong too. Always validate this side before going live.


Step 6: Turn on AI booking for each lead source


AI booking has to be enabled per channel — Yelp, Thumbtack, Google LSA, website SMS, AI call answering, missed call text-back, and so on.


For each lead source you use:


  1. Open the channel's settings in LeadTruffle (e.g., Yelp, Thumbtack, Website SMS)
  2. Find the AI Booking Mode setting
  3. Select Housecall Pro AI Booking
  4. Click Save




Repeat this for every lead source you want AI booking enabled on.


Step 7: Update your prompts


Your existing prompts may include instructions that conflict with AI booking — like sending a booking link or telling the AI never to confirm appointment times. Review and update each prompt before going live.


Remove or update:


  • Instructions to send a scheduling or booking link (the AI is doing the booking now)
  • Rules like "never confirm an appointment time"
  • Anything that tells the AI to hand off to a human just to schedule


Add:


Make sure the prompt explicitly references AI booking. For example:


"Drive towards booking an in-person estimate as fast as possible. Use the Housecall Pro AI booking to set the appointment."


If your prompt contains a strongly conflicting instruction, LeadTruffle will display a warning in the prompt editor flagging exactly what to remove.


Not sure what to change? Reach out to support — we're happy to review your prompts.


Step 8: Test your setup


Before turning leads loose on the AI, run a test:


  1. Open any lead source's settings (e.g., Yelp)
  2. Use the Test AI Response tool
  3. Role-play as a customer and walk through a booking conversation
  4. Confirm the AI offers real time slots and locks one in


If the booking goes through, you'll see a green Booking Confirmed badge in the test environment. That confirms LeadTruffle successfully created the appointment and job in Housecall Pro.


Need help? Contact us at support@leadtruffle.com or message the team via the chat on this article or in-app.

Updated on: 23/04/2026

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