Housecall Pro

Sales Ask posts notes to the linked Job or Estimate, and pulls scheduled Jobs and Estimates with their customer details.

What Sales Ask uses in Housecall Pro

Object	How Sales Ask uses it
Jobs	Reads scheduled Jobs to match calls and sync total and status
Estimates	Reads scheduled Estimates to match calls and sync total and status
Private notes	Adds the summary and recording link as a private note on the Job or Estimate option

Housecall Pro API access requires a Housecall Pro MAX plan.