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Sara keeps your shop moving on Housecall Pro.

Housecall Pro stays your record of every job, customer and invoice, while Sara runs on top of it to answer calls and coordinate work.

Illustration: a coordinator at the shop desk with incoming calls and texts routing directly into the job record.

What Housecall Pro keeps

Housecall Pro holds your customer history and keeps sending your routine messages: booked confirmations, appointment reminders, on-my-way alerts, invoice notifications and review requests.

What Sara handles

Sara answers calls and texts 24/7, catches the replies no rule can handle, books new jobs into Housecall Pro and flags work that slips between records.

Housecall Pro messages, and the replies Sara handles.

Example

  1. Sent by Housecall Pro · Invoice

    Your invoice for $612 is ready. Pay securely online.

    The customer replies

    The estimate said $480. What is the extra $132?

    Sara: Answers with the drain work the customer approved on site, and sends it to the bookkeeper if the invoice and the approval don’t match.

  2. Sent by Housecall Pro · On my way

    Mike is on his way and should arrive in about 25 minutes.

    The customer replies

    Gate code is 4471. The dog is out back, use the side door.

    Sara: Puts the gate code and the dog on the job and texts Mike before he pulls up.

Questions about running Sara with Housecall Pro.

How does Sara connect to Housecall Pro?

Our team connects your Housecall Pro account during setup. We map your service area, booking rules, team responsibilities and approval limits. Sara learns what your system already sends and starts working alongside your team.

Will customers get two texts?

No. Sara checks what Housecall Pro already sends in your shop and never sends those messages twice. She steps aside for your booking, reminder and on-my-way texts, and handles the replies that need a decision.

Does Sara change my records?

Housecall Pro stays your system of record. Sara books jobs into open slots on your schedule and adds what she learns from calls and texts, like a gate code or a leak. She never rewrites your customer history.

Tell us how your shop runs Housecall Pro, and we will show you whether Setpoint fits.

See Setpoint in your shop