House Call Pro FAQ

Q1: Does the integration try and match up on existing customers in HCP before trying to create new ones?

Yes - it tries to match using email and phone. If a match is found, we use the existing customer, however we do not update the customer info from the inbound job as the customer record is YOUR record and we do not want to be overwriting your sensitive customer data with customer info that may well be less up to date coming from an outside source.

Q2: What updates made in HCP are sent back to Dispatch?

The following updates are processed virtually in real time:

• Scheduled
• Enroute
• Started
• Completed

Q3: Can particular updates from HCP be suppressed?

Yes. Let us know and we'll take care of this for you.

Q4: Can other updates be made in addition to the ones above?

We get what we can through the HCP connector (listed above). However if you wish to make additional updates that are not in the list above (e.g. reject, notes etc.), we include a link on the note that will take you directly to the Dispatch job where you can make the updates.

Q5: Why aren't jobs that we create in Dispatch being fed through to HCP?

The purpose of the gateway is to facilitate the transmission back of forth of jobs from the job source (warranty claim's companies) and the tool that you use to manage your day to day. Therefore only jobs that originate from a job source that Dispatch is connected will be sent to HCP. Jobs that you source obviously don't need to be transmitted to the job source and we're expecting that as you're using HCP as your day to day workforce management tool that you'll be creating and working on those jobs in the HCP user interface!