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Housecall Pro POS Integration

About

Housecall Pro is a field service management software designed to help home service businesses, such as electricians, plumbers, and HVAC technicians, manage their daily operations more efficiently 

Website: Housecall Pro

Category Details
Integration Type Cloud: Browser Extension

Training:
POS+ Extension Training

Installation:
Installing POS+ Extension
Features Card on File
Stored card to quickly recharge a known customer.

Deposit Payments
Take a down payment against an invoice.

Estimate Payments
Take a payment from an estimate. Not active; on roadmap.

Refund
Process refunds directly through the platform.

Split Refund
Refund a partial amount of a purchase.

Void
Void transactions before settlement.
Browser Extension Payment Flows Push to Terminal
Payment Links
Keyed Transactions
Keyed ACH
Additional Payment Flows N/A.

Important Notes

Once a payment flow has been built for a software, it becomes available to all users. Ensure the job has been marked as completed to enable payments on the invoice.  


Marketing Demo Video

Browser Extension

Demo Video- POS+ Browser Extension- Housecall Pro

 


Dashboard

N/A - not built yet.  


Integration Type

This integration requires the POS+ Browser Extension to be installed and active within your supported browser.


Support 

  1. Turn off two factor authentication where possible. This can prevent POS+ access.  
    1. 2FA can be turned off here 
  2. Ensure the software username and password in the POS+ portal are always up to date. This can prevent POS+ access 
  3. If the integration does not work AND you are on the correct invoice page in the software, please contact POS+.