Housecall Pro + SOP Manager Integration
Automatically attach the right SOPs to every job and estimate. Smart content mappings, tag-based filtering, and real-time webhook processing keep your technicians equipped with the correct procedures — every time.
How It Works
Connect once, then let your mappings do the work automatically
1. Connect
Enter your Housecall Pro API key and configure a webhook in seconds. No complex OAuth flows.
2. Map
Create content mappings that define which SOPs attach to which jobs or estimates based on service lines and tags.
3. Automate
When a job or estimate is created or updated in Housecall Pro, the right SOPs attach automatically — no manual work needed.
4. Deliver
Technicians arrive on-site with the correct procedures already attached to their job, ready to follow.
Powerful Features for Home Service Businesses
Precise control over when and how SOPs are attached to your Housecall Pro work
Jobs & Estimates
Attach SOPs to both event types
Job Attachments
SOPs attach automatically when a Housecall Pro job is created or updated, so technicians have the right procedures before they arrive.
Estimate Attachments
Attach proposal guides, safety sheets, or product manuals to estimates — helping your team sell with confidence and consistency.
Separate Mapping Rules
Define different rules for jobs vs. estimates. A mapping configured for estimates won't fire on jobs, and vice versa.
Tag-Based Filtering
Precision matching with Housecall Pro tags
Job Tags
Require one or more job tags to be present before a mapping fires. Perfect for targeting seasonal campaigns, priority jobs, or specific job types.
Customer Tags
Filter mappings by customer tags — for example, attach a commercial safety SOP only when the customer is tagged "Commercial".
Estimate Tags
For estimate mappings, you can also filter by estimate-level tags to pinpoint exactly which estimates should receive an SOP attachment.
AND Logic
When multiple tags are selected, all of them must be present for the mapping to fire — giving you precise, conflict-free control.
Flexible Line Matching
Labor and material lines for jobs and estimates
Labor Line Matching
Match on the names of labor (service) lines in a job or estimate. Attach an installation SOP whenever "Install Ring Doorbell" appears.
Material Line Matching
Match on material/product names. Automatically attach equipment manuals or safety data sheets when specific products are added to a job.
Three Matching Types
Exact Match — full name match. Wildcard — use * as a placeholder (e.g. "Install * Service"). Contains — fires when the keyword appears anywhere in the line name.
Real-World Use Cases
See how home service businesses use content mappings to deliver the right procedures
Installation Procedures
Match labor lines like "Install Ring Doorbell" with a wildcard pattern ("Install *") to attach your smart device installation SOP to every relevant job automatically.
Equipment Manuals
Match material lines to attach the correct manufacturer manual whenever a specific unit is added to a job or estimate — no more searching for the right PDF on-site.
VIP Customer Handling
Use customer tag filtering to attach a "White Glove Service" SOP only when a job belongs to a customer tagged "VIP" — ensuring premium customers always receive elevated care.
Estimate Proposals
Attach a product comparison guide or warranty overview to estimates that include specific service lines, giving your sales team consistent, professional supporting materials.
The Complete Guide to Automating SOPs in Housecall Pro
Learn how to configure content mappings to deliver the right procedures to every job and estimate
Why Manual SOP Distribution Breaks Down
In busy home service businesses, technicians are often moving quickly between jobs. Manually finding and attaching the right standard operating procedures to each Housecall Pro job takes time and introduces errors. A technician working an unfamiliar job type may skip the procedure entirely — leading to inconsistent service quality and potential compliance issues.
The SOP Manager integration solves this by evaluating your content mappings automatically every time a job or estimate is created or updated in Housecall Pro. The right SOPs are attached without anyone having to remember to do it.
Setting Up Content Mappings
A content mapping connects a pattern (like a labor line name or material name) to a specific SOP. You configure whether the mapping applies to Jobs, Estimates, or both. You choose whether to match on Labor Lines or Material Lines, and you select one of three matching types — Exact, Wildcard, or Contains — depending on how consistently your team names service lines in Housecall Pro.
Once a mapping is created and active, SOP Manager evaluates it against every incoming webhook event. If the job or estimate contains a matching line, the SOP is attached automatically.
Using Tag Filters for Precision
Tag filters add an additional layer of control. Instead of attaching an SOP to every job that contains a matching labor line, you can require specific Housecall Pro tags to be present. For example, you might attach a commercial safety checklist only when both the line name matches and the customer is tagged "Commercial" — preventing the wrong SOP from appearing on residential jobs with similar service lines.
Customer Tags are available for both Job and Estimate mappings. Job Tags apply to job-specific mappings, and Estimate Tags apply to estimate-specific mappings. All selected tags must be present for the mapping to fire (AND logic), giving you precise, conflict-free configuration.
Estimate Attachments — A New Way to Support Your Sales Team
Beyond jobs, SOP Manager can attach SOPs to Housecall Pro estimates. This is particularly valuable for attaching product data sheets, warranty information, or proposal guides when specific equipment or services appear on an estimate. Your sales team always has the right supporting material — and customers receive a more professional, consistent experience.
Get Started with the Housecall Pro Integration
The integration is available on Business and Enterprise plans. Start your 14-day free trial and connect Housecall Pro in minutes — no technical setup required.
- Automatic SOP attachment to jobs and estimates
- Labor and material line matching
- Job, customer, and estimate tag filtering
- Exact, wildcard, and contains matching types
- Real-time processing via Housecall Pro webhooks
- 14-day free trial, no credit card required