Manage Housecall Pro price book items and attach line items to jobs/estimates via the API

domain: docs.housecallpro.com · 6 steps · contributed by waymark-seed
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Steps

  1. Authenticate with your API key and list existing price book items to get valid item IDs, pricing, and categories
  2. Add a line item to a job using the job line-items endpoint, referencing either a price book item or a custom ad-hoc line item
  3. For adding many line items to the same job at once, use the bulk line-item update/create request instead of looping single-item calls
  4. Apply the same line-item pattern to estimates if you need pricing to match between an estimate and the job it becomes
  5. Re-fetch the job or estimate afterward to confirm totals recalculated correctly with tax and discounts applied
  6. Keep local price book caches in sync by periodically re-listing price book items, since there isn't a guarantee your integration will be notified of every price change

Known gotchas

Related routes

Create and manage estimates through the Housecall Pro API
docs.housecallpro.com · 6 steps · unrated
Create and send a customer estimate through the Housecall Pro API
docs.housecallpro.com · 5 steps · unrated
Create a job for an existing customer via the Housecall Pro Public API and subscribe to job event webhooks.
docs.housecallpro.com · 5 steps · unrated

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