Housecall Pro
Also known as: Housecall Pro AI Team; CSR AI; Housecall Pro AI receptionist
Field service software with an AI Team that builds reports, drafts marketing and review replies, coaches on the business and, as an add-on, answers calls and books jobs 24/7 (CSR AI). Paid plans from $59 per month billed annually; the CSR AI add-on price is not listed (checked November 2026).
How to do it?
- 01
Try the AI Team on a free trial
The 14-day trial opens the MAX plan; Analyst, Coach, Marketing and Help AI are included and enabled by default.
- 02
Ask Analyst AI for a report
Click the blue chat bubble, select AI Team, and ask Analyst AI for a custom report on your jobs or revenue.
- 03
Add CSR AI and forward your calls
CSR AI is a paid add-on; after adding it, set up call forwarding with your carrier using the number from onboarding.
- 04
Set booking rules and escalation
In CSR AI settings, choose whether it books jobs, which services and times are bookable, and where calls go for a human.
- 05
Clean up your price book and service area
Review bookable price book items, durations and descriptions, and set your service area so CSR AI only books local customers.
- 06
Test CSR AI before going live
Once forwarding is on, call your business line yourself, try to book a job, and check that the call shows in CSR AI's call log.