| Status | Meaning |
|---|
delivered | Sent to you. Starting status. |
contacted | You reached the customer. |
unreachable | You tried and could not reach them. |
appointment | An estimate or job visit is scheduled. |
hired | The customer hired you. |
job_done | The job is finished. |
not_hired | The customer went another way, or you passed. |
Allowed moves
| From | Can move to |
|---|
delivered | contacted, appointment, hired, job_done, not_hired, unreachable |
contacted | appointment, hired, job_done, not_hired, unreachable |
unreachable | contacted, appointment, hired, job_done, not_hired |
appointment | hired, job_done, not_hired |
not_hired | hired, job_done |
hired | job_done, not_hired |
job_done | nothing (final) |
Anything else returns 409. A lead you declined cannot be updated.
Names from other software
You can send these instead of our names. We store our status and keep your word as the reason.
| You send | We store |
|---|
not_scheduled | contacted |
quoted, estimate_sent, scheduled, appt_scheduled | appointment |
booked, in_progress | hired |
completed, job_complete, invoiced, paid, invoice_paid | job_done |
customer_cancelled, customer_cancel, pro_cancelled, pro_cancel, no_show, not_a_fit, lost | not_hired |
no_answer | unreachable |
duplicate, spam | Not a status: POST /v1/leads/{id}/credit-request |
Send the job total and paid amount with the status (job_total_cents, paid_cents) so your return on leads shows in metrics.
| Your software | Send |
|---|
| Housecall Pro lead converted to estimate / estimate scheduled | appointment |
| Housecall Pro job scheduled | hired |
| Housecall Pro job completed or paid | job_done |
| Housecall Pro lead lost | not_hired |
| Jobber request converted to quote / assessment scheduled | appointment |
| Jobber job created | hired |
| Jobber job completed / invoice paid | job_done |
| Jobber quote archived or declined | not_hired |
| ServiceTitan booking accepted / job booked | hired |
| ServiceTitan job completed | job_done |
| ServiceTitan booking dismissed | not_hired |