Statuses

StatusMeaning
deliveredSent to you. Starting status.
contactedYou reached the customer.
unreachableYou tried and could not reach them.
appointmentAn estimate or job visit is scheduled.
hiredThe customer hired you.
job_doneThe job is finished.
not_hiredThe customer went another way, or you passed.

Allowed moves

FromCan move to
deliveredcontacted, appointment, hired, job_done, not_hired, unreachable
contactedappointment, hired, job_done, not_hired, unreachable
unreachablecontacted, appointment, hired, job_done, not_hired
appointmenthired, job_done, not_hired
not_hiredhired, job_done
hiredjob_done, not_hired
job_donenothing (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 sendWe store
not_scheduledcontacted
quoted, estimate_sent, scheduled, appt_scheduledappointment
booked, in_progresshired
completed, job_complete, invoiced, paid, invoice_paidjob_done
customer_cancelled, customer_cancel, pro_cancelled, pro_cancel, no_show, not_a_fit, lostnot_hired
no_answerunreachable
duplicate, spamNot 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.

Mapping from common tools

Your softwareSend
Housecall Pro lead converted to estimate / estimate scheduledappointment
Housecall Pro job scheduledhired
Housecall Pro job completed or paidjob_done
Housecall Pro lead lostnot_hired
Jobber request converted to quote / assessment scheduledappointment
Jobber job createdhired
Jobber job completed / invoice paidjob_done
Jobber quote archived or declinednot_hired
ServiceTitan booking accepted / job bookedhired
ServiceTitan job completedjob_done
ServiceTitan booking dismissednot_hired