Integrations & Automations
HomeDoc connects to your existing field service and business tools via Zapier/IFTTT.Your FSM remains the system of record for jobs and payments. HomeDoc becomes the system of record for the home itself.
These are professional (B2B) integrations with your existing field service and business tools, not consumer app integrations.
HomeDoc sits alongside Jobber, Housecall Pro, ServiceTitan, and enriches them with home-level data.
Example Integration Flows
Bi-directional data sync keeps your business running smoothly
After-Job Sync
FSM → HomeDoc
When a job is completed in your field service platform, automatically create or update system records in HomeDoc
Job marked "Completed" or invoice marked "Paid" in your FSM
Create/update System record with brand, model, serial number, install date
Attach documents: invoice, warranty, photos, commissioning report
Apply maintenance template for that system type
Generate homeowner-facing tasks and reminders
Maintenance & Marketing Triggers
HomeDoc → FSM
When maintenance is due or systems reach certain thresholds, trigger marketing campaigns and job opportunities in your FSM
HomeDoc detects: maintenance due, warranty expiring, or system age threshold
Create draft job or opportunity in your FSM
Tag customer in specific marketing segment
Trigger targeted email/SMS campaign
Track engagement and convert to scheduled work
Multi-Trade Collaboration
Shared Home Record
Different trades can manage their own systems while sharing a unified home view
Different providers assigned to different systems
Each provider sees only their systems and permissions
Roof inspection reminders go to roofing partner
HVAC tune-ups trigger for HVAC company
Homeowner sees complete picture across all trades
Home Inspection Software Integration
Streamline data from home inspectors to create structured home profiles for your customers
How It Works:
- Upload inspection PDFs from any major inspection software platform
- AI extracts systems, defects, and recommendations automatically
- Create structured home profiles with maintenance tasks and project priorities
- Share organized findings with homeowners and service providers
Compatible Inspection Platforms:
Works with PDFs from any inspection software. Direct integrations coming soon.
Works with your existing tools*
*Via Zapier/IFTTT and compatible APIs. Integrations coming soon.
Frequently Asked Questions
Working with your existing tools