Supported platforms
Home Service Data is designed to work alongside the platforms your team already uses. Common integration targets include:- Field service CRMs — ServiceTitan, Jobber, Housecall Pro, Workiz, FieldPulse
- Solar workflow tools — OpenSolar, Aurora Solar, Enerflo
- Roofing and estimating tools — AccuLynx, Leap, EagleView, HOVER, CompanyCam, JobNimbus
- Construction management — Buildertrend
Integration patterns
- Real-time lookup
- Background sync + local cache
In the real-time pattern, you call Home Service Data when a lead’s address or location is captured — typically in a CRM webhook, a form submission handler, or a lead creation trigger. This keeps your lookup fresh and avoids maintaining a local cache.Best for: Platforms with webhook-based automations, small teams, or use cases where you query a handful of leads per hour.When a new lead arrives, call
/api/v1/quote-context with the lead’s state, county, and the relevant trade vertical. Store the returned finance eligibility and incentive records as custom fields on the lead record.Keeping CRM data fresh with webhooks
Even with a scheduled sync, dataset updates can happen between polling intervals. Home Service Data publishesdataset.version.published webhook events whenever a dataset is updated. Configure a webhook endpoint in the Dashboard to receive these events and trigger an immediate delta pull — so your CRM records are updated within seconds of a new lender program or incentive change going live.
See the Webhooks guide for the full payload shape and a handler example.
Mapping data to CRM fields
Different CRM platforms expose different extension points. Here are the most common mapping targets:Lead custom fields
Map
finance_eligibility records and incentives to lead-level custom fields so reps see eligibility context as soon as a lead is created.Estimate line items
Map
finance fee records (interest rate, term, dealer fee) to estimate or proposal line items in quoting workflows.Job notes
Append
context.permits and context.climate summaries to job notes so technicians arrive informed.Product catalog
Sync
equipment_pricing records into your CRM’s product catalog so reps can select verified SKUs when building proposals.Dataset keys for CRM use cases
The following dataset keys are most relevant for CRM enrichment:| Dataset key | What it contains | CRM use |
|---|---|---|
finance_eligibility | Lender eligibility by state, county, and measure | Qualify leads for financing before first contact |
finance_fees | Verified dealer fees and program rates | Populate accurate finance line items in estimates |
hvac_incentives | Incentive programs with eligibility rules | Show available rebates on HVAC leads |
equipment_pricing | Price observations with confidence ratings | Cross-reference against your own pricing model |
Next steps
Sync Integration
Step-by-step guide to seeding and maintaining a local database mirror of any HSD dataset.
Webhooks
Receive instant notifications when a dataset is updated so your CRM data never lags.