Integrations
A booking your crew can't see is worse than no booking. Service Setpoint reads and writes the system you already run on, so nothing needs re-entering.
Field service & CRM
| Platform | What we read and write | Availability | Booking |
|---|---|---|---|
| Jobber | Clients, properties, scheduled assessments | Derived | Yes |
| ServiceTitan | Jobs, appointments, customer records | Derived | Yes |
| Housecall Pro | Customers, jobs, scheduling | Derived | Yes |
| JobNimbus | Roofing CRM — contacts and jobs | Derived | Yes |
| AccuLynx | Roofing CRM — leads and jobs | Derived | Yes |
| GoHighLevel | Contacts, opportunities, calendars | Derived | Yes |
| Platform | What we read and write | Availability | Booking |
|---|---|---|---|
| Cal.com | Open slots and confirmed bookings | Real slots | Yes |
| Google Calendar | Free/busy plus real events | Derived | Yes |
| Microsoft 365 | Outlook calendars and rooms | Derived | Yes |
Lead flow
Every conversation produces a lead record — name, number, address, what they wanted, and what the agent did about it. That record can go straight into your CRM, or out to whatever you already use.
There’s an authenticated API for pushing leads in from your website, funnels, or another system, and outbound webhooks that fire the moment a lead is captured. Both are documented, and both work without a bespoke integration.
If you can make an HTTPS request, you can integrate — no waiting on a partner programme.
Authenticated POST endpoint. Send a lead from anywhere and it lands on the same queue as a phone call.
Fire on capture, on booking, and on call completion — with the transcript and outcome attached.
Buy a number through us, or forward the one you already advertise. Porting is available but rarely the fastest route.
Honest about coverage
Integrations vary a lot in what they’ll let a third party do. Some publish real open slots. Most only publish what’s booked, so availability has to be computed. A few gate write access behind their own partner review.
We’d rather tell you which is which than show you a wall of logos. During setup we’ll confirm exactly what your platform supports before you commit to anything.
Don’t see yours, or not sure what it supports? Email [email protected] and we’ll check it for you.
Questions
Most field-service platforms will tell you what's booked but not what's free. So we read your booked work, your working hours, your buffers and your drive-time rules, and compute the open slots ourselves. The caller can't tell the difference — the agent still names a time it can keep.
Calendars and API-key platforms are minutes. The ones using OAuth need you to authorise us in their console, which is a couple of clicks. A few platforms gate third-party access behind their own partner review — we'll tell you up front if yours is one of them.
The lead API and outbound webhooks cover most cases without a bespoke integration — you can pull leads out and push them wherever you like. If you need a genuine two-way integration, tell us which platform and we'll scope it.
We store the tokens needed to keep the connection working, and nothing more than the scopes the integration requires. You can disconnect at any time, which revokes them.
Yes. A common setup is a CRM for customer records and a separate calendar for scheduling. Each agent picks which scheduler it books against.
Send us your rate sheet and we'll load it, then call you from an agent that knows it. Fifteen minutes tells you whether this works for your shop.
