Housecall Pro is a cloud-based tool that helps service professionals manage their field work. You can schedule jobs, send employees to locations, create invoices, and collect payments all in one platform.
When you connect Gusto with Housecall Pro, employee timecard entries automatically sync to payroll. This saves you from entering hours twice.
Customers who join Gusto from Housecall Pro get free Gusto payroll for the first three months.
To connect your company's Gusto and Housecall Pro accounts:
At the top, click My Apps.
Click Go to App Store.
Under Apps we love, click Learn More.
In Details, toggle the integration status from Disabled to Enabled.
Click Log In to connect an existing Gusto account.
If you're new to Gusto, click Sign Up to get started and onboard to Gusto.
Enter your Gusto admin credentials. Then click Sign In.
Click Authorize.
You’ll be redirected to Housecall Pro to match your employees.
Use the dropdown arrows to match your Housecall Pro employees to their corresponding Gusto accounts.
Some matches may automatically populate based on an email or name match.
Employee accounts cannot be created here. For new employees, set up their employee profile in both Gusto and Housecall Pro before matching.
Click Next.
Review the matches for accuracy. Then click Confirm.
Click Confirm again to acknowledge that employee hours for any open pay periods in Gusto will be overridden by the hours from an employee’s time tracking events in Housecall Pro.
Confirm you’ve enabled the time tracking feature in Housecall Pro.
This is necessary so employees can start adding time entries that will sync to Gusto.
As employees log time tracking events, they create time tracking entries in Housecall Pro. The time entries are instantly sent to Gusto for the applicable time period.
Keep in mind: Once payroll is processed for a given pay period, updates made in Housecall will not sync to Gusto.
Review time entries in Housecall Pro
It’s important to review time entries before processing payroll. Admins with the necessary permissions can view, add, edit, or create time entries.
To review time entries in Housecall Pro:
At the top, click My Apps.
Click Time Tracking.
Review and edit or confirm hours as needed.
Keep in mind: Housecall Pro does not calculate the amount of overtime per employee. Review timecards and manually mark any overtime or double overtime hours that should be reported.
If you saved any changes, they'll automatically sync to Gusto.
To review hours in Gusto:
In Pay, select Run payroll.
Select the pay period you'd like to review hours for.
Scroll to an employee’s name. Review Hours.
For more details on regular, overtime, and regular hours, click the total hours column values.
If you made a recent update that is not reflected, try refreshing the page.
Changes you make in Gusto do not sync to Housecall Pro.
If you need to change any hours, make the update in Housecall Pro. Any updates made in Gusto do not sync to Housecall Pro. For any open pay periods, Housecall Pro will override the data in Gusto.
To set up new employees:
In Employee matching, link the new Gusto employee with Housecall Pro..
In the top-right corner, click Gusto. This will sync the time tracking events in the Housecall Pro time tracking report.
If the total hours for an employee in Gusto do not match the total hours for the matched employee in Housecall Pro:
Make sure that the employee in Housecall Pro is linked with that employee in Gusto. To do so, go to Gusto app details and click Edit employee matches.
Confirm the date for the time entry is during an open time period in Gusto.
Manually sync the time tracking events in the Housecall Pro time tracking report by clicking Gusto on the toolbar.
If the hours for a newly created payroll period in Gusto are blank for all employees:
Manually sync the time tracking events in the Housecall Pro time tracking report: In your Housecall Pro toolbar, click Gusto.
Check out the Housecall Pro Help Center or contact them directly at [email protected].