ZenHome connector documentation

Lists the projects on your ZenHome account, open and finished.

“Show me all my projects and which ones are still open.”

Reads where a project stands, what happens next, who is scheduled, and the messages on it.

“Where is my kitchen remodel at, and who is coming this week?”

Says what a house of your home’s age usually needs before work starts: likely permits, era risks like lead paint or old galvanized pipe, and access or HOA limits.

“My house was built in 1924. What should I know before we open up the kitchen?”

Describes what the photos already on your project show, and answers questions about them.

“Does the tile in the latest photos match what we picked?”

Opens a new project on your account from an address and a description. It starts as a lead; nothing is booked or priced until a person reviews it.

“Start a project for the bathroom we just scoped.”

Asks for a visit to your home. A person on the team approves it before it’s booked. To move or cancel one, message your home team.

“Ask for someone to look at the leak under the sink next week.”

Attaches photos you share in the chat to your project so the team sees what you see.

“Add these three photos of the leak to my plumbing project.”

Drafts a message to your home team at ZenHome about one of your projects. You confirm it, and a team member reads it and gets back to you.

“Tell my home team I want to add a tile backsplash and have them update the quote.”

Reads the 3D model shared on your project: what it covers, its rooms, a download of the file, your comments and the team’s, and what changed in the latest model. Replies to a comment, or tells the team an update looks right or still needs work.

“What changed in the latest model of my house, and what is still open?”

Reads the project: scope, status, the schedule, the customer’s notes, and recent messages.

“What’s the scope on my 1pm, and is there a gate code?”

Finds projects you are assigned to by customer name, address, or status.

“Find the Hatfield bathroom job.”

Updates a project record you are on: a summary of what was done, a status change, or a note for the coordinator.

“Log that the rough-in is done and we’re waiting on inspection.”

Attaches before and after photos to the project from the chat.

“Add these photos to the Chestnut St job.”

Asks for a return visit on one of your jobs, which the office approves before it’s booked, and shows who else is on a job. Moving or cancelling a visit, and staffing, go through the office.

“Book a return visit to the Chestnut St job Friday morning.”

Drafts a text to the customer on one of your jobs. The office approves it before it goes out.

“Let the customer know the part didn’t arrive and I’ll be back tomorrow morning.”

Searches projects by customer, address or status, and answers pipeline questions in one look: waiting on a quote, quoted, approved with no visit, unpaid, gone quiet.

“Which projects are waiting on a quote from us right now?”

Pulls the full picture: status, timeline, communications, and contact lookup by phone or name.

“Who is 401-555-0100, and what have we told them so far?”

The same ranked next-steps queue the project page shows: open tasks, pending sends, scheduled follow-ups.

“What’s blocking the Harlow kitchen right now?”

Year built, systems, and permit considerations for an address, before a walkthrough.

“Anything I should know about 84 Chestnut before Tuesday’s visit?”

Reads a section of the standard operating procedures: pricing tiers, the labour rate, trade rates, and the rest. For StoneLink staff, also the how-to guide for ZenLink, in English or Spanish.

“What’s our hourly rate for electrical, and which flat-rate tier does a faucet swap fall in?”

Lists and reads the invoices, receipts, permits, and contracts attached to a project.

“Summarize the permits on file for the Warwick deck.”

Lists the photos on a project and describes what they show.

“What do the photos from yesterday’s visit show at the Cranston job?”

Builds a line-item estimate from the project scope. Takes a moment and costs an AI call, so use it when a project has none yet.

“Draft an estimate for the Smith bathroom from the walkthrough notes.”

Adds, changes, or removes line items on an existing estimate.

“Add a $450 disposal line and bump tile labour to 16 hours.”

Ties an estimate line to the photos and video moments that show its work, or unties them.

“Put the 0:42 moment of the kitchen walkthrough on the ceiling repair line.”

Lists the fixture lines on an estimate (a baseboard, radiator, sink), finds up to three fits in our catalog, and puts the one you pick on the line. Shows brand, model, size and list price, never a supplier or our cost.

“Find a baseboard for the bedroom line on the Nisbet estimate.”

Shows where a job's estimate would go in Housecall Pro (the job's estimate there, an open one at the address, or a new one for the customer), option by option at the customer's price, and sends it for approval. Nothing reaches Housecall Pro until someone approves, and nothing goes to the customer.

“Send the 36 Methyl water heater estimate to Housecall Pro.”

Lists what the office changed in Housecall Pro on an estimate ZenLink sent there, with what taking each one does, and takes the ones you pick into ZenLink's estimate. Nothing goes back to Housecall Pro or to the customer.

“What did the office change on the water heater quote in Housecall Pro? Pull in the new price.”

Shows which automatic texts a job's customer gets (visit booked, the reminder, on my way, job done) and what was sent or is queued, pauses them on one job, and changes a company's wording. Nothing is sent by it.

“Did the Elm St customer get the reminder? Stop the texts on that job.”

Soft-deletes a draft estimate. Reversible.

“Archive the old DIY estimate on the Harlow job.”

Reads or sets the per-room material picks (tile, vanity, faucet) the homeowner sees on their plan.

“Set the floor tile to the mid option and the vanity to premium.”

Looks up and updates the products we have specified before, so a quote uses the price on file.

“What did we last spec for a 36-inch vanity, and at what price?”

Reads and saves a job’s Design & planning records: fixture decisions and fit checks, proposed changes and saved versions, materials and orders with their receipts, drawing feedback and 3D models. Saving records the change; it never approves a design, places an order or moves money.

“What’s still open on the Nisbet bathrooms? Log the supplier’s tub confirmation from this email.”

Creates or updates a project: status, summary, contact, project manager, assigned tech, or company.

“Assign Ray as lead on the Hatfield job and mark it scheduled.”

Creates or edits a customer contact: name, phone, email, address.

“Add the tenant’s number to the Chestnut contact.”

Lists who texted or called, newest first, and which of them have no job yet. Dismisses a lead as spam, a wrong number, not interested or a duplicate (archived, not deleted), and moves a text or call the router was unsure about to the right job, photos included.

“Any new leads today? Dismiss the two that are spam.”

Books, moves, or cancels visits, assigns techs, and sets work dates, each as an approval card in ZenLink that runs once it’s approved. Lists who is available and who is on a job right away.

“Put the Cranston deck on Thursday and Friday with Ray and Tomas.”

Shows StoneLink Plumbing's jobs for Stonelink PM that need someone: not invoiced, still open, a leftover duplicate, sent for PM to enter, or unpaid 30+ days.

“Which PM jobs have not been invoiced yet?”

Shows how fast a company’s Housecall Pro quotes go out after the visit, by plumber, job type and size, how many come back approved, and which estimates are still waiting for a quote. Dollar amounts only if your account can see money.

“How fast are StoneLink Plumbing’s quotes going out since the kickoff?”

Shows who is where for a day or a week, narrowed to one company or to the techs you name, and the work orders nobody is on yet with how long each has waited. Only the companies you can see are on it.

“What is on StoneLink Plumbing’s board tomorrow?”

Texts a customer on a project, or emails them a quote. It becomes an approval card in ZenLink with the exact message, and nothing goes out until it’s approved.

“Text the homeowner that we’re running 30 minutes late.”

Queues a follow-up message for later that only sends if its conditions still hold (for example, the quote is still unanswered).

“If they haven’t approved the quote by Monday, nudge them.”

Creates, assigns, and lists internal tasks across projects.

“Make a high-priority task for me to call back about tile selection by Friday.”

Pulls a walkthrough video or photos into a property visit so the checkup can be generated from them.

“Add this walkthrough video to the 84 Chestnut visit.”

Starts checkup generation from the recorded walkthroughs. Takes a few minutes; read it back when it finishes.

“Regenerate the checkup at 84 Chestnut, the last one came out truncated.”

Reads the draft or finished checkup for a property.

“Give me the findings from the Hatfield checkup.”

Lists a unit’s Move Out, Pre-clean, Move In and other inspections with links to the reports, and the rooms and last notes the next inspection there starts with. Reads one report’s rooms and notes on request.

“What did unit 2 at 155 Elmwood have at its last Move Out?”

Adds, edits, or removes findings on a draft checkup, including tenant-caused damage and estimates.

“Add the broken screen door as a tenant-tagged finding at $180.”

Corrects a photo’s room or caption on a checkup.

“That photo is the second bathroom, not the kitchen.”

Archives a photo or clip that doesn’t belong on a checkup. Reversible.

“Drop the two laptop screenshots from the Hatfield checkup.”

Renames a technician, adds the other names they go by, and matches a person from Property Meld, Housecall Pro, zInspector or a payroll file to them, moving their past jobs over. Looking things up is instant; every change waits on one approval card.

“Jeff Lombardi shows up as Jeffrey in Meld. Merge them and move his past jobs.”

Texts or emails a company's field technicians or office staff one message and a link to acknowledge it, now or at a time you choose. It can also group-text a few named people in one shared thread from the company's line, so they can reply to each other. Looking up the team is instant; the message waits on one approval card, and nobody hears from it until it is approved.

“Text the StoneLink crew at 7 tomorrow morning to check their work orders in the app.”

Shows who's out and what's waiting for approval, with the visits already booked on those days; asks for time off; and approves, declines or cancels it. Looking is instant; each decision waits on one approval card an approver taps.

“Who's out the week of December 21? Approve Hector's request if nobody else on his crew is off.”

Checks a list of duplicate home records, or apartments saved apart from their building, and says what would move: jobs, people, and the unit an apartment lands on. It refuses a pair whose street number, street, unit, ZIP or town disagree. Merging waits on one approval card for the whole list.

“The three records for 12 Elm St are one house. Merge them into the one with the most jobs.”

Lists every report and alert we send (daily digests, the ops pulse, payroll nudges, Slack alerts, team emails) with when it goes and who gets it, and the buildings a report like PCF Development maintenance hours covers. Pausing one, adding or removing people, switching email or Slack on, and changing a report's buildings apply at once; a partner manager adding someone outside their own company waits on one approval card. Preview a report as it would go out now, or email yourself a test copy. Partner managers see the reports about their own companies.

“Add Justin Mann to the PCF Development maintenance hours report, and add 15 Jackson Street to its buildings.”

Lists the weekly scorecard measurables with their goals, and changes a goal. Admins only.

“Set the lead response time goal to 5 minutes.”

Drafts what we need from a homeowner, shown at the top of their customer page: a decision, or a list we settle with them in a call. Drafts are never on their page; sending one waits on an approval card that shows the exact words and the one text they will get.

“Draft the 4 tile choices for 42 Nisbet as one list, due Monday, and send it for approval.”

Records a meeting with the homeowner, onsite or on a call: notes, follow-ups, and what each open decision settled to for the coordinator to confirm. It can draft the record from a walkthrough, a call or a Meet transcript for you to check, and sharing the notes on their page waits on an approval card.

“Fill in Thursday’s meeting at 42 Nisbet from the walkthrough, then show me what it says before saving.”

Shows what a customer still owes on a job and their pay link, straight from Stripe. Asks for approval to create an invoice, record a payment made by cash or check, or text the customer their pay link for the balance. Nothing changes until someone with money access approves it in ZenHome.

“The Hendersons paid the rest by check, number 1042. Mark the final invoice paid.”

Reads a quote’s payment schedule, and asks for approval to change it or the deposit. Each change is one card showing today beside after; nothing changes until someone approves it in ZenLink. The margin and a flat price stay in ZenLink.

“On the Maple St quote, take a 30% deposit and add an $850 permit fee before we start.”

Lists a job’s change orders and proposes a new one for added or removed work. A proposal bills nothing: a coordinator approves it on the job page, and the homeowner approves an increase.

“Add a change order for the railing repair, our cost $1,293.”

Finds customer accounts whose closed jobs still have open quotes or unpaid invoices, reviews one account job by job, and proposes the cleanup as one approval card: archive the closed jobs, close what they left open, and correct payment statuses that say paid while money is still owed. Nothing changes until someone with money access approves it, and the customer is never contacted.

“Review the 51 Plaza St account and propose cleaning up the old jobs.”

Uploads an interview video where someone talks through the product, pulls out the bugs, friction and requests they mention, and reads the findings back. Takes a few minutes per video.

“Upload ~/Movies/clockin.mov as product feedback and tell me what they found.”

Reads and edits a job's scope list: the work in the customer's words, filed under the job's phases, with what the customer sees kept apart from notes for the crew. Saved at once and logged; nothing is sent to the customer.

“Add stain and seal the whole deck to the Jamestown deck scope, under Finish.”

Starts a price check at your company's suppliers, on a Housecall Pro estimate's parts or on one item, keeps each price read with when and where it was found, and shows every past check on an estimate against the estimate's own costs. On a ZenLink estimate it can save the price you pick as a line's cost. Nothing is ordered. ZenHome staff only for now.

“Price estimate 3819, Option #2, at our plumbing suppliers.”

Attaches photos from the chat to a project.

“Add these to the Warwick job as before photos.”

Classifies and saves a document you attach (a receipt, a permit, a supplier invoice) to the right project.

“File this Home Depot receipt against the Harlow kitchen.”

Searches projects by customer, address or status, and answers pipeline questions in one look: waiting on a quote, quoted, approved with no visit, unpaid, gone quiet.

“Which projects are waiting on a quote from us right now?”

Pulls the full picture: status, timeline, communications, and contact lookup by phone or name.

“Who is 401-555-0100, and what have we told them so far?”

Year built, systems, and permit considerations for an address, before a walkthrough.

“Anything I should know about 84 Chestnut before Tuesday’s visit?”

Reads a section of the standard operating procedures: pricing tiers, the labour rate, trade rates, and the rest. For StoneLink staff, also the how-to guide for ZenLink, in English or Spanish.

“What’s our hourly rate for electrical, and which flat-rate tier does a faucet swap fall in?”

Lists the photos on a project and describes what they show.

“What do the photos from yesterday’s visit show at the Cranston job?”

Builds a line-item estimate from the project scope. Takes a moment and costs an AI call, so use it when a project has none yet.

“Draft an estimate for the Smith bathroom from the walkthrough notes.”

Reads an estimate, compares two, or finds which one is live. Editing line items stays in the app.

“What’s on the 84 Chestnut estimate, and is it the live one?”

Reads a project’s decisions, proposed changes, orders and drawing review. Saving any of them stays in the app.

“What decisions are still open on the 9 Pine remodel?”

Reads a project’s details and where it stands. Changing a project stays in the app.

“Where does the 9 Pine turnover stand?”

Books, moves or cancels visits on your company’s jobs, sets work dates and puts your own techs on a job. Each one waits for you to approve it in ZenLink. Shows your techs and who’s on a job right away.

“Put Ray on the Oak St make-ready Thursday at 9.”

Shows StoneLink Plumbing's jobs for Stonelink PM that need someone: not invoiced, still open, a leftover duplicate, sent for PM to enter, or unpaid 30+ days.

“Which PM jobs have not been invoiced yet?”

Shows how fast a company’s Housecall Pro quotes go out after the visit, by plumber, job type and size, how many come back approved, and which estimates are still waiting for a quote. Dollar amounts only if your account can see money.

“How fast are StoneLink Plumbing’s quotes going out since the kickoff?”

Shows who is where for a day or a week, narrowed to one company or to the techs you name, and the work orders nobody is on yet with how long each has waited. Only the companies you can see are on it.

“What is on StoneLink Plumbing’s board tomorrow?”

Lists the open tasks on a project. Creating or assigning a task stays in the app.

“What tasks are still open on the 45 Main St job?”

Reads the draft or finished checkup for a property.

“Give me the findings from the Hatfield checkup.”

Lists a unit’s Move Out, Pre-clean, Move In and other inspections with links to the reports, and the rooms and last notes the next inspection there starts with. Reads one report’s rooms and notes on request.

“What did unit 2 at 155 Elmwood have at its last Move Out?”

Finds a tech, the other names they go by, and the names from Meld or payroll files still waiting to be linked. Linking or renaming stays in the app.

“Which Meld names haven’t been linked to one of our techs yet?”

Shows who's out and what's waiting for approval, with the visits already booked on those days; asks for time off; and approves, declines or cancels it. Looking is instant; each decision waits on one approval card an approver taps.

“Who's out the week of December 21? Approve Hector's request if nobody else on his crew is off.”

Attaches photos from the chat to a project.

“Add these to the Warwick job as before photos.”

Reads a document you attach, like a move-out inspection or a receipt, and says what it shows. Filing it on a project stays in the app.

“Read this move-out inspection and list what needs fixing.”