---
title: 'Exact Synergy + Housecall Pro'
url: 'https://www.staging38.commercient.com/product/exact-synergy-housecall-pro/'
date: '2026-06-19T10:21:23-04:00'
modified: '2026-06-19T10:21:24-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Exact Synergy to Housecall Pro, giving your team access to Exact Synergy data directly within Housecall Pro. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Exact Synergy and Housecall Pro, giving field service teams access to ERP customer, equipment and order data from inside Housecall Pro. Field teams can reference Exact Synergy service history, contract status and equipment records from inside Housecall Pro.

## What syncs

- Connect Housecall Pro Invoices to Exact Synergy Invoices
- Sync Exact Synergy Customer Payment Status to Housecall Pro
- Export Exact Synergy Purchase Orders Linked to Housecall Pro Jobs
- Sync Exact Synergy Customers to Housecall Pro Customer Records
- View Exact Synergy Invoices and Sales Orders in Housecall Pro
- Access Exact Synergy Items and Inventory from Housecall Pro

## Why Commercient

### Purchase order management

Connect Housecall Pro Jobs parts requirements to Exact Synergy Purchase Orders so field service job parts needs create purchase orders in the ERP for procurement.

### Job cost and margin tracking

Sync Housecall Pro job labour, parts and time data to Exact Synergy so actual job costs can be reconciled against estimates and margin tracked across the service operation.

### Technician scheduling and ERP visibility

Connect Housecall Pro technician assignments and job schedules to Exact Synergy so resource costs and job data are available in both platforms for operations and finance.

### Customer account visibility

Sync Exact Synergy Customers to Housecall Pro so field technicians can view account history, billing contact and previous orders before and during each job.

## About Exact Synergy

Exact Synergy is a workflow, document management and HR platform that integrates with Exact ERP systems, managing HR processes, documents, approvals and collaboration.

## About Housecall Pro

Housecall Pro is a field service management platform for home service businesses, managing scheduling, dispatching, invoicing, customer communication and payment collection.

## Frequently asked questions

### Can Housecall Pro Jobs job costs flow back to Exact Synergy for financial reporting?

Commercient can support syncing Housecall Pro Jobs labour, parts and cost data back to Exact Synergy when included in scope. This helps finance teams report on service margins and job profitability from ERP records.

### How is customer data matched between Exact Synergy and Housecall Pro?

Commercient handles customer matching between Exact Synergy and Housecall Pro using configurable criteria such as customer code, email or account name. Matching logic is agreed during the scoping and setup process to prevent duplicate records.

### Can Housecall Pro estimates sync to Exact Synergy as Quotes?

Commercient can support syncing Housecall Pro estimates or quotes to Exact Synergy as Quotes when included in the integration scope. This keeps quoting activity consistent between the field service platform and the ERP.

### What data can Commercient connect between Exact Synergy and Housecall Pro?

Commercient can connect Exact Synergy and Housecall Pro to sync data such as Customers, Items, Inventory, Sales Orders, Invoices and Payments. Supported objects and sync direction depend on the customer's system setup and project scope.

### Can Exact Synergy Customers sync to Housecall Pro customer records?

Yes, Commercient can sync Exact Synergy Customers to Housecall Pro so field technicians have access to current ERP customer data from inside the field service platform. Exact field mapping and sync frequency are configured per project.