Book Jobs from WhatsApp with Housecall Pro

This recipe takes a booking request on WhatsApp, Instagram or web chat to a scheduled job in Housecall Pro. Part of the Housecall Pro integration.

What happens today

Booking requests arrive by message at all hours. In the morning, the office replies to each one, asks for the address and the problem, checks the schedule in Housecall Pro and enters the job by hand. A customer who messaged at 8pm hears back at 10am, if the office is not already on the phone.

The flow that works

The customer says what they need. AeroChat asks for the service, the address and a preferred day.
It checks the Housecall Pro schedule for open arrival windows that day and offers up to three.
The customer picks one. AeroChat creates the customer and address if they are new, then creates the job and schedules it.
It confirms the service, date, window and address in the chat.

The recipe

Copy this into AeroChat

When a customer asks to book a service, follow these steps.

Find out which service they need from our service list, a short description of the problem, the address and their preferred day.

Look them up in Housecall Pro by phone number. If they are new, collect their name and email.

Check Housecall Pro for open arrival windows on that day. Offer up to three, for example 8am to 10am, 10am to 12pm and 1pm to 3pm.

When they choose one, create the customer and address in Housecall Pro if needed, then create the job with the service, the problem description and their notes, scheduled in that window.

Confirm the service, date, window and address, and tell them the technician will message when on the way.

Only quote prices from our price list. If they describe a gas smell, sparks, burning or flooding, do not book. Hand the conversation to a person straight away. Reply in the customer’s language.

Change the services, windows and safety rules to your own before you paste it.

What to connect

Housecall Pro. Generate an API key in Housecall Pro’s app store, under API key management (MAX plan). Enter it in the AeroChat dashboard when asked.
Your service and price list. Upload it to the AeroChat knowledge base.
Payments, if you take a deposit. Airwallex is built in. HitPay and Stripe connect through their APIs if you already use them. Payment links are included from the Growth plan.

Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.

Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.

What you still decide

Which services can be booked in chat.
The arrival windows you offer and how far ahead.
Whether you take a deposit, and how much.
Which problems always go to a person first.

The result to expect

Evening and weekend requests become scheduled jobs straight away, entered once, by AeroChat, in Housecall Pro. Compare bookings made outside office hours for a month before and after you start.

Next: estimate requests.