Connect Service Fusion to WhatsApp, Instagram, TikTok and AI Chat
Customers message your business on WhatsApp, Instagram, Messenger, TikTok, Telegram, web chat or email to request a repair, ask for a quote or check when the technician is coming, but your customers and jobs live in Service Fusion. AeroChat answers those conversations and works in Service Fusion as it goes: it creates the customer and the job with the details from the chat, requests an estimate, and looks up a job’s status and date when the customer asks. It connects through Service Fusion’s public API. You describe the workflow in your own words, and AeroChat builds it.
What you can do with Service Fusion and AeroChat
- Create Service Fusion jobs from chat. AeroChat collects the problem, address and preferred time, then creates the customer and the job in Service Fusion.
- Answer job status questions. AeroChat finds the customer’s job in Service Fusion and replies with its status, date and time.
- Take quote requests. AeroChat collects what the customer needs and creates an estimate request in Service Fusion for your team to price.
- Answer estimate and invoice questions. AeroChat finds the customer’s estimates and invoices and tells them where each one stands.
- Recognise returning customers. AeroChat looks up the customer by phone or email, so it does not ask for an address Service Fusion already holds.
See more WhatsApp workflows you can run alongside it.
Works on every chat channel
Your customers message you wherever they already are. The same Service Fusion connection and the same workflows run on every channel AeroChat supports, and Service Fusion stays the record whichever one they use.
| Channel | What your customers can do |
|---|---|
| Message your WhatsApp Business number to request a job, ask for a quote or check when the technician is coming. Voice notes are transcribed, so a spoken request works too. | |
| Send the same requests by direct message. A comment on your post can get an automatic reply that moves the conversation to a DM. | |
| Facebook Messenger | Send the same requests to your Facebook Page. Comments on your Page posts can get an automatic reply too. |
| TikTok | Send the same requests by TikTok direct message or TikTok Shop buyer chat. Both arrive in the same TikTok inbox. |
| Telegram | Send the same requests to your business on Telegram. |
| Web chat | Do the same from the chat on your website, without leaving the page. |
| Write to your Gmail or Office 365 address and get the same answer the chat gives. |
How the connection works
AeroChat connects through Service Fusion’s public API. It reads customers, jobs, estimates, invoices and technicians. It creates customers, jobs and estimates. Each workflow uses only what its recipe asks for.
To connect, an admin in Service Fusion opens My Office, then Developer Settings, then Connected Apps, and adds a new OAuth app for AeroChat with the redirect URL AeroChat shows you. Service Fusion then gives the app a Client ID and Client Secret. Enter both in the AeroChat dashboard and approve the access when Service Fusion asks.
You describe the workflow in your own words. AeroChat builds it as a draft, works out which Service Fusion calls it needs, and asks you to connect. Keys and credentials are entered in the AeroChat dashboard and never pass through the conversation.
Workflows to copy
Copy this into AeroChat
When a customer asks for a repair or service visit, ask what the problem is, the service address and the days that suit them. Ask for a photo if it helps. Find them in Service Fusion by phone or email, or create them as a new customer with their name, phone, email and address. Create a job with the problem description, the address and their preferred days in the notes. Tell them our office will confirm the time within one working day (example).
Copy this into AeroChat
When a customer asks when the technician is coming, ask for the phone number or email on their account. Find them in Service Fusion, find their open job, and reply with its status and scheduled date and time. If the job has no date yet, tell them it is waiting to be scheduled and hand the conversation to the office. Never share another customer’s details.
Who uses it
Field service businesses that run their customers and jobs in Service Fusion can use it. HVAC and aircon, plumbing, electrical and other home service companies use it for the job requests and status questions that arrive in chat. These recipes fit a home services business on Service Fusion:
- Aircon and home services, for service bookings, quotes and arrival questions that arrive in chat.
- Service booking
- Price quotes
- Technician arrival updates
What stays in Service Fusion
Service Fusion stays your record. Customers, jobs, the dispatch board, estimates, invoices and payments live there, and your office still schedules and dispatches the technicians.
AeroChat handles the conversation. It creates customers, jobs and estimates as your recipe asks, and leaves the rest to Service Fusion and your team.
Questions
Does AeroChat work with Service Fusion?
Yes. AeroChat connects through Service Fusion’s public API with an OAuth app you add under Connected Apps in Service Fusion.
Can customers request Service Fusion jobs on WhatsApp?
Yes. AeroChat collects the details, creates the job in Service Fusion, and your office schedules it like any other.
Do I need a developer?
No. You describe the workflow in your own words, add a connected app in Service Fusion and enter its details, and switch it on. AeroChat builds the Service Fusion connection from your description and shows a checklist of what is left to do.
Which plan do I need?
Workflows via Skills are on every plan, with a 7-day free trial. Choose by message volume: Starter covers 500 AI responses a month and 3 seats, Growth covers 2,000 responses and 10 seats and adds payment links and broadcasts, and Advanced covers 5,000 responses and 25 seats.
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.
Connect Service Fusion and try it
Paste the first recipe, connect Service Fusion, and ask your own chat for a repair visit next week.