Create Service Fusion Jobs from WhatsApp
This recipe turns a repair request in chat into a customer and a job in Service Fusion, with everything your office needs to schedule it. Part of connecting Service Fusion to WhatsApp and AI chat.
What happens today
A customer messages on WhatsApp at night to say their aircon is leaking. The next morning the office reads the thread, asks for the address again, and types the customer and the job into Service Fusion between phone calls. Details get lost along the way, and the technician arrives without knowing what the problem is.
The flow that works
- AeroChat asks what the problem is and collects a photo if it helps.
- It asks for the service address and the days that suit the customer.
- It finds the customer in Service Fusion, or creates them if they are new.
- It creates a job with the problem, address and preferred days.
- It tells the customer when the office will confirm the time.
The recipe
Copy this into AeroChat
When a customer asks for a repair, installation or service visit, follow these steps.
- Ask what the problem is, for example a leaking unit, no cooling or a routine service (examples), and ask for a photo if it helps.
- Ask for the service address and the days and times that suit them.
- Ask for the phone number or email on their account and search Service Fusion for the customer.
- If they are new, ask for their name and create them as a customer in Service Fusion with their phone, email and address.
- Create a job for the customer with the problem description, the service address and their preferred days in the notes. Use the job category Service Call (example).
- Tell them our office will confirm the time within one working day (example).
If the customer describes a burning smell, sparks or water near electrics, tell them to switch off the unit and hand the conversation to the office straight away. Reply in the customer’s language.
Change the job category, the confirmation time and the urgent cases to match your business before you paste it.
What to connect
- Service Fusion. An admin adds an OAuth app for AeroChat under My Office, then Developer Settings, then Connected Apps. Enter its Client ID and Client Secret and approve the access when AeroChat asks.
- Your knowledge base. Upload your services, service areas and call-out charges to AeroChat so it can answer questions before it creates the job.
After you paste the recipe, AeroChat builds the workflow as a draft and shows a checklist: connect Service Fusion, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from Service Fusion’s public documentation, the checklist asks you to check it once against the current docs.
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 job categories AeroChat uses.
- What it tells customers about timing.
- Which problems go straight to the office.
The result to expect
Every repair request in chat becomes a job in Service Fusion with the problem, address and photo already attached. Your office schedules from a complete record, and night-time requests are ready for dispatch in the morning.
Measure it with your own numbers: jobs created from chat, and the time from first message to scheduled visit, for a month before and after.
Next: answer job status questions.
Works on every chat channel
This workflow runs the same way on WhatsApp, Instagram, Facebook Messenger, TikTok, Telegram, the chat on your website and email, with the same Service Fusion connection behind it. See what each channel does on the Service Fusion integration page.
Create your first Service Fusion job from chat
Paste the recipe, connect Service Fusion, and ask your own chat for a repair visit next week.