Answer Service Fusion Job Status Questions on WhatsApp
This recipe answers “when is the technician coming?” in chat by looking up the job in Service Fusion. Part of connecting Service Fusion to WhatsApp and AI chat.
What happens today
Customers message to ask whether their job is booked, what time the technician will arrive, or whether the part has come in. Each question means someone in the office opens Service Fusion, finds the job and types the answer back. On busy days these messages pile up, and customers call when the chat goes quiet.
The flow that works
- AeroChat confirms who the customer is.
- It finds their open jobs in Service Fusion.
- It replies with the job status and the scheduled date and time.
- If the job is not scheduled yet, it says so and passes the conversation to the office.
The recipe
Copy this into AeroChat
When a customer asks about their job or when the technician is coming, follow these steps.
- Ask for the phone number or email on their account.
- Find them in Service Fusion. If there is more than one match, ask for the service address.
- Find their open jobs. If there is more than one, ask which address or problem it is about.
- Reply with the job status and the scheduled date and time window.
- If the job has no date yet, tell them it is waiting to be scheduled and that our office will confirm within one working day (example), then hand the conversation to the office.
- If they ask about the price, check for an estimate or invoice on the job and tell them its status.
Never share another customer’s details or the technician’s personal phone number. If they want to change the date, collect the new days that suit them and hand the conversation to the office. Reply in the customer’s language.
Change the confirmation time and the handover steps 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 working hours, arrival windows and rescheduling policy to AeroChat so it can add them to the answer.
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
- How AeroChat confirms who the customer is.
- Which job details it shares.
- Who gets reschedule requests.
The result to expect
Customers get their job status in chat in seconds, at any hour. Your office takes fewer status calls, and reschedule requests arrive with the new days already collected.
Measure it with your own numbers: status questions answered in chat, and inbound status calls, for a month before and after.
Next: create Service Fusion jobs from chat.
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.
Answer your first job status question from Service Fusion
Paste the recipe, connect Service Fusion, and ask your own chat when a test job is booked.