Recipes

Housecall Pro recipes

Text customers about jobs and estimates from the owner’s own number.

Two recipes for Housecall Pro. Each names its trigger and the BlueBot step, lists the fields to map and says how to test it with your own number before anyone else gets a text.

How Housecall Pro connects

Zapier: BlueBot’s Zapier app has a Send Text action and instant triggers for incoming texts and every change of state.

Confirm scheduled jobs

Part	What it is
Trigger	When a job is scheduled in Housecall Pro
Action	BlueBot’s Send Text action
Connects through	Zapier

Steps

Start a Zap with Housecall Pro’s trigger for a scheduled job.
Add BlueBot’s Send Text action and map the customer’s mobile number to To.
Write the text with the job’s date mapped in.

Map the fields

BlueBot field	Map it to
To	The person’s mobile number from Housecall Pro. US numbers can leave off the +1.
Text	Hi {{first_name}}, it’s Tom from Brightside HVAC. We’ll see you on {{date}}. Text me here if anything changes.
`{{first_name}}` in the text	Housecall Pro’s first name field.
`{{date}}` in the text	Housecall Pro’s date field.
Metadata	`source` set to `housecall-pro`, and `record_id` set to the record’s id, so the status and reply webhooks for this text can find the record again.
Service	Auto, the default: iMessage when the person uses it, otherwise SMS through your iPhone.

Test it

Put your own number in To and press Test step. A text arrives on your phone from your own number, and Zapier shows the message BlueBot returned with state: "queued". Then map Housecall Pro’s field back into To and turn the Zap on.

Thank customers when a job is done

Part	What it is
Trigger	When a job is finished in Housecall Pro
Action	BlueBot’s Send Text action
Connects through	Zapier

Steps

Start a Zap with Housecall Pro’s trigger for a finished job.
Add BlueBot’s Send Text action and map the customer’s mobile number to To.
Write a thank-you with your review link in it.

Map the fields

BlueBot field	Map it to
To	The person’s mobile number from Housecall Pro. US numbers can leave off the +1.
Text	Thanks for having us out today, {{first_name}}! If we did right by you, a quick review would mean a lot: {{review_link}}
`{{first_name}}` in the text	Housecall Pro’s first name field.
`{{review_link}}` in the text	Housecall Pro’s review link field.
Metadata	`source` set to `housecall-pro`, and `record_id` set to the record’s id, so the status and reply webhooks for this text can find the record again.
Service	Auto, the default: iMessage when the person uses it, otherwise SMS through your iPhone.

Test it

Before you turn it on

Text only people who asked to hear from you. Anyone who replies STOP goes on your stop list, and BlueBot cancels texts to them. Stop words
A text that can’t go yet waits with a hold rather than failing: quiet hours, your Mac away, a daily limit. Holds
Housecall Pro with BlueBot on the integrations page says what else the two do together.