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Field service

Housecall Pro

Text customers about jobs and estimates from the owner’s own number.
Start free for 7 daysStep-by-step in the docs

All integrationshousecallpro.com(opens in a new tab)

What you can do

  • Text a customer from the owner’s own number when a job is scheduled.
  • Text a customer a thank-you with a review link when a job is finished.

How it connects

  • Zapier

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

    Zapier in the docs

Recipes

Two recipes to start from.

Set one up as written, or change it to fit how you work. The docs have the same recipes step by step.
01With Zapier

Confirm scheduled jobs

Starts when

When a job is scheduled in Housecall Pro

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

The text it sends

Hi {{first_name}}, it’s Tom from Brightside HVAC. We’ll see you on {{date}}. Text me here if anything changes.

From your own number

02With Zapier

Thank customers when a job is done

Starts when

When a job is finished in Housecall Pro

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

The text it sends

Thanks for having us out today, {{first_name}}! If we did right by you, a quick review would mean a lot: {{review_link}}

From your own number

Step-by-step in the docs

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