Trane Integration Overview
Simplify your lead management process by integrating Trane webform leads directly into your Housecall Pro Job Inbox. This integration eliminates the need for manual imports, saving you valuable time and streamlining your workflow.
Prerequisites
Before getting started, ensure you're set up to receive leads from Trane. If you have any questions regarding your eligibility, contact your Trane representative.
To set up the integration between Trane and Housecall Pro, you must:
Have a Trane account and be established to receive leads through Trane.
Be part of the Trane leads and marketing program to qualify for Trane leads.
Please Note: We recommend reaching out to Trane directly for more information on their leads/marketing program.
How to Enable the Integration
To enable your integration with Trane:
Click the My Apps icon (3x3 square) in the top right corner of your HCP account.
Select the Job Inbox app.
Locate the Trane integration option and toggle it on by clicking on the slider next to the word "Trane." The toggle should be blue once enabled.
Next, navigate to your Job Inbox.
Within your Job Inbox, find the designated Trane chat.
Click the red "Sign In" button.
You'll be redirected to Trane's website to securely authenticate your account. Follow the provided prompts to enter your Trane login credentials.
Once the integration is set up, new Trane leads will automatically populate within your designated Trane chat in your Job Inbox. This gives you a centralized view of all potential jobs, including the homeowner's contact information and service request details.
Getting Trane Leads in Job Inbox
Once the integration is set up, all new leads from Trane will now be automatically created as leads in your Housecall Pro account and you'll be notified of each one by a message in your Job Inbox.
Automated Text Messaging to Customers
As soon as a Trane lead comes into your Job Inbox, a text message will automatically be sent out to your potential customer, giving you a significant advantage over competitors who might be slower to respond and ensures a 100% disposition score. Below is an example of what this automatic text message will say:
"Hello {customer's first name}! This is {your company name} reaching out about your Trane request. How can we help you?"
It is important to note that if you have not registered your business to receive an SMS number, this automated text message will not be sent to your potential customers. It is also important to note that this automated text message is not editable.
Automated Text Messaging to Pros
As soon as a Trane lead comes into your Job Inbox, a text message will automatically be sent out to anyone on your account with Admin or Office Staff permissions. This notification is to help you follow up with your potential customer as soon as possible. Below is an example of what this text message will look like.
How to Disconnect Trane from your Housecall Pro Account
To disconnect Trane:
Click the My Apps icon (3x3 square) in the top right corner of your HCP account.
Select the Job Inbox app.
Locate the Trane integration option and toggle it off by clicking on the slider next to the word "Trane." The toggle should turn gray once disabled.
Having trouble finding what you need?
For further assistance, please reach out to our Chat Support team
via the Blue Chat Bubble in your Housecall Pro account, or
contact our Phone Support team at (858) 842-5746.