Overview
Simplify your lead management process by integrating American Standard 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 American Standard. If you have any questions regarding your eligibility, contact your American Standard representative.
How to Enable the Integration
To enable the integration with American Standard, first navigate to your App Store within your Housecall Pro account by clicking on the 3x3 square icon to the left of the gear icon.
Within the app store, select the Job Inbox app.
Now that you've opened the Job Inbox app, locate the American Standard integration option and toggle it on by using the slider located next to "American Standard." The toggle should turn blue when enabled.
Next, navigate to your Job Inbox. Within your Job Inbox, find the American Standard chat.
Click the 'Sign In' button.
You'll be redirected to American Standard's website to securely authenticate your account. Follow the provided prompts to enter your American Standard login credentials.
Once the integration is set up, new American Standard leads will automatically populate within your designated American Standard 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 American Standard Leads in Job Inbox
Once the integration is set up, all new leads from American Standard 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 an American Standard 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 American Standard 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 Messages to Pros
As soon as an American Standard lead comes into your Job Inbox, a text message notification 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.
How to Disconnect American Standard from your Housecall Pro Account
To disconnect American Standard, navigate to your App Store within your Housecall Pro account by clicking on the 3x3 square icon to the left of the gear icon.
Select the Job Inbox app.
Now that you've opened the Job Inbox app, locate the American Standard integration option and toggle it off by using the slider located next to "American Standard." The toggle should turn gray once disabled.