Categories / Reviews & Reputation
Housecall Pro Little Guy’s HVAC: review requests drive Google leads; HCP Assist covers mom/office phones
A family HVAC business run from home lets Housecall Pro ask for a Google review after every job, and new customers now call because of the review count.
- Task
- answer phones while parenting from home; grow Google reviews; simplify field invoicing and Mailchimp sync
- Result
- owner cites review requests as biggest help — many customers find them via Google review volume; HCP Assist answers when she can't get to phone; invoicing simple for office and techs; notification texts + Inbox + Mailchimp import streamline ops (exact review counts not published)
- Tools
- Housecall Pro (HCP Assist answering, review requests, Inbox texts, field invoicing, Mailchimp import)
- Setup
- enable HCP Assist for missed/overflow calls → turn on post-job review requests → use Inbox for customer texts → techs invoice from field → import customers to Mailchimp for campaigns
Step-by-step setup guide + copy-paste prompt
Honest note: this is mostly not generative AI. Review requests are rule-based, and HCP Assist is a live human answering service. The one AI piece is the optional Write it for me button, which drafts review replies. If you want AI on the phones, Housecall Pro's CSR AI is the AI option (forward calls to it, then configure it under Team → AI Team → CSR AI).
Prerequisites
- Housecall Pro, with your Google Business Profile.
Step-by-step setup
Step 1. Connect Google. Click Marketing in the left navigation → Reviews → Set up reviews → connect Google (and Facebook if you use it). You can manage the connection later under Settings → Marketing Center → Reviews.
Step 2. Set when the ask goes out. Click the gear icon → Notifications → Reviews → Initial request → Request timing. By default, the request goes out when you tap Finish on a job. You can switch it to send once the job is paid.
Step 3. Pick the message style. In the same Initial request screen, under Review message style, choose Personalized (the default, a unique message based on the job) or Custom (one message you write; use the prompt below). By default, customers with a Gmail address are sent straight to Google. To send everyone to Google, use Marketing → Reviews → Actions → Edit distribution.
Step 4. Cover the phone while you're busy. Add HCP Assist (live agents who book onto your Housecall Pro calendar) for the hours you can't answer, or use CSR AI.
Step 5. Reply to reviews (Premium Reviews). Open the Reviews app, hover over a review → reply icon → Write it for me drafts a reply. Edit it, then Post reply.
Step 6. Close the loop. Techs invoice from the field, so the "job finished" or "paid" trigger fires the same day. Use the Inbox for customer texts. Check your Google review count monthly.
Copy-paste prompt
Write a review request text (under 300 characters) for {{company}}, a family-owned HVAC business.
Thank the customer by first name for today's {{job type}} with {{tech name}}, say that reviews help a small local business, and end with one clear ask and the [review link]. Warm, no pressure, no discounts offered for reviews.Sources
- Housecall Pro: The Little Guy's Heating and Air Conditioning. Credit: owner of The Little Guy's Heating and Air Conditioning.
- Housecall Pro Help: Reviews Overview
- Housecall Pro Help: Personalizing Review Requests
- Housecall Pro Help: Connect Google Business Profile and Facebook to Reviews
- Housecall Pro: HCP Assist
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