Add Ascora to your AI agent
Ascora is a cloud-based field service management software designed to streamline operations for service-based businesses, offering features such as job scheduling, invoicing, customer management, and mobile access.
- Things your agent can do in Ascora
- 23
Things your AI can do in Ascora
Your FormWise AI can handle any of these in Ascora — on its own, without you needing to click a button.
Create Note
PopularCreates a note on an entity (customer, job, quote, etc.) in Ascora. Use this when you need to add comments, updates, or documentation to any entity in the system. Requires a valid entity ID from the Ascora system.
Create or Update Contact
PopularTool to create a new contact or update an existing contact for a customer. Use when you need to add or modify contact information for a specific customer in Ascora. Requires a valid customer ID and accepts optional contact details like name, email, phone numbers, and default contact flag.
Create or Update Customer
PopularTool to create a new customer or update an existing customer in Ascora. Use when you need to add a new customer with company name and optional contact details, address information (street and postal), and communication preferences. If the customer already exists, their details will be updated.
Create or Update Supplier
PopularTool to create a new supplier or update an existing supplier in Ascora. Use when you need to add a new supplier with contact and address details, or modify an existing supplier's information by providing the supplierId.
Create Quotation
PopularCreates a new quotation/enquiry in Ascora for a customer. Use this tool when you need to submit a quote request with customer details (name, email, contact info), optional address information, work description, and custom fields. Returns a unique entity ID for the created enquiry that can be used to track or reference the quotation.
Delete Customer
PopularTool to delete a specific customer by ID. Use when you need to remove a customer after confirming its existence.
Get Contact
PopularTool to retrieve details of a specific contact by their unique identifier. Use when you need to fetch information about a contact including their name, contact details, address, and customer association.
Get Customer
PopularTool to retrieve details of a specific customer by their unique identifier. Use when you need to fetch information about a single customer including contact details, addresses, and status.
Get Customers
PopularRetrieves all customers from the Ascora system. Returns a list of customer records including contact information (name, email, phone) and address details (street, city, state, postcode, country). This is a read-only operation that requires authentication via API key. Useful for syncing customer data, creating customer lists, or verifying customer information exists in the system.
Get Inventory Categories
PopularRetrieves all inventory categories used to organize supplies and kits in Ascora. Returns a paginated list of categories with their IDs, names, and numeric identifiers. Use this when you need to list available inventory categories or reference category information for organizing inventory items.
Get Inventory Kits
PopularRetrieves all inventory kits from Ascora. Returns a paginated list of kit items that bundle multiple supplies together. Use this when you need to list available inventory kits or access kit details for quoting, job planning, or inventory management.
Get Inventory Supplies
PopularRetrieves all inventory supplies with pricing and stock information from Ascora. Returns a paginated list of supply items. Use this when you need to list available inventory supplies or access supply details including pricing and stock levels.
Show 11 more things it can do
Get Job
PopularRetrieves details of a specific job by its unique identifier. Returns comprehensive job information including job number, name, status, customer details, dates, and other job-specific data. Use this when you need to fetch detailed information about a particular job in the Ascora system.
Get Jobs
PopularRetrieves a paginated list of jobs from Ascora with optional filtering by job type, status, secondary status, and date range. Returns job details including job number, name, status, customer information, and assignment details. Use this when you need to list, search, or monitor jobs in the Ascora system.
Get Quote Labour Roles
PopularRetrieves labour roles available for use in quotes from Ascora. Use this when you need to list available labour roles with their hourly rates for quotation purposes.
Get Quote Standard Sections
PopularRetrieves standard sections that can be used in quotes. Returns a list of pre-configured standard sections that can be included in quotations. This is a read-only operation that requires authentication via API key. Use when you need to list available standard sections for quote generation or to verify what sections exist in the system.
Get Quote Standard Stages
PopularRetrieves standard stages that can be used in quotes for progress tracking. Use this when you need to list available quote stages, display progress tracking options, or reference standard stages for quote management. Returns all configured standard stages in the Ascora system.
Get Quotes
PopularRetrieves a paginated list of quotes from Ascora with optional filtering by status, date range, or customer. Returns quote details including quote number, customer information, status, creation date, and total amount. Use this when you need to list, search, or monitor quotes in the Ascora system.
Get Supplier
PopularTool to retrieve details of a specific supplier by ID. Use when you need to fetch supplier information including contact details, address, and business information.
Get Supplier Invoices
PopularRetrieves supplier invoices from Ascora with optional pagination. Returns invoice details including invoice number, supplier name, dates, amounts, and status. Use this when you need to list, search, or monitor supplier invoices in the Ascora system.
Get Suppliers
PopularRetrieves a list of suppliers from the Ascora system. Returns supplier details including name, contact information (email, phone), address details, ABN, and activity status. Use this when you need to list or search for suppliers in the Ascora system.
Search Jobs
PopularSearch for jobs by various criteria including job number, customer, or address. Use this when you need to find specific jobs based on identifiers or search terms rather than filtering by status or type.
Upload Attachment
PopularTool to upload an attachment to an entity (quote, job, customer, etc.) in Ascora. Use when you need to attach files like documents, images, or plans to existing entities in the system.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Ascora is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Ascora, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Ascora for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Ascora work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Ascora to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Ascora in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Ascora.
- 3
Hit "Connect"
Click "Connect Ascora" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Ascora
Build a quick AI Agent (it's like writing instructions, not code), and pick the Ascora actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Ascora for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Ascora workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Ascora users had before signing up
Do I need to know how to code?
Not even a little. If you can use Ascora today, you can set this up. You'll connect Ascora, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Ascora login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Ascora or delete everything any time.
What happens when Ascora updates their app?
We handle it. When Ascora adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Ascora takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Ascora — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Ascora on FormWise
Ascora is a cloud-based field service management software designed to streamline operations for service-based businesses, offering features such as job scheduling, invoicing, customer management, and mobile access.
Connect Ascora once and your FormWise AI gets 23 things it can do inside it. That means your AI can handle the Ascora work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Ascora? Take a look at ascora.io.
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Stop doing the Ascora work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.