System Guide
The WhatsApp Workflow
WhatsApp is where you run the job. The dashboard is optional.
When a job is qualified you get a WhatsApp message with a short summary of what the customer needs, where they are, how urgent it is, and the number to ring back on.
What your reply does
| You reply | What happens next |
|---|---|
| ACCEPT | The job is marked accepted and the customer can get a confirmation message |
| DECLINE | The lead is closed and nothing further is dispatched for it |
| CALLBACK | The job is held while you ring the customer back yourself |
Things worth knowing
- The same three actions sit in the Lead Pipeline tab if you would rather use the dashboard
- A post-call summary can also arrive by SMS or email if you turn those on
- After a job is completed, a review request can go out to the customer about a day later
- Leads keep arriving on WhatsApp whether or not you ever open the dashboard
Ready to put it to work?
Seven days free on Starter, with a real UK number, 100 call minutes and 10 booked jobs. Setup takes about half an hour.