1
Customer asks
Can your technician come Friday morning for AC service? Also send the quote PDF first.
Field Services
Field service booking and billing follow-up from WhatsApp
Customers ask for bookings, quotes, receipts, and job updates in WhatsApp. Stackifier keeps job proof, payment status, and the customer reply tied together.
Best first pilot: one service team, with booking requests, quote PDFs, completed-job proof, and approved customer follow-up.
Live thread
The customer asks. The record gets updated.
Stackifier reads the customer message, checks the matching record, and gives the business the reply, PDF, amount, booking, or follow-up date to send.
S
Customer thread
Field Services
Customer + business in one thread
Customer
Can your technician come Friday morning for AC service? Also send the quote PDF first.
4:18 PMStackifier
Friday 10:30 AM is open. Customer has one unpaid service balance, but this booking can still proceed.
4:19 PMBusiness
Friday 10:30 AM is available. I attached the quote here. Do you need us to arrange parking access for the technician?
4:20 PMBusiness
Quote attached.
4:21 PMCustomer
Friday 10:30 works. I will share parking details before the visit.
4:22 PMStackifier
Job sheet updated: Friday 10:30 AM booking, quote sent, parking details pending.
4:22 PMSame chat, cleaner record
The customer sees a normal reply. The business keeps the proof, status, and next action tied to the account.
2
Record checked
Friday 10:30 AM is open. Customer has one unpaid service balance, but this booking can still proceed.
3
Business replies
The business replies from the checked record. AC-Service-Quote.pdf goes back in the same thread.
4
Proof saved
Job sheet updated: Friday 10:30 AM booking, quote sent, parking details pending.