Report
A new request gets a few short questions straight away: postcode, what's going on, and whether it's urgent.
Installers and contractors
A Saturday-evening breakdown gets an answer on Saturday
Someone messages after hours to say the boiler has quit, with a photo of the error code attached. That message lands on the company number and gets the questions your scheduler would otherwise ask by phone.
30 days free, no credit card required
Prefer a hand getting started? We'll get you started
VB
Van Beek Installatietechniek
Today
Our boiler is showing F28 and we've got no hot water. Photo of the display attached.
Automated
Thanks, your report is logged. Can you smell gas, or is there water on the floor?
Neither of those. Just cold water, and the boiler stays in fault mode.
We'll fit you in today between 13:00 and 15:00. Jesse will message you when he sets off.
How it works today
What slips through between jobs
- The phone rings while the engineer has both hands in a fuse box, so he doesn't call back until five.
- Requests come in through the contact form, through email, and through a scheduler's personal number.
- A quote sent two weeks ago goes quiet and nobody knows whether the customer ever opened it.
- The photo of the meter cupboard sits in one engineer's camera roll instead of with the job.
The customer journey
From first report to handover, in one conversation
Survey
Once the site visit is booked, you confirm the date and the time slot, and a reminder goes out the day before.
Quote
The quote goes into the conversation as a PDF. If it goes quiet, an approved template reminds the customer about it.
On site
The engineer lets the customer know he's on his way, and extra work gets signed off in that same thread.
Handover
Once the last snags are fixed, you ask for a review, and the before and after photos stay with the contact.
What installers do with it
A typical week
A report after hours
Anyone messaging in the evening gets questions back right away, and emergencies land at the top of the inbox, already assigned.
Sign-off on extra work
The customer approves the additional line by message, and that reply stays with the contact, date and time included.
A photo of the situation
A shot of the boiler or the leaking joint is in the conversation before the van leaves the yard.
Engineer on his way
When the engineer sets off, the time slot goes out, so nobody ends up at a locked front door.
A quote gone quiet
After a delay you set yourself, exactly 1 reminder goes out through a template Meta has approved.
Annual servicing
Customers due for a service get a message, from a list you put together yourself.
That is how installers use it. If yours runs differently, we shape the flow around that instead of the other way round.
Integrations
What your planning software passes on
Your planning software sends a new appointment or a changed time slot through Zapier or a webhook, and the flow sends the matching message. Job-sheet software connects the same way. You can only message a customer first once they've given permission, which you record on the contact. If your job-sheet software doesn't connect to anything, tell us and we'll build the connection.
Price
What it costs
Automations come with every plan, integrations start at Growth. Meta charges separately for each message you send, with no markup from us.
Frequently asked questions
About WhatsApp for your installation business
Launch your first scheduling flow.
30 days free, no credit card required.
Prefer a hand getting started? We'll get you started
30 days free, no credit card required No setup fees No commitment