WhatsApp job updates sent from the job card

Why the message should come from the job

Most South African trades already run on WhatsApp, typed by hand from a personal phone. The trouble starts when the thread is the only record: the office cannot see it, the next technician cannot find it, and six months later nobody knows what was promised. Sending from the job record keeps the message and the job together, and the notification log shows what went out, to whom and when.

What goes out, and when

Automatic notifications cover the events a customer cares about: the job is booked, the technician is on the way, the job is complete, the quote is ready, the invoice is ready with its payment link, and a payment reminder when it falls due. Each can be sent by WhatsApp, by email, or both, from templates you edit in the settings. The customer's language setting on their record chooses the language of the message.

Two-way chat and the rules around it

Automatic notifications are included on every plan, including Free. Two-way WhatsApp chat with customers inside the platform is available from PaYu. Messages go through the WhatsApp Business platform, so the templates follow its categories, the customer must have opted in, and opt-outs are recorded and respected. There is no SMS channel, and the site does not claim one.

What it costs

There is a Free plan at R0 for up to two users and 300 jobs a month. Paid plans start at R149 a month plus R149 per technician seat, VAT included, with a 30 day trial and no credit card. Every price is published on the pricing page.

What Omni Field does here

• ·WhatsApp and email notifications from the job record See the feature
• ·Quotes and invoices delivered with a payment link See the feature
• ·Payment reminders on overdue invoices See the feature

Common questions