Never miss an emergency call again. Automate service requests, dispatch technicians, and build a loyal customer base with intelligent WhatsApp automation.
Emergency Calls While On-Site — you're elbow-deep fixing a pipe when your phone rings with another emergency. Can't answer, can't text back. By the time you're free, the customer has called someone else
Scheduling Chaos — juggling appointments across multiple technicians, different locations, varying job durations. Double bookings happen. Customers wait. You look unprofessional
Payment Collection Delays — job done, but payment pending. "I'll transfer later" turns into follow-up calls. Cash jobs mean no records. Chasing payments takes time away from actual work
No Customer History — customer calls about a leak—but where? What did you fix last time? Without records, you waste time diagnosing issues you've seen before at the same property
One-Time Customers — fix a problem, never hear from them again—until they call someone else next time. No follow-up, no reminders for maintenance, no referrals. Every job starts from scratch
No Reviews or Referrals — happy customers don't leave reviews unless asked. Unhappy ones do. Your Google rating doesn't reflect your actual work quality. Word-of-mouth happens randomly, not systematically
Respond instantly, book efficiently, and turn one-time fixes into loyal customers
When customers message about emergencies, instantly acknowledge, collect details, and set expectations—even at 2 AM while you're asleep.
Trigger: Keywords like "emergency", "urgent", "burst", "flooding" Action: Send immediate acknowledgment + collect details Priority: Auto-flag as high priority in CRM Notification: Alert technician on-call via SMS/push Result: Customer knows help is coming, feels reassured
Emergency keywords trigger an instant response that collects critical information while you're unavailable. The system flags the contact as high-priority and can even notify your on-call technician via SMS or push notification.
Workflow tip: Set up different response templates for business hours vs. after-hours. After-hours can include an emergency surcharge notice and realistic ETA expectations.
Based on the issue type, automatically send estimated pricing so customers know what to expect before you arrive.
Issue types mapped to price ranges: - Blocked drain: Rs.500-1,500 - Tap/faucet repair: Rs.300-800 - Toilet repair: Rs.500-1,200 - Pipe leak repair: Rs.800-2,000 - Water heater service: Rs.500-1,500 Each includes inspection fee waiver offer
When customers describe their issue, keywords trigger the appropriate price estimate. The rule matches "blocked", "drain", "clogged" to the drain cleaning quote. Transparency builds trust and reduces quote haggling on-site.
Workflow tip: Include a "complex issue" option that routes to manual quoting. Some jobs need an on-site assessment before pricing.
When appointment is booked, send confirmation with technician details. Reminder 2 hours before with ETA and "on the way" update when departing.
Immediately: Booking confirmation + technician details 2 hours before: Reminder with preparation tips When departing: "On the way" with ETA On arrival: "I've reached your building" If delayed: Automatic "Running 15 mins late" update
The sequence starts when a booking is confirmed. Timed messages go out automatically, keeping customers informed at every stage. The technician's details build trust—customers know who's coming to their home.
Workflow tip: Include the technician's photo in the confirmation. Customers appreciate knowing who to expect, especially for first-time visits.
After service, automatically send invoice with payment link, job summary, and warranty details. Track payment status and send reminders if pending.
On completion: Invoice with itemized breakdown Payment options: UPI, card link, cash receipt If unpaid after 24 hours: Gentle reminder If unpaid after 48 hours: Second reminder Payment received: Thank you + warranty card All invoices: Stored in customer history
The technician marks the job complete, triggering the invoice journey. The system generates an itemized invoice and sends payment options. Payment reminders go out automatically if needed, and successful payments trigger a thank you message with warranty details.
Workflow tip: Offer a small discount (Rs.50-100) for immediate payment. "Pay now and get Rs.50 off!" reduces payment delays significantly.
24 hours after job completion, automatically request a Google review from satisfied customers. Build your online reputation on autopilot.
24 hours after: Send review request Positive response: Thank you + referral program invite Negative response: Route to owner for resolution No response after 3 days: One gentle follow-up Track: Reviews received vs. requests sent Monthly report: Review growth analytics
The sequence waits 24 hours after job completion to ensure the customer has had time to verify the fix works. Happy customers get a direct link to Google reviews. Unhappy customers get routed to you for resolution before they leave a public review.
Workflow tip: Include the technician's name in the review request. Personal mentions increase review rates and help technicians build their own reputation.
Before monsoon or winter, remind past customers about pipe insulation, tank cleaning, or drainage checks. Generate repeat business proactively.
Pre-Monsoon (May-June): Drain cleaning, waterproofing Pre-Winter (October): Pipe insulation, geyser service Summer (March-April): Tank cleaning, water pump check Festival time: General maintenance offer Target: All customers who haven't booked in 3+ months
Seasonal campaigns target your entire customer base with relevant offers. The system can filter to send only to customers who haven't booked recently, avoiding over-messaging active customers.
Workflow tip: Create urgency with limited slots. "Only 20 slots available for pre-monsoon checkup. 12 booked already!" drives faster bookings.
For customers with annual maintenance contracts, send renewal reminders 30 days before expiry with service summary and renewal discount.
30 days before expiry: First renewal reminder 15 days before: Second reminder with urgency 7 days before: Final reminder + risk of lapse On expiry: Grace period offer (3 days) Lapsed: Re-engagement campaign after 30 days Track: Renewal rate, upgrades, downgrades
AMC customers are tagged with their expiry date. The sequence triggers 30 days before, showing them the value they received and offering renewal options. Early renewal incentives reduce lapse rates significantly.
Workflow tip: Calculate and show actual savings. "You saved Rs.3,200 this year with your AMC!" makes renewal a no-brainer decision.
After 2 successful jobs, invite customers to refer friends. Track referrals and automatically credit discounts when friends book.
Eligibility: After 2+ successful jobs Referral code: Auto-generated (name-based) Tracking: New customer enters code at booking Credit application: Automatic on referred job completion Notification: "Your friend just booked using your code!" Leaderboard: Top referrers get bonus rewards
Loyal customers (2+ jobs) receive their referral code automatically. When a new customer mentions the code during booking, both parties get credited. The referrer gets notified when their friend books and again when credits are applied.
Workflow tip: Target apartment complexes. "Refer 3 neighbors and get a free plumbing checkup!" Word spreads fast in housing societies.
When technician leaves for a job, automatically notify customer with live location sharing and ETA. No more "where are you?" calls.
Trigger: Technician marks "departed" in app Action: Send ETA + location link to customer Live tracking: Google Maps share link Arrival: "I've reached" notification Delay handling: Customer can request delay No-show: Auto-escalation after 15 mins of arrival
When the technician marks departure in their app, the customer gets an automatic notification with ETA and live tracking. This eliminates the most common customer question: "Where is the technician?"
Workflow tip: If the technician is running late, send a proactive update before the customer asks. "Traffic is heavy. Raju will be 15 mins late. New ETA: 2:15 PM"
When past customers message, instantly pull up their service history and offer quick rebooking for common issues.
Contact identified: Pull service history Display: Last 3-5 services with dates Quick rebook: One-tap rebooking for same issue New issue: Guided troubleshooting flow Address: Pre-filled from history Special notes: Property-specific requirements
The CRM stores complete service history for every customer. When they message, the rule pulls their history and presents quick rebooking options. This makes repeat booking effortless and shows customers you remember them.
Workflow tip: Store property notes like "key with security guard" or "parking difficult, call before arriving". These details make every visit smooth and professional.
Drag customers through stages. See at a glance who needs quotes, who's booked, and who needs follow-up.
CRM Lite add-on: +$10/mo on Pro plan, included in Business
| Capability | Starter $29/mo |
Pro $99/mo |
Business $470/mo |
|---|---|---|---|
| 24/7 auto-response for emergencies | Yes | Yes | Yes |
| Instant quote generation | Yes | Yes | Yes |
| Appointment confirmations & reminders | Yes | Yes | Yes |
| Service history & quick rebook | Yes | Yes | Yes |
| Invoice & payment automation | Basic | Full | Full |
| Review request automation | - | Yes | Yes |
| Seasonal campaigns | - | Yes | Yes |
| AMC management | - | Yes | Yes |
| Referral program | - | Yes | Yes |
| Multi-technician dispatch | - | - | Yes |
| Customer contacts | Up to 500 | Up to 5,000 | Up to 25,000 |
| Team members | 2 | 5 | 15 |
Perfect for solo plumbers or small teams. Covers emergency response, booking management, and payment collection—everything you need to never miss a job.
Growing team with 3+ technicians? Pro Plan ($99/mo) adds review automation, seasonal campaigns, and AMC management.
Join plumbers using WhatsApp to respond faster, book more jobs, and build a loyal customer base.
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