Stackifier
Industries

Pick an industry. See the customer thread.

Each example shows a customer question, the record check behind it, the business reply, and the proof saved after the answer goes out.

S
Customer thread
Wholesale & Distribution
Customer chat + business follow-up
Customer

Hi boss, can resend our latest statement? I think INV-1024 was paid last week.

10:02 AM
Customer
PDF
Tan-Logistics-payment-proof.pdf
PDF - 96 KB
10:03 AM
Stackifier

INV-1024 has RM 1,900 received. RM 200 is still open. Latest statement is ready.

10:04 AM
Business

Hi Tan, thanks for the proof. We received RM 1,900 for INV-1024. There is RM 200 still open, and I attached the latest statement here.

10:05 AM
Customer handled + record updated
Questions, PDFs, bookings, proof, and follow-up dates stay tied to the customer record.
The proof loop

Every customer reply leaves proof behind.

When a customer sends a payment slip or asks for a statement, Stackifier ties the answer to invoice number, amount, file, owner, and next follow-up date.

What changes in the record
IndustryWholesale & Distribution
SignalTan-Logistics-payment-proof.pdf
RecordForward invoice or statement
Next actionApprove reminders
ControlBusiness checks before sending
01

Customer message

A customer asks a question, sends a PDF, changes a booking, or says they paid.

02

Record checked

Stackifier checks the customer, invoice, booking, and payment history before anyone replies.

03

Business reply

The business sends the receipt, statement, reminder, or booking update in WhatsApp.

04

Approval when needed

Sensitive replies stay with the business until the right person checks them.

05

Proof saved

The sheet, status, file, and follow-up date stay tied to that customer.

Wholesale & Distribution

Wholesale customer and billing follow-up from WhatsApp

Best first pilot: repeat customer follow-up, with statement PDFs, payment slip matching, delivery questions, and approved WhatsApp replies.

Open workflow
S
Customer thread
Wholesale & Distribution
Sample workflow
Customer

Hi boss, can resend our latest statement? I think INV-1024 was paid last week.

10:02 AM
Customer
PDF
Tan-Logistics-payment-proof.pdf
PDF - 96 KB
10:03 AM
Stackifier

INV-1024 has RM 1,900 received. RM 200 is still open. Latest statement is ready.

10:04 AM
Business

Hi Tan, thanks for the proof. We received RM 1,900 for INV-1024. There is RM 200 still open, and I attached the latest statement here.

10:05 AM
Construction & Contracting

Construction customer and claim follow-up from WhatsApp

Best first pilot: one project or customer group, with client questions, claim PDFs, receipt capture, and a daily blocked-work list.

Open workflow
S
Customer thread
Construction & Contracting
Sample workflow
Customer

Can you resend the Block B progress claim and latest proof photos? QS wants to check before payment.

11:18 AM
Customer
PDF
Signed-VO-Block-B.pdf
PDF - 184 KB
11:19 AM
Stackifier

Claim pack found. Signed VO is attached, but one completion photo is still missing.

11:20 AM
Business

Thanks, we found the signed VO. I attached the latest claim pack here. We are still waiting on one completion photo and will send it once site uploads it today.

11:22 AM
Retail & Ecommerce

Retail customer service and payment follow-up from WhatsApp

Best first pilot: WhatsApp order support, with payment confirmation, receipts, delivery updates, and mismatches held for review.

Open workflow
S
Customer thread
Retail & Ecommerce
Sample workflow
Customer

Hi, paid for Order #2041. Can you send receipt and confirm delivery tomorrow?

2:14 PM
Customer
PDF
Maybank-transfer-2041.pdf
PDF - 88 KB
2:14 PM
Stackifier

Payment matches Order #2041. Delivery slot is tomorrow 10 AM to 1 PM.

2:15 PM
Business

Thanks, payment received. Your delivery is booked for tomorrow between 10 AM and 1 PM. I attached the receipt here.

2:16 PM
Property & Facilities

Property tenant service and billing follow-up from WhatsApp

Best first pilot: tenant and vendor follow-up for one property cluster, with maintenance bookings, PDF invoices, receipt matching, and approved replies.

Open workflow
S
Customer thread
Property & Facilities
Sample workflow
Customer

Unit A-12 sink is leaking again. Can book plumber tomorrow and send the maintenance invoice?

9:41 AM
Stackifier

Unit A-12 has unpaid maintenance RM 180 and an open plumbing issue. Tomorrow 2:30 PM is available for the vendor.

9:42 AM
Business

Yes, we can book the plumber tomorrow at 2:30 PM. I attached the maintenance invoice here, and you can settle it after the visit.

9:43 AM
Business
PDF
Maintenance-Invoice-A12.pdf
PDF - RM 180

Maintenance invoice attached.

9:43 AM
Field Services

Field service booking and billing follow-up from WhatsApp

Best first pilot: one service team, with booking requests, quote PDFs, completed-job proof, and approved customer follow-up.

Open workflow
S
Customer thread
Field Services
Sample workflow
Customer

Can your technician come Friday morning for AC service? Also send the quote PDF first.

4:18 PM
Stackifier

Friday 10:30 AM is open. Customer has one unpaid service balance, but this booking can still proceed.

4:19 PM
Business

Friday 10:30 AM is available. I attached the quote here. Do you need us to arrange parking access for the technician?

4:20 PM
Business
PDF
AC-Service-Quote.pdf
PDF - RM 680

Quote attached.

4:21 PM