01
Tag site proof
Site team forwards receipts, photos, delivery orders, or completion notes.
Stackifier tags the record to project, vendor, client, amount, and missing document status.
Construction & Contracting
Construction customer and claim follow-up from WhatsApp
Clients ask for claim status, proof photos, receipts, and payment updates in WhatsApp. Stackifier ties each message to the right project so the business can reply without digging.
Best first pilot: one project or customer group, with client questions, claim PDFs, receipt capture, and a daily blocked-work list.
Live customer thread
The customer asks. The record gets updated.
Stackifier reads the message, checks the matching record, and gives the business the reply, PDF, amount, booking, or follow-up date to send.
02
Find billable work
Owner asks which completed jobs have no invoice or claim.
Stackifier returns the billable list and flags missing proof before finance acts.
03
Follow up safely
A client asks for a claim update or a missing document.
The business replies with the right claim status, document, and next step.
S
Customer thread
Construction and Contracting
Customer + business in one thread
Message customer...
Why this workflow exists
The work is already happening in chat.
Stackifier gives the scattered parts a record, a status, and a safe next step.
Problem 01
Receipts and proof of work arrive from site teams in WhatsApp, then finance has to sort them by project later.
Problem 02
Progress claims wait because a photo, PO, variation order, or approval message is missing.
Problem 03
Subcontractor, client, and site conversations mix billing facts with operational noise.
Problem 04
Owners need to know which completed jobs can be billed today and which are blocked.
Ask in plain language
Give the workflow a clear question.
“What completed jobs have proof but no invoice row?”
“Tag this receipt to Project Block B and show what is still missing.”
“What should we tell the client about the Block B progress claim?”
Get a useful next step
The output is ready for review.
↳3 completed jobs can be billed today. 1 is blocked because the signed completion photo is missing.
↳Receipt tagged to Project Block B. Amount, vendor, date, and proof image are recorded.
↳The client update is ready. The claim status is marked Ready to chase.
Week-one pilot
Start with one narrow loop.
Bring the real messages, documents, and statuses that are costing the team time. We configure the first record and approval flow around them.
01
Choose one active project, client, or claim workflow for the first pilot.
02
Map project codes, receipt types, claim stages, and approval rules.
03
Create a billing record that separates ready-to-bill work from blocked work.
04
Prepare exports that finance can review before accounting or E-Invoice steps.
Questions
Before the first pilot.
Can site workers keep using WhatsApp?＋
Yes. The first pilot is designed around forwarding proof from WhatsApp instead of forcing a new upload portal.
Can Stackifier approve claims for us?＋
No. Stackifier prepares the record and customer update. The business still approves claims, customer reminders, and finance decisions.
Can it track job costs?＋
It can tag receipts and proof by project for the pilot. Full job-cost accounting should stay in your finance system unless deeper integration is added.
What should we bring to the pilot call?＋
Bring sample receipts, claim documents, project codes, and the WhatsApp messages that currently cause the most follow-up work.