01
Customer message
A customer asks a question, sends a PDF, changes a booking, or says they paid.
Field Services
Field service booking and billing follow-up from WhatsApp
Customers ask for bookings, quotes, receipts, and job updates in WhatsApp. Stackifier keeps job proof, payment status, and the customer reply tied together.
Best first pilot: one service team, with booking requests, quote PDFs, completed-job proof, and approved customer follow-up.
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Customer thread
Field Services
Customer chat + business follow-up
Customer
Can your technician come Friday morning for AC service? Also send the quote PDF first.
4:18 PMStackifier
Friday 10:30 AM is open. Customer has one unpaid service balance, but this booking can still proceed.
4:19 PMBusiness
Friday 10:30 AM is available. I attached the quote here. Do you need us to arrange parking access for the technician?
4:20 PMBusiness
Quote attached.
4:21 PMCustomer
Friday 10:30 works. I will share parking details before the visit.
4:22 PMStackifier
Job sheet updated: Friday 10:30 AM booking, quote sent, parking details pending.
4:22 PMCustomer 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
IndustryField Services
SignalAC-Service-Quote.pdf
RecordForward job proof
Next actionApprove customer follow-up
ControlBusiness checks before sending
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.
Show and tell
One WhatsApp thread, one clean customer record.
The customer asks in the same place they already message you. Stackifier checks the record, then the business sends the answer with the right PDF, amount, booking, or follow-up date.
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Customer thread
Field Services
Customer + business in one thread
Customer
Can your technician come Friday morning for AC service? Also send the quote PDF first.
4:18 PMStackifier
Friday 10:30 AM is open. Customer has one unpaid service balance, but this booking can still proceed.
4:19 PMBusiness
Friday 10:30 AM is available. I attached the quote here. Do you need us to arrange parking access for the technician?
4:20 PMBusiness
Quote attached.
4:21 PMCustomer
Friday 10:30 works. I will share parking details before the visit.
4:22 PMStackifier
Job sheet updated: Friday 10:30 AM booking, quote sent, parking details pending.
4:22 PMSame chat, cleaner record
The customer sees a normal reply. The business keeps the proof, status, and next action tied to the account.
1
Customer asks
Can your technician come Friday morning for AC service? Also send the quote PDF first.
2
Record checked
Friday 10:30 AM is open. Customer has one unpaid service balance, but this booking can still proceed.
3
Business replies
The business replies from the checked record. AC-Service-Quote.pdf goes back in the same thread.
4
Proof saved
Job sheet updated: Friday 10:30 AM booking, quote sent, parking details pending.
What it handles
The questions your team already gets in WhatsApp.
Start with the thread that costs the most time: statements, claim packs, payment slips, receipts, bookings, or job proof.
Field teams finish jobs, but the billing proof stays in WhatsApp until someone manually follows up.
Customers ask for invoices or receipts while finance waits for job notes and payment confirmation.
Service managers need to know which jobs are completed, invoiced, paid, or blocked.
Manual follow-up causes delays after the work is already done.
Workflow
Customer asks. Stackifier checks. Business replies.
The customer gets a normal WhatsApp answer. The business keeps the record, proof, and next follow-up date behind it.
01
Forward job proof
Input: Technician sends completion photo, job note, invoice, or receipt proof.
Output: Stackifier records job, customer, amount, proof, and billing status.
02
Find missing billing actions
Input: Manager asks which jobs are completed but not invoiced or paid.
Output: Stackifier returns a ready-to-act list with blockers and next actions.
03
Approve customer follow-up
Input: A customer asks for an invoice, payment reminder, receipt, or booking update.
Output: The business replies from the job record with the right next step.
Pilot scope
Bring the messy thread. Build around that.
Use real chats, PDFs, payment slips, booking requests, and follow-up examples. The first pilot should prove one workflow before more systems are added.
Pick one field team, service category, or customer group.
Map job proof, invoice, payment proof, receipt, and customer follow-up fields.
Create job statuses for completed, invoiced, paid, blocked, and follow-up needed.
Prepare end-of-day billing summaries for owner or finance review.
Questions buyers ask
Straight answers before the pilot call.
Do field workers need to learn a new app?
No. The pilot is designed around forwarding job proof in WhatsApp, then letting finance work from the structured record.
Can it create invoices?
The first pilot can prepare invoice-ready records and customer replies. Actual invoice generation depends on your current finance system.
Can owners see a daily summary?
Yes. A strong first workflow is an end-of-day summary of billed, paid, blocked, and follow-up-needed jobs.
Can it work for maintenance, repair, and installation teams?
Yes. The workflow is the same: capture proof, update the record, and prepare the next billing action.