01
Forward job proof
Technician sends completion photo, job note, invoice, or receipt proof.
Stackifier records job, customer, amount, proof, and billing status.
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.
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 missing billing actions
Manager asks which jobs are completed but not invoiced or paid.
Stackifier returns a ready-to-act list with blockers and next actions.
03
Approve customer follow-up
A customer asks for an invoice, payment reminder, receipt, or booking update.
The business replies from the job record with the right next step.
S
Customer thread
Field Services
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
Field teams finish jobs, but the billing proof stays in WhatsApp until someone manually follows up.
Problem 02
Customers ask for invoices or receipts while finance waits for job notes and payment confirmation.
Problem 03
Service managers need to know which jobs are completed, invoiced, paid, or blocked.
Problem 04
Manual follow-up causes delays after the work is already done.
Ask in plain language
Give the workflow a clear question.
“Which completed jobs have no invoice yet?”
“Tag this proof to the AC service job and prepare the receipt.”
“Which customers still need an invoice, receipt, or payment update after the job?”
Get a useful next step
The output is ready for review.
↳4 completed jobs have no invoice row. 2 can be billed now and 2 need missing proof.
↳Proof tagged to AC service job. Receipt can be sent after review.
↳RM 12,800 is waiting on customer follow-up. 3 customers need an update.
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
Pick one field team, service category, or customer group.
02
Map job proof, invoice, payment proof, receipt, and customer follow-up fields.
03
Create job statuses for completed, invoiced, paid, blocked, and follow-up needed.
04
Prepare end-of-day billing summaries for owner or finance review.
Questions
Before the first pilot.
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.