Whatsapp messages with pre-filled text

This feature only work on Serviceteam company.

Now you can send Whatsapp messages with pre-filled text to account/site owners. Currently, there are five pre-defined message templates on different scenarios.

Here are five Whatsapp templates

01. Review Request Template

This message requests to create a review about serviceteam from site owner. You can follow the below steps and find the button to send the message.

  • First, go to an order
  • Then go to charges
  • Under Customer Charges, click Send customer an invoice

Now you can send review request message by clicking FTM name under Email this invoice. You can see all the FTM names that have appointments on that order.

The message Template will look like this

02. Deposit Request Template

This message button is only visible when you send a Deposit link to the customer. and this Whatsapp message will send to the account owner.

  • First go to an order
  • Then go to charges
  • Add Deposit Amount and send deposit link to customer

Then you will able to see new whatsapp icon on the same place to send deposit link to the Account owner

The message template will look like this

03. Annual Reminder Template

  • Go to an order
  • Then go to Order Notes
  • Then you can find whatsapp Link under the dropdown

04. Tenant access Template

  • Go to an order
  • Then go to Order Notes
  • Then you can find WhatsApp Link under the dropdown

The message Template will look like this

05. Quote Chase Template

This Whatsapp link only available if there any quote already sent to the customer.

  • Make sure there is already sent quote available in the order
  • Go the order
  • Then go to Order Notes
  • Then you can find WhatsApp Link under the dropdown

The message Template will look like this

06. FOC Quote From Photos

  • Go to an order
  • Then go to Order Notes
  • Then you can find WhatsApp Link under the dropdown

The message Template will look like this

How to view sent Whatsapp messages

You can view whatsapp messages on each order. follow the steps below

  • Go to an order
  • Then go to order notes
  • You can see sent Whatsapp messages under Customer Notes

REF:WF-1517

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