Manage Jobs From WhatsApp
The job starts on WhatsApp. It should not end in a shoebox of notes, a half-finished spreadsheet and a text you cannot find. ProQuoter takes the WhatsApp enquiry and turns it into a proper job record — customer details, site notes, quote, diary date, invoice, payment. All in one thread. All accessible from your phone. Part of the ProQuoter WhatsApp quote software workflow.
Jobs managed on WhatsApp fall through the gaps
Customer says yes on WhatsApp. You screenshot it. Three weeks later: which job was that, what did I quote, when did I say I could start? Managing jobs on WhatsApp means you are one busy week away from losing track.
ProQuoter gives that job a proper home — quote, date, invoice and record — without taking you off your phone.
- Job confirmations buried in a hundred-message thread
- Date agreed verbally — not on any calendar
- Invoice raised from memory weeks later
- No record of what was agreed if the customer disputes
From WhatsApp enquiry to closed job
- 1
Enquiry captured
Paste the WhatsApp message — customer and job details saved as a proper record.
- 2
Quote sent
Professional PDF on the same day — no more evening laptop sessions.
- 3
Job booked
Date added to the ProQuoter diary — tied to the customer and quote.
- 4
Work done
Job notes and photos saved. Extras documented before you swallow the cost.
- 5
Invoice and payment
Raise the invoice from the job — same scope, no retyping. Mark paid, keep the record.
Job management built for WhatsApp-first tradesmen
One job record, start to finish
Enquiry → quote → diary → invoice → paid. No separate apps.
Diary tied to the quote
Date, customer and scope in one place — no double-booking.
Extras documented
Changes and variations on the job record — clear if anyone questions them.
Invoice from the job
Raise from the approved quote — everything already there.
Works on your phone
Manage jobs from the van, site or sofa — not just from the kitchen table at night.
WhatsApp enquiry to closed job — one thread
FAQ
- Can I manage multiple jobs at once?
- Yes — each job has its own record. Dashboard gives you an overview of what is open, what is booked and what is waiting for payment.
- What if the customer changes the scope mid-job?
- Add a variation to the job record — documented against the original quote. Avoids the 'that was included' argument.
- Does it link the job to the invoice automatically?
- Yes — raise the invoice from the job and the scope carries forward. You are not retyping what you already quoted.