Customer support for service businesses
From the quote request to the follow-up after the job, with the conversation belonging to the company rather than to a salesperson's handset.
7 days free · No credit card · Cancel any time
quote sent
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Selling a service means having a conversation
There is no cart and no catalogue: there is someone explaining what you do, what it costs and when you can get there. That conversation happens on WhatsApp, in direct messages, through the website form and sometimes by email — and it needs to live in one place.
The quote that dies on read
The client asks for a quote, you send it, they read it and go quiet. Without a structured follow-up, that quote simply disappears — and nobody knows how many died the same way this month.
With a “quote sent” label and a message scheduled for three days later, the follow-up happens without depending on anyone remembering. It is not pestering: it is the difference between one follow-up and none.
At month end, the report by label shows how many quotes went out, how many turned into work, and where the pipeline is leaking.
Conversations
The conversation belongs to the company
In services the relationship is usually personal: the client talks to João, has João's number, and when João leaves he takes the client list with him — not out of malice, but because the history was on his phone.
Answering from the company number means every conversation is recorded with a date and an owner. Whoever picks it up later sees what was agreed, what was charged last time and what the client complained about in January.
The salesperson still answers from their own phone through the app. What changes is who owns the history.
Marina Costa
WhatsApp · +55 11 95555-0148
Internal note
We do. I can send the quote today — which equipment is it?
One history · every channel
Booking, doing and what comes after
A service has three moments and each one generates messages: booking, confirming, and sorting out what was left over. Mixed into one queue, the client who needs to reschedule tomorrow sits behind ten fresh quote requests.
Teams and labels separate sales from delivery and from after-sales. A reminder scheduled the day before cuts down no-shows, which in services means a technician driving out for nothing.
And WootAI covers the repetitive part — service area, typical turnaround, payment methods — from what you have already documented.
Scheduled Messages
Hi! Did you get a chance to look at the quote I sent on Tuesday?
No quote forgotten on read
Create the account, connect your WhatsApp and see the difference in the first week. Seven days free, no credit card.
What a week at the company looks like
What repeats in almost every service operation:
“Do you cover my area?”
WootAI answers your coverage area from the help centre, at any hour, without using up sales time.
Quote sent, then silence
A label and a follow-up scheduled for three days later. It happens even in a busy week.
A client asking to reschedule
A queue separate from new quote requests, so an urgent diary change does not wait behind prospecting.
A technician arriving tomorrow
A reminder the day before, sent on its own. Fewer wasted journeys because the client forgot.
Salesperson on holiday
Whoever takes over sees the full client history. Nothing is trapped on a personal phone.
Month-end review
A report by label shows how many quotes became jobs and where the pipeline stalled.
What your team uses day to day
The same features on every plan, with no add-on fees and no conversation cap.
Shared inbox
Everyone answering the same number, without two people replying to one customer.
Canned replies
The text your team types ten times a day, saved and sent in two clicks.
Team routing
Conversations land with whoever solves them, by channel, keyword or hour.
Labels and private notes
Context kept on the contact, visible to the team and invisible to the customer.
WootAI
Answers the repeat questions from your help centre, at any hour.
Scheduled messages
Write the reminder now and set the hour it leaves, within business hours.
Frequently asked questions
- Does this suit any kind of service business?
- It suits anyone who sells by talking: repairs, maintenance, consultancy, agencies, accountants, professional practices. The pattern is the same — quote, schedule, follow up — and what changes is the teams and saved replies you set up.
- How do I stop clients belonging only to the salesperson?
- By answering from the company number rather than a personal handset. Every conversation is recorded with a date and an owner, and the history stays with the business even when someone leaves. The salesperson still answers through the app.
- Can I track the quotes I have sent?
- Yes, with labels marking the stage and scheduled messages for the follow-up. Reports by label show how many quotes went out and how many progressed, which is usually the number missing at month end.
- Does Wootdesk manage my service diary?
- No. It handles the conversation, not the scheduling itself. It works alongside the diary you already use, with scheduled messages confirming the visit the day before to cut down wasted journeys.
- Can I separate sales from support?
- Yes, with teams and routing rules. Conversations land in the right queue based on channel, keyword or time of day, so whoever is prospecting is not tied up solving an existing client's problem.
- What does it cost for a team of three?
- The middle plan is about US$50 a month with 4 users and unlimited conversations. If three people is the ceiling, the entry plan includes 2 users and a third costs from around US$13, still below the next tier.
Start with your own case
Seven days free, no card. Connect your channels and find out where your pipeline is leaking today.
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