
Create Program/App for Workflow and WhatsApp Customers
- or -
Post a project like this- Posted:
- Proposals: 47
- Remote
- #4194178
- OPPORTUNITY
- Awarded







Description
- We would like to enter customer and pet details in a program (Would be an advantage if this can export details to Sage Cloud but not essential)
- We would like to add a job for a collection driver
- Once the collection driver has collected they will mark the job as complete
- This will then trigger an automated message 2 Hours after job completion (preferably WhatsApp) to the client
It will be a global message but needs the ability to personalise some fields from the original customer & pet details - The fields to change would be the Pet Name, Customer Name, and if the Pet was a He or She
- 24 Hours later or possibly at 8am the following morning another message is to be sent to the same client/job advising them they can reserve their reunite slot using our online booking system
- Once the Reunite has been completed we will mark it as complete and this will trigger another message say 2 hours later asking for a review
- Would be perfect if we can have the program/app able to add further requests later if we need to
To help understand how the business operates this is the basic proceedure and we need the ability to automate the messaging task as this is very time consuming
1- Customer rings us to advise pet has passed away and if we can collect
2- We Create a job and send a collection driver to customer
3- Once collected driver rings office to advise of any special requirements and that the collection is completed
4- Approx 2 Hours later We send a Whatsapp or SMS message to the customer to let them know that their pet has been made comfortable
5- Within 36 Hours we contact the customer to let them know we can reunite them with their Pet
6- Once reunited we message the customer to ask for a Google or Facebook Review
Please ask if you need any further infomation or clarification
Rightdeals UK Limited
100% (5)New Proposal
Login to your account and send a proposal now to get this project.
Log inClarification Board Ask a Question
-

Hi there
Your description suggests that this is initiated from an existing system
So do your clients select a collection date, which then initiates the workflow?
What software do you use right now for this? And which tier of sage are you using? We could connect an API to automate data to sage
Re: WhatsApp, it's possible to do but SMS / email tends to be more reliable as well as being universal. Might this work as an alternative?Rightdeals UK Limited16 Apr 2024Morning
The Initial Customer data is entered manaully as most of our clients call us when there pet passes rather than booking online.
Collection is normally as soon as possible due to the nature of the pets passing
We Use Sage Cloud however integration to this is not essential but preferred
Yes SMS is ok but we would like the option to use WhatsAPP and SMS, it is crucial that when a message is sent it is added to a conversation with each customer as they will reply to these - We need to be able to answer on multiple handsets ie the Whatsapp ideaKen L.16 Apr 2024Morning
The Initial Customer data is entered manaully as most of our clients call us when there pet passes rather than booking online.
Collection is normally as soon as possible due to the nature of the pets passing
We Use Sage Cloud however integration to this is not essential but preferred
Yes SMS is ok but we would like the option to use WhatsAPP and SMS, it is crucial that when a message is sent it is added to a conversation with each customer as they will reply to these - We need to be able to answer on multiple handsets ie the Whatsapp idea
Hi there,
Aha, cool. That makes sense. SO what we'd need is to build a web portal for you to enter the details and collection date.
With regards to whatsapp, aha, understood - there are ways to programmatically send whatsapp messages but having on multiple handsets might be an issue - you'd need to link the devices which is a pain. THere's an alternative in that we could use, where your customers contact via whatsapp and the messages appear on the web portal I'll develop? The same portal where you can arrange bookings, messages to drivers etc?