Report
A new request gets a few short questions straight away: postcode, what's going on, and whether it's urgent.
Installers and contractors
A Saturday-evening breakdown gets an answer on Saturday
Someone messages after hours to say the boiler has quit, with a photo of the error code attached. That message lands on the company number and gets the questions your scheduler would otherwise ask by phone.
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VB
Van Beek Installatietechniek
Today
Our boiler is showing F28 and we've got no hot water. Photo of the display attached.
Automated
Thanks, your report is logged. Can you smell gas, or is there water on the floor?
Neither of those. Just cold water, and the boiler stays in fault mode.
We'll fit you in today between 13:00 and 15:00. Jesse will message you when he sets off.
How it goes today
What slips through between jobs
- The phone rings while the engineer has both hands inside a consumer unit, so he calls back at five.
- Requests come in through the contact form, through email, and through a scheduler's personal number.
- A quote sent two weeks ago goes quiet and nobody knows whether the customer ever opened it.
- The photo of the meter cupboard sits in one engineer's camera roll instead of with the job.
The customer journey
From first report to handover, in one conversation
Survey
Once the site visit is booked, you confirm the date and the time slot, and a reminder goes out the day before.
Quote
The quote goes into the conversation as a PDF. If it goes quiet, an approved template reminds the customer about it.
On site
The engineer lets the customer know he's on his way, and extra work gets signed off in that same thread.
Handover
After the last snagging items you ask for a review, while the before and after photos stay with the contact.
What installers do with it
Situations from an ordinary week
A report after hours
Someone messaging at 22:00 gets questions back right away, and an emergency lands assigned at the top of the inbox.
Sign-off on extra work
The customer approves the additional line by message, and that reply stays with the contact, date and time included.
A photo of the situation
A shot of the boiler or the leaking joint is in the conversation before the van leaves the yard.
Engineer on his way
When the engineer sets off, the time slot goes out, so nobody ends up at a locked front door.
A quote gone quiet
After a delay you set yourself, exactly 1 reminder goes out through a template Meta has approved.
Annual servicing
Customers who are due a service hear about it, in a selection you put together yourself.
Integrations
What your scheduling passes on
Your scheduling software passes a new appointment or a changed time slot to Zapier or to an inbound webhook, and that's what starts the flow. There's no direct link with job-sheet software, so that step runs through Zapier or your own webhook. To start a conversation yourself you need that customer's permission first, and you record it on the contact. If your job-sheet software connects to nothing, let us know. We build the connection to it.
Price
What it costs
Automation and integrations are part of the Groei plan. Meta charges separately per conversation you start. Replies to a customer question within 24 hours are free today, and from 1 October 2026 the first 1,000 per number each month.
Frequently asked questions
About WhatsApp for your installation business
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