One pipeline from “do you do this?” to payment received
Interiors, solar installs, AMC contracts, pest control, events — service sales run enquiry → visit → quote → job → payment. Sales Daddy keeps each job moving through that pipe, with the customer conversation on WhatsApp the whole way.
Why teams switch
Justdial call, WhatsApp message, a referral on the owner’s personal number. Half are answered on the spot and forgotten by evening.
A technician spends half a day on a survey visit. If the quote never follows, that cost simply disappears — nobody tracks visit-to-quote.
The estimate went on WhatsApp ten days ago. No reminder, no follow-up, no record of whether the customer even opened it.
The job is done, the invoice is “sent”, and collecting the balance takes four awkward calls because no one owns the follow-up.
From first inquiry to done
- 1Every enquiry becomes a leadJustdial, website, WhatsApp and referral enquiries land in one pipeline with the service type and area captured.
- 2Book the visit or appointmentSurvey and consultation slots go on the lead with reminders to the customer — fewer no-shows, no double-booking.
- 3Quote from the leadBuild the estimate with GST and send it as a PDF in the same WhatsApp thread the enquiry came from.
- 4Follow up until a decisionEvery open quote carries a dated next step. Silence past the SLA escalates to the owner, not into thin air.
- 5Collect through the chatAdvance and balance via Razorpay links on WhatsApp; payment updates the job’s status automatically.
What your team actually sees
The service pipeline — enquiries, visits, quotes and jobs moving across one board.
The enquiry hour doesn’t match your working hours
Service enquiries spike evenings and Sundays — while your team is on jobs.
- The AI chatbot answers service, area and pricing questions when the office can’t
- New WhatsApp enquiries are greeted and qualified before a callback
- Call summaries put the scope discussion on the lead for the estimator
- Follow-up drafts reference the exact quote and pending decision
Everything this runs on
Enquiry to appointment
Justdial, website, WhatsApp and referrals in a single deduplicated pipeline.
Visits and consultations on the lead, with customer reminders before each slot.
Service type, area, property or site details — the fields your trade actually needs.
Quote to job
Itemised quotes with GST, generated on the lead, delivered on WhatsApp.
Open quotes carry dated next steps; overdue ones escalate to the owner.
Won jobs move through scheduled → in progress → done with owners and dates.
Payment and repeat business
Razorpay links for advance and balance; the lead updates when money lands.
Contract end dates become follow-up tasks months later — automatically.
See whether Justdial, ads or referrals actually produce paying jobs.
Questions teams ask us
What counts as a service business here?
Any business that sells a job rather than a product off the shelf — interiors and fit-outs, solar and electrical installs, AMC and repairs, pest control, cleaning, events and catering. The common thread is the enquiry → visit → quote → job → payment pipeline.
Can it schedule site visits and appointments?
Yes — visits go on the lead with a date, an assigned person and automatic customer reminders, and each visit records an outcome so you can see visit-to-quote conversion.
Can I send quotations and collect payment?
Yes. Build a GST estimate on the lead, send it as a PDF on WhatsApp, then collect the advance and balance through Razorpay links in the same thread. Payment updates the job automatically.
We are a small team — is this overkill?
It is built for exactly this size of business. Most service teams start with two or three users, one WhatsApp number and their Justdial and website enquiries connected — that alone stops the leakage between enquiry and quote.
Does it handle AMC and repeat customers?
Yes — completed jobs keep their full history, and contract renewal dates create follow-up tasks when they come due, so annual maintenance revenue stops depending on the customer remembering you.
Can my field technicians use it?
They can log visits, update job stages and capture site photos and notes from the Android app, while the office sees every job’s status live.
See it working with your own leads
Free trial, no card. Connect a lead source, make a call, send a payment link — then decide.