Quotes lost in chat history
Customer asks the price, owner replies, three weeks later customer asks again — owner can't find the quote. Re-prices, sometimes lower. Margins die.
All solutions
Service businesses
Quote, book, follow up — all in WhatsApp.
AC repair, plumbing, pest control, salon-at-home, CA, lawyer, architect — every service business runs on phone calls, scraps of paper, and a Google Sheet that nobody updates. BotSync turns enquiries into quotes, dispatches, payments, and repeat customers — all in one WhatsApp pipeline.
Job capture in 4 messagesQuote & slot in-chatRepeat & AMC reminders
AC service · 1.5 ton split
app.botsync.in/inbox · Vikram T.
Need AC servicing tomorrow morning. 1.5 ton split, not cooling well.
Vikram · 09:14
Aurora captured the job & quoted
Price listGot it Vikram. For 1.5T split deep-cleaning + cooling check, the visit charge is ₹599. If gas top-up is needed, it's ₹1,500–2,200 extra (confirmed after inspection). Tomorrow morning we have 9:30 am or 11:30 am.
₹599 visitGas: ₹1,500 – 2,200Free if <30 days repeat
Stage → Quote sharedRouting to: Andheri team
Used by service businesses across AC & appliance · pest control · cleaning · salon-at-home · CA · lawyer · architect · photography — every job tracked in one CRM
Why service businesses lose money
The job ends. The customer record doesn't.
Service businesses don't lose money in the job itself — they lose it in the quote-to-job-to-follow-up gap. BotSync closes that gap inside the same WhatsApp the customer already used to enquire.
Double-booked, missed, or forgotten
Slots tracked in a paper diary or shared sheet that nobody updates. Two technicians sent to one job, or one to none.
No repeat business — and no idea why
Job done, payment received, customer disappears. No follow-up, no review request, no AMC offer. Acquisition cost burned every time.
Customer journey on BotSync
From first WhatsApp to repeat customer
BotSync runs the entire service-business loop — not just the booking part — in one workspace.
01
Customer enquires
Google ad, JustDial, IG, website widget, referral — every enquiry lands in one inbox with its source attached.
02
AI captures the job
Service type, location, urgency, equipment details (AC tonnage, problem, age). Polite, structured, in the customer's language.
03
Quote shared in chat
Aurora looks up your price list and shares a quote. Or routes to an owner for a manual quote when the job is custom.
04
Slot, dispatch, payment, follow-up
Customer books a slot. Technician dispatched with ETA. Payment via UPI link. Review request + AMC offer 7 days later.
Job capture
The questions you always ask — asked automatically
Every service has a checklist: what type, what size, where, when, what model. Aurora runs that checklist in chat so the job lands in the CRM fully described — no “please call to discuss” loop.
- Per-service question sets (AC = tonnage + age, pest = area + type)
- Location capture (address + Google Maps pin)
- Urgency triage (today / this week / planning)
- Photo & video uploads from the customer
- Equipment / unit ID for warranty / AMC lookup
Job details · auto-captured
7/7 fieldsServiceAC servicing
TypeSplit · 1.5 ton
ProblemNot cooling well
Age~ 4 years
AddressAndheri W · Mhada
UrgencyTomorrow morning
Photos1 attached
Per-service question sets — AC asks tonnage, pest control asks area, salon-at-home asks services. Configured once, used forever.
In-chat quotes
Quote from your price list — or escalate for a custom estimate
Standard jobs get an automatic quote from your saved price list. Complex jobs (architect fees, custom installation) get routed to the owner for a manual quote — but stay in the same chat.
- Per-service price list with variants (split / window / cassette)
- Optional add-ons (gas top-up, deep clean, AMC upsell)
- Visible breakdown sent to the customer
- Manual quote escalation when AI is unsure
- Quote history per customer — no re-pricing surprises
In-chat quote
Sent to customerVisit charge · 1.5T split₹599
Deep cleaning add-on₹399
Gas top-up (if needed)₹1,500 – 2,200
AMC offer · 4 services / yr₹2,499
Auto-quoted
Standard 1.5T split service
Escalation
Custom installation → owner
Slot + dispatch
Slot booking, technician routing, customer ETA — automatic
Customer picks a slot. BotSync routes the job to the right technician based on locality, skills, and availability. Customer gets the technician's name and live ETA. Office stops being a dispatcher.
- Per-technician calendar & locality routing
- Slot picker in-chat (today / tomorrow / this week)
- Technician name + photo + phone shared with customer
- Live ETA + on-the-way WhatsApp
- Job notes visible to technician on the mobile app
Dispatch · Vikram T.
En routeTomorrow · 11:30 am · 1.5h slot
Mhada Colony, Andheri W
Technician shared with customer
RKETA 11:32 am
Ramesh K.
AC tech · 6yrs · Andheri team
Auto-messages to customer
−24hSlot reminder + tech name
−1hOn the way + live ETA
At arrivalTech reached your address
Post-service loop
Payment, review, repeat — without a follow-up call
Job done? UPI link sent in chat. Paid? Receipt sent. 7 days later: review request. 6 months later: AMC renewal nudge. Repeat customer rates climb because the relationship doesn't go cold.
- Payment link in-chat (UPI / card / netbanking)
- Auto-receipt with GST and service breakdown
- Review request 3 days after job
- AMC / repeat-service reminder per schedule
- Reactivation broadcasts to dormant customers (with consent)
Post-service flow · Vikram T.
RunningPayment link sent
UPI · ₹598
Auto-receipt with GST
PDF in chat
Review request
Day 3 · 1–5 stars
AMC offer · 4 services
Day 7 · ₹2,499
Repeat-service reminder
Month 6 · with offer
Per-service schedule — AC twice a year, pest control quarterly, deep clean monthly. Set once, runs forever.
Built-in CRM fields
The customer profile a service business actually needs
No more bending a sales CRM into shape. BotSync ships with the fields a service team uses every day — address, equipment, last job, lifetime value, AMC status, payment. Add custom fields like “warranty expiry” or “preferred technician” in seconds.
- Aurora populates service type, address, equipment automatically
- Filter customers by AMC expiry, last job date, locality, lifetime value
- Equipment-level history — same Voltas, every service tracked
Vikram T. · Customer profile
Active customer · 3 jobsCustomer nameVikram T.
AddressMhada Colony · Andheri W
ServiceAC · 1.5T split
Equipment / modelVoltas SAC-184V
Last jobMar 14 · Deep clean
Lifetime value₹4,896 (3 jobs)
AMC statusRenewable in 38 days
Payment statusPaid · UPI · 598
Next reminderNov 14 · Repeat service
What changes after BotSync
Outcomes service teams see in the first 60 days
Numbers from AC service, pest control, salon-at-home, and professional services businesses on BotSync after moving off Excel + agent WhatsApp.
< 60s
Job captured + quoted
Customer asks; Aurora gathers job details and shares a quote — before the customer has a chance to enquire elsewhere.
+34%
Repeat-job rate
Post-service flow keeps the relationship warm. Review request, AMC offer, repeat-service reminder — all automatic.
−71%
Dispatch confusion
No more diary double-bookings. Slot picker, technician routing, customer ETA — all in one workspace.
1 inbox
Across services & branches
AC, plumbing, pest, salon — multiple service lines, multiple branches, one CRM. No app switching.
BotSync vs WhatsApp + Excel
Stop running your business on a paper diary
Most service businesses are run from the owner's phone and a Google Sheet that updates whenever someone remembers. BotSync replaces both with a real CRM that lives inside WhatsApp.
| Capability | BotSync | WhatsApp + Excel |
|---|---|---|
| Auto-quote from your saved price list | Owner types every quote | |
| Per-service job-detail capture | Free-text only | |
| Photo / video uploads attached to the job | Lost in chat scroll | |
| Technician routing by locality + skill | Manual dispatch on a sheet | |
| Customer ETA + on-the-way auto-messages | Manual SMS, often skipped | |
| UPI payment link with auto-receipt | External invoicing tool | |
| AMC / repeat-service reminders | Forgotten | |
| Built-in service-business CRM fields | Generic deal fields |
FAQ
Common questions from service businesses
Can BotSync handle multiple service lines from one workspace?+
Yes. AC, plumbing, pest control, salon-at-home — each can have its own question set, price list, technician pool, and SLAs. The customer never sees a mode switch; Aurora figures out the service from the message and runs the right script.
What if my pricing depends on the actual condition / on-site inspection?+
Two ways to handle it. (1) Aurora shares a visit charge + a price range for likely add-ons (gas top-up, replacement parts). (2) Aurora escalates to the owner for a manual quote — the conversation stays in the same thread so context isn't lost.
Do technicians get a mobile app?+
Yes. The BotSync Android app gives every technician their daily job queue, navigation to the address, customer history, and a 'job complete + collect payment' flow. iOS is on the roadmap.
How does payment work?+
We integrate with Razorpay, Cashfree, and PayU for payment links sent in WhatsApp. Customer taps the link, pays via UPI / card / netbanking. Receipt is auto-sent in the same chat with GST and the service breakdown.
Can BotSync handle AMC / subscription customers?+
Yes. Each AMC customer has a service schedule on their profile — 4 services per year, quarterly pest control, monthly deep clean. BotSync auto-sends a reminder at the right cadence and books the slot when the customer replies yes.
What about emergency / same-day jobs?+
Aurora detects urgency keywords and surfaces the conversation to your team immediately. Same-day slots are highlighted in the picker. Technician dispatch is routed to whoever is closest and free.
Can I send broadcasts to dormant customers — “monsoon AC servicing is here”?+
Yes. Segment by last-job-date, locality, or service type, then send an approved WhatsApp template. Replies land back on the original customer profile with the full job history.
Other solutions
Built for your team's service motion
From first WhatsApp to repeat customer — one workspace
Stop running your business on chat scroll and a diary
14-day free trial. Upload your price list, set your services, dispatch your first technician — all in an afternoon.