Solutions by industry
Home services: from WhatsApp enquiry to site survey to job
A typical workflow for aircon servicing, plumbing, electrical and cleaning businesses, and where WorkLink fits in at each step.
A typical workflow, not a customer story.
Demo dataScreens from the WorkLink CRM demo, with a fictional company's data. Your pipeline stages and wording would be your own.
Where the work gets stuck
The team is on site
Technicians can't type replies on a ladder or under a sink.
Photos and details everywhere
Photos of the problem, the address and the unit count spread across chats.
Quotes nobody chases
Quotes go out and wait, with no reminder to follow up.
Which ads bring jobs?
Enquiries are easy to count. Jobs that came from each ad are not.
Five steps, and where WorkLink fits
Every business is different. This is the common pattern, with the WorkLink product that helps at each step.
- 1
Step 1
A homeowner messages you
After seeing your ad or finding you online, they send a WhatsApp message.
AI Chatbot replies on your number - 2
Step 2
They ask about price and send photos
Questions about services and price, and photos of the problem.
AI Chatbot sends your brochure and collects details - 3
Step 3
You arrange a site survey
A time is agreed for someone to come and look.
AI Chatbot books the survey; Team Inbox hands it to staff - 4
Step 4
You send a quote and follow up
The quote goes out and needs chasing.
CRM: deal stage, tasks and reminders - 5
Step 5
The job is won or lost
And the ad that brought it in should get the credit.
Owner Dashboard: revenue by source
Three products, one line from enquiry to sale
First reply while you're on site
The AI Chatbot answers common questions, sends brochures and collects details.
- On your own number
- Hands over to staff
Survey to quote, tracked
Every enquiry is a deal on the board, with tasks for follow-ups.
- Stages you name
- Due-date reminders
Jobs by ad source
See which sources and campaigns bring won jobs.
- By source and campaign
- Every number opens its records
Click around the live demo
The live demo is the WorkLink CRM with a fictional company's data. Open any number on the Owner Dashboard to see the records behind it.
More industries
Start with an Ads Check
A written audit of one Google Ads or Meta Ads account for S$490, from read-only access. No passwords needed. Want the AI Chatbot on your WhatsApp number? Join early access.