Answer Quote Questions on WhatsApp with Jobber
This recipe answers the questions customers send after they get a quote from you: what is included, how much, how long it is valid, and how to go ahead. AeroChat reads the quote from Jobber and replies in the chat. Part of the Jobber integration.
What happens today
A quote goes out from Jobber. Two days later the customer messages on WhatsApp: “does this include the gas top-up?” The message waits until the estimator is off site. By the time they reply, the customer has a cheaper quote from someone else and no reason to wait.
The flow that works
- The customer asks about their quote.
- AeroChat finds their latest quote in Jobber and reads the line items, total and status.
- It answers from the quote and your knowledge base.
- If the customer wants to go ahead, it explains how to approve the quote. Changes and discount requests go to your team.
The recipe
Copy this into AeroChat
When a customer asks about a quote, find their most recent quote in Jobber by phone number. If they have more than one, ask which job it is for. Answer their question using only the line items, descriptions and total on the quote, and our service notes in the knowledge base. If they want to go ahead, tell them to approve the quote from the link in the quote email, or say a team member will confirm it for them. If they ask for a change to the work or a lower price, do not agree to anything. Collect what they want changed and hand the conversation to our estimator with a summary. Never give a discount.
What to connect
- Jobber. The same access as the service requests recipe: sign in to Jobber and approve the access when AeroChat asks.
- Your service notes. Upload what each service includes and excludes to the AeroChat knowledge base, so “is X included?” gets the same answer every time.
Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.
Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.
What you still decide
- Who handles changes and price questions.
- How long a quote stays valid.
- Whether customers approve themselves or your team confirms for them.
The result to expect
Questions about a quote get an answer while the customer is still deciding, not two days later. Your estimator only sees the chats that need a change or a judgment call. Track how many sent quotes turn into jobs for a month before and after.
Answer your first quote question
Paste the recipe, approve the Jobber access and ask about a test quote from your own number.
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On Shopify? Install AeroChat from the Shopify App Store.