Use cases / Follow up on estimates

Turn estimates into jobs

The situation

The estimate for the clutch went out by email a week ago - silence ever since. Calling to chase it feels pushy and eats time you don't have in the daily rush. So the job stays open, your bay schedule is up in the air, and eventually you find out by chance that the customer had the repair done elsewhere - simply because someone there followed up.

How SmartChat solves it

With SmartChat, you follow up in a friendly way on WhatsApp: a short message referencing the estimate and asking one simple question. It doesn't come across as pressure but as good service - and unlike email, it actually gets read, because WhatsApp hits a 98% open rate. Your customer replies in two words, you order the part and book the bay. Open jobs turn into decisions - one way or the other.

Set up in 3 steps

  1. 1

    Secure consent: right when the estimate is created, your customer signs up for WhatsApp messages via double opt-in.

  2. 2

    Build your follow-up template: a friendly reminder with the first name, a reference to the estimate, and one clear question - set up once, always ready.

  3. 3

    Set the timing: follow up after three to five days and answer questions right in the chat until the estimate becomes a job.

Best suited for

Auto repair shopsPaint shopsBody shopsAuto glass shopsMotorcycle repair shopsBoat service companies

Womit du das umsetzt

FAQs

Doesn't following up on WhatsApp come across as pushy?

Quite the opposite - a short, friendly question in the chat feels more comfortable to many customers than a call at the wrong moment. They can reply whenever it suits them.

When should I follow up?

Three to five days after the estimate works best - late enough not to seem pushy, and early enough to reach the customer before they ask somewhere else.

Can I sort out questions right in the chat?

Yes. Replies land in your SmartChat inbox - that's where you handle pricing questions, send photos of the damage, or book the repair appointment on the spot.

What does SmartChat cost me?

Plans start at 299 euros with unlimited contacts. Meta bills the WhatsApp fees directly to you - SmartChat charges no markup.

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