Site visit scheduled
UtilityHi {{1}}, your site measurement is scheduled for {{2}} at {{3}}. Reply RESCHEDULE if you need a different time.
IndustriesDoors & Windows
WhatsApp Business API for doors & windows
Made to order means a dozen messages per customer. Make them one thread.
A door or window order passes through enquiry, measurement, quotation, production, delivery and fitting. Keep the customer informed at every step on WhatsApp, and stop answering “when will it be ready?” by phone.
No per-message markup. You pay Meta’s rates; we add nothing on top.
Heritage Doors
Business account
Hi
Welcome to Heritage Doors. How can we help?
Book a site measurement
Please share your address and a convenient day this week.
Baner, Pune. Thursday morning.
Noted. Our team will confirm the exact time shortly. You will get a reminder the evening before.
Sound familiar
Weeks of production, and the customer hears nothing
Doors and windows are measured, quoted, made and fitted over weeks. The customer paid a deposit and then heard nothing, so they call. Your coordinators spend the day on the phone saying “it is in production.”
Measurement visits are arranged by phone tag. Quotations are sent by email and missed. Fitting dates change and nobody is told until the fitter is at the door.
What changes
Six things that stop costing you time
Measurement visits arranged in the chat
The customer sends an address and a preferred day. Your coordinator confirms, and a reminder goes out the evening before.
Quotations that get seen
A PDF quotation goes into the same chat the enquiry started in, with a follow-up if there is no reply.
Customers know where their order is
Messages when production starts, when it is ready and when delivery and fitting are scheduled. No one has to call.
Fitting dates change without a surprise
Reschedules go out the moment they happen, so the customer is at home when the fitter arrives.
Service and warranty requests are captured
Order number, the issue and a photo collected up front and passed to your service team.
Past customers come back
Renovation and referral messages go to opted-in customers a year or two later, when they are thinking about the next room.
Automated enquiry handling
An enquiry arrives on a Sunday evening. A site visit is on the calendar by Monday morning.
A bot collects what your coordinator would have asked: what the customer wants, where, and when. They hand it over briefed, so the first call is to confirm, not to ask.
Dates and prices are always confirmed by your team. The bot collects and informs; it does not promise what a person has not agreed.
Built for how made-to-order products work
The parts specific to your trade
Long, multi-stage orders shape this trade. These add-ons are built around that.
Order-stage messaging from your system
Messages for production, ready, delivery and fitting fire from your own order data, so the customer hears at each stage without anyone typing. This is part of our CRM and ERP integration, priced on what your systems need.
Showroom registration
A QR code at the showroom or exhibition stand. Visitors register, your brochure reaches their phone, and you keep a named lead.
Additional bot flows
A separate journey for architects and builders, or a warranty and service process. Quoted on what each involves.
These sit outside the base plan and are priced on what they involve. See add-ons.
Example messages
What your customers would actually receive
Four messages a doors and windows business typically starts with.
Quotation ready
UtilityHi {{1}}, your quotation {{2}} is ready and valid until {{3}}. The PDF is attached. Reply here with any questions.
Order in production
UtilityHi {{1}}, your order {{2}} has gone into production. We expect it to be ready by {{3}} and will message you then.
Fitting scheduled
UtilityHi {{1}}, fitting for order {{2}} is scheduled for {{3}}. Please make sure someone is available. Reply RESCHEDULE to change it.
Wording is illustrative. The category shown is what each message would normally be submitted under, and Meta makes the final decision — which is why we write and categorise yours with you.
Day to day
What a doors and windows business hands to WhatsApp
The jobs below are the ones businesses in this trade usually move over first, once the number is live.
Visit booking
Measurement visits arranged and reminded in the chat.
Quotations
PDF quotations delivered and followed up in the same thread.
Order stages
Production, ready, delivery and fitting messages as an order moves.
Reschedules
Fitting and visit changes communicated the moment they happen.
Service requests
Order, issue and photo collected before your service team picks it up.
Before you ask
Common questions
Can customers book a measurement visit on WhatsApp?
They can request one: the bot collects address and preferred day and hands it to your coordinator to confirm. Where you want it to book directly into a calendar, we connect that through the API, priced on what it involves.
Can customers see where their order is?
They can ask, and you can also message them at each stage. Both come from your own order data once we have connected it.
What about customers who do not use WhatsApp?
Messages go only to people who opted in on WhatsApp. For anyone else, your phone and email processes stay as they are.
Can we send installation instructions or care guides?
Yes. PDFs and short videos can be delivered into the chat after fitting, which tends to reduce service calls.
More general questions, including cost and verification, are on the FAQ page.
Related
Also set up for
14 days free
Start your trial
Tell us about your doors & windows business and we’ll set up your panel. No card required.
- Your panel is ready immediately. You can look around and prepare templates while business verification runs, so the trial is not spent waiting.
- No card, no automatic subscription. No plan starts unless you tell us to continue. Meta’s message charges apply from your first message, trial or not.
- We reply within one working day to confirm the next step and what verification will need from you.
- Opt-in contacts only. Spam and messaging purchased data are not allowed, and accounts found doing it are suspended without notice and without refund. Read the policy.
- No markup on messages, ever. You pay Meta’s rates. We add nothing on top, on any plan.
Not ready to sign up? Raise a ticket at concordtechnosoft.com and ask whatever you need to ask first.