We are a pet cremation business and would like to be able to create a workflow program/app
- We would like to enter customer and pet details in a program (Would be an advantage if this can export details to Sage Cloud but not essential)
- We would like to add a job for a collection driver
- Once the collection driver has collected they will mark the job as complete
- This will then trigger an automated message 2 Hours after job completion (preferably WhatsApp) to the client It will be a global message but needs the ability to personalise some fields from the original customer & pet details - The fields to change would be the Pet Name, Customer Name, and if the Pet was a He or She
- 24 Hours later or possibly at 8am the following morning another message is to be sent to the same client/job advising them they can reserve their reunite slot using our online booking system
- Once the Reunite has been completed we will mark it as complete and this will trigger another message say 2 hours later asking for a review
- Would be perfect if we can have the program/app able to add further requests later if we need to
To help understand how the business operates this is the basic proceedure and we need the ability to automate the messaging task as this is very time consuming
1- Customer rings us to advise pet has passed away and if we can collect 2- We Create a job and send a collection driver to customer 3- Once collected driver rings office to advise of any special requirements and that the collection is completed 4- Approx 2 Hours later We send a Whatsapp or SMS message to the customer to let them know that their pet has been made comfortable 5- Within 36 Hours we contact the customer to let them know we can reunite them with their Pet 6- Once reunited we message the customer to ask for a Google or Facebook Review
Please ask if you need any further infomation or clarification
