WhatsApp in YourTradeQuotes

Your business, on WhatsApp. The app you already have open.

Every new enquiry on your WhatsApp the moment it lands, on every plan. Quotes sent from your own WhatsApp. And an assistant you can text, in pilot on Pro+.

See it in action

Logged before you hang up.

Text the assistant about a call the way you would tell a mate. It reads back the name, number and job, and adds the enquiry only when you tap Confirm.

Pro+ · Private pilotThe assistant shown here is in pilot with a small number of Pro+ accounts.

Live today

On every plan, from day one

Both of these work on your free trial and stay on every plan after it.

Enquiry alertsEvery plan

Every new enquiry, on your WhatsApp the second it lands.

The moment an enquiry reaches your account, a WhatsApp message goes to your phone with the enquiry number, the customer’s name, phone number and postcode, and what they need. You can ring them back before you have opened the app.

  • Sent through Meta’s official WhatsApp Business Platform, from the YourTradeQuotes number
  • Starter includes 100 alerts a month. Pro and Pro+ are unlimited
  • Switch it on in Settings, Integrations, and press Send test to see one arrive

YourTradeQuotes

Business account

New enquiry received on YourTradeQuotes for Hale & Sons

ENQ-104 from Sarah Jones · 07700 900431 · KT12 4AB

Radiator leaking in the front room, can someone come today?

08:12

Illustration. Your business name and your customer’s details go in their place.

Quotes by WhatsAppEvery plan

Send the quote from your own WhatsApp.

Press Send on a quote and choose WhatsApp. It opens a chat with your customer’s mobile, with the quote number, the total and the link already written, so it goes from your number, in a conversation they already know.

  • No mobile on file? WhatsApp still opens and you pick the chat
  • On Pro, your customer can accept from the link. On Starter the quote page is view-only
  • Message the customer from an enquiry or an invoice the same way
SJ

Sarah Jones

From your own WhatsApp

Hi Sarah, here is your quote QT1041 for Radiator valves from Hale & Sons. Total: £334.20.

View and accept your quote online:

app.yourtradequotes.com/#/quote/…

12:25

Illustration of the message the app writes for you. You can change it before you press send.

Pro+ · Private pilot

The WhatsApp Assistant

Text your own assistant from the van. It is running now for a small number of Pro+ accounts that we switch on, and it is not on sale yet.

Connect your number

In Settings, AI Tools, WhatsApp Assistant, tap Connect. You get a one-time LINK code to send from your phone. It works for 10 minutes, and the assistant only ever answers the number that sent it.

Text it like a person

“What’s on today?” “Find John Smith.” “What’s happening with the Smith job?” Or tell it about a call you just took. Replies come from the YourTradeQuotes WhatsApp number.

Nothing is added until you tap Confirm

A new enquiry comes back to you on a card with the name, number and job, and Confirm and Cancel buttons. The card lasts 10 minutes, and a typed “yes” never adds anything.

What it does in the pilot

  • Log an enquiry from a call you just took
  • Tell you what is on today
  • Find a customer’s details
  • Tell you where a job is up to

Text messages only for now. Settings shows everything it has done, and you can disconnect your number at any time.

Register interest
Coming soon

What the assistant learns next

Planned, not live, and no dates yet. Anything that changes your records will still wait for you to tap Confirm.

Coming soon

More questions about your business

Tomorrow’s jobs, the enquiries waiting for an answer, the quotes to chase and the invoices still unpaid, all from a text.

Coming soon

Voice notes

Send a voice note about a call and get an enquiry back to confirm, the same way Voice Quote turns what you say into a quote.

Coming soon

Notes and tasks

Add a note to a job or set yourself a task from WhatsApp, each one shown on a card for you to confirm first.

WhatsApp questions

Which plans include WhatsApp enquiry alerts?

Every plan. Starter includes 100 alerts a month, and Pro and Pro+ are unlimited. The 14-day free trial runs on Pro, so alerts are unlimited while you try it.

How do I switch the alerts on?

First send any WhatsApp message from your mobile to our number, +44 7563 628410. Alerts cannot be switched on until you have. The Integrations page in Settings has a Message us first button that opens the chat for you. Then add the number you want alerts on and press Send test.

Which number do my customers see when I send a quote on WhatsApp?

Yours. Sending a quote by WhatsApp opens WhatsApp on your phone with the message written for you, and you press send. Enquiry alerts are different: they come to you from the YourTradeQuotes number.

Can I get the WhatsApp Assistant?

Not yet. It is in private pilot with a small number of Pro+ accounts that we switch on, and it is not on sale. Register your interest and we will tell you when it opens up.

Can the assistant add things to my account without me knowing?

No. Anything it would add is shown to you on a card first, and it is only added when you tap Confirm. It only answers the WhatsApp number you connected with a code, and Settings shows everything it has done.

Can I send the assistant voice notes?

Not yet. It reads text messages only for now. Voice notes are planned.

Get your next enquiry on WhatsApp

Every free trial is Pro for 14 days, with unlimited WhatsApp alerts. No card required.

Start free trial