Smart Automation Workflows for Service Businesses
Stop manually sending invoices and reminders on WhatsApp. ServiceKhata360's Automation engine creates smart background tasks that trigger WhatsApp messages, generate PDFs, and update CRM statuses instantly—without you touching a button.
Why Use Automation Workflows?
Automate repetitive tasks to save time, reduce human error, and deliver an enterprise-grade customer experience.
Set rules like "When Estimate is Created, Send PDF via WhatsApp". The CRM continuously monitors your events to activate these triggers instantly.
Welcome messages for new Leads, Service Completed receipts for Complaints, and Invoice PDFs for successful sales.
Automation connects your Lead module, your Service Support module, and your Finance module together through automated system calls.
Enable or disable workflows using simple toggle switches. No coding required to link events to WhatsApp actions.
Every automated message sent is tracked in the system. See exactly which customer received which document and when.
No more generating PDFs, opening WhatsApp Web, searching for numbers, and attaching files manually.