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Add-on module

WhatsApp
Invoices, receipts and updates from your company number.

Link your company WhatsApp number once and let the system message customers at the moments that matter: invoice confirmed, payment received, credit note issued, visit scheduled, overdue reminder, dispatched, delivered. Verified numbers only, paced sends, daily caps and circuit breakers keep the number safe.

Start with WhatsAppAsk for a walkthrough
  • Company number linking
  • Verified numbers only
  • Event notifications
  • Template editor
  • Pacing & caps
The workflow

How it runs, start to finish

Built for

  • Distributors whose customers already live on WhatsApp
  • Teams tired of reps forwarding invoice PDFs from personal phones
  • Companies that want billing reminders to go out on time, every time
  1. 1

    Link the company number

    The Super Admin scans a QR code or enters a pairing code from Settings. The number stays the company’s.

  2. 2

    Verify customer numbers

    Numbers are checked before anything is sent; the customer page shows a green or amber mark.

  3. 3

    Switch on the events

    Pick which business events send a message and edit the template for each, with a “send me a preview” test.

  4. 4

    Messages queue themselves

    An invoice is confirmed, a payment lands, a trip is dispatched — the message is written and queued without anyone typing.

  5. 5

    They go out safely

    Paced per number, within daily caps, with a warm-up ramp for a fresh number and a breaker that pauses on repeated failures.

  6. 6

    Customers can opt out

    A STOP reply — in English or Arabic — opts the number out tenant-wide.

Capabilities

What you get

Everything below is live in the product today.

  • Company number linking

    QR or pairing code, done once by the Super Admin from Settings ▸ WhatsApp.

  • Verified numbers only

    Nothing is sent to an unverified number; pending numbers are verified first and sends wait for a reconnect rather than fail.

  • Event notifications

    Invoice confirmed, payment received, credit note issued, visit scheduled, overdue-invoice sweep — and dispatched/delivered with Delivery. Each one opt-in.

  • Template editor

    Built-in defaults you can override, with clickable fields and a live preview.

  • Daily sales summary

    Each BD rep gets their day’s sales at a set time; a summary is never sent late.

  • Message classes

    Billing and notification messages are exempt from quiet hours; promotional classes respect them.

  • Pacing, warm-up and caps

    Sends are spaced out, a new number ramps up gradually, and daily caps apply per number.

  • Circuit breakers

    Repeated failures pause the number and raise a critical alert, so a problem never turns into a block.

  • STOP opt-out

    Tenant-wide opt-out on a STOP reply, Arabic keywords included.

  • Numbers stored correctly

    Customer numbers are saved with their country code so every send resolves to the right person.

Who works in it

Roles and seats

Your Super Admin switches the module on and decides who holds each duty. Only the roles marked “seat” count against what you buy — back-office duties are free.

  • Super Admin

    Free

    Links the company number, chooses the events and edits the templates. The flat fee covers the company number.

  • Everyone else

    Free

    Nothing to do — messages are triggered by the documents and events your team already creates.

Where it lives

Web for the office, mobile for the field

The module lands inside the same OrbisField apps your team already signs in to — no second product, no second login.

Web dashboard

  • Settings ▸ WhatsApp: linking, verified numbers, event rules, templates, send log

Mobile app

  • A WhatsApp button on the customer visit for the BD rep
Better together

How WhatsApp connects

Every module shares the same customers, products and stock ledger, so switching one on never means re-entering data in another.

Works with

Van Sales

Invoice, payment, credit note and statement notifications.

Learn more

Delivery Management

Dispatched and delivered updates per stop.

Learn more

Accounting

Dunning reminders and statements of account use the same outbox, pacing and caps.

Learn more

Marketing

Campaigns send through this number; reps’ personal numbers come with the Marketing add-on.

Learn more

Job Work

Job delivery notes can be sent to the customer on WhatsApp.

Learn more
FAQ

WhatsApp questions

  • No. It runs through a gateway linked to your own number, and the Super Admin acknowledges the risk to that number when enabling it. The pacing, caps and breakers exist to protect it.

  • Yes. Billing and notification messages are exempt from quiet hours; only marketing classes wait for the morning.

  • No. The module sends from the company number; it does not store conversations or offer an inbox.

Run WhatsApp on OrbisField

Pick it in the sign-up wizard, or switch it on later from your dashboard. The wizard adds any prerequisites for you.

Start with WhatsAppAll modules