WhatsApp Integration

Send payment requests and milestone approvals via WhatsApp with one tap. Connected via Respond.io BSP — where your clients already are.

01

Milestone marked complete

Triggers an auto-drafted WhatsApp message with a magic link for the homeowner.

02

PM or Accounts reviews

Human in the loop — review the draft and hit send. No auto-sending until the flow is trusted.

03

Homeowner receives WhatsApp

Message arrives in their existing WhatsApp. Read in 3 minutes, not 3 weeks.

04

Magic link portal

Link opens a homeowner portal showing project progress, milestone description, invoice, and an approve button.

05

Homeowner taps approve

Milestone status updates to Complete in the PM dashboard. Invoice status moves to Sent.

The moat

Average collection time drops from 21 days to under 5. WhatsApp is read in minutes. This is where the product becomes defensible.