ZivoFocused WhatsApp workflows

For installation teams

Turn WhatsApp installation inquiries into paid site jobs.

Zivo fits teams that quote equipment, collect deposits or full payment by M-Pesa, then assign technicians to install and close the job.

  • Quote kit and labour from chat
  • Collect deposit or full payment by STK
  • Assign installer after payment
  • Track paid but not installed jobs
Installer command center Live workflow
WhatsApp request Quote ready
Hi, I need Starlink supply and installation in Machakos this week.
We can help. I will send the kit + installation invoice here, then assign a technician after payment.
ZivoPay invoice KES 69,500

Kit, mounting stand, labour, and transport captured in one invoice.

Real workflow demonstration

A real installer workflow from first message to completed installation.

The demo follows a customer asking for an installation package, staff sending an invoice, M-Pesa payment confirmation, technician assignment, and manager delivery tracking.

1 Capture inquiry

Customer sends location, equipment request, and installation timing through WhatsApp.

2 Send ZivoPay quote or invoice

Staff adds kit, stand, labour, transport, and deposit terms from the chat.

3 Confirm M-Pesa payment

Zivo records pending, paid, failed, or expired STK attempts against the invoice.

4 Assign technician

The paid invoice becomes a job with location, customer details, and work notes.

5 Close delivery

Technician updates progress and managers see paid jobs that are not yet installed.

Why this sector fits

Installation work has a natural quote, payment, assignment, and completion loop.

Less lost follow-up

Every quote stays tied to the WhatsApp conversation and payment status.

Clear technician handoff

Paid work moves into assigned jobs instead of disappearing in chat.

Manager visibility

Owners can see paid installations waiting for field completion.

Run your installation workflow through a live Zivo demo.