WhatsApp, SMS & Email
Templates, message logs, SMS gateway and SMTP email setup.
Connecting your WhatsApp number
Open WhatsApp → Settings → Enter your business WhatsApp number → Follow the connection steps shown
WhatsApp templates: editing and placeholders
Open Templates → Edit Job received, Ready for pickup, Delivered, Invoice, Quotation, Payment reminder → Use placeholders like {customer_name}, {job_ref}, {amount}, {business_name}
When are WhatsApp messages sent automatically?
Service job created → Status changed to Ready for Pickup or Delivered → Invoice created
WhatsApp message logs
Open Message Logs → See every message, template, time and status → Filter by customer
Monthly WhatsApp quota and top-ups
Starter 50, Growth 150, Pro 500 messages per month → See remaining quota under Billing → Top up or upgrade when low
SMS gateway setup
Choose your SMS provider → Enter API key / credentials → Set sender ID
SMS templates
Edit templates per event → Keep under 160 characters to avoid multi-part SMS
Email (SMTP) setup
Enter SMTP host, port, username, password → Set from name and email → Send a test email
Email templates
Edit invoice, quotation, reminder and welcome emails → Use placeholders → Save
Sending marketing campaigns
Create a campaign → Pick a segment → Choose WhatsApp, SMS or email
Customer replied on WhatsApp — where do I see it?
Replies arrive on your WhatsApp phone/app, not inside OneSuit → Update the job or approval manually
Message not delivered — troubleshooting
Check the status in logs → Verify the customer number has country code → Check quota
WhatsApp templates in Urdu / Roman Urdu — examples
Job received: Aapka {device} ({job_ref}) receive ho gaya hai. Estimate Rs {amount}. → Ready: Aapka {device} READY hai. Total Rs {amount}. Pickup 8pm tak. → Invoice: Invoice {invoice_no} Rs {amount} — shukriya!