"How much for a screen?" is the most common message a repair shop gets and the worst one to answer by typing a number. A quote is built from your catalogue, priced and taxed by the POS, and sent as a link the customer can accept — which turns a conversation into a job.
- 1
Open the quote from the conversation
In the WhatsApp conversation with the customer, start a quote. It begins empty and tells you so: add a repair, a product or a free line.
- 2
Add the job
Add a repair and fill in the device and the job — "iPhone 13 Pro", "screen replacement". This is the line the customer is actually asking about.
- 3
Link the part
Use Link a part to attach the part from your catalogue. Lunix shows how many are in stock as you pick, so you find out whether you can actually do the job this week before you promise it.
- 4
Add products or a free line
Add a product from your catalogue by searching it, or a free line for a concept like labour. Prices and taxes are calculated by the POS, the same as they would be on a sale — so the quote and the eventual ticket agree.
- 5
Set a discount and an expiry
Apply a discount if you are giving one, and set Valid until. An expiry is not pressure, it is protection: a part cost that moves in three weeks should not bind you to a price you quoted today.
- 6
Write the note the customer will actually read
The note is for warranty, how long it takes, and what to bring. This is where most follow-up questions get answered before they are asked.
- 7
Send it
Send the quote. It goes as a link the customer can open and accept. If the customer has been quiet for more than 24 hours, WhatsApp requires it to go out as an approved template, and Lunix tells you that is what happened rather than failing silently.
Pro tips
- Quote from the catalogue rather than from memory. The whole value here is that the number you send is the number the POS will charge.
- Check the in-stock count on the part before you send. A quote accepted for a part you do not have turns a happy customer into a waiting one.
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