Mary AI + BookedJobs: From Product Enquiry to Paid Installation
An optional integration for retailers who quote, install and manage jobs with BookedJobs.
The workflow
Mary AI → Customer Enquiry → BookedJobs Quote → WhatsApp Approval → Deposit Payment → Installer Scheduling → Completed Job.
What it covers
- Fast quotations: enquiries and selected products transfer into BookedJobs; staff review and send quotes.
- WhatsApp quote approvals: customers review and approve a secure quote link.
- Deposit requests: triggered after approval through your connected payment provider.
- Installer scheduling: surveys and installs assigned and tracked in the engineer app.
- Customer WhatsApp updates: quote sent, approved, deposit requested, payment confirmed, installation booked, reminders, job completed, balance and receipt.
Important
BookedJobs is optional and not included in every Mary subscription. Messages respect customer consent and WhatsApp template rules, and payment messages are only sent on confirmed payment events. Integration availability is confirmed during setup.