The difference in one working day
- An order gets lost between messages and photos
- Nobody knows who is responsible for it
- No total and no report at the end of the day
- If the phone's owner is away, everything stops
- Every order has a number, a status and an owner
- Everyone sees the same list
- A ready report of sales and late orders
- Work does not depend on one person's phone
How to switch
- 1Write down what an order contains
Read twenty old chats and note what is always asked: name, phone, items, address, delivery time.
- 2Define the statuses
Three to five are enough. Each status has a clear owner.
- 3Build the order form and the list
A short form filled in under a minute, and a list filtered by status and day.
- 4Pilot for a week with one employee
Every order that arrives on WhatsApp is logged in the system at once; note what is missing.
- 5Roll out to everyone
From a set day, an order that is not in the system does not exist.
What stays in WhatsApp?
- Greeting the customer and answering questions.
- Sending the order confirmation or the delivery time.
- Photos and locations when needed, with the summary logged in the system.