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Datify guide

Getting the admin off your plate

Short guides to how Datify answers your calls, books work, drafts your paperwork and keeps you in charge. Prefer it all on one page? Read the full docs.

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What Datify isDatify is the back office for gas engineers, plumbers and heating engineers. You run it from WhatsApp.Setting upWe set Datify up with you. Nothing goes live until it has been tested on your own business.Your WhatsApp assistantWhatsApp is the quickest way to ask Datify something, hand it a job or approve its work.

Calls & bookings

Voice receptionistDatify can answer your business calls, take the details and tell you what happened.Booking rules and availabilityDatify only books a visit when it fits the rules you set and your diary is free.Missed callsWhat happens when a call can’t be finished, or a caller needs you.

Jobs & paperwork

Quotes and invoicesAsk for a quote or invoice and Datify drafts it from the job details it already has.Gas safety recordsDatify can draft the paperwork side of a gas safety record. You do the checks and sign it.Job updatesKeep jobs up to date by telling Datify what happened, and see the day at a glance.

Approvals & control

What needs your approvalYou approve anything customer-facing, financial or gas-safety related, unless you set a rule that allows it.Setting rulesRules tell Datify what it can do on its own. Everything else comes to you.

Connections

CalendarConnect Google Calendar so Datify can check when you are free and add visits.XeroConnect Xero so Datify can see your customers, invoices and who has paid.Job softwareConnect ServiceM8 so customers, jobs and team assignments stay in step.WhatsAppLink a WhatsApp number so you can message Datify and get updates.

Account

Pricing and trialTry Datify free for 14 days. After that it is £37 a month.Data and privacyDatify only sees what you connect, and you can disconnect it at any time.Getting helpStuck, or want to see Datify on your own business? Talk to us.Common questionsQuick answers to the questions owners ask before setup.
See Datify on your own business
14-day free trial, then £37 a month. We set it up with you.
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