VanlyHow it works
From the missed call to the invoice sent
- 1
Never lose the call you couldn't take
You cannot always answer the phone with your hands full. So when a call rings out, Vanly texts the customer straight back with a link to message you on WhatsApp, and catches any voicemail as text. The job that would have gone to the next name on the list comes to you instead.
Why slow replies cost tradies jobsOakfield PlumbingringingOPmutekeypadspeaker - 2
Every enquiry answered in seconds
A new enquiry lands and Vanly replies in seconds, asks the right questions like a good receptionist would, and hands you a ready lead with a one-tap menu. It never quotes a price itself. Would you rather read every message first? You can switch to approving each reply in your settings.
How the receptionist worksOPOakfield Plumbingonline - 3
Speak the job, get a quote
No more sitting at the laptop after tea pricing up the day's work. Tell Vanly the job by voice note or a single line, and it writes the quote: itemised, priced, branded, VAT correct. You check it and send it, often before you have left the customer's drive.
See voice to quote - 4
Books jobs into your real diary, with your say so
Vanly reads your actual calendar, offers the customer the slots you are happy with, and books the job in once you confirm. No double bookings. The day before, it emails the customer a reminder so they do not no show.
It never books you in without your nod
Vanly offers slots and holds the customer's reply, but the booking only goes in when you say yes. Your diary stays yours.
- 5
Send invoices from your WhatsApp
The job is done, so get paid for it without opening another app. Tell Vanly to invoice and it drafts a branded invoice from the quote, checks it against what you agreed, and sends it from your own email address. You are tapping send from the chat you already have open.
How WhatsApp invoicing works
Everything logged, nothing to manage
You run the day to day from WhatsApp. Behind it, Vanly keeps a tidy record of everything, so you always have the full picture without ever setting up a spreadsheet. It is there when you want it, never something you have to sit and manage.
Customer
Sarah Jenkins
- Phone
- +44 7700 900482
- sarah.jenkins@gmail.com
- Postcode
- WA6 0DT
- Address
- 14 Chester Road, Helsby, Frodsham
- First contact
- 18 May 2026
Booked jobs
- 8 Jul 2026, 09:00 — Snagging revisit, bathroom refit · HelsbyScheduledMark complete
Past
- 16 Jun 2026, 08:00 — Bathroom refit, full install · HelsbyCompleted
Timeline
Payment received: £2,450.00 by bank transfer
Invoice INV-0042 sent for £2,450.00
Job marked complete: bathroom refit
Job booked: bathroom refit, 16 to 18 Jun
Quote accepted, customer marked as won
Quote QUO-0031 sent for £2,450.00
Vanly replied to Sarah within 2 minutes
New enquiry from Checkatrade: full bathroom refit
Timeline is read-only on the web. Add a note by voice-noting Vanly with the customer’s name on WhatsApp.
Outreach preferences
Recent quotes
Full bathroom refit: strip out, first and second fix
Sent 20 May 2026
Recent invoices
Bathroom refit, final invoice
Paid 28 Jun 2026
Your records build themselves
Every customer, quote, invoice and booked job lands in one place as you work. Open any customer and see the lot: what they asked, what you sent, what they paid, and when you are due back. No filing, no spreadsheet, no end of month catch up. It is just there, built as you go.
See exactly where your money is
Every quote and invoice with its status at a glance: sent, seen, paid or overdue, and the branded PDF a tap away. The month in one line: quoted, won, invoiced, paid. You always know what is owed and what has landed, without adding it up yourself.
Set it up once, it stays yours
Your logo, bank details, payment terms, VAT and invoice numbers live in your settings and go on every document automatically. Going away for a few days? One switch. Want to keep your hand on things? You choose what Vanly can send on its own and what waits for your nod.
Money
Quotes, invoices and payments
Your filing cabinet for everything money. Send new quotes and invoices from WhatsApp. Mark paid and download PDFs from here.
Quoted (this month)
£8,920
6 items
Won
£5,180
4 items
Invoiced
£6,300
5 items
Paid
£3,850
3 items
Outstanding
£2,450
Michael Brennan
Consumer unit replacement and EICR
Sarah Jenkins
Bathroom refit, final invoice
The Oak Tree Pub
Cellar cooling repair, call out plus parts
Priya Patel
Kitchen tap replacement and waste re-seal
Tom Whitfield
Garden office: sockets, lighting and test
And it is all read only. Nothing happens here without you. The record is simply proof that Vanly is logging everything straight, there for you to check any time, not another thing to keep on top of.
Your own number, your WhatsApp
Customers message the number on your van, the way they always have. Vanly works alongside your WhatsApp Business app, so you keep using your phone as normal while it handles the office job in the background.
The number on your van, your signs and your reviews stays exactly the same.
Vanly works next to your WhatsApp Business app, not instead of it. Pick up any chat yourself whenever you want.
Connect it in a few taps at signup. Not techy? We will set it up with you.
Get your evenings back
£49 a month, flat, after a free 5 days to try it. Let Vanly take the paperwork off your hands. Connect it to your own number in a few taps, or we will set it up with you. Your number stays yours.
Get started