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The full loop

From WhatsApp photo to monday.com and invoice

Seven clear steps. Steps 1–5 are the live product direction on WhatsApp. Steps 6–7 extend into your ops stack: monday.com All Jobs / CRM, then invoice or receipt PDF from the accepted quote.

  1. 1. Customer sends a photo 治療、套餐或項目查詢——文字或相片。
    WhatsAppPhoto / text
  2. 2. Matched to your price list Items detected; your unit prices and rules applied — not generic AI guesses.
    Your ratesSurchargesDistrict rules
  3. 3. Draft HKD quote in chat Clear line items appear in the same thread for you to review.
    Invisible 初診 ×1 HK$800 美白套餐 ×1 HK$2,800 週末附加 HK$200 合共 HK$3,800
  4. 4. You approve or edit Nothing sends blindly. You stay in charge of every price.
    Approve & sendEdit
  5. 5. Customer gets the quote fast 同一 WhatsApp 對話。可附 FPS／PayMe／PayPal 付款連結。
    Delivered in-threadHK$620
  6. 6. Sync to monday.com After approval, push the quote into All Jobs / CRM: customer, line items, total, status, WhatsApp context — less spreadsheet copy-paste.
    Roadmap extension · Nick’s stack
    monday.comAll JobsCRM
    monday.com All Jobs 看板
  7. 7. Invoice or receipt PDF When the quote is accepted, generate invoice/receipt PDF from approved line items — Book Keeper flow. No rebuilding the bill by hand. No random third-party invoice SaaS claimed here.
    Roadmap extension · Book Keeper
    PDF readyINV from accepted quote
    INV-0620 · 中環診所方案 初診 + 美白 合共 HK$3,800 From accepted quote
Steps 6–7 are honest roadmap tied to Nick’s monday.com + Book Keeper stack. They are shown as full steps so the site reads as a real product path — not a vague “extend later” pill. Core WhatsApp loop (1–5) remains the live direction today.

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