Panel Beater
How panel beaters should automate WhatsApp
After an accident, customers message photos of damage and "does my insurance cover this?" while estimators are on the floor. Front desk retypes claim numbers, chases assessor reports, and fields the same "is my car ready?" question ten times a day.
Capture insurance claim details upfront, book assessment slots, and send estimate and pickup messages so customers stop calling for progress checks.
How this works at your scale
Solo or owner led
Small body shop where the owner estimates and manages jobs. Claim intake books assessments while you work.
Small team
Shop with estimators, painters, and front desk. Intake lands claim details on the thread.
Multi site or larger
Multi-bay or insurer-approved network. Claim intake and assessment calendars scale across sites while shared inbox templates keep estimate.
Problems panel beaters face on WhatsApp
- Insurance claim details collected across scattered photos and voice notes
- Assessor appointment booked without policy or claim number captured
- Customers call daily asking for repair progress
- Rental car questions mixed with legitimate claim intake
- Quote approval waiting because customer did not see estimate message
- Ready-for-collection calls interrupt spray booth work
Automation on Vermoss Flow
Claim intake flow captures insurer name, policy number, claim reference, and accident date in customer details, and asks the customer to send damage photos on the thread for your team to review. Assessment booking shows estimator slots from Google Calendar. When the estimate is ready, your team sends a quote message with yes or no approval.
- Insurance claim intake: policy details in customer details; ask for photos on the thread.
- Assessment slot booking on estimator Google Calendar
- Estimate approval yes or no on a message your shop sends
- In-repair and ready-for-collection templates your team sends on the thread
- Assessor visit reminder with claim reference on thread
- Rental or courtesy-car FAQ branch separate from claim intake
Insurance claim and assessment booking flow
Customers submit claim details and photos, book assessment, then approve estimates and get pickup messages your team sends on the thread.
- Customer texts after accident: "Need quote for rear bumper, have insurance."
- Flow asks insurer, claim number, and requests damage photos.
- Details saved in customer details; assessment slot offered on the calendar.
- When the estimate is ready, your team sends approval message on the thread.
- When the job is finished, your team sends ready for collection on the thread.
How to tune it
Train advisors to send estimate and pickup templates from the inbox when each stage is ready.
Add approved insurer list branch to route known insurers faster.
Attach rental car policy PDF on assessment confirm if you offer courtesy cars.
Block paint booth weeks on calendar for realistic assessment follow-ups.
Save parts-on-order and ready-for-collection templates for one-tap sends.
Note assessor report received date in customer details if you track follow-up SLAs manually.
Run this on your panel beater WhatsApp
We help you import the flow, connect your number, and tune it for how you work.