menu_book Documentation

Documentation

Everything you need to run your business from WhatsApp with Nalo — quoting, invoicing, scheduling, crews, expenses, reviews, and more.

Your business, from your phone.

HeyNalo is an AI assistant that replaces the paperwork, the scheduling app, the invoicing tool, the expense tracker, and the chase-your-money spreadsheet. You talk. Nalo does.

Works on WhatsApp, SMS, and the web demo at app.heynalo.app.

The 60-second tour

You say…Nalo does…
“Quote for Mrs Lewis — broken toilet 275”Creates the quote, generates a PDF, shows options
a (after a quote)Generates the PDF (no extra clicks)
“Send it to her”Sends the client the PDF link via WhatsApp/SMS
“Schedule her for Tuesday 7am”Books the appointment
“Gasté $400 en Home Depot”Logs the expense as Materials
“Invoice Mrs Lewis from last quote”Turns the quote into an invoice
“Mark INV-0007 paid”Records payment, status → PAID
“Plan my route tomorrow”Orders the day’s stops with a Google Maps link
“Add an employee named Juan”Adds Juan, assigns him to your crew
“Generate quotes in Spanish”Flips all new PDFs to Spanish

What’s inside

Chat-first. No app to install. No dashboards to learn. If you can send a WhatsApp, you can run your business with Nalo.

Complete money loop. Quotes → invoices → payments → nudges → reviews. Nalo closes every step so nothing slips through the cracks.

Scheduling that thinks for you. Appointments, recurring jobs, route planning — all through chat. Your clients get reminders automatically.

Bilingual from day one. Chat in Spanish, send English quotes. Or vice versa. Nalo keeps them independent so you serve any client.

Monthly AI recap. On the 1st of every month, a 150-word summary arrives with your numbers and one suggestion for next month.

Expense tracking. “Gasté $400 en Home Depot” → logged. Export CSV when tax time comes.

Start here

Pick a section below — each one is standalone and short enough to read in one sitting.

All sections

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01

Getting started

Text Hey Nalo, answer 2 questions, start working. No app, no account, no password.

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02

Quoting

The fastest quote in your trade. Say the client's name and what you're pricing. Nalo generates a professional PDF in under 10 seconds.

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03

Invoicing

Quotes are the promise. Invoices are the ask. Nalo makes the transition seamless — and follows up on late payments automatically.

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04

Scheduling

Your calendar lives in chat. Book appointments, set recurring jobs, plan routes, and let Nalo remind your clients automatically.

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05

Crews & employees

Start solo, grow as needed. Nalo creates a default crew on day one. Add employees and organize them into crews as your team grows.

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payments
06

Expenses

Tax time used to be a shoebox of receipts. Now it's three taps to export a clean CSV. Track every dollar going out the door, in chat.

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07

Send to clients

The missing last mile. Nalo delivers PDFs, reminders, nudges, and review requests to your clients in their language, via WhatsApp or SMS.

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08

Reviews & monthly recap

Growth on autopilot. Two Nalo features you set up once and never think about again — both drive revenue while you're swinging a hammer.

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09

The /config panel

Everything Nalo knows, in one place. Chat is great for quick actions. The /config panel is where you see the whole picture and tune settings.

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10

Voice messages

Talk instead of type. Press the mic button, say what you need, let go. Nalo transcribes and processes it as if you'd typed it.

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11

FAQ

Common questions, honest answers. If your question isn't here, type help in chat — Nalo will point you to the right place.

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Nalo

Stop losing jobs to slow replies.

Try Nalo free for 14 days. No credit card. No new apps. Just results.

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