Send to clients

The missing last mile. Nalo generates the PDF — but then how does it reach your client? Nalo sends it directly, in the client’s language, via WhatsApp or SMS. You don’t forward anything manually.

What gets sent

Five things Nalo sends to your clients (not to you):

1. Quote PDFs — after you say “send it to her”
2. Invoice PDFs — same trigger
3. Appointment reminders — automatic, 24h before
4. Overdue payment nudges — on your approval
5. Review requests — automatic, 2h after payment

Each message is in the client’s preferred language, with a friendly tone, and includes the document link where applicable.

Sending a quote

After a quote PDF is generated:

A Send to client B Schedule a visit C Back to menu

Say any of these:

“a” “send it to her” “envíaselo” “send the quote to Mrs Lewis” “mandale la cotización”

Nalo sends:

English client:

Hi Mrs Lewis, here is your quote from Pedro Plumbing: https://app.heynalo.app/api/v1/nalito/pdf/Q-ABC12345.pdf

Total: $275.00. Let me know if you have any questions!

Spanish client:

Hola Sra Lewis, aquí tienes tu cotización de Pedro Plumbing: https://app.heynalo.app/api/v1/nalito/pdf/Q-ABC12345.pdf

Total: $275.00. Avísame si tienes alguna pregunta!

Quote status changes to SENT, with sentAt and deliveryChannel recorded.

Sending an invoice

Same flow, different trigger:

“send the invoice to her” “manda la factura a Mrs Lewis” “send INV-0007”

The message reads differently (no “let me know questions”, more “thank you for your business”):

Hi Mrs Lewis, your invoice from Pedro Plumbing: https://app.heynalo.app/api/v1/nalito/pdf/INV-0007.pdf

Total: $275.00. Thanks for your business!

Invoice status: DRAFT → SENT.

Appointment reminders (automatic)

You don’t trigger these. Nalo does, every hour, for every appointment starting in 23-25 hours.

Template in English:

Hi Mrs Lewis, friendly reminder from Pedro Plumbing: see you tomorrow at 7:00 @ 11 Inland Prairie Dr, Tomball. Reply C to confirm.

In Spanish:

Hola Sra Lewis, recordatorio de Pedro Plumbing: nos vemos mañana a las 7:00 @ 11 Inland Prairie Dr, Tomball. Responde C para confirmar.

Idempotent — one reminder per appointment, ever.

Client reply handling — if they reply “C”, it goes into your chat with Nalo; you can eyeball it. V1 doesn’t auto-process client replies.

Opting out of reminders

Per appointment: add no reminder to the notes field in /config → Schedule.

Globally: tell Nalo “turn off reminders”. (Planned for v1.1; today requires manual note-based disable.)

Overdue-payment nudges

Every day at 8am Nalo sends you a Telegram alert listing invoices 7+ days overdue:

⏰ Overdue invoice INV-0007 to Mrs Lewis $275.00 — 10 days overdue

Tap-to-nudge: tell Nalo “nudge INV-0007”

When you approve:

nudge INV-0007

Nalo sends your client:

Hi Mrs Lewis, just a friendly reminder about invoice INV-0007 for $275.00. Is it okay to expect payment soon? https://app.heynalo.app/api/v1/nalito/pdf/INV-0007.pdf

Why polite, not pushy:

• Keeps your relationship intact
• Works better than aggressive (data from follow-up services)
• Can’t be mistaken for spam

Throttle: one nudge per invoice per 7 days. Even if you approve two in the same day, Nalo only sends one.

Review requests

Fully automatic. 2 hours after you mark an invoice as PAID, if:

• Your business has a googleReviewLink configured
• The client has a phone number on file
• This invoice hasn’t already triggered a review request

Nalo sends:

Pedro Plumbing thanks you for your business! If you are happy with the work, a quick Google review would mean the world: https://g.page/r/XXXXX/review

Or in Spanish:

¡Pedro Plumbing te agradece tu confianza! Si quedaste satisfecho, una reseña rápida en Google nos ayudaría muchísimo: https://g.page/r/XXXXX/review

Setting up

/config → Profile → Billing → Google review link.

Paste your https://g.page/r/XXXXX/review URL. (Get this from your Google Business Profile → “Share Review form”.)

Leave blank to disable review requests entirely.

Timing

Why 2 hours?

• Right after the memory’s freshest
• Long enough that the client isn’t reviewing mid-transaction
• Industry data consistently favors this window

Not customizable in v1.

Delivery channels

Today: WhatsApp (if enabled on your Nalo account).

Coming: SMS fallback for clients without WhatsApp.

What happens if delivery fails

• Nalo logs the failure
• Quote/Invoice status stays as it was (not flipped to SENT)
• You see the error in chat: “Failed to send: no phone configured”

Common failure causes

• Client has no phone on file — update their profile in /config → Clients
• Client’s WhatsApp is unreachable — fallback to SMS planned
• Meta/WhatsApp API rate limits — rare; retry manually

Language matching

Nalo picks the language of the client, not the business owner. Here’s the order of decision:

1. Client’s preferredLanguage field, if set (rare; manual setting in /config → Clients)
2. Business’s generateDocumentsIn — the main setting (01 — Getting started explains this)
3. Country default — English for US/CA/UK/AU/NZ/IE, Spanish elsewhere

So: a Spanish-speaking plumber in Houston (chats in Spanish, business generateDocumentsIn = English) sends his clients English messages. Perfect for his English-only clients.

Best practices

Do

• Send the PDF immediately after generation — faster feels more professional
• Always include a friendly message — Nalo does this automatically
• Use review links — $$ for you, zero effort
• Let Nalo handle appointment reminders — no-shows drop by half

Don’t

• Send the same client the same quote twice — generates a new message; looks unprofessional. If you need to resend, say “resend Q-ABC12345”.
• Skip adding client phone numbers — without them, delivery is impossible
• Manually forward the PDF link — Nalo does it better and faster, in the right language

Message delivery tracking

Every message to a client is logged with:

• Channel (WhatsApp / SMS)
• Timestamp
• Success / failure
• Error (if any)

Seen in: /config → Clients → tap a client → “Message history” (planned for v1.2). Today: check chat with Nalo for delivery confirmations.

Privacy & opt-out

• Nalo never sends your clients anything without your explicit trigger (or the automated scheduler for reminders/review requests)
• Clients can reply STOP on SMS to opt out (standard carrier behavior)
• WhatsApp opt-out: clients block your business number; Nalo detects and stops

Next

• Reviews & monthly recap — Reviews & monthly recap
• Invoicing follow-ups — Invoicing
• Dashboard view — /config panel