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SetaflowEnquiry-to-cash control for businesses that sell, install and service

No enquiry missed. No follow-up forgotten. No renewal or payment lost.

Setaflow chases every enquiry from Meta ads, Google ads, WhatsApp and other platform ads to a quote and an advance. Then it closes every AMC visit with photos, a certificate and the next renewal.

Lifts · Fire safety · Rooftop solar · Water, RO and STP · AC and HVAC · CCTV and security · Interiors · and more

Today

Good morning, Rahul. 6 people are waiting for a first reply. ₹2.9 L of dues are overdue.

MineAllCatch me up
Waiting for a reply6oldest 2 h
Cash to confirm₹57,0002 payments
Dues overdue₹2.9 L3 customers
Jobs and visits today52 technicians
Who's waiting6
MLMrs. LakshmiRooftop solar enquiry · Meta ads2 hReply
AKArun Kumar2 split AC AMC · Google ads1 h 20 mReply
STSun TowersLift AMC · your website45 mReply
Reply before it goes cold
Visits today2
MLMrs. LakshmiAMC visit 2 of 4 · Suresh10:00 amOpen
STSun TowersLift service · Ravi2:00 pmOpen
Technicians on WhatsApp
Cash to confirm2
PNPriya NairUPI · UTR read · amount matches₹45,000Confirm
CCCity ClinicNEFT · advance for Q-1042₹12,000Confirm
Screenshot checked for you
Dues overdue3
GHGreen HomesFinal bill · Anu₹2,40,000Remind
MMMr. MehtaMilestone 2 · Karthik₹38,500Remind
CCCity ClinicAMC renewal · Anu₹15,000Remind
Every due has a name

Set up for your trade in five working days

Lifts and elevatorsFire safetyRooftop solarWater treatment, RO and STPAC and HVACCCTV and securityInteriors and modular kitchensYour trade? Ask us
The problem

You pay for every enquiry. The money leaks after it arrives.

Six places the money leaks in businesses that buy leads and run AMCs. Setaflow finds each one and puts a name and a date next to it.

01

Junk you paid for

Wrong numbers and people who never enquired, charged at full ad price.

Enquiry · Meta adsWrong number
02

Real enquiries nobody chased

The enquiry came in at 9 pm. By morning they had booked someone else.

Enquiry · 9 pmBooked someone else
03

Quotes that went quiet

Sent on WhatsApp, seen, and then nobody followed up.

Quote sent Seen
04

Free work, no advance

The survey, the design and the BOQ went out before a rupee came in.

Survey · Design · BOQAdvance ₹0
05

AMC renewals that lapsed

The contract ended, nobody sent the renewal quote, and a rival did.

AMC contract endedNo renewal quote
06

Dues nobody chased

The job was finished months ago. The last payment is still pending.

Last paymentPending

The solution

One product, three desks. One record from enquiry to renewal.

Each enquiry becomes one record. The same record carries the quote, the advance, the job, the AMC visits and every payment, so nothing falls between two tools.

One record

Each enquiry becomes one record, from the first message to the last payment and the next renewal.

Learn more
Records / Rooftop solar

Q-1042 · 5 kW rooftop solar

₹3.5 LOwner KarthikMrs. Lakshmi · +91 98400 12345Meta ads

WhatsAppBook installation
EnquiryQualifiedSite visitQuote sentAdvance paidInstallationHandoverAMC
Next step: Advance confirmed. Book the installation date with Suresh.
Quote and advance
Quote Q-1042 · v2₹3,50,000
Advance 30%₹1,05,000 paid
Paid byPayment link · 12 Oct
Still due₹2,45,000
Material order Unlocked
Advance locks the next stage
AMC and service
AMC plan4 visits a year
StartsAt handover
Service certificateSent after every visit
Renewal reminders60, 30 and 7 days
AMC starts at handover

Lead desk

All enquiries in one list, with the source. Real buyers sorted from wrong numbers. Quotes followed up, advance paid on WhatsApp.

Learn more

Service desk

Jobs go to technicians on WhatsApp. A certificate after every visit, and renewals with the quote ready.

Learn more

Money desk

Advance by link, UPI, NEFT or cheque. Every invoice and due on the record, with overdue names.

Learn more

Monday review

One WhatsApp note every Monday: what slipped last week, who in your team will fix it, and by which date.

Learn more
YOUR SOURCESON THE SAME RECORD Meta adsGoogle adsYour websiteOther platform adsQuote and advanceJob on WhatsAppCertificateRenewalInvoices and duesMonday review One record from enquiry to renewal
Runs on WhatsAppYour number, your data. Technicians need no app and no login.
Messages in English and Indian regional languagesOne shared business numberExport at any time

Three desks

Three desks. One customer record.

Every enquiry, job and rupee sits on the same customer record, so nothing gets lost between sales, service and accounts.

Advance first

No costly site work until the advance is in.

Your surveys, designs and BOQs are worth money. Setaflow sends the quote on WhatsApp, puts the payment link on the same message, and keeps the next stage locked until the advance is confirmed: paid by the link, or paid by UPI, NEFT or cheque and recorded by your staff with the UTR for you to confirm.

Advance on this quote30%
Paid before installation₹93,000
  • The advance goes straight to your own account, by link, UPI, NEFT or cheque. Nothing passes through us.
  • Only the owner can override the lock, and every override shows on Monday.
  • A quote with no reply gets a nudge on day 2, 5 and 9, then stops.
Job stage
Installation Locked Advance confirmed

Locked until 30% advance is paid

AMC and service

Every AMC visit ends in proof, a certificate and the next renewal.

For lift, fire safety, solar, water, AC and CCTV businesses, the AMC is where the yearly money is. Setaflow makes sure each visit is proven and each contract is renewed on time.

Job done. 3 photos attached.
PDFService certificate · Lift 2Visit 14 Oct 2026 · next visit due 13 Nov 2026
Certificate goes outWithin a minute
Renewal reminders60 · 30 · 7 days

Photo proof

Technicians close jobs on their own WhatsApp, with photos from the site.

Certificate

A certificate your customer can file goes out within a minute of the visit.

Renewal

Renewal reminders go out 60, 30 and 7 days before the contract ends, with the quote ready.

AMC at handover

An AMC is created at handover, so a one-time install becomes yearly revenue.

Your team keeps working on WhatsApp.

RPKRavi, Priya and Karthik
Sales and technicians
Job done. 3 photos attached.
Site visit confirmed for tomorrow, 11:00 am.

Technicians: no app, no login

Jobs arrive on their own WhatsApp, and they mark them done there.

Sales: one shared number

Every chat sits on the business number, not on someone's personal phone.

The record stays when staff leave

Every enquiry, quote, job and payment stays with the business.

Trades

Set up for your trade in five working days.

Same workflow, your words. Stages, questions, certificates and messages in English and Indian regional languages come set up for your trade.

Go live in5 days
Messages inEnglish and Indian regional languages
Book the 20-minute call

Lifts and elevators

Visit: Site survey and shaft check

Every year: A service visit every month with a test report, and the licence renewal date tracked

Fire safety

Visit: Site survey and fire risk check

Every year: Quarterly checks and refills, a certificate each visit, and the NOC date tracked

Rooftop solar

Visit: Roof and power-bill check

Every year: Panel cleaning and an inverter check every quarter, with the generation reading

Water treatment, RO and STP

Visit: Site visit and water test

Every year: Filter changes and TDS readings every quarter

AC and HVAC

Visit: Site survey and load check

Every year: Three service visits, with gas pressure, filter and drain checks

CCTV and security

Visit: Site survey and camera plan

Every year: Quarterly health checks with recording days and a hard disk report

Interiors and modular kitchens

Visit: Site measurement

After handover: Two warranty visits in the first year, then referrals

Your trade

Quote after a site visit, take an advance, install, then service? We set up your stages, questions and certificate.

Book the 20-minute call

Visit counts are our starting setup. You change them to match your contracts.

Any chatbot can answer the chat. Setaflow makes sure it turns into cash.

CRMYour CRM
Setaflow

Setaflow sits beside it

Already use a CRM? Keep it.

Setaflow sits beside it. It goes live in five working days, keeps technicians on WhatsApp with no app, locks costly work until the advance is in, and creates the AMC at handover.

Bulk messagesJobsRenewals

Built for follow-up, not bulk messages

Setaflow is not a bulk-message tool. It makes sure the enquiries you already paid for become jobs, and the jobs become renewals.

Enquiries
Jobs and quotes
Contracts and payments

Your number, your data

The WhatsApp number stays yours, and you can export everything at any time.

20 minStep 1 · Free

Check if Setaflow fits

We check that you pay for your own enquiries, quote after a site visit or run AMCs, and that your jobs are about ₹1 lakh or more.

48 hrsStep 2 · Free

See what leaked

Send your last 90 days of enquiries and your last 40 enquiry chats, no picking. You get one page: what leaked, the money at risk, and ten enquiries to call today.

45 daysStep 3 · ₹25,000

Run it on your business

We set it up for your trade, measure against your last 90 days, and credit the fee to your yearly plan if you continue. WhatsApp usage up to ₹2,000 is included.

We work only from records you share, under a one-page processing agreement, and delete everything we received after 30 days unless you start a pilot.

Getting started

Start with your own numbers, not a demo.

Your leak check
What leaked
The money at risk
Quotes open 7+ days₹6.3 lakh
Ten enquiries to call today
  1. Never answered · 9:40 pm
  2. Never answered · Sunday
  3. Quote open 9 days
48 hrs

Your leak check, from your last 90 days of enquiries.

FAQ

Questions owners ask

Not answered here? Ask us on WhatsApp.

Message us on WhatsApp
Is Setaflow a CRM?

No. It is the control desk for the money between an enquiry and the final payment and renewal. If you already use a CRM, keep it. Setaflow works beside it.

Can it bring in my IndiaMART and Justdial leads?

Yes. IndiaMART enquiries are pulled in every 15 minutes, and Justdial leads arrive the moment Justdial sends them. Each one lands with its source.

Does it work for lift and fire safety AMCs?

Yes. The service desk runs AMC visits on WhatsApp, sends a certificate after each visit, and reminds you 60, 30 and 7 days before each contract ends.

Do my technicians need a new app?

No. Technicians work on their own WhatsApp. Sales use one shared business number, and the WhatsApp Business app can stay on it.

What will Meta charge us?

Meta bills your own WhatsApp account directly, at Meta's rate. We add nothing. Before you sign, we estimate your monthly Meta bill from your volume, including messages to your own staff.

Why no free trial?

Setting up your trade, loading your records and training your team takes our people two to three days. The leak check is free; the pilot is paid and adjusted against Core.

Where do you work?

We're based in Chennai and start with businesses across Tamil Nadu, including Chennai, Coimbatore, Madurai and Trichy. Messages to your customers can go in Tamil or English.

Is our data ours?

Yes. Your WhatsApp number stays yours, and you can export your enquiries, jobs, quotes, contracts and payments at any time.

My trade isn't on your list. Will it work?

If you quote after a site visit, take an advance, install and then service, yes. In the five working days we set up your stages, the three questions, the certificate and the messages for your trade.

Approved. Paying now.
Renewal quote sentReminded at 60, 30 and 7 days

Send us your last 90 days of enquiries. In 48 hours we'll show you where the money went.