What You Can Do with Vincci Today
Vincci helps trade businesses handle missed calls, prepare estimates, schedule work, keep customers informed, and collect payment—all from one connected workflow.
By Vincci editorial team · 3 min read
Published
Get started and stay connected
Vincci is designed to fit into the tools you already use, with guided setup and everyday updates delivered through WhatsApp.
- Complete a guided onboarding process in WhatsApp.
- Let the AI receptionist collect voicemail, follow up with the caller by SMS, and send the details to you in WhatsApp.
- Ask the assistant what Vincci can do or how a feature works.
- Use WhatsApp shortcuts to quickly review call-forwarding or pricing settings.
Create and approve estimates
Build reusable estimate templates and choose how much control you want Vincci to handle automatically.
- Add hourly work, baseline packages, and optional add-ons.
- Mark services that need an on-site visit before an estimate can be prepared.
- Offer and schedule recurring services.
- When automatic approval is enabled and confidence is high, Vincci can send the estimate to the customer for approval and availability before you finalize the time.
- When automatic approval is off—or confidence is low—you receive a secure review link where you can approve the estimate, adjust it, or decline the work.
Keep the schedule organized
Manage project visits and other appointments without maintaining separate schedules.
- Sync with Google Calendar or Microsoft Outlook.
- Send calendar invitations to customers and tradespeople.
- View upcoming work in Vincci’s internal calendar.
- Schedule meetings and events that are not connected to a project.
- Send customers and owners reminders before upcoming work, and manage date-change requests from either side.
Manage customer relationships
Keep customer information and follow-up activity together so it is easier to stay in touch after the first job.
- Add customers and other contacts to your workspace.
- Schedule monthly, yearly, or custom follow-up messages for repeat work.
- Create chat reminders for personal or business tasks that do not belong on your calendar.
Handle changes fairly
Vincci gives customers and business owners a clear way to request changes while keeping both sides involved in the final decision.
- Either side can request a different project date.
- Customers or owners can propose a change to the scope of work.
- Scope changes are confirmed by both parties before moving forward.
Confirm completed work
For businesses using Vincci payments, customers receive an SMS after a visit to confirm the outcome before payment moves forward.
- Customers can confirm completion, report a work issue, or provide a new expected completion date.
- They can ask the owner to review a cancellation or invoice adjustment without changing the project or invoice themselves.
- Vincci holds the charge while a cancellation or invoice-adjustment request is reviewed.
- The owner receives the appropriate follow-up so the issue can be approved, declined, revised, or resolved.
Collect and track payments
Businesses approved for Finix can keep completion, payment, billing history, and payouts in the same workflow.
- Send the customer a secure review link once work is complete and confirmed.
- Send payment-related follow-up and reminders through the completion workflow.
- View billing history and payouts in Vincci.
- Without Finix, you can still manage missed calls, estimates, schedules, projects, and customers; payment collection and payment-related completion follow-up happen outside Vincci.
Frequently asked questions
Do I need Vincci payments to use the app?
No. You can still manage missed calls, estimates, scheduling, projects, customers, and contacts. Without Finix, payment collection and payment-related completion workflows stay outside Vincci.
Can Vincci send an estimate automatically?
Yes, when you enable automatic approval and Vincci has high confidence in the estimate. Estimates that need input are sent to you through a secure review link first.
Can customers request project changes?
Yes. Customers can request date or scope changes. Scope changes are confirmed by both the customer and the business owner before moving forward.