Learn the daily JualFlow workflow.

Simple guides for WhatsApp-first businesses using JualFlow. Start with public pages, customers or prospects, enquiries, follow-ups, documents, WhatsApp messages, rewards, and reports.

Exploring before setup? Open Discover to view live example pages.

Quick Start

A practical first flow for new users.

JualFlow works best when public page enquiries, customer or prospect details, workflow status, next follow-up, and documents stay connected.

1

Publish a public page when you want visitors to browse items, services, or listings.

2

Add or select a customer, client, or prospect.

3

Create an enquiry, order, lead, or request.

4

Track open opportunities in the pipeline.

5

Add follow-up tasks so nothing is forgotten.

6

Generate a quotation, invoice, or receipt when needed.

7

Use WhatsApp templates to follow up with customers.

Guides

Common tasks in JualFlow

Some actions depend on your role, plan, and workspace settings.

Basics

Getting Started

Read

Learn the first workflow to try after signing in to JualFlow.

Public Page

Public Page

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Publish a customer-facing page with item browsing, WhatsApp checkout or enquiry, and sharing settings.

Public Page

Public Page Analytics

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Review public page activity such as views, item interest, enquiry intent, WhatsApp clicks, and top items.

Daily Work

Booking Calendar

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Manage booking/rental units, guests, deposits, holds, confirmed stays, and blocked dates from one calendar.

Business Presets

Lead / Sales Agent Mode

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Manage prospects, offers, renewals, follow-ups, and active customer products without mixing them into one list.

Business Presets

Real Estate Agent Preset

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Use JualFlow as a property listing, prospect, lead, viewing, and follow-up workspace.

Daily Work

Customers

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Keep customer details, addresses, notes, order history, and rewards connected.

Daily Work

Orders, Enquiries & Requests

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Manage the full operational list for enquiries, orders, service requests, leads, payments, issues, documents, and tasks.

Daily Work

Enquiry Pipeline

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Track potential orders, leads, or requests visually before they are completed.

Daily Work

Follow-ups & Tasks

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Remember who to contact, what to check, and when action is due.

Daily Work

Catalog Items

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Save common products, services, or listings so records, documents, and WhatsApp messages are faster.

Operations

Quotations, Invoices & Receipts

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Generate normal business documents from record data.

Operations

WhatsApp Messages

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Prepare clearer customer messages using templates.

Operations

Rewards

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Use loyalty or reward tracking when enabled for the workspace.

Operations

Reports

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Review and export operational data when reporting is available.

Admin

Users

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Invite, manage, enable, disable, and review users when your role allows it.

Admin

Workspace Settings

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Configure workspace behavior such as business type, workflow, rewards, documents, and templates.

Admin

Billing & Plan

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Review the current plan, trial/access state, and plan limits when available.

Account

Active Sessions

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Review signed-in sessions and revoke access when needed.

Account

Profile & Account

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Update your personal profile, photo, password, and account sessions.

Support

Send Feedback

Read

Tell the JualFlow owner what feels confusing, useful, broken, or missing.

Basics

FAQ

Read

Answers to common questions about access, public pages, WhatsApp, documents, teams, mobile use, and data.

FAQ

Frequently asked questions

Can I try JualFlow before choosing a paid plan?

Yes. Eligible public plans can be tried first when free access is enabled.

Is JualFlow only for dropship agents?

No. It is for agents, resellers, online sellers, preorder sellers, service providers, booking agents, real estate agents, and small teams.

Does JualFlow include a public page?

Yes, when the public page feature is enabled for the workspace plan or by the platform owner. Visitors can browse products, services, or listings and continue through WhatsApp.

Does JualFlow replace WhatsApp?

No. JualFlow helps organize sales work around WhatsApp and prepares useful message templates.

Can I invite users?

Yes, if your plan and role allow user management.

Can I use JualFlow on mobile?

Yes. JualFlow is built for browser use on desktop and mobile.

Can I export my data?

Exports are available when reports are enabled for your plan.

Need help using JualFlow?

Use the in-app Send Feedback button to tell the JualFlow owner what feels confusing, useful, or missing.

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