Setting Up a New Order: Pickup Only Mini App

Who Is This For

This Mini App is built for any service business that collects items but cannot guarantee a fixed return date at the time of pickup. Bag repair, shoe repair, clothing alteration, electronics repair, specialty cleaning — if your turnaround time depends on the job, this template fits. The form only covers the pickup. You arrange the return delivery separately once the job is complete, using the Schedule Delivery Mini App.

Why Use It

• Know exactly what's coming in You can ask customers to describe the issue with their item upfront, so your team arrives prepared and can start processing the job immediately.
• No missed details The form collects the customer's name, address, and preferred pickup time in one go — nothing to chase after.
• Your system stays up to date automatically Every completed booking creates a new order in EasyBiz with the pickup job already attached.
• Flexible for each customer You schedule the return delivery separately when the job is done — no guessing or overpromising on turnaround time.

Create Your Mini App

1. Go to Settings from the top navigation bar.

2. Under Sales Channels, click WhatsApp.

3. Open the Mini-Apps Tab.

4. Click the + New Mini App button.

5. Select the Home Pickup Booking template.

6. Enter a name for your Mini App.
7. Select the Business Unit and Sales Channel this Mini App should be linked to.
8. Click Create to open the editor.

Understanding the Editor

When you open your Mini App, you will see the screen is divided into two parts to make editing easy. The Left Side (Live Preview) is a preview of a mobile phone showing exactly what your customers will see. The Right Side (Editor Tabs) is where you control your form. At the top, you will see tabs for your screens (like pages in a book). You can drag and drop these tabs to reorder your pages.

What are Screen Blocks

Inside every screen, you will see a list of Screen Blocks. Think of a block as a specific field or question you want the customer to fill out (like their name or their phone number). If you click the dropdown arrow icon ( ⌄ ) next to any block, it will expand to show its settings:

• Input Data Field This links the block to a field in your EasyBiz system — it tells EasyBiz exactly where to save the customer's answer. For example, the "Customer name" block saves to the Name field in your customer profile. You configure these fields in Settings > Operations section > Custom Fields. Read more about Data Fields.
• Label This is the text the customer actually reads on their screen (e.g., "Customer name").
• Required You can choose if the customer must answer this (Always Required), if they can skip it (Not Required), or if it only shows up under certain conditions (Conditional).
• Visibility This controls whether the customer sees this block at all. Set it to Always Visible so it appears on every submission, or set it to Conditional so it only appears when a specific condition is met (for example, showing a unit number field only when the customer selects "HDB" or "Condo" as their property type).

What is a Footer Action

At the very bottom of the editor for each screen, you will see a Footer Action. This controls what the button at the bottom of the customer's phone does when they tap it. It might tell the app to save the customer's details, move to the next page, or finally create the order.

What is Already Set Up

This template is ready to use immediately! It comes pre-built with three default screens that your customer will go through in order. Here is exactly what is inside your default setup:

Contact Screen

This screen asks for the customer's basic details.

• Blocks Included Customer name, Phone number, and Email.
• Footer Action Set to Save Customer. When the customer taps "Continue", EasyBiz securely saves their details or updates their existing profile.

Address Screen

This screen makes address entry quick and prevents typos.

• Blocks Included: Postal code, a clickable "Find address by postal code" link, Address line 1, and Address line 2 (left optional for unit/floor numbers).
• Footer Action: Set to Save Address.

Pickup Date & Time Screen

This screen lets your customer choose when they want their items collected.

• Blocks Included: Pickup date dropdown, Pickup time options, and a "Refresh" link (in case they need to see the latest available time slots).
• Footer Action: Set to Create Order. Once the customer taps this final button, the booking is instantly created in your EasyBiz system!

Customizing Your Mini App

The default setup above is all you need to run your business smoothly.

You can click Publish right now and start taking bookings! However, if you want to gather more specific details, EasyBiz makes it simple to customize.

Making Address Line 2 Mandatory

By default, Address Line 2 (unit number) is optional because customers in landed houses do not have one. Here is how to make it mandatory only for HDB, Condo or Offices.

Step 1 Create an Address Type Data Field

Before we can ask the customer for their property type, we need to create a blank space in the system to save their answer. Read more about [Data Fields].

1. Go to Settings> Operations section > Custom Fields.
2. Click Add Data Field. Name it Address Type and select Dropdown as the Data Type.
3. Type in your options: HDB, Condo, Office, Landed. Click Save.

Step 2 Add the Address Type Block

1. Back in your Mini App editor, click your Address screen tab.
2. Click + Add Block .

3. Choose Dropdown.

4. Open the block settings (click the ⌄ arrow). Set the Input Data Field to your newly created Address Type field.

5. Set the Label to "Property Type".
6. Set Visibility to Conditional. Choose When: Address geo location -> Operator: Has Value. This ensures the dropdown only appears after the customer finds their postal code.

7. Drag and drop this new block just above Address Line 1.

Step 3 Make Address Line 2 Conditional

1. Open the settings for the Address Line 2 block.
2. Change Required to Conditional.

3. Set it to When: Address Type -> Operator: Is Any Of -> Value: HDB, Condo, Office.
4. Now, Address Line 2 will be strictly required for apartments, but completely optional for landed properties!

Adding an Item Issue Screen

If you want to know exactly what is wrong with the customer's item before you pick it up, you can add a brand new screen to collect these details.

Step 1 Create a Service Type Data Field

1. Just like before, go to Settings > Operations section > Custom Fields and click + Add Data Field.
2. Name it Item Issue, choose Item Issue as the Data Type, and add your options (e.g., Dirty / Needs cleaning, Stain marks, Colour fading or discolouration, Mold / Smell). Click Save.

Step 2 Add the New Screen

1. Back in your Mini App editor, click the + button next to your screen tabs at the top right to Add Screen.

2. Choose Blank, name it Item Issue, and click Add.

3. Drag and drop this new screen tab so it sits right between Address and Pickup Date & Time.

4. Inside your new screen, click + Add Block and select Checkbox Group. A Checkbox Group is a block type that displays a list of options with checkboxes — your customer can tick one or more choices at the same time. This is different from a Dropdown (which only allows one selection) or Radio Buttons (which also only allows one). Use it here because a single item might have multiple issues at once.

5. Open the block settings. Set the Input Data Field to your Item Issue field, and change the Label to "Please select the issues with your item".

6. The Footer Action is already set to Next by default, so you can just leave it as it is.

Publish Your Mini App

Once you are happy with your setup, it is time to make it live!

1. Click the black Publish button at the top right corner of the editor.

2. A confirmation dialog box will pop up. Ensure your WhatsApp Business Account is selected correctly, then click Publish.

3. You will now be taken to the Live Preview screen. This screen shows you exactly what your customer will see and interact with on their phone.

4. At the top right of this screen, you have three final options:
   • Send Test: Want to try it yourself first? Click this button, enter/select your phone number, and EasyBiz will send the form directly to your personal WhatsApp so you can test it like a real customer!
   • Draft: If you notice something you want to change in the preview, click this button to return to the editing mode.
   • Publish: If everything looks perfect, click this final Publish button to make your Mini App live and ready to use!