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Getting started
Everyone
Fixo turns a normal WhatsApp message into a tracked task. You send the task, Fixo sends it to the right person, reminds them, and tells you when it is done. Your team does not install anything.
How Fixo works in one minute
- You send a task to Fixo on WhatsApp: typed, as a voice note, or by forwarding a message. Hindi, English and Hinglish all work.
- Fixo reads it and picks out the task, the person and the deadline. You check it and tap ✅ Correct.
- Your team member gets a task card on their own WhatsApp and taps Acknowledge so you know it has been seen.
- Fixo follows up with reminders and deadline alerts, and tells you when the task is done.
- You see everything in the morning digest and on your web dashboard at myaccount.getfixo.app.
YouDeepak, kal 5 baje tak GST report bhej dena
Fixo🤖 Fixo — Task detected. Please confirm:
📋 GST report bhej dena
👤 Assigned: Deepak
⏰ Deadline: Tomorrow, 5:00 PM
✅ Correct
Fixo✅ Task confirmed and sent to Deepak.
🔔 Reminders scheduled
The two Fixo numbers
| Number | Use it for |
| +91 99782 29977 | Fixo on WhatsApp. Send tasks, open the menu, add your team, view plans. Save it in your contacts as “Fixo”. |
| +91 87806 38433 | Fixo support. A real person on WhatsApp or phone, for questions, billing help or anything that is not working. |
Create your account (about 2 minutes)
- Open WhatsApp and send Hi to +91 99782 29977.
- Fixo asks for your name. Reply with just your name, for example Priya Sharma.
- Choose your language: 🇬🇧 English 🇮🇳 हिंदी or 💬 Hinglish.
- That is it. Your account is ready. Try your first task, for example “Call client tomorrow at 5pm”.
Every new account starts as a personal (solo) account on the free plan. It becomes a team account as soon as the first person you invite accepts. No credit card is needed.
Next steps: add your business name, working days and hours from menu option 7 (Profile & Settings), then add your team with 5. Working hours decide when your morning digest arrives and when tasks without a time are due.
Fixo currently works with Indian WhatsApp numbers (+91).
Owners, co-owners and team members
| Role | Who it is | What they can do |
| Owner | The person who created the account | Everything, including plans, billing and closing the account. |
Co-owner (called “Manager” on the web dashboard) | A partner or manager you add | Create and assign tasks for the team, add and remove members, manage groups, delete tasks, change business settings. Cannot change the plan, pay, or close the account. |
Team member (staff) | Anyone who does the work | Receive task cards, acknowledge, mark done, ask for more time, flag a problem, comment, attach photos, and keep their own personal tasks. |
| Solo user | One person using Fixo for their own tasks | Everything for their own tasks. Adding a team member turns it into a team account. |
Creating tasks
Owners, co-owners & solo users
Write the task the way you would tell a person. Mention who should do it and by when. Fixo works out the rest and asks you to confirm before anything is sent.
Send a task by text
Type the task and send it to Fixo. Good examples:
- “Rinku ko bolo report bhejo by 4pm”
- “Ask Anita to check stock before Saturday”
- “Pay electricity bill tomorrow” (no name, so the task is for you)
Fixo creates one task per message. To create two different tasks, send two messages.
Who the task goes to
- Name the person who should do the work. A first name is enough, and “Anitaji” or “Rinku bhai” also work. You can use a phone number instead of a name.
- Someone who only receives or is contacted is not the assignee. “Rahul ko invoice bhejo” and “call Sharma” stay with you.
- For work done together, such as “site visit with Anita”, Fixo adds you as well.
- If the name is not on your team, Fixo keeps the task for you and tells you to add that person. If two people share the name, Fixo asks you to use the full name.
Send a task as a voice note
Hold the mic and speak naturally, for example “Sneha ko bolo Sharma ji ka quotation aaj hi bhejna hai”. Fixo replies “⏳ Processing your voice message”, shows what it heard (🎤 Heard: “…”) and then shows the task to confirm. Voice notes are included on paid plans.
Forward a message to make it a task
Long-press any WhatsApp message (for example a customer's request), tap Forward and send it to Fixo. It becomes a task you can assign. Forward-to-task is included on paid plans.
Send a photo or document with a caption
The caption becomes a new task, but the file itself is not kept on that task. To keep a photo or document on a task, reply to the task's card with it. See Photos & files.
Confirm, edit or cancel
Every new task comes back to you to check first:
Fixo🤖 Fixo — Task detected. Please confirm:
📋 Send quotation to Sharma ji
👤 Assigned: Sneha
⏰ Deadline: Today, 6:00 PM
- ✅ Correct sends the task. You get “✅ Task confirmed and sent to Sneha” and a list of the reminders that are scheduled.
- ✏️ Edit opens a form where you can change the description, the person and the deadline, then Send Task.
- ❌ Cancel drops it. Nothing is created or sent.
A task that is never confirmed is not sent to anyone and does not count towards your plan. Fixo may nudge you once to confirm it, and unconfirmed tasks are cleared after 24 hours.
Once confirmed, a task cannot be cancelled from the card. Use Edit, MANAGE, or the web dashboard to change or delete it.
How deadlines are set
Fixo understands everyday words like kal, parso, shaam, 5 baje, Friday, next week. If you do not give an exact time:
| You write | Deadline Fixo sets |
| No deadline at all | Today at your closing time (7:00 PM if you have not set working hours). If that time has passed, tomorrow. |
| A day without a time (“kal”, “Friday”) | That day at your closing time, or 7:00 PM. |
| “now”, “abhi”, “turant”, “urgent”, “asap” with no time | 30 minutes from now. |
| “this week” | Saturday 5:00 PM this week. |
| “next week” | Saturday 5:00 PM next week. |
| A time already in the past | Fixo asks you for a future date and time. |
Urgent tasks
Use a word such as urgent, asap, immediately, emergency, top priority, critical, jaldi, turant or fatafat in your message. The task is marked 🔴 Urgent, shown in red and listed first everywhere. You can also switch a task between Normal and Urgent on the web dashboard.
Give one task to several people
Name everyone in one message, for example “Ramu, Priya and Sunil, clean the store by 6pm”. Fixo shows “Creating 3 tasks — please confirm” and, after ✅ Correct, sends each person their own copy with their own reminders.
- Up to 5 people can be named in one message.
- Your plan sets how many people one task can go to: 1 on Free, 3 on Starter, 10 on Professional, unlimited on Business.
- For a group you message often, create a group and send @sales followed by the task.
- If someone has not yet accepted their invitation, Fixo tells you and offers to reassign or resend the invite.
Solo accounts
On a solo account every task is yours, and Fixo reminds you at the right time. To give tasks to other people, add a team member with 5 or forward their contact to Fixo.
Managing tasks on WhatsApp
Owners & co-owners
See open, overdue and completed tasks
- 1 or TASKS: all open tasks, grouped under “You” and each team member, with labels like Today, Tomorrow or 2 days ago. Tap the button, tick the tasks that are finished and tap Mark as Done. The people assigned are told.
- 2: overdue tasks and when each was due.
- 3: tasks completed today.
Mark done, reassign or delete several tasks (MANAGE)
- Send MANAGE.
- Tick the tasks you want.
- Choose Mark as done, Reassign to someone or Delete, and confirm.
Deleting removes the tasks and cancels their reminders. It cannot be undone. Only the owner and co-owners can reassign or delete.
Reassign tasks
Send 4 or REASSIGN, tick the tasks, choose the new person (you can choose yourself) and tap Reassign. The previous person is told the task moved, and the new person gets the task card with its reminders.
When a team member asks for more time
You receive a message such as “⏰ Ravi requested more time … Extension requested: 1 day”, with three buttons:
- ✅ Approve adds the requested time to the deadline. Ravi is told the new deadline and reminders move.
- ❌ Reject keeps the original deadline. Ravi is told.
- 📅 Set Deadline lets you type a different deadline yourself.
The request goes to whoever created the task.
When a team member flags a problem
If staff tap Not sure on a task, you get “⚠️ Ravi flagged a task and needs your attention” with their reason (for example “Need more info” or “Not my task — wrong person”) and any note. Open the review to:
- ✅ Mark as Done, if it is already finished
- 🔄 Reassign to another member
- 💬 Reply to member. They receive your reply and the task becomes active again.
- ✏️ Update the task, to change the details or deadline
Cancelled tasks
A task is cancelled when you tap Reject on an overdue alert, when a team member taps Reject on a deadline reminder (you are told “❌ Ravi rejected the task”), or when you change its status on the web dashboard. Cancelling one copy of a repeating task does not stop the repeat.
Reopen a completed task
Reopening is done on the web dashboard by the owner or a manager. Open the task, choose Reopen task, optionally set a new deadline and a reason, and tap Reopen and notify. The assignee receives the task again on WhatsApp and its reminders switch back on. See Tasks on the web.
Reminders & alerts
Everyone
Fixo does the chasing. There are three kinds of reminder, and your plan and settings decide which ones are sent.
The three reminders
| Reminder | Sent to | When | Plans |
| Deadline alert | The assignee and the owner side | At the deadline, with Done and Reject buttons | All plans |
| Smart reminder (before the deadline) | The assignee | The amount of time before the deadline that you set | Solo Pro, Starter, Professional, Business |
| Overdue alert (escalation) | You and the assignee | The amount of time after the deadline that you set, if the task is still open | Professional, Business |
After you confirm a task, Fixo lists exactly what is scheduled, for example “4:00 PM — Reminder to Priya · 5:00 PM — Deadline notification · 6:00 PM — Overdue alert if not completed”.
Turn reminders on and choose the timing
Before and after reminders are off until you turn them on. They apply to your whole business.
- On WhatsApp send 7 and tap Open Profile, or on the dashboard open Settings → Reminders.
- Enable reminders and pick the unit: minutes, hours or days.
- Set Before deadline (the reminder to the assignee) and After deadline (the overdue alert). Leave either blank to skip it.
If a task is due sooner than your “before” setting, Fixo says so and skips that reminder. Changing the settings affects new tasks; tasks already scheduled keep their times until they are next edited or reassigned.
Business plan: you can also give a single task its own reminder schedule when you create it on the web dashboard (custom reminder schedules).
When reminders stop
All pending reminders for a task are cancelled when it is completed, cancelled or deleted, or when the assignee leaves the team. Reminders are about real work, so they still arrive when someone has turned on quiet mode with STOP.
Repeating tasks
Everyone
For work that happens every day, week or month. Set it up once and Fixo creates and sends each copy on time.
Create a repeating task
Say clearly that it repeats:
- Daily: “Har roz subah 10 baje stock check karo”
- Weekly: “Every Monday, Sunil sends the staff meeting notes”
- Monthly: “Every month on the 5th, file the GST return”
Fixo shows how it will repeat, who gets it and when the first one is due. Tap ✅ Correct and you receive a short code:
Fixo✅ Repeating task confirmed and sent to Sunil.
🔁 Repeats: Every Monday, 10:00 AM
🔑 Code: A3F1
Reply STOP A3F1 to end the repeat.
You can also create a repeating task on the web dashboard: choose Every working day, Weekly or Monthly under Repeat.
How repeats run
- A repeating task is for one person, who must have accepted their invitation.
- Each copy is sent at your opening time on the day (9:00 AM if not set), and at least 30 minutes before it is due.
- Daily repeats skip your closed days. Weekly and monthly repeats run on their day. The 31st falls on the last day of shorter months.
- If no time is given, each copy is due at your closing time (7:00 PM if not set).
- Each copy counts as one task towards your monthly allowance.
- If the person leaves the team, the repeat pauses and restarts when they rejoin.
See, pause, edit or stop repeating tasks
On WhatsApp: RECURRING or REPEAT lists your repeating tasks with their codes and status. STOP A3F1 (with your code) ends that repeat. Tasks already sent are not affected.
On the web dashboard, the Repeating page shows each repeat as a schedule card under Running or Paused (tap See stopped for ended ones), with when the next one goes out. On each card:
- Pause stops new copies going out; Resume starts them again (your plan's repeat allowance is checked on resume). A repeat paused because of your plan limit also appears under Paused.
- Edit changes the wording, the repeat pattern, the day or the time — from the next copy onwards. A weekly repeat runs on one weekday.
- Stop ends the repeat for good.
- + New repeating task creates one from the same page.
To give the repeat to a different person, stop it and create a new one — copies already sent stay with whoever did the work.
Open every day? Send OPEN7
If your business works seven days a week, send OPEN7. Fixo treats every day as a working day, so daily repeats also run on Sundays and your morning digest arrives every day. You can also choose your open days in Profile & Settings.
How many repeats your plan allows
| Plan | Weekly or monthly repeats | Daily repeats |
| Free, Solo Free | 1 | Not included |
| Solo Pro, Starter | 3 | 2 |
| Professional | 15 | 10 |
| Business | Unlimited | 30 |
The limit is on repeats running at the same time, not on the tasks they create. Stop one you no longer need to make room.
Photos & files
Paid plans
Keep proof of work on the task: a photo of the finished job, a delivery receipt, a PDF quote.
Attach a photo or document to a task
- Find the task's card (or any Fixo message about the task).
- Reply to it with a photo or a document.
- Fixo confirms “📷 Photo added to task name” and tells the other side.
| Type | Formats | Largest file |
| Photos | JPG, PNG, WebP | 10 MB |
| Documents | PDF, Word, Excel | 20 MB |
Up to 10 files per task. Videos and HEIC photos are not supported. A photo sent without replying to a card is not attached; if it has a caption, the caption becomes a new task.
Get files back
Reply FILES (or PHOTOS) to the task's card. Fixo sends up to 3 at a time. All files show as thumbnails on the task's page on the dashboard, where you can open each one.
Remove a file
Reply REMOVE to the file message itself, or open the task on the dashboard and tap Remove on the file. Only the person who added the file, or the owner side, can remove it. Removing is permanent.
Require a photo before Done (photo proof)
On paid plans you can make a task need a photo (or PDF) of the finished work before your team member can close it. Two levels:
- Ask for a photo: when they tap Done, Fixo asks for a photo first — they can still choose Done, no photo.
- Require a photo: no photo, no Done. The task cannot be closed until proof is attached.
Turn it on per task — the switch on the task in the dashboard, the Edit form, or simply saying "send photo" in your WhatsApp task message — or for the whole business in the dashboard under Settings. The business setting applies to tasks created after you switch it on; tasks already sent keep working as your team was told.
Nobody is asked for proof on their own personal tasks, and you are not asked when you close somebody else's task yourself. If a task is reopened, a fresh photo is needed — proof of the first attempt doesn't count for the second.
Your team
Owners & co-owners
Add a team member
- Send 5 to Fixo.
- Fill in their full name, WhatsApp number (with country code, e.g. +91 98765 43210) and role: 👤 Staff or 👑 Co-Owner.
- Choose Save & add another member, Save & review, or Save & submit all.
Each person receives an invitation from Fixo on WhatsApp. You can also add members on the web dashboard under Team → Add member (roles there are called Member and Manager).
Shortcut: share a contact card with Fixo (📎 → Contact). Fixo shows the contact with 👤 Add as Members 👑 Add as Co-owners ❌ Reject. You can share several contacts at once.
A number cannot be added if it is your own, is already on your team, or already belongs to another team on Fixo. The Free team plan allows up to 5 members (invitations not yet accepted count too); paid team plans have no member limit.
Invitations: what your team member must do
A new member cannot receive tasks until they accept. They accept by tapping the button on the invitation or replying HI (YES, OK, JOIN, HAAN and THEEK HAI also work). You get “✅ Ravi has accepted the invitation and is now active”.
- If they reply NO, NOT NOW or NAHI, the invitation is declined and Fixo will not message them about it again.
- If there is no reply after 1 hour, Fixo tells you and sends the invitation again. The next morning at 10 AM it reminds you both once more.
- To send it again yourself, use 🔁 Resend Invitation when Fixo tells you a task could not be assigned, or Team → Resend invitation on the dashboard.
Tell your staff before you add them. A quick “You will get a WhatsApp from Fixo, please reply HI” saves most follow-ups.
Remove a team member
- Send 6, tick the people to remove and tap Remove Selected.
- If they have open tasks, choose who should take them over and tap Reassign & Remove. That person receives the task cards.
The removed person is not messaged. Their reminders stop, their repeating tasks pause, and their personal tasks stay with them. On the dashboard use Team → ⋮ → Remove from team. If you choose nobody, their open tasks stay assigned to them and will not reach anyone.
Co-owners
A co-owner uses the same menu as you and works on your business: they can create and assign tasks, add or remove members, manage groups, use MANAGE (including delete), approve requests on tasks they created, and change business settings. They can also receive tasks from you. Only the owner can view or change the plan, pay, or close the account.
On the web dashboard a co-owner appears as a Manager. Roles are chosen when someone is added and cannot be changed later; to change a role, remove the person and add them again.
Turning a solo account into a team
Add your first member with 5 or by sharing a contact. As soon as they accept, your account becomes a team account and options 4 (Reassign) and 6 (Remove) appear in the menu. Your existing tasks stay as they are.
Groups
Owners & co-owners
Name a set of people once (Sales, Kitchen, Site team) and send one task to all of them.
Create and use a group
| Send | What it does |
| GROUP SALES Ramu, Priya | Creates the SALES group, or adds people to it. Separate names with commas, “and” or “aur”. |
| GROUP SALES | Shows who is in SALES. |
| GROUPS | Lists all your groups. |
| UNGROUP SALES Ramu | Takes Ramu out of SALES. |
| DELETE GROUP SALES | Removes the group. Nobody's tasks change. |
| @sales check stock by 5pm | Creates one task for each active member of SALES, after you confirm. |
- Group names use letters and numbers only, up to 20 characters.
- One person can be in up to 10 groups.
- Members who have not accepted their invitation are left out, and Fixo tells you who.
- Your plan's people-per-task limit applies.
- Groups can also be edited on the dashboard: Team → ⋮ → Edit groups.
Guide for team members
Staff
Your manager uses Fixo to send you work on WhatsApp. You do not need to install anything. Share this section with your team.
1. Join your team
You will receive a WhatsApp invitation from Fixo naming your business. Tap the join button or reply HI. You will see “✅ Great! You're all set” and your first task arrives when your manager sends one. If the invitation is not for you, reply NO and you will not be messaged again.
2. Your task card and its buttons
FixoNew task from Rakesh
📋 Send quotation to Sharma ji
⏰ Due: Today, 6:00 PM
| Button | Use it when | What happens |
| Acknowledge | You have seen the task | Your manager knows it has been seen. You get “👍 Got it” with the due time. |
| Not sure | Something is unclear or wrong | Choose a reason (Not my task, Need more info, Already done, Unavailable today, I have a question), add a note if you like, and tap Send to Manager. |
| More time | You cannot finish on time | Enter how much longer (a number) and choose Hours or Days, then Request Extension. Your manager approves, rejects or sets a new deadline, and you are told. |
3. Mark a task as done
- Anytime: reply TASKS or 1, tap the button, tick what you have finished and tap Mark as Done.
- At the deadline: Fixo sends a reminder with a Done button. Tap it.
Careful with Reject. Reminders also have a Reject button. Tapping it cancels the task and tells your manager. If you just need more time, use More time on the task card instead.
5. Your own reminders
Send Fixo any task for yourself, typed or as a voice note, for example “Call supplier tomorrow 11am”. Confirm it with ✅ Correct and Fixo reminds you when it is due. These personal tasks stay with you even if you leave the team.
6. Comments and photo proof
Reply to a task card with a message to add a comment, or with a photo or document to attach proof of work (if your business is on a paid plan). Reply COMMENTS or FILES to the card to see what is on the task.
Some tasks ask for a photo when you tap Done. Send a photo (or PDF) of the finished work and the task closes. If the button Done, no photo is shown you may skip it; if it is not shown, the photo is required — the task cannot be closed without it. If a task comes back to you reopened, send a new photo for the new attempt.
7. Fewer messages
Reply STOP to stop your morning digest and weekly summary. Task cards and reminders still arrive, because they are your work. Reply START to turn the summaries back on. To stop all messages, ask your manager to remove you from the team.
For help with a task, ask your manager. For a problem with Fixo itself, message support on +91 87806 38433.
Digests, summaries & quiet mode
Everyone
Morning digest
A short message 30 minutes before your opening time (8:30 AM if you have not set hours), on your open days. It counts your overdue tasks, tasks due today and upcoming tasks, gives a tip, and has a VIEW TASKS button.
- Owners, co-owners and staff each get their own. Staff get one only on days they have open tasks.
- How often: daily on paid plans; on the Free team plan daily for the first 14 days, then weekly; weekly on Solo Free.
- If you have had no activity for a long time, the digest stops by itself.
Weekly summary
Every Monday at 9:00 AM, a summary of last week: completed, pending and overdue tasks and the completion rate. Sent to the owner, co-owners and staff who had at least 3 tasks. Included on Professional and Business.
Quiet mode: STOP and START
Reply STOP to turn off the morning digest, weekly summary and tips. Task messages and reminders still come through. Reply START to turn them back on. Each person's setting is their own and does not affect the rest of the team.
Not the same as STOP + code. STOP on its own is quiet mode. STOP A3F1 ends the repeating task with code A3F1.
Web dashboard
Owners, managers & members
WhatsApp is where the work happens. The dashboard at myaccount.getfixo.app is where you see all of it on one screen: who is on track, what is overdue, and how the team is performing.
Sign in
- Go to myaccount.getfixo.app.
- Enter the WhatsApp number registered with Fixo and tap Send OTP on WhatsApp.
- Enter the 6-digit code Fixo sends you and tap Verify and sign in.
There is no password. Codes are valid for 5 minutes; you can request a new one after 60 seconds, up to 5 times an hour. Team members can sign in too, once they have accepted their invitation. You stay signed in until you tap the log out icon at the bottom of the menu.
On your first sign-in, a short welcome tour points out the main screens. It is shown once per account — existing accounts see it once after the redesign.
The menu is grouped into Overview, Work, People and Account: Home, Tasks, Repeating, Team, Settings and Plan & billing. On a phone the panel uses bottom tabs — Home, Tasks, + New task, Repeating and More.
On your phone: the dashboard works in any mobile browser. Tap Add on the “Add Fixo to your home screen” banner (on iPhone: Share → Add to Home Screen) to open it like an app.
What each role sees
| Role | Sees |
| Owner | Everything: Home, Tasks, Repeating, Team, Settings, Plan & billing |
| Manager (co-owner) | The whole team's work and settings. Billing shows the plan only. |
| Member (staff) | Their own tasks and repeats. No Billing. |
Everyone sees the usage meter under the menu: plan name, tasks used this month and members used. It turns amber at 80% and red at 100%. The dashboard follows the same plan limits as WhatsApp: at your monthly cap, creating a new task is refused here too, with the same upgrade route.
Team page: everything about one person
Click any name on the Team page and a side panel opens with their number, role and status, plus their Open, Overdue and Repeating counts — each count opens that person's matching list. From the same panel you can give them a task, see their tasks, edit their name or groups, make them a co-owner, switch their notifications, or remove them. For someone who hasn't accepted their invitation yet, the panel offers Resend invitation instead. On a phone it opens full screen with a ‹ Team back button.
Home: Today and Reports
Home opens on Today: a greeting, four counts — Open, Due today, Overdue and Done today (tap one to open those tasks) — a Needs your attention list where you can approve or reject more-time requests and reply to flagged tasks on the spot, your tasks due today, and a short Getting-started checklist until your team, hours and reminders are set up. The Reports tab holds the full analytics:
- Period: This week, Last 7 days, This month, Last 30 days (default) or Custom (up to 92 days). Every figure is compared with the previous period.
- Needs your attention: tasks awaiting your confirmation, questions from staff, requests for more time, and tasks with nobody assigned. Click any to open those tasks.
- Tiles: Total, Open, Completed, Overdue, Due today, Upcoming, Cancelled, Awaiting confirmation, Acknowledged, Completion rate and On time %. Click a tile to see the tasks behind it.
- Overdue list: the most overdue tasks with how late each is.
- Charts: tasks by status, where work comes from (WhatsApp or dashboard), created vs completed over time, and open work by person.
- Team performance: for each person, total, open, completed, on-time %, overdue now and completion rate. Click a name to see their tasks.
- This week and Your WhatsApp digest right now for a quick daily check.
Tap + New task from the dashboard to create a task straight away.
Tasks on the web
Dashboard
Find tasks: views, search, filters and sorting
- Quick views: All, My tasks, Urgent, Overdue, Due today, Due this week, Unassigned, Awaiting confirmation.
- Search by title, description or assignee.
- Filters: status, assignee, and under More filters: deadline, created and completed date ranges, created by, created in (dashboard or WhatsApp), priority, repeating or one-off, and overdue only. Tap Clear all to reset.
- Sort by clicking a column heading (on a phone, use Sort by).
- Small chips on each task show Urgent, Recurring, 📎 files, Acknowledged, Reopened, Question and More time.
Create a task from the dashboard
- Tap + New task.
- Enter a Title and optional Description.
- Set a Deadline, or leave it blank for today at your closing time.
- Optionally set Repeat: Every working day, Weekly (pick the day) or Monthly (pick the date), with a due time.
- Choose Assign to: yourself and/or up to 5 people. Each person gets their own task on WhatsApp.
- Check Reminders (filled in from your settings) and tap Create task.
Members can create tasks only for themselves. A repeating task can only be for one person.
Work on a task
Use the ✓ icon to mark a task done, or the ⋮ menu for everything else:
| Action | Who |
| View details | Everyone |
| Mark Open / Completed / Cancelled | Everyone who can see the task |
| Acknowledge, Not sure (ask a question), Request more time | The person the task is assigned to |
| Answer the question, Approve or Reject extension | Owner and managers |
| Edit details | Owner, managers, or whoever created the task |
| Assign / reassign | Owner and managers |
| Delete | Open tasks: owner, managers or the creator. Completed or cancelled tasks: owner only. |
Completing, cancelling or deleting a task cancels its WhatsApp reminders. Repeating tasks cannot be edited or deleted here; stop the repeat first.
The task page: files, history and comments
- Attachments: photos as thumbnails and documents by name, with who added them and when. Click to open, or Remove (permanent).
- History: a time-stamped record of everything that happened: created, assigned, acknowledged, reminders, questions, extensions, deadline changes, comments, reopened, completed. How far back it goes depends on your plan: 7 days on the free plans, 30 days on Solo Pro and Starter, unlimited on Professional and Business.
- Comments: read the conversation and add a comment. Anyone on the task can also comment by replying to its WhatsApp card.
- Actions: change status, priority (Normal or Urgent) and assignee, edit, delete, or Reopen task for completed tasks.
Bulk actions and export
- Tick several tasks to Mark done, Reassign, Change deadline or Delete (the owner can delete completed or cancelled tasks in bulk).
- Tap Export to download the current list, with your filters, as a CSV spreadsheet (up to 2,000 rows).
Repeating page
Lists every repeating task with its schedule, assignee, next due date, who set it up, its code and its status: Running, Paused (the assignee left or is inactive) or Stopped. Search and filter by state, assignee or schedule. Tap Stop to end a repeat; tasks already sent are not affected.
Team page
Everyone on your team with their number, role, groups and status (Active, Invite pending or Declined). Owners and managers can + Add member, Resend invitation, Edit groups and Remove from team (choosing who takes over their open tasks).
Profile & settings
Owners & co-owners
The same settings are available on WhatsApp (send 7) and on the dashboard (Settings). A change in one place shows in the other.
What you can change
| Setting | What it affects |
| Your name | How Fixo addresses you in cards, reminders and digests |
| Business name | Shown to your team in invitations and Fixo messages |
| Business type | Retail, Services, Technology, Healthcare, Education, Finance, Hospitality, Manufacturing or Other |
| Open days | Mon to Sun. Default is every day except Sunday. Decides digest days and which days daily repeats run. |
| Opening time | Morning digest arrives 30 minutes before; repeating tasks are sent at this time |
| Closing time | The default deadline for tasks with no time |
| Language | English, हिंदी or Hinglish for your welcome, invitation and deadline messages. Menus, commands and most replies are in English. You can always write tasks in any of the three. |
| Reminders | On or off, unit (minutes, hours, days), before-deadline reminder and after-deadline overdue alert. See Reminders. |
Plans & limits
Owners
Every plan is a flat price for the whole business, not per person. Prices below are the current launch-offer prices, excluding 18% GST. Yearly billing gives 12 months for the price of 10.
What each plan includes
| Feature | Free | Starter | Professional | Business | Solo Free | Solo Pro |
| Price per month | ₹0 | ₹299 | ₹799 | ₹1,999 | ₹0 | ₹149 |
| Price per year | – | ₹2,990 | ₹7,990 | ₹19,990 | – | ₹1,490 |
| Tasks per month | 30 | 150 | 450 | 1,200 | 30 | 100 |
| Team members | 5 | Unlimited | Unlimited | Unlimited | Just you | Just you |
| Tasks by text, acknowledgement, deadline alerts, comments | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Voice-note tasks | – | ✓ | ✓ | ✓ | – | ✓ |
| Forward-message tasks | – | ✓ | ✓ | ✓ | – | ✓ |
| Photo & document attachments | – | ✓ | ✓ | ✓ | – | ✓ |
| Smart reminders (before deadline) | – | ✓ | ✓ | ✓ | – | ✓ |
| Escalation (overdue) alerts | – | – | ✓ | ✓ | – | – |
| People per task | 1 | 3 | 10 | Unlimited | 1 | 1 |
| Weekly or monthly repeats | 1 | 3 | 15 | Unlimited | 1 | 3 |
| Daily repeats | – | 2 | 10 | 30 | – | 2 |
| Morning digest | Daily 14 days, then weekly | Daily | Daily | Daily | Weekly | Daily |
| Weekly team summary | – | – | ✓ | ✓ | – | – |
| Activity history | 7 days | 30 days | Unlimited | Unlimited | 7 days | 30 days |
| Custom reminder schedule per task | – | – | – | ✓ | – | – |
| Priority support | – | – | ✓ | ✓ | – | – |
| Web dashboard | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Launch offer and price lock: the price you join at stays the same for as long as your subscription stays active. If you cancel or it lapses, the price current at that time applies when you return. See Terms §5A.
Check your usage
Send 8 or USAGE (also MY PLAN or LIMIT). Fixo shows your plan, tasks used, and the dates of your current month, for example “Tasks: 12 of 150 this month · Period: 4 Sep to 4 Oct”. On the dashboard, the usage meter under the menu shows the same numbers.
What counts as a task
- A task counts once it is confirmed. Drafts you cancel do not count.
- Deleting, cancelling, completing or reopening a confirmed task does not give it back.
- A task sent to 3 people counts as 3. Reassigning does not add to the count.
- Every copy created by a repeating task counts as 1.
- Personal tasks your team members create count towards the business.
- If a paid plan ends and you move to Free, the Free month's count starts from the day the paid plan ended — nothing you used while paying is carried over.
- Your month starts on your billing date on paid plans, or the date you joined on free plans. It is not the 1st of the calendar month. Yearly plans still get their allowance each month.
What happens when you reach a limit
- At 80% of your monthly tasks, Fixo sends you a friendly heads-up.
- At 100%, new tasks are not created until your allowance resets or you upgrade. Fixo tells you which task was not created and the date your allowance resets, so you can send it again later.
- Everything already created keeps working: open tasks, reminders, the dashboard and your history. Nothing is deleted.
- Repeating tasks that are already running continue. If they make up a large share of your usage, Fixo tells you so you can stop any you no longer need.
Features not included in your plan are refused politely with a pointer to PLANS, for example voice notes on the Free plan (“Typing the task still works”), or a fifth member on the Free team plan.
Billing & payments
Owners
Payments are processed securely by Razorpay. Only the account owner can view or change the plan.
Buy a plan on WhatsApp
- Send PLANS to see the plans available to you, with prices including GST.
- Reply with the plan code, for example BUY STARTER, or BUY STARTER YEARLY for yearly billing.
- Tap the Razorpay link and complete the payment. Your plan starts as soon as the payment goes through; send 8 to check.
| Plan | Code | Monthly incl. GST | Yearly incl. GST |
| Solo Pro | BUY SOLO PRO | ₹176 | ₹1,758 |
| Starter | BUY STARTER | ₹353 | ₹3,528 |
| Professional | BUY PROFESSIONAL | ₹943 | ₹9,428 |
| Business | BUY BUSINESS | ₹2,359 | ₹23,588 |
Team accounts are offered Starter, Professional and Business; solo accounts also see Solo Pro. Buying a team plan on a solo account turns it into a team account. Subscriptions renew automatically, so the payment sets up an auto-debit mandate with your card or bank.
Buy or change a plan on the dashboard
- Open Billing.
- Choose Monthly or Yearly (Yearly saves 2 months).
- Tap Choose on a plan (or Move to this plan if you already subscribe), check the price breakdown, and complete the authorisation on Razorpay.
Upgrade, downgrade or switch to yearly
| Change | When it starts | What you pay |
| Upgrade (bigger plan) | Immediately. The new plan unlocks straight away. | Only the difference for the days left in your current month, now. Then the new price from your next billing date. |
| Downgrade (smaller plan) | At the end of your current period. You keep your current plan until then. | Nothing now. The new price from the next period. |
| Switch monthly to yearly | At the end of your current month. | Nothing now. The yearly amount when your month ends. |
- On WhatsApp send UPGRADE to see every option with its exact cost, then reply, for example, UPGRADE PROFESSIONAL or UPGRADE STARTER YEARLY.
- The authorisation link is valid for 1 hour. Send UPGRADE CANCEL to drop a change you have not authorised yet.
- Setting up a new mandate may show a ₹5 verification charge. Razorpay refunds it.
- You are never charged for both plans: your old payment is closed only after the new one is authorised.
- The amount paid for an upgrade is not refundable. If you cancel a change you have already authorised (Billing → Cancel this change), you keep what you paid for until the end of that period.
- On a yearly plan, message support (SUPPORT) to change plans; the change is set up to start at renewal.
Cancel your subscription
On the dashboard go to Billing → Cancel subscription and confirm, or send SUPPORT and our team will cancel it for you.
- You will not be charged again, and you keep your plan until the end of the period you have paid for.
- After that your account moves to the free plan. Your tasks, team and history stay. Repeating tasks beyond the free allowance pause and restart when you subscribe again.
- Your launch-offer price lock ends when you cancel.
Renewals and failed payments
- Fixo reminds you 3 days before a renewal. There is nothing to do; the payment is taken automatically.
- If a payment fails, your account keeps working for 7 days while you check with your bank. Fixo reminds you 2 days before that time ends.
- If it is still unpaid, the account moves to the free plan. Nothing is deleted, and your plan comes back as soon as you subscribe again with PLANS.
GST details, payment history and invoices
- Billing details: in Billing, add your legal business name, state, address, PIN code, billing email and GSTIN (optional). The first two digits of the GSTIN must match your state. These are the details printed on your GST invoice.
- Payments: every payment with its date, plan, amount and status. Expand a row to see the period it covers, the payment ID and the Razorpay receipt.
- Invoice: tap Download on a payment to open its GST invoice PDF once it has been issued.
Refunds
- 7-day money-back guarantee on your first paid subscription payment. Once per account; renewals and upgrades are not included.
- Renewals are not refundable once processed, and cancelling mid-period does not give a partial refund.
- Double charges, or a payment taken without your plan being activated, are refunded in full.
- Refunds go back to your original payment method within 5 to 7 business days of approval.
Ask for a refund on WhatsApp at +91 87806 38433 or at support@getfixo.app with your registered number and payment reference. Full details: Refund Policy and Cancellation Policy.
Your account & data
Owners
Close your account
Send DELETE MY ACCOUNT to Fixo, or on the dashboard go to Settings → Close account. Fixo shows exactly what will be removed, then asks you to type DELETE to confirm. Anything else, or 10 minutes of silence, cancels it.
- Removed: all your tasks and their history, your team's access (they are told), your business details and reminder settings, and dashboard logins.
- An active subscription is cancelled at once and any paid time left ends that day. To use up paid time first, cancel the subscription instead and close the account later.
- This cannot be undone. Only the owner can close the account.
- To start again later, send HI.
Privacy and your data
- Your tasks and business data belong to you. They are never sold or used for advertising.
- Messages are processed by Meta (WhatsApp), and by AI providers only to read tasks and transcribe voice notes, not to train public models. Payment card, UPI and bank details stay with Razorpay; Fixo never sees them.
- To have your data deleted after closing your account, email support@getfixo.app.
Read the full Privacy Policy.
“Fixo has paused this number”
To protect against misuse, a number that creates more than 30 tasks within an hour without ever using the menu or a button is paused automatically. Reply HELP and Fixo starts listening again straight away.
All commands
Quick reference
Commands are not case sensitive. Words marked “reply to card” only work when you use WhatsApp's reply on a Fixo message about the task.
Owners, co-owners and solo users
| Send | What it does |
| HI HELLO MENU | Open the menu |
| Any message or voice note | Create a task |
| 1 TASKS | Open tasks, and mark them done |
| 2 | Overdue tasks |
| 3 | Done today |
| 4 REASSIGN | Reassign tasks |
| MANAGE | Tick tasks, then mark done, reassign or delete |
| 5 | Add a team member (or share a contact) |
| 6 | Remove a team member |
| 7 | Profile & Settings |
| 8 USAGE MY PLAN LIMIT | Plan and usage this month |
| 9 | How Fixo works |
| 0 | List all commands |
| GROUPS | List your groups |
| GROUP SALES Ramu, Priya | Create a group or add people |
| UNGROUP SALES Ramu | Remove someone from a group |
| DELETE GROUP SALES | Delete a group |
| @sales + task | One task for everyone in the group |
| RECURRING REPEAT | List repeating tasks |
| STOP A3F1 | End the repeating task with that code |
| OPEN7 | Work every day, including Sunday |
| COMMENTS (reply to card) | Read a task's comments |
| FILES PHOTOS (reply to card) | Get a task's photos and files |
| REMOVE (reply to the file) | Delete that file |
| PLANS | See plans and prices (owner) |
| BUY STARTER BUY STARTER YEARLY | Buy a plan (owner) |
| UPGRADE UPGRADE PROFESSIONAL | See or make a plan change (owner) |
| UPGRADE CANCEL | Drop a plan change you have not authorised |
| STOP / START | Turn digests, summaries and tips off / on |
| SUPPORT HELP CONTACT | Talk to a person |
| DELETE MY ACCOUNT | Close your account (owner) |
Team members
| Send | What it does |
| HI | Accept your invitation, or open your menu |
| NO | Decline an invitation |
| 1 TASKS | Your open tasks, and mark them done |
| 2 | Completed today |
| Any message or voice note | Create a personal reminder for yourself |
| Reply to a card with text, a photo or a file | Add a comment or proof of work |
| COMMENTS FILES (reply to card) | See a task's comments or files |
| REPEAT / STOP A3F1 | List or end your own repeating tasks |
| STOP / START | Turn your digest and weekly summary off / on |
Troubleshooting
Common questions
Fixo did not reply to my message
Fixo stays quiet on messages that are not tasks, such as “thanks” or a general question. Send MENU to check it is responding. If your phone was offline and a message reached Fixo much later, it is skipped; send it again. Fixo currently works with Indian (+91) numbers only.
My team member is not receiving tasks
They have probably not accepted the invitation yet. Check Team on the dashboard: the status should be Active. If it says Invite pending, ask them to reply HI to Fixo, or tap Resend invitation. If it says Declined, remove them and add them again.
“isn't on your team”
The name in your message did not match anyone on your team, so Fixo kept the task for you. Check the spelling, use the name as saved in your team, or add the person with 5. You can reassign the task with 4.
Fixo got the task, person or deadline wrong
Nothing is sent until you tap Correct. Tap ✏️ Edit to fix it, or ❌ Cancel and send it again with the name and time written clearly. For a task already sent, edit it or change its deadline on the dashboard.
Voice note, forward or photo was not accepted
These are included on paid plans. On a free plan, type the task instead, or send PLANS to upgrade. For photos on a paid plan, make sure you replied to the task's card, used JPG, PNG, WebP, PDF, Word or Excel, and stayed within 10 MB (photos) or 20 MB (documents) and 10 files per task.
“You have used all tasks on your plan this month”
Send 8 to see the date your allowance resets. Until then, new tasks are not created. Send UPGRADE (or PLANS if you are on a free plan) to move to a bigger plan straight away. Stopping repeating tasks you no longer need also saves tasks next month.
I cannot sign in to the dashboard
Use the exact WhatsApp number registered with Fixo, and look for the code in your chat with Fixo. Codes expire after 5 minutes; you can ask for a new one after 60 seconds, up to 5 times an hour. Team members can sign in only after accepting their invitation. If it says the number is not registered, send HI to Fixo first.
I cannot see Billing or change the plan
Only the account owner can manage the plan and payments. Managers see the current plan only, and members do not see Billing.
Too many messages
Reply STOP to turn off the morning digest, weekly summary and tips. Task cards and reminders continue. To reduce reminders for everyone, change the reminder settings under 7.
I added someone with the wrong role
Roles cannot be changed after someone is added. Remove the person (6, handing their open tasks to someone), then add them again with the correct role.