What you're looking at
- This page shows what got built in Phase 0 -- the rules engine for sending automated customer messages (SMS + email).
- You can't send messages yet. Phase 0 is the brain; Phase 1 is the screens that let you and Jesy actually use it.
- Three things on this page: the 10 templates that will eventually drive automated comms, the guardrails that keep us from spamming customers, and a simulator that shows what the system would decide in different scenarios.
- Bodies say
[PLACEHOLDER]-- that's intentional. Real wording gets written in the Phase 1 editor (with you reviewing) so I don't freelance customer-facing copy in your voice.
{{ customer_first_name }}.| Template | Who it goes to | How | Auto-fire? | |
|---|---|---|---|---|
|
Lead welcome / consult booking
First-touch SMS + email when a new lead is created. Includes consult-booking link. |
Primary | smsemail | No (manual / approval) | |
Preview rendered with sample data
SMS:
Hi Jordan, this is Charlie at Closet Maestro. Thanks for reaching out about your project. I'll be in touch within a day to set up a free consult. Call 509-213-3000 anytime. - Charlie
EMAIL:
Closet Maestro - thanks for reaching out
Hi Jordan, Thanks for reaching out about your project. I'm Charlie, the owner of Closet Maestro. I'll be in touch within a day to set up a free in-home consult. We'll walk through your space, talk through what you're picturing, and I'll put together a proposal with everything spelled out so you know what you're getting. If you've got photos of the space or any inspiration, feel free to send them along ahead of the consult. Otherwise no prep needed. Questions in the meantime? Call us at 509-213-3000. Talk soon,
Required merge fields:
customer_first_name
|
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|
Consult confirmation
Sent when a consultation is scheduled. |
Primary | smsemail | No (manual / approval) | |
Preview rendered with sample data
SMS:
Hi Jordan, confirming your Closet Maestro consult on Tue Mar 12, 10:00 AM at 123 Maple Ave, Springfield. Please call 509-213-3000 with any questions or to reschedule. - Closet Maestro
EMAIL:
Your Closet Maestro consult is confirmed
Hi Jordan, Confirming your consult: When: Tue Mar 12, 10:00 AM We'll bring samples and a tape measure. We'll walk the space, talk through what you want, and take notes so we can put together a clear proposal afterward. Plan on about an hour. If anything comes up and you need to move it, call us at 509-213-3000 and we'll find a new time. See you then,
Required merge fields:
customer_first_name, consult_datetime, consult_location
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|
Consult T-1 reminder
24-hour reminder before consultation. |
Primary | sms | No (manual / approval) | |
Preview rendered with sample data
SMS:
Hi Jordan, quick reminder your Closet Maestro consult is tomorrow at Tue Mar 12, 10:00 AM, 123 Maple Ave, Springfield. Call 509-213-3000 with any questions or to reschedule. - Closet Maestro
Required merge fields:
customer_first_name, consult_datetime, consult_location
|
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|
Design ready for review
Sent when design drawings are ready for customer/builder review. |
Primary | No (manual / approval) | ||
Preview rendered with sample data
EMAIL:
Your Closet Maestro design is ready to look at
Hi Jordan, Drawings are ready for your project. Take a look:
Take your time with it. When you've looked it over, head into your project portal to leave notes or approve. If anything needs to change before we move forward (dimensions, finish, hardware, layout), drop a comment in JobTread or call us at 509-213-3000 and we'll get it updated. Once you've approved, we'll send the formal contract for signature and can start scheduling production. Thanks,
Required merge fields:
customer_first_name, proposal_pdf_url
|
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|
Proposal nudge
Manual follow-up when a proposal has been sitting unreviewed. OFF by default; never auto-fires. |
Primary | No (manual / approval) | ||
Preview rendered with sample data
EMAIL:
Following up on your Closet Maestro proposal
Hi Jordan, Wanted to see if you've had a chance to look at the proposal. No pressure on timing. If you have questions or want to change something, give us a call at 509-213-3000. If you've decided to go a different direction, that's fine too - just let us know so we can close out the file. Thanks,
Required merge fields:
customer_first_name
|
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|
Install confirmation
Sent when an install date is committed (post-design, pre-production). |
Primary | smsemail | No (manual / approval) | |
Preview rendered with sample data
SMS:
Hi Jordan, confirming your Closet Maestro install on Wed Mar 13, 8:00 AM arrival window. Please call 509-213-3000 with any questions or to reschedule. - Closet Maestro
EMAIL:
Your Closet Maestro install is scheduled
Hi Jordan, Your install is on the calendar: Date: Wed Mar 13 A few things that help us get it done quickly:
We'll text when we're 15-20 minutes out so you're not waiting around. If anything comes up before then, call us at 509-213-3000. Thanks,
Required merge fields:
customer_first_name, install_date, arrival_window
|
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Install reminder (T-7 / T-1)
Reminder before install. Same template fires at T-7 and T-1; render uses {{days_until_install}}. |
Primary | sms | No (manual / approval) | |
Preview rendered with sample data
SMS:
Hi Jordan, your Closet Maestro install is in 7 days (Wed Mar 13). Please have the space cleared before we arrive. Call 509-213-3000 with any questions. - Closet Maestro
Required merge fields:
customer_first_name, days_until_install, install_date
|
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|
Job complete / review request
Sent after install completion. Asks for a Google review. Direct review link is baked in. |
Primary | smsemail | No (manual / approval) | |
Preview rendered with sample data
SMS:
Hi Jordan, thanks for letting Closet Maestro build for you. If you've got a minute, a Google review really helps a small shop like ours: https://g.page/r/Cd9tLJIB9OtmEAI/review. Call 509-213-3000 with any questions. - Charlie
EMAIL:
Thanks from Closet Maestro - mind leaving a review?
Hi Jordan, Thanks for letting us build for you. It was a good project to work on, and we appreciate the trust. If you've got a minute, a Google review goes a long way for a small shop like ours. It's the main way new customers find us. Even a sentence or two helps:
If anything's not working right, or a hinge or drawer needs adjusting in the next few weeks, call us at 509-213-3000 or send a note in JobTread and we'll come take care of it. Thanks again,
Required merge fields:
customer_first_name
|
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|
Warranty / care instructions
Post-install care guide. Sent shortly after job_complete_review. |
Primary | No (manual / approval) | ||
Preview rendered with sample data
EMAIL:
Closet Maestro - caring for your new build
Hi Jordan, Now that everything's installed, here's the care guide so it stays looking right:
The short version:
Full warranty terms are in the guide. Hold onto this email so you have it when you need it. Thanks,
Required merge fields:
customer_first_name, care_link
|
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|
Internal: new JT customer message
INTERNAL
Internal-only notification to Jesy/Charlie when a customer comments on a JT job. NOT sent to customer. |
Internal | No (manual / approval) | ||
Preview rendered with sample data
EMAIL:
[CM] New customer message on Avery Master Closet
Customer commented on Avery Master Closet: Quick question about the hanging rod height...
Required merge fields:
job_name, message_excerpt, job_link
|
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tools/maestro-dashboard/data/comms_settings.json.- Quiet hours: SMS only sends between 8:00 and 22:00 in the customer's local time. Outside that window, the system holds the message and reschedules to the next morning.
- Daily cap: max 5 SMS and 1 email per customer per 24 hours. If we'd exceed, the message holds for review.
- Default timezone: America/Boise (used when a contact doesn't have one set).
- STOP keywords:
STOP,UNSUBSCRIBE,CANCEL,END,QUIT-- if a customer texts any of these, we permanently stop sending SMS until they text START. - First-touch SMS opt-in: a contact's first SMS gets prepended with "Hi, this is Closet Maestro. Reply Y to receive updates by text, STOP to opt out.". Until they reply Y/YES/OK, automated SMS is blocked.
- Approval gate: ON by default -- nothing sends without Jesy/Charlie clicking "Approve."
| Scenario | Result | Why |
|---|---|---|
| Sandy is opted in. Send her an SMS at 10 AM her local time. No recent sends. | Send | All checks passed. |
| Same as above, but it's 7 AM her local time (before quiet hours start). | Hold | quiet_hours: outside 8:00-22:00 America/Los_Angeles Reschedule to: Fri May 8, 8:00 AM PT |
| Sandy is opted in, but she already got an SMS an hour ago. Try to send another. | Send | All checks passed. |
| First-touch SMS to Sandy (she hasn't confirmed opt-in yet). | Send (with opt-in prefix) | sms_opt_in=none: prepend confirmation phrase |
| Sandy texted STOP yesterday. Try to send her an SMS. | Block | sms_opt_out: contact has opted out of SMS |
| Send Sandy an EMAIL at 7 AM. (Quiet hours don't apply to email.) | Send | All checks passed. |
| Scenario | Result | Recipients & channels |
|---|---|---|
| Default: send 'install confirmation' to Sandy (Primary contact). No overrides. | Send | To: Sandy Smith via sms + email (matched layer: template default) |
| Same job has both Sandy (homeowner) and Jared (builder). Default routes to Primary. | Send | To: Sandy Smith via sms + email (matched layer: template default) |
| Customer override: this account ('acct1') wants install confirmations to go to Builder via email only. | Send | To: Jared Builder via email (matched layer: customer override) |
| Job override: this specific job has install confirmation suppressed (e.g. you already sent it manually). | Suppressed | Send blocked: duplicate send caught manually |
| Builder-only job (no homeowner contact). Default template wants Primary -- nobody matches. | No Recipient | no contact with role=Primary reachable on channels=['sms', 'email'] |
- Template editor at
/comms/templates/<id>-- side-by-side preview, you and Jesy write the real wording. - Per-job comms tab at
/production/<job>/comms-- one click sends a templated message to the right contact. - Communications log at
/comms/log-- everything sent + every reply, filterable. - Settings editor (replaces "edit JSON" with real form fields).
- Phase 1 ends with: Jesy gets templated one-click sends with full history. No automation yet -- she clicks every send.