Templates
Click any template to edit. Bodies start as placeholders -- write the real wording here.
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Templates (10)
| Template | Default role | Channels | Body status | |
|---|---|---|---|---|
|
Lead welcome / consult booking
First-touch SMS + email when a new lead is created. Includes consult-booking link. |
Primary | smsemail | Customized | Edit |
|
Consult confirmation
Sent when a consultation is scheduled. |
Primary | smsemail | Customized | Edit |
|
Consult T-1 reminder
24-hour reminder before consultation. |
Primary | sms | Customized | Edit |
|
Design ready for review
Sent when design drawings are ready for customer/builder review. |
Primary | Customized | Edit | |
|
Proposal nudge
Manual follow-up when a proposal has been sitting unreviewed. OFF by default; never auto-fires. |
Primary | Customized | Edit | |
|
Install confirmation
Sent when an install date is committed (post-design, pre-production). |
Primary | smsemail | Customized | Edit |
|
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 | Customized | Edit |
|
Job complete / review request
Sent after install completion. Asks for a Google review. Direct review link is baked in. |
Primary | smsemail | Customized | Edit |
|
Warranty / care instructions
Post-install care guide. Sent shortly after job_complete_review. |
Primary | Customized | Edit | |
|
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 | Customized | Edit |