Emails & text messages
The actual copy customers receive. Templates use {{tokens}} — when an automation fires, HomeTek subs in the right values. Edit the wording, don't break the tokens.
Email · 4 templates
Quote sent
Subject: Your quote from {{business}}Hi {{customer.first}}, here's the quote for {{service.summary}}. Click below to review and approve — takes 30 seconds. — {{owner.first}}
Receipt on complete
Subject: Thanks — your receipt from {{business}}Hi {{customer.first}}, the {{service.summary}} is done. Receipt attached, total {{payment.total}}. Like the work? Tip the tech or leave a review here: {{receipt.url}}
Invoice past due 3 days
Subject: Friendly reminder — {{invoice.number}}Hi {{customer.first}}, invoice {{invoice.number}} for {{invoice.total}} is now 3 days past due. Pay in one tap: {{invoice.url}}
Invoice past due 14 days
PausedSubject: Second notice — invoice {{invoice.number}}Hi {{customer.first}}, the {{invoice.total}} on invoice {{invoice.number}} is now 2 weeks past due. We'd really like to close this out — call us at {{business.phone}} or pay here: {{invoice.url}}
SMS · 3 templates
Quote sent
Hey {{customer.first}}, quote for {{service.summary}} is ready: {{quote.url}}
Day-before reminder
Hi {{customer.first}}, {{business}} is scheduled tomorrow at {{visit.time}}. {{tech.first}} will be your tech. Reply STOP to opt out.
Tech on the way
{{tech.first}} from {{business}} is ~15 min out. Track: {{visit.eta_url}}