Follows a new customer from the written quote to the first visit and the bill after it.
Text messages in this workflow
1.Request receivedSent when a new customer sends a request through a form, so they know it arrived and that someone will answer. Useful for companies that take requests online and answer later.
Green Lawn Co: We got your request. We'll reach out shortly. Reply STOP to opt out.
Missed callSent when a new customer's call goes unanswered, saying the company will call back, so they don't call another company instead. Useful for owners who miss calls while they mow.
Green Lawn Co: We missed your call and will call you back soon. Reply STOP to opt out.
2.Quote visit bookedSent when a visit to walk the yard is booked, so the customer has the day in writing before the quote. Useful for companies that see the yard before quoting.
Green Lawn Co: Your quote visit is set for Fri, Oct 2. Reply STOP to opt out.
3.Your quoteSent when the quote is ready, with a link to review and approve it, so the customer knows what each visit covers before the first bill.
Green Lawn Co: Your quote is ready. Review at yourapp.com/quote/4821 Reply STOP to opt out.
Still openSent when a quote has gone unanswered, with the link to approve it again. Useful for companies that follow up on open quotes.
Green Lawn Co: Your quote is good until Oct 12. Review at yourapp.com/quote/4821 Reply STOP to opt out.
4.Sign your agreementSent when the season agreement is ready, with a link to review and sign it. Useful for companies that sign customers to an agreement for the season.
Green Lawn Co: Your season agreement is ready. Please sign at yourapp.com/sign Reply STOP to opt out.
5.First visit bookedSent when the first visit is booked, so the new customer has the day in writing.
Green Lawn Co: Your first visit is set for Tue, Oct 6. Reply STOP to opt out.
MovedSent when the first visit moves, for rain or at the customer's request, so they have the new day before they open the gate for the old one.
Green Lawn Co: Your visit is now Thu, Oct 8. Reply STOP to opt out.
Visit cancelledSent when a visit is cancelled, with how to rebook, so both sides have a record of it and nobody waits for a crew that is not coming.
Green Lawn Co: Your visit for Tue, Oct 6 is cancelled. Reply STOP to opt out.
6.Hold the first visitSent after the first visit is booked, with the deposit that holds it and a link to pay. Useful for companies that take a deposit before the first visit.
Green Lawn Co: Thanks for choosing us! A $80 deposit holds your appointment. Pay at yourapp.com/pay Reply STOP to opt out.
7.Before we comeSent before the first visit, so a new customer knows to unlock the gate and bring the dog in before the crew comes.
Green Lawn Co: We'll be there Tue, Oct 6. Before then, please unlock the side gate and bring pets inside. Reply STOP to opt out.
8.Where and whenGoes to the crew, not the customer: gives the day, the start time and the address of a new customer's first visit. Useful for companies that send their crews new stops by text.Crew
Green Lawn Co: Your crew lead shift is set for Tue, Oct 6, 7 AM at 118 Magnolia Ave. Reply STOP to opt out.
9.On the waySent when the crew sets out, so the customer can bring the dog in or open the gate before they pull up. Useful for companies whose customers like to be there when the crew arrives.
Green Lawn Co: We're on the way and should arrive in about 20 min. Reply STOP to opt out.
Running lateSent when the crew will reach the yard later than the time the customer was given, with the new time. Useful for companies that give customers an arrival time, not just a day.
Green Lawn Co: We're running late, expected about 2:30 PM. Reply STOP to opt out.
Could not get inSent when the crew could not get into the yard, with how to rebook, so the customer hears the same day that the work was not done.
Green Lawn Co: Your visit didn't happen today (the gate was shut). Reply STOP to opt out.
10.Yard's doneSent when the crew finishes, with a link to what was done, because the customer is usually out while the crew works.
Green Lawn Co: We're all done, and your yard is mowed. See the report at yourapp.com/report/4821 Reply STOP to opt out.
11.The billSent when the bill is ready after the visit, with the amount and a link to pay, so a customer who was out still pays it.
Green Lawn Co: Your bill INV-4821 for $160 is ready. Pay at yourapp.com/pay Reply STOP to opt out.
12.PaidSent when a payment comes in, so the customer has a receipt for it. Useful for companies that text a receipt for each payment.
Green Lawn Co: Your payment of $160 arrived. Thank you! See your receipt at yourapp.com/receipt Reply STOP to opt out.
Card declinedSent when a new customer's card fails after the first visit, with a link to pay another way. Useful for companies that charge the card after the visit.
Green Lawn Co: Your card ending 4242 was declined. Pay another way at yourapp.com/pay Reply STOP to opt out.
13.How did it goSent the day after the first visit, to catch anything that was missed and to ask for a review. Useful for companies that check in after a first visit.
Green Lawn Co: Rate your visit at yourapp.com/feedback Reply STOP to opt out.
14.Touch-up bookedSent when the crew books a trip back to fix a missed spot, so the customer has the day they return.
Green Lawn Co: Your touch-up visit is set for Thu, Oct 8. Reply STOP to opt out.
15.Still unpaidSent when a bill is still unpaid a week after it went out, with a link to pay, because a customer who has not paid by then has usually forgotten it.
Green Lawn Co: Your bill for $160 is past due. Pay at yourapp.com/pay Reply STOP to opt out.
Confirms a customer's service day, asks a new customer to open the gate before the first mowing, gives the new day when weather moves the visit, says when the yard is done and sends the month's bill.
1. Service day setService day changedWeather dayCalled offCrewMovedVisit cancelledSkipped this week2. Before we come3. Visit tomorrow4. On the wayRunning lateCould not get in5. Yard's done6. The bill7. PaidCard declined8. Card expiring9. Touch-up booked10. Still unpaid
Text messages in this workflow
1.Service day setSent when a customer starts regular mowing, so they have their service day and how often in writing.
Green Lawn Co: Your mowing is every Tue, starting Tue, Oct 6. Reply STOP to opt out.
Service day changedSent when a customer's mowing day changes, so they have the new day before the old one comes.
Green Lawn Co: Your mowing is now every Wed, starting Wed, Oct 14. Reply STOP to opt out.
Weather daySent when weather moves a mowing day, so the customer has the new day and does not watch for a crew that is not coming.
Green Lawn Co: Your mowing this week is moved to Wed, Oct 7 because of the weather. Reply STOP to opt out.
Called offGoes to the crew, not the customer: tells them the day is called off for rain, so nobody loads the trailer for it. Useful for crews that start from the shop and hear about the weather by text.Crew
Green Lawn Co: No work on Tue, Oct 6 because of rain. We'll text you the new plan. Reply STOP to opt out.
MovedSent when this week's mowing moves to another day for a reason other than rain, so the customer has the new day before they open the gate for the old one.
Green Lawn Co: Your mowing this week is now Thu, Oct 8. Reply STOP to opt out.
Visit cancelledSent when a visit is cancelled, with how to rebook, so both sides have a record of it and nobody waits for a crew that is not coming.
Green Lawn Co: Your visit for Tue, Oct 6 is cancelled. Reply STOP to opt out.
Skipped this weekSent when the crew skips a week because the lawn does not need it, with the reason and the next mowing day. Useful for companies that skip a mowing in a dry week.
Green Lawn Co: Your mowing is skipped this week because it's been too dry. Reply STOP to opt out.
2.Before we comeSent before the first mowing, so a new customer knows to unlock the gate and bring the dog in before the crew comes.
Green Lawn Co: We'll be there Tue, Oct 6. Before then, please unlock the side gate and bring pets inside. Reply STOP to opt out.
3.Visit tomorrowSent the day before each visit, so the customer can confirm it or move it. Useful for companies that let customers change a visit the evening before.
Green Lawn Co: Your mowing is tomorrow, Tue, Oct 6. Reply STOP to opt out.
4.On the waySent when the crew sets out, so the customer can bring the dog in or open the gate before they pull up. Useful for companies whose customers like to be there when the crew arrives.
Green Lawn Co: We're on the way and should arrive in about 20 min. Reply STOP to opt out.
Running lateSent when the crew will reach the yard later than the time the customer was given, with the new time. Useful for companies that give customers an arrival time, not just a day.
Green Lawn Co: We're running late, expected about 2:30 PM. Reply STOP to opt out.
Could not get inSent when the crew could not get into the yard, with how to rebook, so the customer hears the same day that the work was not done.
Green Lawn Co: Your visit didn't happen today (the gate was shut). Reply STOP to opt out.
5.Yard's doneSent when the crew finishes mowing, with a link to what was done, because a regular customer is usually out and needs to know each visit happened.
Green Lawn Co: We're all done, and your yard is mowed. See the report at yourapp.com/report/4821 Reply STOP to opt out.
6.The billSent when the month's visits are billed, with the amount and a link to pay, so the bill does not go unpaid for months.
Green Lawn Co: Your bill INV-4821 for $160 is ready. Pay at yourapp.com/pay Reply STOP to opt out.
7.PaidSent when a payment comes in, so the customer has a receipt for it. Useful for companies that text a receipt for each payment.
Green Lawn Co: Your payment of $160 arrived. Thank you! See your receipt at yourapp.com/receipt Reply STOP to opt out.
Card declinedSent when the card on file is declined, with a link to pay another way, so the customer knows the month is not paid before mowing stops.
Green Lawn Co: Your card ending 4242 was declined. Pay another way at yourapp.com/pay Reply STOP to opt out.
8.Card expiringSent before the card on file runs out, with a link to update it, so the next charge goes through. Useful for companies that keep a card on file.
Green Lawn Co: Your card ending 4242 expires soon. Add your new card at yourapp.com/card Reply STOP to opt out.
9.Touch-up bookedSent when the crew books a trip back to fix a missed spot, so the customer has the day they return.
Green Lawn Co: Your touch-up visit is set for Thu, Oct 8. Reply STOP to opt out.
10.Still unpaidSent when a bill is still unpaid a week after it went out, with a link to pay, because the customer has usually forgotten it and mowing can stop over it.
Green Lawn Co: Your bill for $160 is past due. Pay at yourapp.com/pay Reply STOP to opt out.
Tells a customer when the next treatment is coming and what to do first, gives the new day when weather moves it, says what was put down and when the lawn is safe, and reminds them before the program renews.
1. Treatment comingWeather day2. Treated todayCould not get inKeep off until dry3. PaidCard declined4. Program ended5. Touch-up booked6. Renewal due
Text messages in this workflow
1.Treatment comingSent before each treatment, because a customer on a program does not pick the day and needs to know when it is coming and what to do first.
Green Lawn Co: We'll be there Tue, Oct 6. Before then, please unlock the side gate and bring pets inside. Reply STOP to opt out.
Weather daySent when weather moves a treatment, so the customer has the new day and does not keep the pets in for nothing.
Green Lawn Co: Your lawn treatment is moved to Wed, Oct 7 because of the weather. Reply STOP to opt out.
2.Treated todaySent when the yard has been treated, with a link to the report of what was put down, because the customer was usually out.
Green Lawn Co: We're all done, and your lawn is treated. See the report at yourapp.com/report/4821 Reply STOP to opt out.
Could not get inSent when the crew could not get into the yard, with how to rebook, so the customer hears the same day that the treatment did not happen.
Green Lawn Co: Your visit didn't happen today (the gate was shut). Reply STOP to opt out.
Keep off until drySent right after a treatment, asking the customer to keep kids and pets off the treated areas until they are dry.
Green Lawn Co: After your lawn treatment, please keep kids and pets off the treated areas until they're dry. Reply STOP to opt out.
3.PaidSent when a payment for a treatment comes in, so the customer has a receipt for it. Useful for companies that text a receipt for each treatment.
Green Lawn Co: Your payment of $160 arrived. Thank you! See your receipt at yourapp.com/receipt Reply STOP to opt out.
Card declinedSent when the card on file is declined, with a link to pay another way, so the customer knows the program is not paid before the treatments stop.
Green Lawn Co: Your card ending 4242 was declined. Pay another way at yourapp.com/pay Reply STOP to opt out.
4.Program endedSent when a customer's treatment program ends, so they know no more treatments are booked. Useful for companies that confirm a stop in writing.
Green Lawn Co: Your lawn program has ended. Nothing more is planned. Reply STOP to opt out.
5.Touch-up bookedSent when the crew books a trip back for weeds that came back, so the customer has the day they return.
Green Lawn Co: Your touch-up visit is set for Thu, Oct 8. Reply STOP to opt out.
6.Renewal dueSent before the program renews, with the amount and the date, so the customer hears before the next season is charged to the card.
Green Lawn Co: Your lawn program renews Oct 15 for $160 on your card. See it at yourapp.com/account Reply STOP to opt out.
1. ConfirmationReschedule confirmationCancellation confirmation2. Pre-visit form request3. Visit prep4. Reminder - distant5. Reminder - proximateNo-show follow-up6. On the wayArrival delayedVideo visit link7. Service complete8. Post-appointment9. Time to rebook10. Service reminder
1. Order confirmed2. Order processing3. Order shipped4. Out for delivery5. Order delivered6. Return started7. Refund processed8. Delivery attempt failed9. Order ready for pickup10. Quote ready11. Quote reminder