Follows a new customer from the first request and the written quote to the first visit, the visit report after it and the bill.
Text messages in this workflow
1.Request receivedSent when a new customer sends a request through a form or by text, so they know it arrived and that someone will answer. Useful for companies that take requests online and answer later.
Halvery Pool & Spa: We got your request. We'll reach out shortly. Reply STOP to opt out.
Missed callSent when a call to the company goes unanswered, with a link to pick a time for a call back. Useful for owners who are out on the route when the phone rings.
Halvery Pool & Spa: Sorry we missed your call. To get a call back, pick a time at yourapp.com/callback Reply STOP to opt out.
2.Your quoteSent when the quote is ready, with a link to review and approve it, so the customer knows what weekly service covers, and whether chemicals cost extra, before the first bill.
Halvery Pool & Spa: 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 date it is good until and the link to approve it. Useful for companies that follow up on open quotes.
Halvery Pool & Spa: Your quote is good until Oct 15. Review at yourapp.com/quote/4821 Reply STOP to opt out.
3.Sign your agreementSent when the service agreement is ready, with a link to review and sign it. Useful for companies that have customers sign an agreement before weekly service starts.
Halvery Pool & Spa: Your service agreement is ready. Please sign at yourapp.com/sign Reply STOP to opt out.
4.First visit bookedSent when the first visit is booked, so the new customer has the day in writing.
Halvery Pool & Spa: Your first visit is set for Tue, Oct 6. Reply STOP to opt out.
MovedSent when the first visit moves, so the customer has the new day before they open the gate for the old one.
Halvery Pool & Spa: Your first visit is now Thu, Oct 8. Reply STOP to opt out.
Visit cancelledSent when a visit is cancelled, so both sides have a record of it, with a link to rebook.
Halvery Pool & Spa: Your first visit for Tue, Oct 6 is cancelled. Reply STOP to opt out.
5.Before we comeSent before the first visit, so a new customer knows to unlock the gate and secure the dog before the technician comes.
Halvery Pool & Spa: We'll be there Tue, Oct 6. Before then, please unlock the gate and secure any dogs. Reply STOP to opt out.
6.New job to acceptGoes to the technician, not the customer: gives the address of a new customer's first visit and what it is, and the technician replies Y to accept it. Useful for companies that send a new customer's first visit to the technician by text.Technician
Halvery Pool & Spa: New job at 118 Magnolia Ave - first visit, weekly service. Reply STOP to opt out.
Accepted when the technician replies YSent to the technician when they reply Y, once the app has given them the job.Technician
Halvery Pool & Spa: The job at 118 Magnolia Ave is yours. Reply STOP to opt out.
Passed when the technician replies NSent to the technician when they reply N, so they know their answer went through.Technician
Halvery Pool & Spa: You passed on the job at 118 Magnolia Ave. Reply STOP to opt out.
Already taken when the technician replies YSent to the technician when they reply Y after the job has gone to someone else or closed, so they know not to go.Technician
Halvery Pool & Spa: The job at 118 Magnolia Ave is no longer open. Reply STOP to opt out.
7.On the waySent when the technician sets out, so a customer who is home can open the gate or secure the dog before the technician pulls up.
Halvery Pool & Spa: We're on the way and should arrive in about 20 min. Reply STOP to opt out.
Running lateSent when the technician will reach the pool later than the On the way text said, with the new time.
Halvery Pool & Spa: We're running late, expected about 12:45 PM. Reply STOP to opt out.
8.Serviced todaySent when the technician finishes, with a link to the visit report: the water readings, the chemicals added and a photo of the pool, because the customer is usually out.
Halvery Pool & Spa: Your visit report is ready. See it at yourapp.com/report/4821 Reply STOP to opt out.
Skipped todaySent when the technician has to skip the visit, with the reason, such as a locked gate or a dog in the yard, and a way to book a return trip.
Halvery Pool & Spa: Your visit didn't happen today (we couldn't get in). Reply STOP to opt out.
Wait to swimSent after a visit where the pool was shocked, saying how long to stay out of the water. Useful for companies that shock pools.
Halvery Pool & Spa: We shocked your pool today. Please stay out of the water for 24 hours. Reply STOP to opt out.
9.The billSent when the bill for the visit is ready, with the amount and a link to pay, so a customer who was out still pays it.
Halvery Pool & Spa: Your bill INV-4821 for $95 is ready. Pay at yourapp.com/pay Reply STOP to opt out.
10.PaidSent when a payment comes in, so the customer has a receipt for it. Useful for companies that text a receipt for each payment.
Halvery Pool & Spa: Your payment of $95 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.
Halvery Pool & Spa: Your card ending 4242 was declined. Pay another way at yourapp.com/pay Reply STOP to opt out.
11.How did it goSent the evening of 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.
Halvery Pool & Spa: Rate your visit at yourapp.com/feedback Reply STOP to opt out.
12.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.
Halvery Pool & Spa: Your bill for $95 is past due. Pay at yourapp.com/pay Reply STOP to opt out.
Confirms a customer's service day, gives the new day when weather or a holiday moves a visit, sends the report after each visit and the month's bill, and follows up a declined card.
Text messages in this workflow
1.Service day setSent when a customer starts weekly service, so they have their service day in writing.
Halvery Pool & Spa: Marco is coming every Tuesday, starting Tue, Oct 13. Reply STOP to opt out.
Service day changedSent when a customer's service day changes for good, so they have the new day before the old one comes.
Halvery Pool & Spa: Your pool service is now every Wednesday, starting Wed, Oct 14. Reply STOP to opt out.
Weather daySent when weather moves this week's visit, so the customer has the new day and does not leave the gate open for a technician who is not coming.
Halvery Pool & Spa: Your service this week is moved to Wed, Oct 14 because of the weather. Reply STOP to opt out.
MovedSent when this week's visit moves to another day for a holiday or at the customer's request, so the customer has the new day.
Halvery Pool & Spa: Your service this week is now Thu, Oct 15. Reply STOP to opt out.
Fill-in technicianSent when another technician will do this week's visit, with their name, so the customer knows who is coming. Useful for companies that cover a sick or changed route.
Halvery Pool & Spa: Dana is filling in for your pool service on Tue, Oct 20. Reply STOP to opt out.
2.Before we comeSent before the first weekly visit, so a new customer knows to unlock the gate and secure the dog before the technician comes.
Halvery Pool & Spa: We'll be there Tue, Oct 13. Before then, please unlock the gate and secure any dogs. Reply STOP to opt out.
3.Visit tomorrowSent the day before each visit, so the customer knows the technician is coming tomorrow. Useful for companies whose customers like a reminder the evening before.
Halvery Pool & Spa: Your pool service is tomorrow, Tue, Oct 13. Reply STOP to opt out.
4.On the waySent when the technician sets out, so a customer who is home can open the gate or secure the dog before the technician pulls up.
Halvery Pool & Spa: We're on the way and should arrive in about 20 min. Reply STOP to opt out.
Running lateSent when the technician will reach the pool later than the On the way text said, with the new time.
Halvery Pool & Spa: We're running late, expected about 12:45 PM. Reply STOP to opt out.
5.Serviced todaySent when the technician finishes each visit, with a link to the visit report: the water readings, the chemicals added and a photo of the pool, because a weekly customer is usually out.
Halvery Pool & Spa: Your visit report is ready. See it at yourapp.com/report/4821 Reply STOP to opt out.
Skipped todaySent when the technician has to skip this week's visit, with the reason, such as a locked gate or a dog in the yard, and a way to book a return trip.
Halvery Pool & Spa: Your pool service is skipped this week because we couldn't get in. Reply STOP to opt out.
Wait to swimSent after a visit where the pool was shocked, saying how long to stay out of the water. Useful for companies that shock pools.
Halvery Pool & Spa: We shocked your pool today. Please stay out of the water for 24 hours. Reply STOP to opt out.
6.The month's billSent when the month's visits are billed, with the amount and a link to pay, so the customer sees the bill, chemicals included, before it is due.
Halvery Pool & Spa: Your bill INV-4821 for $180 is ready. Pay at yourapp.com/pay Reply STOP to opt out.
7.PaidSent when the month's payment comes in, so the customer has a receipt for it. Useful for companies that text a receipt for each charge.
Halvery Pool & Spa: Your payment of $180 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 service stops.
Halvery Pool & Spa: Your card ending 4242 was declined. Pay another way at yourapp.com/pay Reply STOP to opt out.
8.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 service can stop over it.
Halvery Pool & Spa: Your bill for $180 is past due. Pay at yourapp.com/pay Reply STOP to opt out.
9.Card expiringSent a month before the card on file expires, with a link to update it before the next bill. Useful for companies that charge a card each month.
Halvery Pool & Spa: Your card ending 4242 expires soon. Add a new one before your next bill at yourapp.com/card Reply STOP to opt out.
10.New monthly chargeSent a month before the monthly service charge changes, with the new amount and the day it starts. Useful for companies that raise rates once a year.
Halvery Pool & Spa: Starting Sun, Nov 1, your monthly service charge will be $195. Reply STOP to opt out.
11.Weekly service endsSent when weekly service ends, with the last visit, so the customer knows nothing more is booked. Useful for companies that close pools for winter or take cancellations by text.
Halvery Pool & Spa: Your pool service ends after Tue, Oct 27. No more regular visits are planned after that. Reply STOP to opt out.
Takes a repair from the quote for a broken pump, filter or heater, through the repair visit, to the bill after it.
Text messages in this workflow
1.Request receivedSent when a customer reports a problem with the pool or its equipment, so they know it arrived and that someone will answer. Useful for companies that take repair requests by text or online.
Halvery Pool & Spa: We got your repair request. We'll reach out by 5 PM. Reply STOP to opt out.
2.Repair quoteSent when the quote for a repair is ready, with a link to review and approve it, so the customer says yes in writing before the work.
Halvery Pool & Spa: The quote for a repair at 118 Magnolia Ave needs your OK. Approve it at yourapp.com/quote/4821 Reply STOP to opt out.
Still openSent when a repair quote has gone unanswered, with the date it is good until and the link to approve it. Useful for companies that follow up on open quotes.
Halvery Pool & Spa: Your quote is good until Oct 15. Review at yourapp.com/quote/4821 Reply STOP to opt out.
DepositSent when a repair is approved, with the deposit that holds it and a link to pay. Useful for companies that take a deposit before a large repair.
Halvery Pool & Spa: Thanks for choosing us! A $300 deposit holds your appointment. Pay at yourapp.com/pay Reply STOP to opt out.
3.Repair bookedSent when the repair is booked, so the customer has the day in writing.
Halvery Pool & Spa: Your repair visit is set for Tue, Oct 6. Reply STOP to opt out.
MovedSent when the repair moves, so the customer has the new day before they wait in for the old one.
Halvery Pool & Spa: Your repair visit is now Thu, Oct 8. Reply STOP to opt out.
Visit cancelledSent when a repair visit is cancelled, so both sides have a record of it, with a link to rebook.
Halvery Pool & Spa: Your repair visit for Tue, Oct 6 is cancelled. Reply STOP to opt out.
Part orderedSent when a repair waits on a part, with the day it should arrive. Useful for companies that order pumps or heaters.
Halvery Pool & Spa: Your part is on order and should arrive around Mon, Oct 5. We'll text you when it's in. Reply STOP to opt out.
4.Repair job to acceptGoes to the technician, not the customer: gives the address of a repair and what to fix, and the technician replies Y to accept it. Useful for companies with technicians who do repairs only.Technician
Halvery Pool & Spa: New job at 118 Magnolia Ave - replace the pump. Reply STOP to opt out.
Accepted when the technician replies YSent to the technician when they reply Y, once the app has given them the repair.Technician
Halvery Pool & Spa: The job at 118 Magnolia Ave is yours. Reply STOP to opt out.
Passed when the technician replies NSent to the technician when they reply N, so they know their answer went through.Technician
Halvery Pool & Spa: You passed on the job at 118 Magnolia Ave. Reply STOP to opt out.
Already taken when the technician replies YSent to the technician when they reply Y after the repair has gone to someone else or closed, so they know not to go.Technician
Halvery Pool & Spa: The job at 118 Magnolia Ave is no longer open. Reply STOP to opt out.
5.On the waySent when the technician sets out, so a customer who is home can open the gate or secure the dog before the technician pulls up.
Halvery Pool & Spa: We're on the way and should arrive in about 20 min. Reply STOP to opt out.
Running lateSent when the technician will reach the pool later than the On the way text said, with the new time.
Halvery Pool & Spa: We're running late, expected about 12:45 PM. Reply STOP to opt out.
6.Repair doneSent when the repair is finished, with a link to the report of what was fixed, because the customer is often out while the technician works.
Halvery Pool & Spa: We're all done, and the pump is replaced. See the report at yourapp.com/report/4821 Reply STOP to opt out.
7.The billSent when the bill for the repair is ready, with the amount and a link to pay, so it is not lost among the monthly bills.
Halvery Pool & Spa: Your bill INV-4821 for $1,240 is ready. Pay at yourapp.com/pay Reply STOP to opt out.
8.PaidSent when a payment for a repair comes in, so the customer has a receipt for it. Useful for companies that text a receipt for each payment.
Halvery Pool & Spa: Your payment of $1,240 arrived. Thank you! See your receipt at yourapp.com/receipt Reply STOP to opt out.
Card declinedSent when the card fails for a repair, with a link to pay another way. Useful for companies that charge repairs to the card on file.
Halvery Pool & Spa: Your card ending 4242 was declined. Pay another way at yourapp.com/pay Reply STOP to opt out.
9.Still unpaidSent when a repair 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.
Halvery Pool & Spa: Your bill for $1,240 is past due. Pay at yourapp.com/pay Reply STOP to opt out.
Confirms the date of the spring opening or fall closing, says what to do before the technician comes, and sends the report and the bill after.
Text messages in this workflow
1.Time to bookSent when booking opens for the spring opening or fall closing, so the customer can book a date. Useful for companies whose customers book each season.
Halvery Pool & Spa: Booking is open for your pool closing. Reply STOP to opt out.
2.Date setSent when the opening or closing is booked, so the customer has the date in writing.
Halvery Pool & Spa: Your pool closing is set for Tue, Oct 6. Reply STOP to opt out.
MovedSent when the opening or closing moves, so the customer has the new date before they get the pool ready for the old one.
Halvery Pool & Spa: Your pool closing is now Thu, Oct 8. Reply STOP to opt out.
Date cancelledSent when an opening or closing is cancelled, so both sides have a record of it, with a link to rebook.
Halvery Pool & Spa: Your pool closing for Tue, Oct 6 is cancelled. Reply STOP to opt out.
3.Get the pool readySent two days before an opening or closing, with a link to the company's own steps, such as lowering the water below the skimmer.
Halvery Pool & Spa: Your pool closing is Tue, Oct 6. See how to get ready at yourapp.com/prep Reply STOP to opt out.
4.On the waySent when the technician sets out, so a customer who is home can open the gate or secure the dog before the technician pulls up.
Halvery Pool & Spa: We're on the way and should arrive in about 20 min. Reply STOP to opt out.
Running lateSent when the technician will reach the pool later than the On the way text said, with the new time.
Halvery Pool & Spa: We're running late, expected about 12:45 PM. Reply STOP to opt out.
5.All doneSent when the opening or closing is finished, with a link to the report of what was done. Useful for companies that send a report for each opening or closing.
Halvery Pool & Spa: Your visit report is ready. See it at yourapp.com/report/4821 Reply STOP to opt out.
6.The billSent when the bill for the opening or closing is ready, with the amount and a link to pay, so the season's bill is settled with the season.
Halvery Pool & Spa: Your bill INV-4821 for $180 is ready. Pay at yourapp.com/pay Reply STOP to opt out.
7.PaidSent when a payment for an opening or closing comes in, so the customer has a receipt for it. Useful for companies that text a receipt for each payment.
Halvery Pool & Spa: Your payment of $180 arrived. Thank you! See your receipt at yourapp.com/receipt Reply STOP to opt out.
Card declinedSent when the card fails for an opening or closing, with a link to pay another way. Useful for companies that charge the card after the visit.
Halvery Pool & Spa: Your card ending 4242 was declined. Pay another way at yourapp.com/pay Reply STOP to opt out.
8.Still unpaidSent when the bill for an opening or closing is still unpaid a week after it went out, with a link to pay, because the season is over and it is easy to forget.
Halvery Pool & Spa: Your bill for $180 is past due. Pay at yourapp.com/pay Reply STOP to opt out.