Urban Xteriors

Settings

Message templates

These are the texts and emails the app prefills when you tap Text or Email on a lead. Nothing is sent automatically; you always see the message before it goes. Edit the wording here and it applies everywhere right away.

Words in braces are filled in from the lead:

  • {first} customer's first name
  • {name} full name
  • {issue} what's going on, e.g. storm or hail damage
  • {scope} scope, e.g. whole house
  • {zip} ZIP
  • {city} city
  • {range} shown price range
  • {visitDate} site visit date
  • {visitTime} visit time window, with a leading comma
  • {workDate} work start date
  • {owner} Dave
  • {company} Urban Xteriors
  • {phone} company phone
  • {reviewUrl} Google review link

New lead

Intro

Default

New lead: the first call and the 30-minute follow-up text.

About 179 characters as sent · 2 SMS segments
Preview

Hi Maria, it's Dave with Urban Xteriors. Just saw your request about storm or hail damage on your home in 77479. Got a minute to talk siding? Happy to call whenever works for you.

Email preview

Your siding request — Urban Xteriors

Hi Maria,

Thanks for reaching out about storm or hail damage on your home in 77479. I'm Dave, the owner at Urban Xteriors, and I'd like to take a quick look and give you a written number.

What day works for a visit? You can also call or text me at (346) 804-2460.

Dave
Urban Xteriors
(346) 804-2460

Follow-up

Default

New lead, days 1 and 3 with no answer. Also the generic text for custom reminders.

About 159 characters as sent · 1 SMS segment
Preview

Hi Maria, Dave with Urban Xteriors again. Still glad to take a look at the storm or hail damage and get you a written number. What day works for a quick visit?

Last try

Default

New lead, day 7. Also the last nudge to book a visit.

About 192 characters as sent · 2 SMS segments
Preview

Hi Maria, Dave at Urban Xteriors. I don't want to keep bugging you, so this is my last note. If siding is still on the list, text or call me at (346) 804-2460 and I'll get you on the calendar.

Booking the visit

Book the visit

Default

Right after first contact, to set the site visit.

About 148 characters as sent · 1 SMS segment
Preview

Hi Maria, thanks for talking today. Let's get eyes on it so I can write up a real number. I have openings this week; what day and time work for you?

Nudge to book

Default

Contacted but no visit booked, days 2 and 5.

About 115 characters as sent · 1 SMS segment
Preview

Hi Maria, Dave here. Still want to get out and look at the siding when it suits you. Mornings or afternoons better?

Confirm visit

Default

The day before the site visit.

About 153 characters as sent · 1 SMS segment
Preview

Hi Maria, Dave with Urban Xteriors. Confirming I'll be by Tuesday, Oct 6, afternoon (2pm – 5pm) to look at the siding. If anything changes, just text me.

On my way

Default

On the day of the site visit.

About 84 characters as sent · 1 SMS segment
Preview

Hi Maria, Dave here. Heading your way now for the siding look-over. See you shortly.

The quote

Quote sent

Default

After the visit, when the written estimate goes out.

About 139 characters as sent · 1 SMS segment
Preview

Hi Maria, thanks for having me out. Your written estimate is on its way to your email. Read it over and text or call me with any questions.

Email preview

Your siding estimate — Urban Xteriors

Hi Maria,

Thanks for having me out. Attached is your written estimate for whole house.

Read it over and reply here, or call or text me at (346) 804-2460, with any questions. If you'd like to move forward, a deposit holds your spot on the schedule.

Dave
Urban Xteriors
(346) 804-2460

Quote check-in

Default

Quoted, days 2 and 5.

About 113 characters as sent · 1 SMS segment
Preview

Hi Maria, Dave at Urban Xteriors. Wanted to check in on the estimate for whole house. Any questions I can answer?

Quote recap

Default

Quoted, day 10. Usually sent as an email.

About 129 characters as sent · 1 SMS segment
Preview

Hi Maria, Dave here. Resending the siding estimate in case it got buried. Happy to walk through it on a quick call if that helps.

Email preview

Following up on your siding estimate

Hi Maria,

Following up on the estimate I sent for whole house. I know these decisions take time, so no pressure; I just want to make sure it didn't get buried.

If you have questions about materials, timing or payment, I'm glad to walk through it on a quick call. If you'd like to move ahead, a deposit holds a spot on the schedule.

Dave
Urban Xteriors
(346) 804-2460

Last check-in

Default

Quoted, day 20. The last check-in.

About 212 characters as sent · 2 SMS segments
Preview

Hi Maria, Dave here. Last check-in on the siding estimate. If the timing isn't right, no problem at all; just let me know and I'll close the file. If you'd like to move forward, I can hold a spot on the schedule.

Check back in

Default

Parked (Not now) customers, when their check-back date arrives.

About 162 characters as sent · 2 SMS segments
Preview

Hi Maria, Dave with Urban Xteriors. You mentioned revisiting the siding around now. Still on your list? Happy to refresh the estimate and get you on the calendar.

Email preview

Checking back in on your siding — Urban Xteriors

Hi Maria,

When we last spoke you wanted to revisit the siding around now, so I'm checking in. If it's still on the list, I'm glad to refresh the estimate for whole house and hold a spot on the schedule.

Just reply here, or call or text me at (346) 804-2460.

Dave
Urban Xteriors
(346) 804-2460

Deposit and scheduling

Deposit thanks

Default

Right after the deposit lands.

About 136 characters as sent · 1 SMS segment
Preview

Hi Maria, thank you! Deposit received. I'll get your job on the calendar and text you the start date. Any dates that don't work for you?

Schedule nudge

Default

Deposit paid, day 3, if no start date is set yet.

About 114 characters as sent · 1 SMS segment
Preview

Hi Maria, Dave here. Looking at the calendar for your siding job. Any weeks coming up that don't work on your end?

Start reminder

Default

The day before the crew starts, and on the day.

About 182 characters as sent · 2 SMS segments
Preview

Hi Maria, Dave with Urban Xteriors. Reminder that we start on your siding Tuesday, Oct 6. Crew arrives around 8am. Please keep the driveway clear and let me know about gates or dogs.

Wrap-up

Final invoice

Default

Work in progress: wrapping up and sending the final invoice.

About 149 characters as sent · 1 SMS segment
Preview

Hi Maria, we're wrapped up! Thank you for trusting Urban Xteriors. The final invoice is on its way; let me know once you've had a look at everything.

Email preview

All done — final invoice from Urban Xteriors

Hi Maria,

We're wrapped up at your home. Thank you for trusting Urban Xteriors with the work.

The final invoice is attached. Let me know once you've had a look at everything, and if anything needs a second look, I'll come by.

Dave
Urban Xteriors
(346) 804-2460

Review request

Default

Two days after final payment.

About 156 characters as sent · 1 SMS segment
Preview

Hi Maria, Dave here. It was a pleasure working on your home. If you have a minute, a Google review helps a small local crew like ours more than you'd think.

Email preview

Thank you from Urban Xteriors

Hi Maria,

It was a pleasure working on your home. If you have a minute, a Google review helps a small local crew like ours more than you'd think:



Thank you again.

Dave
Urban Xteriors
(346) 804-2460