Message templates
SMS and email templates per trade.
Replaces personal WhatsApp, a mobile number and a lot of interruptions. The "what time are you coming?" calls stop, and every message is on the customer record.
Customers kept informed without anyone pressing send.
Two-way SMS and email from one inbox, automatic updates at every job milestone, and an optional VoIP line with an AI receptionist that answers when you are on a roof.
The "what time are you coming?" calls stop, because the customer already knows.
- The messages you send constantly, written once and merged with the job and customer details
- Separate templates per channel, so a text is short and an email can be fuller
- 289 templates ship with the product, and you can rewrite any of them in your own words
- Used by automations as well as by hand, so the tone stays consistent
Step 04 of the job: on site
The engineer taps "On my way" and the customer gets a text with an arrival window. On site: clock in, photos, the certificate for the job — EICR, Gas Safety, whatever the trade needs — signed on the device. No signal? It syncs later.
Message templates is one part of that step. The rest of the job — quoting, scheduling, certificates, invoicing and payment — runs in the same system, on the same record. See the whole job →
What does message templates replace?
For most trade businesses, personal WhatsApp, a mobile number and a lot of interruptions. The "what time are you coming?" calls stop, and every message is on the customer record.
Does message templates work on a phone, and offline?
Yes. The mobile app is offline-first: records created on site are stored on the device and synced automatically, in order, when signal returns. Lofts, plant rooms and rural sites were the design brief.
Which plan is it on?
Every paid plan. Message templates is included for unlimited users at no extra cost — the monthly, annual and lifetime plans differ only in how you pay.
How long does it take to start using?
Minutes. Start a 14-day free trial with no card, pick your trades at sign-up, and message templates is switched on with your trade's templates already in place.
Put message templates to work.
Full platform, 14 days free, no card needed. Set up in an afternoon, import your customers in a few clicks, and send your first quote today.
Founding members: first 100 businesses get 50% off every paid plan, for as long as they stay subscribed.