Templates
Copy. Customize. Send.
Ready-to-use message templates for every part of the job cycle — follow-ups, review requests, invoicing, and customer communication. Fill in the brackets and you're ready to go.
Follow-ups
When to use: Send 2 days after an estimate is delivered with no response.
A light check-in for estimates that haven't heard back. Short, zero pressure, easy to act on.
Hi [Customer Name], Just wanted to make sure the estimate we sent over came through okay. Happy to answer any questions or adjust the scope if anything has changed. Give us a call at [Your Phone] or just reply here — we're easy to reach. [Your Name] [Company Name]
Replace all [bracketed] placeholders with your own information before sending.
When to use: Send 5 days after the estimate if still no response. Last follow-up in the sequence.
A slightly more direct second follow-up that introduces mild, honest urgency.
Hi [Customer Name], Wanted to follow up one more time on the estimate for [Job Description]. We've had a few new jobs come in this week, so I wanted to check if you'd like to hold your spot on the schedule. No pressure either way — just let us know where you're at. [Your Name] [Company Name] [Your Phone]
Replace all [bracketed] placeholders with your own information before sending.
Reviews
When to use: Send via email within 24 hours of job completion.
A warm, personal review request email. Asks for honesty, not stars.
Subject: How did we do? Hi [Customer Name], Thank you for choosing [Company Name] — it was a pleasure working with you. If you have a moment, we'd really appreciate an honest review. It helps other homeowners find us and lets us keep doing what we're doing: [Leave a Review → Review Link] It takes about 30 seconds and means more to us than you know. Thanks again, [Your Name] [Company Name] [Your Phone]
Replace all [bracketed] placeholders with your own information before sending.
When to use: Send via text within 24 hours of job completion.
A short, conversational review request for SMS. Under 160 characters when personalized.
Hi [Customer Name] — [Your Name] here from [Company Name]. Great working with you today. If you have 30 seconds, an honest review would mean a lot to us: [Review Link]. Thanks!
Replace all [bracketed] placeholders with your own information before sending.
Invoicing
When to use: Send immediately when work is complete, moments before or alongside the invoice.
A brief message to the customer letting them know the work is done and the invoice is on its way.
Hi [Customer Name], We've wrapped up the [Job Description] at [Service Address]. Everything looks great from our end. I'm sending your invoice now — you'll receive it shortly with a link to pay online at your convenience. Thanks for having us out. Reach out any time if you have questions. [Your Name] [Company Name] [Your Phone]
Replace all [bracketed] placeholders with your own information before sending.
When to use: Send 14 days after invoice if still unpaid. Adjust timing to match your terms.
A professional, firm follow-up for unpaid invoices. Not aggressive, but clear.
Subject: Invoice #[Invoice Number] — Friendly Reminder Hi [Customer Name], This is a friendly reminder that invoice #[Invoice Number] for [Job Description] — totaling [Amount] — is now [X] days past due. You can pay online here: [Payment Link] If you have any questions about the invoice or need to make other arrangements, don't hesitate to reach out. [Your Name] [Company Name] [Your Phone]
Replace all [bracketed] placeholders with your own information before sending.
Customer Experience
When to use: Send the morning of the appointment, or when the technician is en route.
A morning-of heads-up that sets a 15-minute arrival window and eliminates the 'are they coming?' anxiety.
Hi [Customer Name] — heads up from [Company Name]: your technician is on the way and should arrive around [Arrival Time]. We always allow a 15-minute window in either direction as travel times can vary. See you soon! Call or text [Your Phone] if you need anything.
Replace all [bracketed] placeholders with your own information before sending.
When to use: Send after a new customer books their first job, ideally 24–48 hours before the appointment.
Sets expectations before the first visit — arrival window, who's coming, and what happens next.
Hi [Customer Name], Thanks for booking with [Company Name] — we're looking forward to working with you. Your appointment is scheduled for [Date] at [Time] at [Service Address]. Here's what to expect: • We'll arrive within a 15-minute window of your scheduled time • [Technician Name] will be your technician for this job • We'll send your invoice the same day the work is completed Any questions before then? Reach us at [Your Phone]. See you soon, [Your Name] [Company Name]
Replace all [bracketed] placeholders with your own information before sending.
Get started today
These messages work even better when they're automated.
YouWork sends follow-ups, review requests, and arrival notices on schedule — no reminders needed.
14-day free trial · No credit card required · Cancel anytime
