Text Message – Standard Templates

Yardbook provides a set of Standard Message Templates for users who have signed up for the Premium plan. These templates can be used when you are sending out invoices or jobs notifications to your customers.

This feature is enabled automatically if you don’t have a dedicated number.

Please note, the options available for these Standard Message Templates will vary based on the page you’re currently navigating—whether it’s the ‘Invoice’ page or the ‘Jobs’ page.

As a premium account holder, you also have the option to obtain a dedicated number directly from Twilio. This dedicated number will enable you to use two-way messaging and send free-form messages without any restrictions.

Invoice/Estimate Templates

Invoice & Estimate Link

Hello [customer_name], Your [invoice_type] from [company_name] is ready. [invoice_link] Thank you for choosing us! Reply STOP to opt-out.

Late Payment Reminder

Hello [customer_name], this is a friendly reminder about the overdue payment for Invoice [invoice_number]. Please make your payment using this link: [invoice_link] Thank you! Reply STOP to opt-out.

Payment Reminder with Date

Hello [customer_name], this is a friendly reminder that invoice [invoice_number] [due_date_text]. Please make your payment using this link: [invoice_link] For assistance, contact us at  [company_phone]  Thank you! Reply STOP to opt-out.

Job Templates

Job Confirmation by Date

Hello [customer_name], Your service at  [job_address] with [company_name] is scheduled for [job_start_date]. Please contact [company_phone] if you have any questions. Reply STOP to opt-out.

Job Confirmation for Tomorrow (Bulk) 

Hello [customer_name], Your service at  [job_address] with [company_name] is scheduled for tomorrow. Please contact [company_phone] if you have any questions. Reply STOP to opt-out.

On Our Way (Bulk) 

Hello [customer_name], [company_name] is on their way to [job_address]. Please contact [company_phone] if you have any questions. We will see you soon! Reply STOP to opt-out.

Running Late

Hello [customer_name], we apologize for the inconvenience, but we are running late. [company_name] will be arriving approximately [time_picklist] later than expected. Thank you for your understanding. Please contact [company_phone] if you have any questions. Reply STOP to opt-out.

Job Completion (Bulk) 

Hello [customer_name], your service is complete. Please call us anytime at [company_phone] if you need assistance. Best regards, [company_name] Reply STOP to opt-out.

Weather Delay

Hello [customer_name], Due to weather, we’re rescheduling your service. New date: [job_start_date]. Questions? Call [company_phone]. Thanks, [company_name] Reply STOP to opt-out.

Unforeseen Delay

Hello [customer_name], Due to unforeseen circumstances, we’re rescheduling your service. New date: [job_start_date]. Questions? Call [company_phone]. We apologize for any inconvenience. Thanks, [company_name] Reply STOP to opt-out.

Job Reminder for Today (Bulk) 

Just a friendly reminder from [company_name] that you have a service scheduled with us today. Please contact [company_phone] if you have any questions. We will see you soon! Reply STOP to opt-out.

I can’t find these templates

Since these message templates are specific to jobs and invoices, you’ll need to build your message from the Jobs Details View or the Invoice/Estimate View.

Invoice/Estimate View

Job Details View