System templates are the pre-built SMS and emails Run a Call sends on your behalf. You toggle each one on or off — the copy and cadence are set for you.
Templates seed automatically when your org is created. They all start off. Enable the ones you want, skip the rest.
Find them on Automations — grouped into folders in the left sidebar and by category on the main pane.
Customer-facing SMS
All customer-facing SMS templates require the Messaging addon ($39/mo) and an approved A2P 10DLC registration. See Enabling SMS-based automations.
| Template | Fires when… | Notes |
|---|---|---|
| Schedule confirmation | A job is scheduled | Includes job date, arrival window, and assigned tech. |
| Day-before reminder | 24 hours before the appointment | Highest-leverage no-show reducer. |
| Cancellation notice | You cancel a job | Confirms the cancellation and offers a reschedule. |
| On my way | Tech taps On my way from mobile | Includes tech first name + ETA. |
| Arrival | Tech marks arrival on-site | Short "your tech is here" notice. |
| Job completion | Tech marks the job complete | Thanks the customer, previews next step. |
| Invoice sent | You send an invoice | Includes a pay link if Stripe Connect is set up. |
| Overdue invoice reminders | Invoice is 7, 14, and 30 days past due | One text per threshold, ever. See Overdue invoice reminders. |
| Review request | ~2 hours after job completion | Locked if you haven't set a Google review URL in Settings → Business. |
Emails (customer-facing)
No addon required.
| Template | Fires when… | Notes |
|---|---|---|
| Appointment reminder | Day before the appointment | Companion to the SMS reminder — customers who opt out of SMS still get this. |
| Payment receipt | You record a payment | Manual, card, or pay-link payment — same receipt. |
| Estimate-approved notification | Customer approves an estimate via the public link | Goes to the owner, not the customer. Internal heads-up. |
Membership lifecycle emails
Live in the Memberships folder. See Membership renewal and dunning emails for detail.
| Template | Fires when… |
|---|---|
| Membership overdue — 14 days | 14 days past due on the renewal invoice |
| Membership overdue — 30 days (final notice) | 30 days past due, 24 hours before auto-suspension |
| Membership suspended | Membership auto-suspends |
| Membership price change | You push a price change on an existing plan |
| Membership re-engagement | Nudge for lapsed members (one-tap from the memberships worklist) |
Template states in the UI
Each template card shows a state chip:
| State | Meaning |
|---|---|
| Ready (green) | Turn it on and it starts firing. |
| Pending (yellow) | Setup in progress — usually A2P under review or Stripe Connect not finished. There's a CTA to complete it. |
| Locked | A required addon isn't active, or a required field is missing (e.g. Google review URL for the review-request template). |
What isn't editable today
- The exact wording of each template is fixed. You can turn it on or off, but not rewrite the copy from Settings yet.
- The exact fire timing (24 hours before, 2 hours after, 7 / 14 / 30 days past due) is fixed.
- Renaming a template or moving it to a custom folder — system templates stay in their assigned folders.
For anything the system templates don't cover, build it yourself with a custom automation — see Building a custom automation.