Most missed estimates happen between the booking and the visit. These texts cover that gap, from the confirmation to the moment your estimator pulls up.
By the BlueSmith team · Updated
Trigger the confirmation on booking, and count the reminders back from the appointment date, not forward from the booking.
Fill in the estimator’s name, the real visit length, and your booking link. Use the estimator’s photo if you can.
When someone asks to move the visit, have a person reply and rebook. A reschedule is not a no.
Written by BlueSmith as examples. Not client messages or results.
Only text homeowners who opted in. If this is the first text they’ve had from you, name the business and include the opt-out line.
Hi [First name], this is [Company]. You’re booked for a [project] estimate on [Day, Date] at [Time] at [address]. [Estimator name] will be coming out. Reply here if anything changes. Reply STOP to opt out of texts.
A few things to know before [Day]: the visit takes about [length], [Estimator name] will [measure / look at the attic / check the panel], and you’ll get a written price by [when]. If a spouse or partner will weigh in, it’s worth having them home too.
Long gaps between booking and the visit are where appointments get forgotten. One light touch keeps it on the calendar.
Hi [First name], looking forward to seeing you [Day] about the [project]. If anything’s changed on your end, just reply and we’ll find a new time.
Hi [First name], reminder from [Company]: [Estimator name] is coming by tomorrow, [Day], at [Time] for your [project] estimate. Still good? Reply YES, or send a time that works better.
Send only if there was no reply to the reminder. Follow it with a call in the morning.
Hi [First name], just checking that tomorrow at [Time] still works for the [project] estimate. If not, no problem. Reply with a day that’s better.
Good morning [First name]. [Estimator name] will see you today at [Time]. Here’s a photo so you know who’s at the door: [photo]
Hi [First name], [Estimator name] from [Company]. Leaving my last appointment now and should be there around [time]. Look for a [truck description] out front.
Text before you’re late, not after, and give a real arrival time.
Hi [First name], [Estimator name] with [Company]. I’m running about [minutes] minutes behind, sorry about that. Does that still work, or would another time be better?
No problem at all, [First name]. A couple of openings: [Day] at [Time] or [Day] at [Time]. Or pick whatever suits you here: [booking link]
Your estimator drives out, knocks, and nobody answers. Add up how often that happens and what it puts at risk.
Revenue at risk per month: $22,500
20 booked estimates, 15% no-shows, 30% close at $25,000, $150 per wasted visit.
See what we’d build for these numbersStarts with example numbers. Change them to yours. Arithmetic only, not a promise of results.
A confirmation, a day-before reminder, and an on-the-way text cover most visits. Add the mid-way check only when the visit sits a week or more away. Each message should carry new information.
A reply tells you the visit is still on. No reply is your cue to call that evening or the next morning, before your estimator burns a drive on an empty house.
Ideally, yes, or it should at least come under their name. It makes the person at the door familiar before they knock, which matters when someone is letting a stranger into their home.
Rebook without guilt-tripping, but ask a simple question: is the timing on the project itself changing? Sometimes the honest answer is “not this season,” and that moves them to a later check-in.
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