What reminder templates do I need for a field service business?

Essential templates include: day-before confirmation, weather delay notification, technician running late, cancellation acknowledgement, deposit due, same-day payment nudge, overdue invoice with empathy, review request, and referral invitation.

How do I notify customers about weather delays?

Send a proactive message offering options: 'Rain is due tomorrow afternoon. We can push your appointment to [alternate date] or keep you on standby. Reply 1 to move, 2 to stay.' This gives customers control while managing your schedule.

How can I use reminder templates for upselling?

Trigger an upsell reminder before scheduled visits: 'While we're there on [date], we can also handle [service] for £[price]. Reply YES to add it and we'll bring the kit.' This catches add-on revenue without a separate sales call.

11 reminder scripts for cancellations, delays, and upsells

Template paralysis is real. Here are eleven Toolfy-ready reminder scripts covering cancellations, weather delays, upsells, and payment nudges. Each uses Toolfy tokens ({{customer_name}}, {{job_date}}, etc.) so you can paste them straight into Reminders → Reminder templates.

1. Day-before confirmation

Hi &#123;&#123;customer_name&#125;&#125;, &#123;&#123;company_name&#125;&#125; here. We’re scheduled for &#123;&#123;job_date&#125;&#125; at &#123;&#123;job_time&#125;&#125;. Reply YES to confirm, or text us if anything changed.

2. Weather delay

Rain is due to hit &#123;&#123;postcode&#125;&#125; tomorrow afternoon. We can push your appointment to &#123;&#123;alternate_date&#125;&#125; or keep you on standby. Reply 1 to move, 2 to stay.

3. Technician running late

&#123;&#123;customer_name&#125;&#125;, &#123;&#123;tech_name&#125;&#125; is finishing a complex job and will arrive at &#123;&#123;eta&#125;&#125;. Thanks for bearing with us—this keeps your visit thorough too.

4. Customer cancellation acknowledgement

No worries about cancelling, &#123;&#123;customer_name&#125;&#125;. We’ve freed the slot and refunded your deposit. Use this link to rebook when ready: &#123;&#123;booking_link&#125;&#125;.

5. Cancellation fee reminder

Heads up: because notice was under 24h, the £&#123;&#123;fee_amount&#125;&#125; cancellation fee applies per our booking terms. Here’s the invoice link: &#123;&#123;invoice_link&#125;&#125;.

6. Upsell reminder (add-on service)

While we’re there on &#123;&#123;job_date&#125;&#125;, we can also handle &#123;&#123;upsell_service&#125;&#125; for £&#123;&#123;price&#125;&#125;. Reply YES to add it and we’ll bring the kit.

7. Payment deposit due

Thanks for approving the quote! A &#123;&#123;deposit_percent&#125;&#125;% deposit (£&#123;&#123;deposit_amount&#125;&#125;) secures your slot. Pay securely here: &#123;&#123;invoice_link&#125;&#125;.

8. Same-day payment nudge

Job &#123;&#123;job_id&#125;&#125; wrapped. Please settle the £&#123;&#123;balance&#125;&#125; balance by 6pm via the link: &#123;&#123;invoice_link&#125;&#125;. Need a payment plan? Reply HELP.

9. Overdue + empathy

&#123;&#123;customer_name&#125;&#125;, looks like invoice &#123;&#123;invoice_number&#125;&#125; slipped through. Can we set a new payment date or split it? Chat here: &#123;&#123;support_number&#125;&#125;.

10. Review request

We loved helping with &#123;&#123;job_type&#125;&#125;. Could you leave a quick review? Tap &#123;&#123;review_link&#125;&#125;—takes 45 seconds and keeps us busy!

11. Referral nudge

Know a neighbour who needs &#123;&#123;service&#125;&#125;? Refer them and we’ll send both of you £25 once their job wraps. Share this link: &#123;&#123;referral_link&#125;&#125;.

How to deploy

Add each script as its own template in Toolfy.
Use reminder workflows to trigger them (e.g., weather events, job status changes).
Track opt-outs and response rates to refine tone over time.

Want the JSON import file? Email support@toolfy.io and we’ll send the template pack.