Event templates
{{shopName}}, {{formName}}, {{ctaUrl}} render in Form studio and Messages. Staff override is optional — do not paste a novel.
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Comms · CX
SMS estimate approval, job-complete notifications, and portal links — sent at the right moment without the service advisor remembering to do it.
High-value workflow
SMS estimate approval — customer receives a link, taps approve or request call-back, advisor sees the response on the board. No phone tag. Estimate becomes an authorised RO. Email live today; SMS live when Twilio keys are set.
Catalogue
Product classification — not legal advice. Commercial events need a marketing tick. Transactional job texts follow the service relationship.
| Event | Class | SMS | Consent | |
|---|---|---|---|---|
| FORM_REQUEST | Transactional | Starter | Growth pack | Transactional tick / service relationship |
| TABLET_READY | Transactional | Starter | Growth — "you're next at the desk" | Transactional |
| CHECK_IN_LINK / ESTIMATE_READY / DOCUMENT_READY | Transactional | Starter — preferred for ATR/estimate | Growth — link only, no diagnosis | Transactional |
| APPROVAL_REQUIRED / INVOICE_ISSUED / READY_FOR_COLLECTION | Transactional | Starter | Growth | Transactional |
| SERVICE_REMINDER / REVIEW_REQUEST / DEFERRED_FOLLOWUP | Commercial | Consent required | Consent + quiet hours | Marketing tick — never pre-ticked |
Staff
Honesty
SMS without Twilio
Adapter returns mock/stub statuses. Never marketed as Connected.
SMS on Starter
Channel skipped (SKIPPED_PLAN_ENTITLEMENT). Email still sends.
Email in demo
SMTP → Mailhog on :8025. Production SES/SendGrid is ops, not this page.
Captcha on public book
Not shipped. API rate limits only.
ATR / change-order clauses
Draft jurisdiction pack. Not counsel-certified. Not legal advice.
AI-generated legal or estimate copy
Out of scope. Events generate short CTAs, not an AI lawyer.
Two-way inbox
HELP / YES / STOP mock inbound exists. Not a full carrier inbox.
Website intake iframe
Not offered. Unsigned ATR on the public internet is a spam and authority risk. Send a link.
Further capabilities
{{shopName}}, {{formName}}, {{ctaUrl}} render in Form studio and Messages. Staff override is optional — do not paste a novel.
HELP, STATUS, STOP, FORM, YES / RESCHEDULE on the mock inbound path. Not an AI receptionist or a carrier inbox.
Commercial SMS respects tenant quiet hours. Transactional job texts (tablet ready, ATR link) may still send.
SKIPPED_NO_PHONE, SKIPPED_NO_CONSENT, SKIPPED_PLAN_ENTITLEMENT, SKIPPED_NO_CUSTOMER — fix the cause, then resend.
Transactional email is on Starter. Two-way SMS pack is Growth (250/mo) / Scale (1,000). Adapter is mock until Twilio keys.
No public ATR iframe. No AI-generated legal copy. No Connected SMS badge. No silent overage theatre.