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25 Best Text Message Templates for ServiceTitan Users (2026)

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ServiceTitan communication hub

25 Best Text Message Templates for ServiceTitan Users (2026)

Copy, customize, and automate ServiceTitan customer communication templates for estimates, appointments, dispatch updates, review requests, maintenance memberships, payments, and emergency follow-up.

Last updated July 12, 2026

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Ready-to-copy templates for the moments that matter

Use these messages as a starting point, then adjust the tone, service type, arrival window, and follow-up path to match your team. The strongest text systems use short messages, clear replies, and one shared inbox so nothing sits on a personal phone.

New customer inquiry

114 characters

Hi {first_name}, this is {company}. We received your service request. What system or issue can we help with today?

Use for new web leads, missed calls, and booking requests.

Hi {first_name}, this is {company}. We received your service request. What system or issue can we help with today?
Thanks, that works.

Estimate follow-up

137 characters

Hi {first_name}, this is {company}. Did you have any questions about the estimate for {job_type}? We can help you schedule the next step.

Use after an open estimate.

Hi {first_name}, this is {company}. Did you have any questions about the estimate for {job_type}? We can help you schedule the next step.
Thanks, that works.

Appointment confirmation

134 characters

Hi {first_name}, your {job_type} appointment with {company} is confirmed for {date} between {arrival_window}. Reply with access notes.

Send after the appointment is booked.

Hi {first_name}, your {job_type} appointment with {company} is confirmed for {date} between {arrival_window}. Reply with access notes.
Thanks, that works.

Appointment reminder

117 characters

{company} reminder: We will be at {service_address} tomorrow between {arrival_window}. Reply if anything has changed.

Protect the dispatch board.

{company} reminder: We will be at {service_address} tomorrow between {arrival_window}. Reply if anything has changed.
Thanks, that works.

Technician dispatched

125 characters

Hi {first_name}, your technician has been dispatched for today’s {job_type}. We will send another update when they are close.

Use when dispatch starts.

Hi {first_name}, your technician has been dispatched for today’s {job_type}. We will send another update when they are close.
Thanks, that works.

Technician on the way

127 characters

Hi {first_name}, {tech_name} is on the way from {company}. Estimated arrival is {eta}. Reply here with parking or access notes.

Send before arrival.

Hi {first_name}, {tech_name} is on the way from {company}. Estimated arrival is {eta}. Reply here with parking or access notes.
Thanks, that works.

Running late

124 characters

Hi {first_name}, our technician is running about {delay_time} behind. We appreciate your patience and will keep you updated.

Use when the route slips.

Hi {first_name}, our technician is running about {delay_time} behind. We appreciate your patience and will keep you updated.
Thanks, that works.

Appointment reschedule

96 characters

Hi {first_name}, we need to adjust your appointment. Would {option_1} or {option_2} work better?

Give two options.

Hi {first_name}, we need to adjust your appointment. Would {option_1} or {option_2} work better?
Thanks, that works.

Financing follow-up

107 characters

Hi {first_name}, this is {company}. Want us to walk through financing options for your {job_type} estimate?

Useful for replacements and bigger jobs.

Hi {first_name}, this is {company}. Want us to walk through financing options for your {job_type} estimate?
Thanks, that works.

Service completed

99 characters

Hi {first_name}, your {job_type} is complete. Reply here if you have questions about today’s visit.

Send after job completion.

Hi {first_name}, your {job_type} is complete. Reply here if you have questions about today’s visit.
Thanks, that works.

Thank you

112 characters

Hi {first_name}, thank you for choosing {company}. We appreciate the opportunity to help with your home comfort.

Simple relationship builder.

Hi {first_name}, thank you for choosing {company}. We appreciate the opportunity to help with your home comfort.
Thanks, that works.

Review request

117 characters

Hi {first_name}, if {tech_name} did a great job today, would you leave {company} a quick Google review? {review_link}

Best after a successful visit.

Hi {first_name}, if {tech_name} did a great job today, would you leave {company} a quick Google review? {review_link}
Thanks, that works.

Membership reminder

122 characters

Hi {first_name}, your maintenance membership includes seasonal tune-ups. Reply SCHEDULE and we can help find a visit time.

Promote membership value.

Hi {first_name}, your maintenance membership includes seasonal tune-ups. Reply SCHEDULE and we can help find a visit time.
Thanks, that works.

Preventative maintenance

111 characters

{company}: Preventative maintenance helps catch small HVAC issues before peak season. Reply TUNEUP to schedule.

Maintenance campaign.

{company}: Preventative maintenance helps catch small HVAC issues before peak season. Reply TUNEUP to schedule.
Thanks, that works.

Annual tune-up

113 characters

Hi {first_name}, it is time for your annual HVAC tune-up. Reply YES and our office will help schedule your visit.

Annual reminder.

Hi {first_name}, it is time for your annual HVAC tune-up. Reply YES and our office will help schedule your visit.
Thanks, that works.

Emergency repair follow-up

95 characters

Hi {first_name}, checking in after your emergency repair. Is the system still running properly?

After emergency work.

Hi {first_name}, checking in after your emergency repair. Is the system still running properly?
Thanks, that works.

Seasonal maintenance

107 characters

{company}: {season} weather is coming. Reply SERVICE to schedule seasonal HVAC maintenance before the rush.

Seasonal campaign.

{company}: {season} weather is coming. Reply SERVICE to schedule seasonal HVAC maintenance before the rush.
Thanks, that works.

Payment reminder

104 characters

{company}: Your service balance is still open. You can pay here: {payment_link}. Reply if you need help.

Billing follow-up.

{company}: Your service balance is still open. You can pay here: {payment_link}. Reply if you need help.
Thanks, that works.

Referral request

115 characters

Hi {first_name}, if a neighbor needs a trusted HVAC company, we would be grateful if you shared our name: {website}

Soft referral ask.

Hi {first_name}, if a neighbor needs a trusted HVAC company, we would be grateful if you shared our name: {website}
Thanks, that works.

Satisfaction check

119 characters

Hi {first_name}, quick check-in: were you satisfied with your recent service? Reply YES or tell us what we can improve.

Private feedback first.

Hi {first_name}, quick check-in: were you satisfied with your recent service? Reply YES or tell us what we can improve.
Thanks, that works.

Warranty follow-up

108 characters

Hi {first_name}, following up on your warranty visit. Reply here if the issue returns or you have questions.

Warranty service.

Hi {first_name}, following up on your warranty visit. Reply here if the issue returns or you have questions.
Thanks, that works.

Filter replacement

121 characters

{company} reminder: It may be time to replace your air filter. Reply FILTER if you want help choosing the right schedule.

Helpful homeowner reminder.

{company} reminder: It may be time to replace your air filter. Reply FILTER if you want help choosing the right schedule.
Thanks, that works.

Membership renewal

99 characters

Hi {first_name}, your maintenance membership renews soon. Reply RENEW to keep your benefits active.

Retention workflow.

Hi {first_name}, your maintenance membership renews soon. Reply RENEW to keep your benefits active.
Thanks, that works.

After-hours response

136 characters

Hi {first_name}, this is {company}. We received your after-hours request. Please reply with the issue and whether the system is running.

Emergency triage.

Hi {first_name}, this is {company}. We received your after-hours request. Please reply with the issue and whether the system is running.
Thanks, that works.

General communication

115 characters

{company}: We wanted to share an update about your appointment. Reply here with questions and our office will help.

General office update.

{company}: We wanted to share an update about your appointment. Reply here with questions and our office will help.
Thanks, that works.

Recommended automation workflow

Texting works best when it supports the real customer journey. Start with the operational moment, send the shortest useful message, and route replies to the team that can actually help.

1

Inquiry or missed call

Capture the customer moment from the schedule, job, estimate, call, or completed service.

2

Estimate or appointment booked

Send a short message that matches the customer intent and does not feel random.

3

Technician dispatched

Route replies into one shared inbox so dispatch, office staff, and managers can respond.

4

Job completed

Use the positive moments for reviews, referrals, renewals, and maintenance follow-up.

5

Review, referral, or renewal follow-up

Measure replies, booked work, missed calls recovered, review clicks, and unresolved conversations.

Build the rest of the communication system

Templates are only the visible layer. The real value comes from connecting business texting, review requests, missed-call recovery, AI Receptionist, and team inbox workflows around the way customers already contact your company.

15 Review Request Templates for ServiceTitan

ServiceTitan review request templates help contractors ask after the right job moment instead of sending generic review blasts.

10 Appointment Reminder Templates for ServiceTitan

Appointment reminders help ServiceTitan users protect the dispatch board and reduce customer confusion before the visit.

20 Technician Communication Templates for ServiceTitan

Technician communication templates help customers know who is coming, when they are arriving, and what to expect next.

ServiceTitan Customer Communication Guide

A practical guide to shaping messages around estimates, appointments, dispatch, job completion, reviews, and memberships.

ServiceTitan Review Automation Guide

Review automation works best when it is tied to completed jobs, positive replies, and real customer satisfaction signals.

ServiceTitan SMS Best Practices

ServiceTitan users need short, clear, permission-aware texts that help customers act quickly.

ServiceTitan Missed Call Text Back

Missed-call text back helps contractors recover calls when the office is busy, after-hours, or helping another customer.

ServiceTitan AI Receptionist

AI Receptionist can help qualify after-hours requests, answer basic questions, and route urgent HVAC or plumbing leads.

ServiceTitan Landline Texting

Landline texting lets customers text the business number they already know while keeping conversations in one team inbox.

ServiceTitan Customer Journey Guide

Map communication from first call through estimate, dispatch, job completion, payment, review, referral, and renewal.

Related ConvertLocal resources

Business TextingReview AutomationMissed Call Text BackAI ReceptionistServiceTitan IntegrationHVAC MarketingPest Control Templates

FAQ

Can ServiceTitan users use these text templates?

Yes. These templates are written for real customer moments such as estimates, appointments, dispatch updates, completed jobs, reviews, memberships, and emergency requests.

Can Birdeye help automate these messages?

Birdeye can help with business texting, AI Receptionist, missed-call text back, team inbox routing, review requests, and customer follow-up depending on the workflow and setup.

Can customers reply to the texts?

Yes. Replies should go to a shared inbox so the office can handle scheduling, pricing, dispatch, billing, and service questions without using personal phones.

When should review requests be sent?

The best timing is after a completed job, a positive customer reply, a successful tune-up, or a resolved issue. Avoid asking before the customer has experienced the work.

Can ConvertLocal help set this up?

Yes. ConvertLocal helps map the workflow, write message templates, configure Birdeye, test the customer experience, and improve conversion over time.

Written by Dan Tucci

Dan Tucci is the Founder of ConvertLocal, helping local and multi-location businesses implement review automation, business texting, webchat, missed-call follow-up, AI Receptionist, and customer communication workflows.

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