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Default templates

Every new tenant ships with 28 default templates. What they are and whether you should customize.

Every new Servicio tenant gets 28 default templates seeded automatically: 15 triggers covered in English and Spanish, mostly email + SMS. The defaults are written to work well on day one without editing.

The 15 triggers covered

  • visit.scheduled — 24h-before confirmation
  • visit.on_the_way — "tech is en route"
  • visit.arrived — optional "we've started"
  • visit.completed — service report with photos
  • visit.skipped — with reason
  • invoice.sent — with pay link
  • invoice.reminder — dunning cadence
  • invoice.receipt — after payment
  • review.request — 1 day after visit
  • subscription.paused — for seasonal or manual pauses
  • subscription.resumed — inverse
  • booking.approved — customer-initiated request approved
  • booking.declined — with reason
  • quote.sent — with public accept link
  • newsletter.quarterly — manual send only

What the defaults look like

Warm, professional, direct. Short for SMS (well under 160 chars). Personalized where it matters. Example of the default English on-the-way SMS:

"Hi {{client.first_name}}, {{company.name}} is on the way. ETA {{visit.time}}. Reply STOP to opt out."

Should you customize?

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Most shops go 6-12 months without touching the defaults. The exceptions: shops with strong brand voice, shops that want extra detail (e.g., the tech's name in the on-the-way text), and shops in multi-language markets that want bespoke phrasing.

When you do customize, edit one template and watch the next few sends before customizing more. Placeholder mistakes and tone drift are common early problems.

Re-seeding defaults

If you have deleted or broken a default template and want it back, go to Templates → "Restore defaults." This seeds any missing default templates without overwriting ones you have edited.

Restoring defaults does NOT restore templates you edited. It only adds back templates whose trigger+channel+locale combinations are currently missing. To revert an edited template, you have to rewrite it by hand or copy from a sibling tenant's export (support can help).

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