This is a reference page for when each template trigger fires. Bookmark it.
Visit lifecycle triggers
visit.scheduled— fires 24h before a scheduled visit. Channels: email + SMS. Placeholders: client, visit, company, property.visit.on_the_way— fires when tech taps "En route." Channels: email + SMS. ETA placeholder included.visit.arrived— fires when tech taps "Arrive." Optional (off by default for most tenants). Channels: SMS.visit.completed— fires when tech taps "Complete." Channels: email. Includes photo attachments + AI summary.visit.skipped— fires on skip. Channels: email + SMS. Reason + reschedule date included.
Invoice lifecycle triggers
invoice.sent— fires when invoice is issued (typically same as visit complete). Channels: email + SMS. Pay URL included.invoice.reminder— fires at each dunning step (day 3, 7, 14, 30). Channels vary by step. Reminder count available as placeholder.invoice.receipt— fires when invoice is fully paid. Channels: email.
Sales and booking triggers
quote.sent— fires when owner clicks Send on a quote. Channels: email + SMS.booking.approved— fires when owner approves a customer request. Channels: email + SMS.booking.declined— fires when owner declines. Channels: email. Decline reason included.
Subscription state triggers
subscription.paused— fires on ClientService pause (seasonal or manual). Channels: email.subscription.resumed— fires on resume. Channels: email.
Feedback triggers
review.request— fires after visit completion (default: immediately, roadmap: +24h delay). Channels: email + SMS.
Manual triggers
newsletter.quarterly— no automatic trigger. Owner sends from Template studio → "Send newsletter." Channels: email.
The triggers list is growing.
statement.monthly, visit.rescheduled, and referral.thanks are on the Q4 roadmap.