Summary
Clear confirmations and reminders reduce no-shows and wasted drive time.
Confirmation process
Book in call/text.
Send written confirmation (text/email) with date/time, rep name, and reply “R” to reschedule.
Same-day AM reminder + 30-min en route text.
Templates
Confirmation (SMS):
“{{first_name}}, {{rep}} with {{Company}}. Confirming {{day}} {{time}} at {{address}}. Reply R to reschedule.”Reminder:
“Reminder for today {{time}}. We’ll text when en route.”En route:
“We’re on the way—ETA {{minutes}}.”
Pro tips
Use AM/PM windows during storms.
If they reply “R”, offer two new times (assumptive choice).
Log confirmations in CRM.
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