On my way text checklist

Use this before automating same day home visit messages.

Before the message sends

  1. The previous appointment is finished or the ETA is otherwise reliable.
  2. The customer has a clear arrival window, not a false exact time.
  3. Access notes, parking notes, pets, preparation, and contact details are visible.
  4. The customer has one clear reply action if something has changed.

Message structure

  1. Say who is coming.
  2. Give the arrival window.
  3. Repeat the one access or preparation detail that matters most.
  4. Give one reply route for access, delay, or timing problems.
  5. Keep service updates separate from marketing.

After the visit

  1. Record no access, delay, changed details, cancellation, or reschedule context.
  2. Keep the note with the appointment and client record.
  3. Check whether follow up, invoice, payment, or rebooking is needed.