Quotation sent (with PDF)
Send with the quotation PDF as a document header. · Category: Utility
Hello {{1}}, thank you for your enquiry. Please find attached your swimming pool quotation {{2}} from {{3}}. Feel free to reply here if you have any questions.
{{1}} client name · {{2}} quotation number · {{3}} your company name
Quotation follow-up
Two to three days after sending the quotation. · Category: Utility
Hello {{1}}, this is {{2}} regarding your swimming pool quotation {{3}}. Please let us know if you have any questions, we would be happy to help.
{{1}} client name · {{2}} your company name · {{3}} quotation number
Payment reminder
One to three days before a stage payment is due. · Category: Utility
Hello {{1}}, this is a gentle reminder from {{2}} that your payment of {{3}} is due on {{4}}. Thank you!
{{1}} client name · {{2}} your company name · {{3}} amount · {{4}} due date
Site visit confirmation
After you fix a site visit with a new lead. · Category: Utility
Hello {{1}}, your site visit with {{2}} is confirmed for {{3}}. Our representative {{4}} will call you before reaching. Thank you!
{{1}} client name · {{2}} your company name · {{3}} date and time · {{4}} staff name
Payment received
Right after you record a payment. · Category: Utility
Hello {{1}}, we have received your payment of {{2}} on {{3}} for your swimming pool project. Thank you for your trust in {{4}}.
{{1}} client name · {{2}} amount · {{3}} date · {{4}} your company name
Project stage update
When a construction stage is finished. · Category: Utility
Hello {{1}}, an update on your swimming pool project from {{2}}: {{3}} has been completed. The next stage is {{4}}.
{{1}} client name · {{2}} your company name · {{3}} completed stage · {{4}} next stage
AMC / service renewal reminder
Before a maintenance contract ends. · Category: Utility
Hello {{1}}, your swimming pool maintenance contract with {{2}} ends on {{3}}. Reply to this message to renew and keep your pool in perfect condition.
{{1}} client name · {{2}} your company name · {{3}} end date
Tips for getting templates approved
- Keep the message clearly linked to something the customer asked for — their enquiry, quotation, payment or project.
- Do not start or end the text with a variable, and do not put two variables next to each other.
- Give Meta sample values for every variable, for example a client name and a quotation number.
- Message only customers who have agreed to hear from you on WhatsApp, and stop when they ask you to.
Frequently asked questions
Do WhatsApp templates need approval?
Yes. Messages sent through the WhatsApp Business Platform outside the 24-hour reply window must use a template approved by Meta. Submit the text in WhatsApp Manager under Message templates.
Which category should I choose?
Messages about an existing enquiry, quotation, payment or project — like the ones on this page — are usually Utility. Offers and promotions are Marketing. Meta decides the final category during review.
What are {{1}}, {{2}} in the text?
They are variables. When you send the message, each one is replaced with a real value such as the client name or amount.
Can I send these from my CRM?
Yes. In PoolCo CRM the quotation, follow-up and payment reminder templates are filled in automatically from the client's record and sent in one tap.
Send these templates automatically from your CRM.