Template Gallery

52 ready-made starters in plain language. Pick one, adjust the answers, and save. Sample content only — no real CRM, calendar, payment or social account is connected.

Search templates

Business type

Type

52 templates found

HVAC service call intake
AI skill
Field service — HVAC
Collect the customer's address, system type and symptoms for an HVAC service call and suggest an urgency level.
See a sample
Example input: My AC is blowing warm air and it's 95 degrees.
Example result: Thanks — I've noted warm air from the AC. Urgency: high (heat). What's your address and the best time today?
Sample text written for this demo, not produced by a live AI.
Seasonal tune-up reminder
AI skill
Field service — HVAC
Write friendly reminders for spring AC and fall furnace tune-ups with a booking link placeholder.
See a sample
Example input: Customer: Dana, last furnace check Oct 2025
Example result: Hi Dana, it's been a year since your furnace check. Book your fall tune-up here: [booking link].
Sample text written for this demo, not produced by a live AI.
HVAC troubleshooting guide
AI skill
Field service — HVAC
Walk customers through safe basic checks like thermostat settings and filters before a technician visit.
See a sample
Example input: Furnace won't turn on
Example result: First check the thermostat is set to Heat and the filter isn't clogged. If you smell gas, leave the home and call us right away.
Sample text written for this demo, not produced by a live AI.
Plumbing emergency triage
AI skill
Field service — Plumbing
Decide whether a plumbing problem is an emergency and tell the customer what to do right now.
See a sample
Example input: Water is coming through my ceiling
Example result: This is an emergency. Turn off your main water valve now. We're alerting our on-call plumber.
Sample text written for this demo, not produced by a live AI.
Plumbing quote explainer
AI skill
Field service — Plumbing
Explain a plumbing quote line by line in plain language without changing prices.
See a sample
Example input: What is 'PRV replacement'?
Example result: A PRV is the pressure reducing valve. It keeps water pressure safe for your pipes. Your quote replaces the worn one.
Sample text written for this demo, not produced by a live AI.
Water heater lead qualifier
AI skill
Field service — Plumbing
Ask about tank age, size and fuel type to qualify water heater replacement leads.
See a sample
Example input: My water heater is 14 years old and leaking
Example result: That's past typical lifespan and leaking, so replacement is likely. Is it gas or electric, and how many gallons?
Sample text written for this demo, not produced by a live AI.
Electrical safety screener
AI skill
Field service — Electrical
Screen electrical problems for safety risks and advise when to call an electrician immediately.
See a sample
Example input: My outlet is warm and sparks sometimes
Example result: Stop using that outlet and switch off its breaker. This needs an electrician soon — shall I request a visit?
Sample text written for this demo, not produced by a live AI.
EV charger install intake
AI skill
Field service — Electrical
Gather panel size, parking location and car model for EV charger installation estimates.
See a sample
Example input: I want a charger for my new EV
Example result: Great! What's your electrical panel size (e.g. 100A or 200A), and how far is it from where you park?
Sample text written for this demo, not produced by a live AI.
Panel upgrade explainer
AI skill
Field service — Electrical
Explain why a panel upgrade may be needed using plain language and no scare tactics.
See a sample
Example input: Why do I need a 200 amp panel?
Example result: Newer appliances and EV chargers use more power. A 200A panel gives safe room for them so breakers don't trip.
Sample text written for this demo, not produced by a live AI.
Salon booking assistant
AI skill
Salons & spas
Help clients choose a service and stylist and request an appointment time.
See a sample
Example input: I need a cut and color Saturday
Example result: Cut & color takes about 2.5 hours. Saturday has openings at 10am with Maya or 1pm with Leo — which works?
Sample text written for this demo, not produced by a live AI.
No-show policy messenger
AI skill
Salons & spas
Politely explain the salon's late and no-show policy without arguing.
See a sample
Example input: Why was I charged for missing?
Example result: Our policy charges 50% for missed visits without 24 hours' notice. I can help you rebook today.
Sample text written for this demo, not produced by a live AI.
Aftercare tips
AI skill
Salons & spas
Send aftercare instructions after color, perms or facials.
See a sample
Example input: Just got balayage
Example result: Wait 48 hours before washing, use sulfate-free shampoo, and book a gloss in 6–8 weeks.
Sample text written for this demo, not produced by a live AI.
Rebooking nudge
AI skill
Salons & spas
Suggest the right time to rebook based on the last service.
See a sample
Example input: Last service: men's cut, 4 weeks ago
Example result: Hi! It's about time for a fresh cut. Want me to hold Thursday at 5pm with your usual barber?
Sample text written for this demo, not produced by a live AI.
Call prep brief
AI skill
Sales reps
Summarize a prospect's history and suggest three talking points before a sales call.
See a sample
Example input: Prospect: Northside Dental, demo last month
Example result: Northside watched a demo 4 weeks ago. Talk about: online booking, reminder texts, the 30-day trial.
Sample text written for this demo, not produced by a live AI.
Objection handler
AI skill
Sales reps
Suggest honest responses to common sales objections like price and timing.
See a sample
Example input: It's too expensive
Example result: Acknowledge it, then compare to the cost of missed jobs. Never promise discounts — ask your manager first.
Sample text written for this demo, not produced by a live AI.
Proposal summary writer
AI skill
Sales reps
Turn a proposal into a short, friendly summary email.
See a sample
Example input: Proposal: 3 trucks, monthly plan
Example result: Hi Sam, here's a quick summary: tracking for 3 trucks on the monthly plan, setup in one week. Questions welcome!
Sample text written for this demo, not produced by a live AI.
Weekly pipeline recap
AI skill
Sales reps
Summarize the week's deals by stage and flag stalled ones.
See a sample
Example input: 12 deals, 3 untouched 14+ days
Example result: This week: 12 open deals. Stalled 14+ days: Acme, Birch Co, Lake Spa — consider a check-in call.
Sample text written for this demo, not produced by a live AI.
Website lead capture
AI skill
Lead capture & qualification
Greet website visitors, capture name, contact and need, and confirm next steps.
See a sample
Example input: Do you do roof repairs?
Example result: Yes! Can I get your name, phone or email, and a short description so we can call you back?
Sample text written for this demo, not produced by a live AI.
BANT lead qualifier
AI skill
Lead capture & qualification
Qualify leads by budget, authority, need and timeline and give a score.
See a sample
Example input: Owner, needs it this month, budget approved
Example result: Score: hot (4/4). Route to an account executive today.
Sample text written for this demo, not produced by a live AI.
Missed-call text back
AI skill
Lead capture & qualification
Draft a friendly text to callers you missed, asking how you can help.
See a sample
Example input: Missed call 3:12pm
Example result: Hi, sorry we missed your call! How can we help? Reply here or we'll call back within the hour.
Sample text written for this demo, not produced by a live AI.
Service area checker
AI skill
Lead capture & qualification
Check whether a lead's location is inside the service area and respond kindly if not.
See a sample
Example input: I'm in Springfield
Example result: Springfield is inside our service area — we can help! What service do you need?
Sample text written for this demo, not produced by a live AI.
Post-quote follow-up
AI skill
Follow-up
Follow up on quotes not accepted after three days, without pressure.
See a sample
Example input: Quote sent Monday, no reply
Example result: Hi Jordan, just checking in on Monday's quote. Happy to answer any questions or adjust the timing.
Sample text written for this demo, not produced by a live AI.
Review request
AI skill
Follow-up
Ask happy customers for an online review after a completed job.
See a sample
Example input: Job done, customer said 'great work'
Example result: Thanks so much, Pat! If you have a minute, a quick review really helps us: [review link].
Sample text written for this demo, not produced by a live AI.
Win-back message
AI skill
Follow-up
Write a friendly message to customers who haven't booked in six months.
See a sample
Example input: Last visit April
Example result: Hi Lee, we miss you! Ready for your next visit? Here's our booking link: [link].
Sample text written for this demo, not produced by a live AI.
Appointment reminder writer
AI skill
Appointments & reminders
Write reminders 24 hours before appointments with reschedule instructions.
See a sample
Example input: Tomorrow 9am, Kim, gutter cleaning
Example result: Hi Kim, reminder: gutter cleaning tomorrow at 9am. Need to reschedule? Just reply.
Sample text written for this demo, not produced by a live AI.
Reschedule helper
AI skill
Appointments & reminders
Offer the next three open times when a customer needs to reschedule.
See a sample
Example input: Can't make Tuesday
Example result: No problem! Open times: Wed 10am, Thu 2pm, Fri 9am. Which works?
Sample text written for this demo, not produced by a live AI.
Arrival window update
AI skill
Appointments & reminders
Tell customers when a technician is running late and give a new window.
See a sample
Example input: Tech 40 min behind
Example result: Quick update: your technician is running about 40 minutes late. New arrival window: 2:40–3:40pm. Sorry!
Sample text written for this demo, not produced by a live AI.
Job ticket writer
AI skill
Job tickets
Turn a customer's description into a clear job ticket with location, problem and priority.
See a sample
Example input: Kitchen sink clogged, 12 Oak St, not urgent
Example result: Ticket: Drain clog — kitchen sink · 12 Oak St · Priority: normal · Needs: auger.
Sample text written for this demo, not produced by a live AI.
Technician job summary
AI skill
Job tickets
Summarize a technician's notes into a customer-friendly job report.
See a sample
Example input: Replaced capacitor, cleaned coil, 41F split
Example result: Today we replaced a worn part (capacitor) and cleaned the outdoor coil. Your AC is cooling normally again.
Sample text written for this demo, not produced by a live AI.
Parts checklist
AI skill
Job tickets
Suggest a parts and tools checklist for a job type.
See a sample
Example input: Job: water heater replacement, 50 gal gas
Example result: Bring: 50-gal gas heater, flex connectors, venting kit, thread sealant, expansion tank, pan.
Sample text written for this demo, not produced by a live AI.
Invoice explainer
AI skill
Invoices & payments
Answer questions about an invoice in plain language without changing amounts.
See a sample
Example input: What's the trip charge?
Example result: The trip charge covers travel to your home. It's listed in our price sheet and applies once per visit.
Sample text written for this demo, not produced by a live AI.
Friendly payment reminder
AI skill
Invoices & payments
Write polite reminders for overdue invoices with no threats.
See a sample
Example input: Invoice 1043, 10 days overdue
Example result: Hi Chris, a friendly reminder that invoice #1043 is now due. You can pay here: [payment link]. Thank you!
Sample text written for this demo, not produced by a live AI.
Estimate to invoice checker
AI skill
Invoices & payments
Compare an estimate with the final invoice and flag differences for staff review.
See a sample
Example input: Estimate $450, invoice $520
Example result: Difference: +$70. Line added: 'extra fitting'. Please confirm the customer approved it.
Sample text written for this demo, not produced by a live AI.
CRM note cleaner
AI skill
CRM
Turn messy call notes into clean CRM notes with next step and date.
See a sample
Example input: talked 2 bob wants quote fri maybe
Example result: Spoke with Bob. Wants a quote. Next step: send quote by Friday.
Sample text written for this demo, not produced by a live AI.
Duplicate contact spotter
AI skill
CRM
Spot likely duplicate contacts and suggest which to keep, never deleting anything.
See a sample
Example input: J. Smith / John Smith, same phone
Example result: Likely duplicate: same phone. Suggest keeping 'John Smith' (newer). Please review before merging.
Sample text written for this demo, not produced by a live AI.
Customer profile summary
AI skill
CRM
Summarize a customer's history in three bullet points before a call.
See a sample
Example input: Customer: Ana Ruiz
Example result: Customer since 2023 · 4 jobs (last: AC tune-up in May) · Prefers texts in the afternoon.
Sample text written for this demo, not produced by a live AI.
Weekly post planner
AI skill
Social content creators
Plan a week of social posts for a local business with captions and hashtags.
See a sample
Example input: Bakery, fall menu launch
Example result: Mon: pumpkin loaf reveal · Wed: behind-the-scenes baking · Fri: weekend special. Hashtags: #LocalBakery #FallFlavors.
Sample text written for this demo, not produced by a live AI.
Before & after caption
AI skill
Social content creators
Write captions for before-and-after photos with customer permission reminder.
See a sample
Example input: Deck restoration photo
Example result: From weathered to wow! This deck got a full sand and stain. (Shared with the homeowner's permission.)
Sample text written for this demo, not produced by a live AI.
Short video script
AI skill
Social content creators
Draft a 30-second video script with hook, tip and call to action.
See a sample
Example input: Topic: save on cooling bills
Example result: Hook: 'Your AC might be costing you double.' Tip: change filters monthly. CTA: 'Book a tune-up — link in bio.'
Sample text written for this demo, not produced by a live AI.
Comment reply helper
AI skill
Social content creators
Suggest polite replies to social media comments, flagging complaints for a human.
See a sample
Example input: Do you work weekends?
Example result: Yes! We have Saturday appointments 9–2. DM us to book 😊
Sample text written for this demo, not produced by a live AI.
Reminder message builder
Script
Appointments & reminders
Builds reminder text from an appointment list.
See a sample
Example input: [{ name: 'Kim', time: 'Tue 9am', service: 'gutter cleaning' }]
Example result: Hi Kim, reminder: gutter cleaning on Tue 9am. Reply to reschedule.
Sample text written for this demo, not produced by a live AI.
Invoice total calculator
Script
Invoices & payments
Adds line items, tax and discount for a draft invoice.
See a sample
Example input: items: 2 × $45, tax 8%
Example result: subtotal 90.00, tax 7.20, total 97.20
Sample text written for this demo, not produced by a live AI.
Overdue invoice list
Script
Invoices & payments
Finds invoices past their due date.
See a sample
Example input: [{ id: 1043, due: '2026-09-30', paid: false }]
Example result: [1043]
Sample text written for this demo, not produced by a live AI.
Lead score calculator
Script
Lead capture & qualification
Scores leads from simple yes/no answers.
See a sample
Example input: { budget: true, decisionMaker: true, urgent: false }
Example result: score 2 → warm
Sample text written for this demo, not produced by a live AI.
Web form lead cleaner
Script
Lead capture & qualification
Cleans names, emails and phone numbers from a web form.
See a sample
Example input: { name: ' ana RUIZ ', email: 'Ana@X.com ' }
Example result: { name: 'Ana Ruiz', email: 'ana@x.com' }
Sample text written for this demo, not produced by a live AI.
Duplicate contact finder
Script
CRM
Groups contacts that share a phone or email.
See a sample
Example input: 3 contacts, 2 share a phone
Example result: [[contact 1, contact 3]]
Sample text written for this demo, not produced by a live AI.
Stale deal finder
Script
CRM
Lists deals with no activity in 14+ days.
See a sample
Example input: deals with lastActivity dates
Example result: ['Acme', 'Birch Co']
Sample text written for this demo, not produced by a live AI.
Job ticket formatter
Script
Job tickets
Formats a job ticket line for dispatch.
See a sample
Example input: { type: 'Drain clog', address: '12 Oak St', priority: 'normal' }
Example result: Drain clog · 12 Oak St · Priority: normal
Sample text written for this demo, not produced by a live AI.
Maintenance due list
Script
Field service — HVAC
Finds customers due for seasonal maintenance.
See a sample
Example input: customers with lastService dates
Example result: ['Dana', 'Lee']
Sample text written for this demo, not produced by a live AI.
Rebooking date suggester
Script
Salons & spas
Suggests a rebooking date based on service type.
See a sample
Example input: { service: 'color', last: '2026-09-01' }
Example result: 2026-10-13
Sample text written for this demo, not produced by a live AI.
Hashtag builder
Script
Social content creators
Builds a short hashtag list from keywords.
See a sample
Example input: ['local bakery', 'fall']
Example result: #LocalBakery #Fall
Sample text written for this demo, not produced by a live AI.
Follow-up due list
Script
Follow-up
Finds quotes needing a follow-up after N days.
See a sample
Example input: quotes with sentAt dates
Example result: ['Jordan']
Sample text written for this demo, not produced by a live AI.

Template Gallery

HVAC service call intake

Seasonal tune-up reminder

HVAC troubleshooting guide

Plumbing emergency triage

Plumbing quote explainer

Water heater lead qualifier

Electrical safety screener

EV charger install intake

Panel upgrade explainer

Salon booking assistant

No-show policy messenger

Aftercare tips

Rebooking nudge

Call prep brief

Objection handler

Proposal summary writer

Weekly pipeline recap

Website lead capture

BANT lead qualifier

Missed-call text back

Service area checker

Post-quote follow-up

Review request

Win-back message

Appointment reminder writer

Reschedule helper

Arrival window update

Job ticket writer

Technician job summary

Parts checklist

Invoice explainer

Friendly payment reminder

Estimate to invoice checker

CRM note cleaner

Duplicate contact spotter

Customer profile summary

Weekly post planner

Before & after caption

Short video script

Comment reply helper

Reminder message builder

Invoice total calculator

Overdue invoice list

Lead score calculator

Web form lead cleaner

Duplicate contact finder

Stale deal finder

Job ticket formatter

Maintenance due list

Rebooking date suggester

Hashtag builder

Follow-up due list