Instant Quote · Admin

Templates

Canonical lead-notification copy. Zapier is still the delivery layer — paste these into your Zapier SMS / email actions to keep messaging consistent across clients.

SMS lead alert

Short text message sent to the contractor's phone when a new lead lands. Paste into your Zapier SMS step.

Default

Message397 chars / soft limit 320

Preview

Sample lead data

Variables resolved against a synthetic lead. Missing values render as blank — same behaviour Zapier sees if a field is null.

Message

New Instant Quote Lead

Client: Sample Roofing Co.

Name: Avery Johnson
Phone: (555) 123-4567
Email: avery@example.com

Address: 742 Evergreen Terrace, Springfield IL 62704

Estimate: $18400 - $23600
Monthly: $265/mo
Roof Size: 2380 sq ft
Material: asphalt_arch

Quote #: Q-001234

Available variables

Click any token to copy. Matches the Zapier Catch Hook payload shape — what you see here is what your Zap will receive.

Client

Lead

Property

Quote

Qualification

Tracking

Submission

Zapier is the delivery layer

These templates aren't sent automatically. Copy the rendered text above into your Zapier SMS / email step. When we build native delivery later, it'll render the same templates against the same payload.

Configure Zapier delivery per client under Clients → Edit → Integrations.