Our contract communication templates help you send essential notifications to clients regarding contract activation, renewal, service reminders, and payment mandates. These templates are customizable for your business needs and use tags (bracketed placeholders) to personalize information we have provided some suggested content below to get you started.
Using Tags
Open the tag list with the [ key and start typing to filter available tags.
Do not copy/paste tags from this guide directly into your templates; instead, insert them using the tag list.
Remove the example text inside brackets after pasting into your template body.
Email Templates
Contract Activation
Subject: [contract_contact], Your Contract is Now Active
Body:
Dear [contract_contact],
We are delighted to inform you that your [contract_name] contract with [client_name] is now active as of [contract_startdate]. Your comfort and safety are our top priorities, and we are committed to providing the highest quality service throughout your contract term.
Contract Details:
Contract Name: [contract_name]
Start Date: [contract_startdate]
End Date: [contract_enddate]
If you have any questions, feel free to contact us at [client_telephone] or [client_email].
Contract Renewal
Subject: Time to Renew: Continue Your Peace of Mind with [client_name]
Body:
Dear [contract_contact],
We hope this message finds you well. Your contract is approaching its renewal date on [contract_enddate].
Renewing ensures continued service without interruption. To renew, simply contact us at [client_email] or [client_telephone].
We appreciate your trust in [client_name] and look forward to serving you another year!
GoCardless Mandate Activation
Subject: Action Required: Activate Your Mandate to Finalise Your Contract
Body:
Dear [customer_name],
Thank you for choosing [client_name]. To finalize your contract for [contract_name], please activate your mandate for automatic payments.
[mandate_customer_approval:Click here to activate your mandate!]
Without an active mandate, we cannot finalize your contract. Please activate within 7 days to avoid delays.
Need help? Contact us at [client_telephone] or [client_email].
Service Reminder - Single Property
Subject: [service_contact], Your [service_reminder_name] is now due!
Body:
Hello [service_contact],
It has been almost a year since [client_name] last serviced your appliance at [customer_address_line_1], [customer_postcode].
Your system is due for service on [service_due_date]. Regular servicing ensures efficiency and warranty compliance.
Call [client_telephone] to book today!
Service Reminder - Multiple Properties
Subject: [contract_contact], You have properties due for service this month
Body:
Dear [contract_contact],
The following properties require servicing under the [contract_name] plan:
[service_reminder_properties_due]
Please contact us at [client_telephone] or [client_email] to arrange these services.
SMS Templates
Contract Activation
Your [contract_name] contract is now active, welcome aboard! Call us at [client_telephone] with any questions.
Thanks, [client_name] Team
Contract Renewal
Just a heads-up—your [contract_name] contract ends on [contract_enddate]. We'd love to keep you on board! Call [client_telephone] to renew.
GoCardless Mandate Activation
Mandate for [contract_name] is pending activation. Please activate ASAP to avoid delays. [mandate_customer_approval]
Questions? Call [client_telephone]
Service Reminder - Single Property
Your [contract_name] service is due. Call [client_telephone] to book before [service_due_date].
Service Job Confirmation
Your [contract_name] service is due and ready to book. Book online or call [client_telephone].
[booking_portal_link]
Thanks, [client_name] Team
Letter Templates
Service Reminder - Single Property
Hello [service_contact],
It has been almost a year since [client_name] last serviced your appliance at [customer_address_line_1], [customer_postcode].
Your system is due for service on [service_due_date]. Regular servicing ensures efficiency and warranty compliance.
Call [client_telephone] to book today!
Service Reminder - Multiple Properties
Dear [contract_contact],
The following properties require servicing under the [contract_name] plan:
[service_reminder_properties_due]
Please contact us at [client_telephone] to arrange these services.