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Help Center › Admin screens, field by field › Settings → Messages & alerts: every message and every detail code
Settings → Messages & alerts: every message and every detail code
The full catalog of 28 automatic messages and alerts with trigger, starting channels, and all 55 detail codes.
Where to find it: Contractor Hub → Settings & Integrations → Settings → group Messages and connections → tab ✉️ Messages & alerts. Owner screen.
What it controls: this article lists each row on that tab so you know what exists. Each row opens the editor described in settings-messages-and-alerts-editor. Every row has the same fields there: on/off, Send by, Email subject, Email (and in-app) message, Text message, Save, Send me a test and Reset to the original.
Before you start
- Starting channels and the on/off state below are the code’s defaults. Your own saved changes override them.
- Rows under “Alerts to you” and “Field operations” are for you or your staff. The rest go to customers.
The 28 messages
| Group | Row (exact label) | Key | Who gets it | When it is sent | Starting channels | Starts |
|---|---|---|---|---|---|---|
| Requests | Request received (auto-reply) | request_received |
Customer | Right after a homeowner sends you a quote request. Posted in your message thread with them and emailed. | Email, In-app | On |
| Requests | Ask for missing details | missing_info |
Customer | When you tap “Ask for what’s missing” on a request. The list of missing items is filled in for you. | Email, In-app | On |
| Appointments | Appointment booked | appt_booked |
Customer | When you add an appointment for a customer (and “Tell the customer” is on). It also goes on their VisionScaper calendar automatically. | Email, Text, In-app | On |
| Appointments | Appointment changed | appt_changed |
Customer | When you move an appointment to a different day or time. | Email, Text, In-app | On |
| Appointments | Appointment cancelled | appt_cancelled |
Customer | When you cancel or delete an upcoming appointment. | Email, Text, In-app | On |
| Appointments | Appointment reminder | appt_reminder |
Customer | Sent on your reminder schedule (Settings → Reminders): as many reminders as you like, each so many minutes, hours or days before. | Email, Text | On |
| Appointments | On our way | on_the_way |
Customer | When you or your crew tap “On our way” on an appointment. | Text, In-app | On |
| Jobs & payments | Job complete | job_complete |
Customer | When you mark a job Done. | Email, In-app | On |
| Jobs & payments | Invoice sent | invoice_sent |
Customer | When you send an invoice, and when a recurring invoice goes out. Includes a View & pay button. | Email, In-app | On |
| Jobs & payments | Invoice overdue nudge | invoice_overdue |
Customer | Automatically after an invoice passes its due date, on the timing below. | Off | |
| Jobs & payments | Payment received (receipt) | payment_received |
Customer | When a customer pays an invoice online. | Email, In-app | On |
| Jobs & payments | Review request | review_request |
Customer | Automatically after a job is marked Done, on the delay below. Never sent if the job was cancelled. | Email, In-app | On |
| Messages | New message alert (to customer) | new_message |
Customer | When you message a customer and they haven’t read it yet. At most one email per conversation every 15 minutes. | On | |
| Alerts to you | New quote request | alert_new_request |
You | When a homeowner sends you a request. | Email, Text, In-app | On |
| Alerts to you | New message from a customer | alert_new_message |
You | When a customer messages you. At most one email per conversation every 15 minutes. | Email, In-app | On |
| Alerts to you | Proposal viewed | alert_quote_viewed |
You | The first time a customer opens a proposal you sent. | Email, In-app | On |
| Alerts to you | Proposal signed | alert_quote_signed |
You | When a customer signs a proposal. | Email, Text, In-app | On |
| Alerts to you | Payment received | alert_payment |
You | When a customer pays an invoice online. | Email, In-app | On |
| Alerts to you | Customer confirmed / asked to reschedule | alert_appt_response |
You | When a customer confirms an appointment or asks for a different time. | Email, Text, In-app | On |
| Alerts to you | Your appointment reminder | alert_appt_reminder |
You | Reminders to you (and your crew) on your own reminder schedule. | In-app, Email | On |
| Field operations | Job completed | ops_job_done |
You | When your crew finishes a job in My work (also goes to managers when “alert managers” is on). | In-app | On |
| Field operations | Job blocked, waiting for approval, or missed clock-out | ops_job_attention |
You | When a job is blocked or sent for approval, and when someone forgets to clock out. | Email, In-app | On |
| Field operations | Job running late | ops_job_overdue |
You | When an assigned job hasn’t started by its start time (plus the grace minutes in Field Ops → Settings). Once per job. | Email, In-app | On |
| Field operations | Timesheet submitted | ops_timesheet |
You | When an employee sends their week for approval (to people who can approve time). | In-app | On |
| Field operations | Job finished with missing documentation | ops_missing_docs |
You | When a job is finished with required checklist items or photos missing (override with a reason). | Email, In-app | On |
| Field operations | Job over its labor budget | ops_cost_over |
You | Once per job, when recorded labor passes the estimate by more than your threshold (Field Ops → Settings). | Email, In-app | On |
| Purchasing | Purchase order (to your vendor) | po_send |
Your vendor | When you send a purchase order to a vendor by email. It lists what you are ordering and your prices. It never includes a customer name, address, email or the job price. | On | |
| Field operations | Schedule change (to your employee) | ops_crew_schedule |
Your employee | To an employee when they are added to or taken off a job, or its time changes. Goes to their VisionScaper account (or their crew-sheet email / mobile). | Email, In-app | On |
Rows with an extra timing box: Invoice overdue nudge and Review request. Appointment reminder and Your appointment reminder follow the Reminders tab. See settings-reminders.
The 55 detail codes
Tap a chip in the editor or type the code in curly braces. Codes are not case-sensitive. Double braces also work. Add a fallback after a bar, for example {customer_first_name|there}. Sending removes empty codes; the preview shows them.
| Group | Chip label | Code | Example |
|---|---|---|---|
| Customer | Customer’s full name | {customer_name} |
Jane Smith |
| Customer | Customer’s first name | {customer_first_name} |
Jane |
| Customer | Customer’s last name | {customer_last_name} |
Smith |
| Customer | Customer’s email | {customer_email} |
jane@example.com |
| Customer | Customer’s phone | {customer_phone} |
(860) 555-0101 |
| Customer | Customer’s address | {customer_address} |
12 Maple Ave, Farmington, CT |
| Customer | Customer’s town | {customer_town} |
Farmington |
| Customer | Job / property address | {property_address} |
12 Maple Ave, Farmington, CT |
| Job | Job / project name | {job_name} |
Front Yard Renovation |
| Job | Services they asked for | {services_requested} |
Planting, Mulch & stone |
| Job | Their budget | {budget} |
$5,000 – $10,000 |
| Job | When they want it done | {timing} |
Within a month |
| Job | How complete their request is (%) | {brief_score} |
86 |
| Job | What’s missing from their request | {missing_items} |
• A photo of the backyard |
| Quote | Quote number | {quote_number} |
Q-1042 |
| Quote | Quote total | {quote_total} |
$8,450 |
| Quote | Deposit amount | {deposit_amount} |
$2,535 |
| Quote | Link to view & sign the proposal | {quote_link} |
https://… |
| Quote | Quote good until | {valid_until} |
June 30 |
| Appointment | Appointment type | {appointment_type} |
Site visit |
| Appointment | Appointment title | {appointment_title} |
Front yard – site visit |
| Appointment | Appointment date | {appointment_date} |
May 14 |
| Appointment | Day of the week | {appointment_day} |
Tuesday |
| Appointment | Start time | {appointment_time} |
9:00 am |
| Appointment | End time | {appointment_end_time} |
10:00 am |
| Appointment | How soon (tomorrow, in 2 hours…) | {appointment_when} |
tomorrow |
| Appointment | Where | {appointment_location} |
12 Maple Ave, Farmington, CT |
| Appointment | Crew | {crew_names} |
Mike and Luis |
| Appointment | Map / directions link | {map_link} |
https://maps.google.com/?q=… |
| Appointment | Add-to-calendar link | {calendar_link} |
https://… |
| Appointment | confirmed / asked to reschedule | {customer_response} |
confirmed |
| Appointment | Customer’s note | {customer_note} |
Thursday afternoon works better. |
| Invoice | Invoice number | {invoice_number} |
INV-1007 |
| Invoice | Invoice title | {invoice_title} |
Front Yard Renovation – Deposit |
| Invoice | Invoice amount | {invoice_amount} |
$2,535.00 |
| Invoice | Invoice due date | {invoice_due_date} |
May 21 |
| Invoice | Link to view & pay | {invoice_link} |
https://… |
| Invoice | Amount paid | {amount_paid} |
$2,535.00 |
| Links | Link to leave a review | {review_link} |
https://… |
| Links | Link to their VisionScaper project | {portal_link} |
https://… |
| Message | Who sent the message | {sender_name} |
Jane Smith |
| Message | The message (first 160 characters) | {message_preview} |
Can you come Thursday instead? |
| Field operations | Employee | {employee_name} |
Mike Rivera |
| Field operations | Job status | {job_status} |
Blocked |
| Field operations | What happened | {ops_detail} |
Gate locked — customer not home. |
| Field operations | Timesheet week | {week_of} |
May 11 |
| Field operations | Hours | {hours} |
38.5 |
| You | Your business name | {company_name} |
Green Thumb Landscaping |
| You | Your name | {contractor_name} |
Bob Green |
| You | Your phone | {contractor_phone} |
(860) 555-0199 |
| You | Your email | {contractor_email} |
bob@example.com |
| You | Your website | {contractor_website} |
greenthumb.example |
| Dates | Today’s date | {today} |
May 12 |
| Dates | This month | {month} |
May |
| Dates | This year | {year} |
2026 |
Steps
- Find the row you want in the table.
- Open it on the tab and follow
settings-messages-and-alerts-editor. - Insert codes only from the list above. Anything else is flagged as “Not a detail VisionScaper knows”.
Tips
- Turn off a customer message only if you will tell customers another way.
- A code only has a value when that message has the information. Check the preview.
- Purchase orders to vendors never include a customer name, address, email or the job name.
If something goes wrong
- A code shows in red in the preview: it is misspelled or not in the list.
- A detail is blank in a real message: the information was missing for that customer. Add a fallback.
- You cannot find a message: the list is fixed; you cannot add new messages here.