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WhatsApp Templates · Plumbing & HVAC

WhatsApp message templates for plumbing and HVAC contractors

Plumbing and HVAC contractors usually need around six core templates: four utility messages covering booking confirmation, engineer-on-the-way alerts, quote follow-up and annual service reminders, plus one marketing template for seasonal tune-up offers and one payment reminder. Utility messages handle jobs the customer has already booked; the marketing template is the only one that invites work they did not request.

Most of a contractor's day is spent confirming visits, chasing access and answering 'when are you coming?' calls. WhatsApp puts the schedule in one thread the customer keeps, and a customer who messages first opens a 24-hour service window you can reply in without a template.

Booking confirmed

Utility

Send it when: When a service visit is scheduled

Hi {{1}}, your heating service visit is confirmed for {{2}} between {{3}}. Reply here if you need to move it.

Engineer on the way

Utility

Send it when: When the engineer leaves for the job

Hello {{1}}, {{2}} is on the way and should reach you by about {{3}}. Please make sure someone can give access.

Quote follow-up

Utility

Send it when: A few days after sending a written quote

Hi {{1}}, just checking in on the quote for {{2}}. It is valid until {{3}} if you would like to go ahead.

Annual service due

Marketing

Send it when: Around the anniversary of the last service

Hi {{1}}, your boiler is due for its annual service. Book this month and we will include a free safety check on the system.

Payment reminder

Utility

Send it when: After an invoice falls due

Hi {{1}}, invoice {{2}} for {{3}} is now due. You can pay by bank transfer or on the link below.

Job completed

Utility

Send it when: After the visit is closed off

Thanks for having us out today, {{1}}. If anything is not working as expected, reply here and we will arrange a call-back.

How the category changes what you pay

  • Every template is submitted under one category, and Meta assigns the final one in review. A utility template that reads like a promotion can be reclassified as marketing, which changes both the rate and the opt-in requirement.
  • Since 1 October 2026, service messages are charged per delivered message after the first 1,000 free service messages per business phone number per month. The allowance does not roll over and there are no volume tiers.
  • Inbound messages are free, and a customer-initiated message opens the 24-hour customer service window. Anything you start outside that window needs an approved template.

Plumbing & HVAC on WhatsApp: common questions

Send these from your own number, with a team behind it

BNex runs the official Meta WhatsApp Cloud API with a shared inbox, campaign broadcasts and a visual flow builder. Connect a number, submit these templates, and start on the free plan — no credit card.