RCS template · Utility
Site Survey Scheduled RCS Template for Solar Installers & EPC Companies
A ready-to-adapt RCS message for rooftop solar installers and EPC companies, with placeholders, sample values and compliance notes.
When to Send This Message
Send when a site survey is booked. For rooftop solar installers and EPC companies, this is one of the everyday messages that keeps customers informed without a phone call. It can be sent manually from a panel at first and automated later through an API.
After commissioning, maintenance and performance support keep referrals coming.
The RCS Template
Site Survey Scheduled
Dear {customer}, a site survey for your rooftop solar system is scheduled on {date} at {time}. Our engineer {engineer} ({phone}) will visit. Please keep a recent electricity bill ready.SMS fallback (India, DLT format)
Dear {#var#}, a site survey for your rooftop solar system is scheduled on {#var#} at {#var#}. Our engineer {#var#} ({#var#}) will visit. Please keep a recent electricity bill ready.Replace [Business Name] with your registered brand name. Links shown use example.com as a placeholder; use your own domain.
Placeholders and Sample Values
| Placeholder | Meaning | Sample value |
|---|---|---|
| {customer} | Customer | Mr. Thakur |
| {date} | Date | 17 Oct |
| {time} | Time | 11:00 AM |
| {engineer} | Engineer | Deepak |
| {phone} | Phone | 98XXXXXXXX |
Filling in each placeholder
- Customer (sample: Mr. Thakur): Use the first name or the salutation the customer gave you; fall back to a neutral greeting if the field is empty.
- Date (sample: 17 Oct): Write dates in an unambiguous form such as 14 Oct or 14 Oct 2026; avoid formats like 10/11 that customers read differently.
- Time (sample: 11:00 AM): Give times with AM/PM or a clear range, and the time zone if the customer may be in another country.
- Engineer (sample: Deepak): Keep the value short and specific; test the longest realistic value to check the message still reads well.
- Phone (sample: 98XXXXXXXX): Use a number the customer can actually reach during business hours, ideally one already shown on your website.
This template has 5 placeholders and a body of 185 characters before values are filled in. RCS card descriptions can be longer than SMS, but the first line should still carry the key information, as previews are truncated.
Category and Approval
Service updates like this suit RCS well because a card can carry buttons such as confirm, reschedule or get directions. The message must still relate to the customer's existing transaction.
Compliance Checklist
- Your brand (name, logo and description) is verified with the RCS provider before launch.
- Suggested replies and actions are short (25 characters or fewer per chip) and each one leads somewhere useful.
- An SMS fallback is configured, and in India the fallback text uses a DLT-registered template.
Rules to keep in mind for Solar Installers & EPC Companies
Subsidy claims should reflect current central and state scheme rules (such as PM Surya Ghar Muft Bijli Yojana for eligible residential consumers) and must not promise guaranteed savings. Equipment claims should match approved lists (such as ALMM) where applicable.
General guidance, not legal advice. Rules change, so confirm current requirements before launch. See our RCS compliance guide for India.
Tips for Better Results
- Send it as close as possible to the event it relates to, such as right after booking or the day before an appointment.
- Keep one purpose per message; if you need to send a reminder and a document, the reminder should still make sense on its own.
Need this RCS template set up?
We register, submit and connect templates for you, and send test messages before launch.
Questions About This Template
When should a solar company send the site survey scheduled message?
Send when a site survey is booked. If customers reply, make sure someone on your team monitors and answers.
What happens if the customer's phone does not support RCS?
The message falls back to SMS. In India the fallback must use a DLT-registered template, which is why this page includes the SMS version.
Do RCS messages need brand verification?
Yes. RCS business messages are sent from a verified brand profile with your name and logo, which needs to be approved before launch.
Can DND Teams set this up for my solar company?
Yes. We adapt the template to your business, register or submit it, and connect it to your software or our panel. Share your use case on WhatsApp or through the form.
Related Templates
More RCS templates for Solar Installers & EPC Companies
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