Stop writing the same thing again.
Save wording and layouts you use often. Reuse them for quotes, bills, agreements, and customer messages.
Same words, every time
Stop rewriting your exclusion scope.
Typed fresh each time
- Warranty wording drifts between people
- Someone forgets a line in the agreement
- The insurance email is rewritten every week
From a template
- Agreements start from your approved wording
- Messages fill in the customer and job for you
- Standard documents go out the same way
Each kind has its own editor
Four kinds of templates.
Standard documents
Insurance certificates, workers’ comp and W-9 material, with the email that sends them.
Agreements and reports
Service agreement wording and inspection report questions.
Messages
Email and text wording with customer and job placeholders.
Copy a quote
Start a new quote from an old one, without the old job’s photos.
Real screens
Edit a template.
Tap the highlighted spot, or use Next.Step 1 of 3
Part of Sales & Quotes
Templates used where the work happens.
Agreements, reports, messages and quotes all start from your saved templates.
Comes in from
Website & calls
Leads arrive from forms, bookings, calls, and texts.
Comes in from
Property details
Property information helps you quote the right job.
What happens here
Document & Message Templates
- 1Standard business documents
- 2Agreements & field templates
- 3Customer messages & quote reuse
Same customer, same job, same record.