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Intelligence & Platform

Documents & Templates

Stop retyping the same exclusion scope

Your warranty language, your service agreement, your standard scope — rewritten slightly differently by every person who sends one.

Reusable templates for the paperwork you send constantly: exclusion proposals, service agreements, warranties, receipts, and the texts you type ten times a day.

One connected part of the complete WildPipe operating system. Included on every account with unlimited users and no per-feature charges. See pricing

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Documents & Templates

Create reusable quote, invoice, receipt, message, agreement, and report experiences with branded content.

Brand-aware templatesMerge fieldsEmail and SMS templates

Brand-aware templates

Updated moments ago

StatusActive
CompanyEvergreen
VisibilityTeam

Top tools

Top tools to help you send consistent paperwork fast

Owners and managers use this to see what is actually making money, while the crew gets the reminders and records they need.

Stop retyping

Your standard exclusion scope and warranty terms are ready.

Consistent and professional

Everything carries your branding.

Fewer mistakes

Customer and property details fill in automatically.

Fast replies

Saved wording for the questions you always get.

Real-world scenarios

How this plays out in the field

Three jobs you have already run this month, and what WildPipe does with them.

  • 1Real-world scenario

    Your standard attic exclusion scope and warranty language are a template, so a tech builds the proposal in five minutes.

  • 2Real-world scenario

    A homeowner asks what your warranty covers. The saved reply goes out in one tap.

  • 3Real-world scenario

    Every service agreement goes out with the same terms instead of whatever the last person wrote.

The takeaway

Deliver consistent communication without recreating documents for every customer.

How it works

The day-to-day flow

Your crew works the way they already do. WildPipe keeps the property, the paperwork, and the money attached to it.

  1. 1

    Create it

    Write it once.

  2. 2

    Use it

    Pick it when building a document or message.

  3. 3

    Send it

    Details already filled in.

What's included

All 8 pieces of Documents & Templates

Nothing here is an upgrade or an add-on. Some of it gets specific — that is on purpose, because this work is specific. Our team turns on what you need during setup.

  • Brand-aware templates
  • Merge fields
  • Email and SMS templates
  • Reusable legal and service content
  • Company-branded quote, invoice, agreement, receipt, and public documents
  • Quick SMS replies and automated message templates
  • WILD and PEST form templates with conditional questions
  • Company-specific display settings and customer-facing language

The result for your company

Deliver consistent communication without recreating documents for every customer.

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We've got your back

You will not be setting this up alone

A specialist configures your services, prices, and workflow with you on a call, then trains your office and your techs before you go live.

Talk with our team

Tell us how your operation runs and we will show you exactly how this fits it — no pressure, no jargon.

Contact us

See what it costs

A flat 5% of the revenue you record. Every feature, unlimited users, and the 24/7 contact center included.

View pricing

Browse all 54 modules

This is one piece of the platform. The rest of your office, field, phone, and billing work lives here too.

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FAQ

Still have questions? We've got answers.

What does Documents & Templates actually do?

Reusable templates for the paperwork you send constantly: exclusion proposals, service agreements, warranties, receipts, and the texts you type ten times a day.

Who on my team would use it?

Owners and managers use this to see what is actually making money, while the crew gets the reminders and records they need.

Is Documents & Templates included with WildPipe?

Yes. Every feature is included. There are no upgrade tiers and no per-feature charges.

Can my whole team use it?

Yes. You get unlimited users, and each person sees the tools that fit their job.

Does it work on a phone in the field?

Yes. Techs get the same customer information and tools from the field app.

Ready to put Documents & Templates to work?

Deliver consistent communication without recreating documents for every customer.