Templates

Emailswhat customers and GCs receive

Name	What it is for	Wording
Estimate request received	Auto-reply the moment the public form is submitted.	as shipped
New lead alert	To Bailey, not the customer. Short on purpose — he reads it on a phone.	as shipped
Quote sent	The sales pitch. Most homeowners decide on this email.	as shipped
Bid submitted	To a GC. Formal — they file these.	as shipped
Quote accepted	Where the client portal link gets handed over.	as shipped
Quote follow-up	The nudge. Deliberately easy to say no to.	as shipped
Job scheduled	Sent when the job is scheduled.	as shipped
Job complete	Thank you, balance, and the review ask.	as shipped
Payment received	A receipt in the inbox, so nobody has to ask.	as shipped

Name	What it is for	Wording
Quote	The core document. Itemized or all-in, terms, signature block.	as shipped
Bid	Formal letterhead. GCs expect a real document.	as shipped
Invoice	What gets him paid.	as shipped
Receipt	Proof of payment, on letterhead.	as shipped
Contract	Signature block. HAVE A LAWYER READ THIS ONCE before relying on it.	as shipped
Change order	The document that prevents an argument at the end of a job.	as shipped
Warranty	Handed over at completion. Two years, workmanship only.	as shipped