Playbooks & Templates
Everything you write once and reuse: proposal, contract, change order, invoice and completion certificate templates, email templates, and playbooks.
Document templates (11)
Proposal — master (Weickert design)
Proposal · v1 · built-in
Windows proposal (trade variant)
Proposal · v1 · built-in
Siding proposal (trade variant)
Proposal · v1 · built-in
Gutters proposal (trade variant)
Proposal · v1 · built-in
Roofing proposal (trade variant)
Proposal · v1 · built-in
Doors proposal (trade variant)
Proposal · v1 · built-in
Porch proposal (trade variant)
Proposal · v1 · built-in
Home Improvement Contract
Contract · v1 · built-in
Change order
Change order · v1 · built-in
Invoice
Invoice · v1 · built-in
Completion certificate
Completion certificate · v1 · built-in
Email templates (3)
Proposal follow-up
Email · v1.0 · click to view
Appointment confirmation
Email · v1.0 · click to view
Job complete — thank you
Email · v1.0 · click to view