Templates
Every document starts here. New proposals start from the master Proposal (the Weickert design: 1-year and 30-day price columns, optional add-ons and upgrades, allowances, and a separate conditional credit line). Edit a trade variant only when one trade needs different wording; until you save it, that trade uses the master. Contract, change order, invoice and completion certificate are below. Merge fields like {{customer.name}} fill in from the job; add ? ({{customer.phone?}}) for optional fields.
New document
Starts a Draft from the template, prefilled from the customer card, this job and the price book.
Templates used:Proposal (master)ContractChange orderInvoiceCompletion certificateAll playbooks & templates β
Completion certificate Β· version 1 (built-in β first save creates your copy)
Sections
Blank line = new paragraph Β· lines starting with β- β are bullets Β· a paragraph that is only one of {{line_items}}, {{price_table}}, {{conditional_credit}}, {{allowances}}, {{options}}, {{notes}}, {{signature_block}} prints that block (credit, allowances and add-ons print nothing when the document has none).