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Every customer-, supplier- and installer-facing document in the platform. Nothing here touches live data.
Customer-facing
Emails
Estimate ready
Sent to the customer when a quote is confirmed and sent.
Site information request
Sent with the secure site information form link.
Estimate accepted
Sent to the sales rep when the customer accepts.
Deposit received
Sent to the customer after a deposit payment settles.
Lead assigned
Sent to a rep when a lead is assigned to them.
User onboarding
Sent to the operator when a new user is invited.
Newly onboarded welcome
Sent to a newly onboarded member with the links and first steps to save.
Trial ending
Sent to the workspace owner two days before a trial converts to a paid plan.
Payment failed
Sent to the owner when a plan payment fails, naming the date access pauses.
Subscription states
Subscription paywall
The blocking paywall a lapsed workspace sees, with the dashboard blurred behind it.
Trial ending email
The notice sent to the owner two days before a trial converts to a paid plan.
Payment failed email
The notice sent to the owner when a plan payment fails, with the date access pauses.