Raymour & Flanigan
Guest Services · Natick Showroom
Guest Services · Natick Showroom · NEE Region
Customer Care 1 Templates & Tools
Click any card to open the generator. Templates produce fully branded emails ready to copy directly into Outlook or Gmail — no logins, no integrations required.
8 Active Templates
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1
Dollar Transfer Email Request
Internal request to transfer a deposit from a cancelled Sales Order to a new SO.
🔒 Internal 🤖 AI Screenshot Fill Senior Approval Required
Open template
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2
COI — Customer Email
Sent to the customer to explain the COI process and collect building manager contact details before delivery.
📤 External — To Customer 🤖 AI Screenshot Fill
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3
COI — Property Mgmt Email
Sent to the building or property manager requesting COI details prior to delivery day.
📤 External — To Property Mgr 🤖 AI Reply Import
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4
Open SO Change Request
Digital version of the Open SO Change Form — auto-generates a formatted internal email and NetSuite activity log note.
🔒 Internal Lead Approval Required
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5
Credit Memo
Issue a credit memo for returns, damages, price adjustments, or goodwill credits.
🔒 Internal Senior Approval Required
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6
Refund Request
Submit a deposit refund to the approver team with full Stripe payment and order details.
🔒 Internal 💳 Stripe Details Approver Required
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7
Cash Payment Compliance
Required for single or cumulative cash payments over $10,000. Fax to AR. Do not complete with the customer present.
🔒 Internal ⚠️ Compliance 🤖 AI Screenshot Fill
Open form
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8
Natick B6 Closing Checklist
Nightly close report for B6 Natick — deposits, memos, pickups, RMAs, and failed deliveries — with one-tap "None" defaults.
🔒 Internal Daily Close
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Raymour & Flanigan · Guest Services · Natick Showroom · Internal Use Only