Customer Care
Templates & Tools

💰Internal request

Transfer of Funds Request

Move a deposit from a cancelled Sales Order to a new order.

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💳Internal request

Refund Request & Confirmation

Send a deposit refund request to the approval team, then generate the customer confirmation and NetSuite note once it's processed.

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📝Internal request

Credit Memo Request

Document returns, damage, price adjustments, or customer inconvenience.

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📷Customer-facing

Damage Photo Request

Ask a customer for the right photos so their delivery issue can move forward.

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🔧Customer-facing

In-Home Service Claim

Send a customer the claim form for damaged, missing, or nonfunctioning hardware.

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📦Customer-facing

Delivery Day Guide

A printable guide that helps customers inspect and act with confidence.

Open guide→

🧾Customer-facing

Updated Invoice Email

Confirm a recent payment and share the customer’s updated invoice.

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🏠Customer-facing

COI — Customer Email

Explain the certificate-of-insurance process and gather building contacts.

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🏛️Customer-facing

COI — Property Management

Request building requirements from a property manager before delivery.

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✅Operations

Natick B6 Closing Checklist

Complete the nightly close across deposits, memos, pickups, and exceptions.

Open checklist→

🖥️Writing tool

Email & Note Optimizer

Polish customer communication and create a matching NetSuite note.

Open optimizer→