Templates & Brand

Everything that controls what clients, trades, and partners see — your brand identity, email templates, proposals, contracts, invoices, and portal.

Company name, logos, address, phone, colors, and default footer/disclaimer text. Flows into proposals, portal, emails, and documents.

Every automated email sent to clients — follow-ups, weekly updates, milestone notifications, payment reminders, and more.

Pre-written contract language for proposals — overview, terms, change order policy, and contract sections by project type and complexity.

Welcome package, pre-con meeting summary, change order forms, punch list reports, completion certificate, warranty docs.

Company branding on invoices, invoice layout, payment terms, and PDF appearance for client billing.

Control what clients see — welcome message, phase descriptions, visible tabs, budget detail level, and chat agent settings.