Compatibility · Construction
Communication & Sales
6 document types. Every file you add to this department is filed against one of them — that filing is what routes a question to the right document instead of searching a pile.
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Email scripts
Pre-written email templates construction firms use for common client and prospect messages, ready to adapt and send.
What it’s used for
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Marketing brochures
A printed or digital booklet a construction firm gives prospective clients to present its services, past projects, and credentials.
What it’s used for
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Pricing tiers
A sheet that lays out a contractor's service or project packages at set price levels, from basic to premium.
What it’s used for
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Proposal templates
A reusable format a contractor fills in to present a proposed job, its scope, and its price to a prospective client.
What it’s used for
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Sales playbooks
An internal guide that lays out how a construction company finds, pitches, and wins work, step by step.
What it’s used for
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Warranty documentation
A written record of what a builder guarantees after a job is finished, for how long, and how the customer makes a claim.
What it’s used for
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