Add paid project customers to handwritten thank-you lists
Add paid project customers to handwritten thank-you lists
Your paid roofing projects miss timely thank-you outreach, leaving homeowners without a personal follow-up. This adds customers to card lists so office staff can send personalized notes same day.
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Overview
When a job is paid, this flow automatically queues the customer for a printed thank-you or gift, removing manual steps from your office. The result: consistent, personalized outreach and same-day mailing readiness after project close.