Raymour & Flanigan
Guest Services · Natick Showroom
Guest Services · Natick Showroom · NEE Region
Customer Care Templates & Tools
🔒 Everything runs in your browser. Nothing you enter — customer info, order numbers, payment details — is saved, stored, or sent anywhere.
🖥️
Email → NetSuite Note Optimizer
Polish any customer email and get a ready-to-paste NetSuite note to match.
Open Optimizer →
💰
Transfer of Funds Request
Move a deposit from a cancelled Sales Order to a new SO.
🔒 Internal
Open template
💳
Refund Request
Submit a deposit refund to the approver team with Stripe and order details.
🔒 Internal
Open template
📝
Credit Memo Request
Issue a credit memo for returns, damages, price adjustments, or customer inconvenience.
🔒 Internal
Open template
📷
Damage on Delivery — Photo Request
Ask the customer to reply-all with photos of items damaged in delivery for fast resolution.
📤 External
Open template
DRAFT
📦
Delivery Day Guide
A printable, keepsake guide that helps customers inspect, decide, and act with confidence on delivery day.
📤 External
Open template
✅
Natick B6 Closing Checklist
Nightly close report — deposits, memos, pickups, RMAs, and failed deliveries.
🔒 Internal
Open template
COMING SOON
💸
Refund Confirmation
Confirms to the customer that their refund was processed and will be applied in 3–7 business days.
📤 External
🧾
Updated Invoice Request
A polished, branded thank-you that confirms a recent payment and attaches the customer's updated invoice.
📤 External
🏠
COI — Customer Email
Explain the COI process to the customer and collect property manager contact details.
📤 External
Open template
🏛️
COI — Property Mgmt Email
Request COI details from the building or property manager before delivery day.
📤 External
Open template
💵
Cash Payment Compliance
Required for cash payments over $10,000. Fax to AR — never complete with the customer present.
🔒 Internal
Open form
Raymour & Flanigan · Guest Services · Natick Showroom · Internal Use Only