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10 resources available
Transfer of Funds Request
Move a deposit from a cancelled Sales Order to a new order.
Open templateRefund Request & Confirmation
Send a deposit refund request to the approval team, then generate the customer confirmation and NetSuite note once it's processed.
Open templateCredit Memo Request
Document returns, damage, price adjustments, or customer inconvenience.
Open templateDamage Photo Request
Ask a customer for the right photos so their delivery issue can move forward.
Open templateDelivery Day Guide
A printable guide that helps customers inspect and act with confidence.
Open guideMake a Payment Link
Send the customer a secure link to pay their order in full or in part, with an optional invoice mention.
Open templateCOI — Customer Email
Explain the certificate-of-insurance process and gather building contacts.
Open templateCOI — Property Management
Request building requirements from a property manager before delivery.
Open templateNatick B6 Closing Checklist
Complete the nightly close across deposits, memos, pickups, and exceptions.
Open checklistLost Capacity Email
Paste a NetSuite SO to auto-fill SO#, zone, dates, amount & HFC, then send the Lost Capacity notice.
Open template