For contractors, HVAC, plumbing & roofing
You were inside their home, fixing the thing that was keeping them up at night. A handwritten thank-you after the job, a seasonal check-in before the furnace or the roof needs attention, and a card when a customer refers a neighbor keep you the name they give out. Upload your customer list and every card is written for that household.
Write one message with merge fields in curly brackets, or start from one of these. Each client’s values are filled in, and then the card is written for them.
Job done
Thank you for having us at {property_address}, {first_name}. Call us any time. {signer}, {company}
Thank you for having us at 14 Elm Street, Maria. Call us any time. Jordan, Lopez Realty
Check-in
Just checking in, {first_name}. I hope everything at home is running smoothly. {signer}
Just checking in, Maria. I hope everything at home is running smoothly. Jordan
Referral
Thank you for recommending {company} to your neighbors, {first_name}. We really appreciate it.
Thank you for recommending Lopez Realty to your neighbors, Maria. We really appreciate it.
01
Send each customer a note the week you finish: a new roof, a kitchen, a replaced furnace. Add {property_address} and the card names their street.
Use the client thank-you template →“Thank you for having us at Maple Court, Joan. It was a pleasure working on the kitchen, and I hope it’s already full of good meals.”
02
Before the first cold snap or the summer heat, send past customers a friendly hello. No sales pitch, just a reminder that you are around if they need you.
Use the checking in template →“Just checking in before the cold weather, Ray. I hope the new furnace is keeping the house warm.”
03
Most home service work comes from neighbors talking. Thank every customer who sends you one, by hand, the same week.
Use the referral thank-you template →“Thank you for telling the Morales family about us, Bev. We just finished their deck, and they love it.”
04
Thank your whole customer list at Thanksgiving, when everyone else is sending sales flyers.
Use the thanksgiving client gratitude template →“This Thanksgiving we’re grateful for customers like you, Hank. Thank you for trusting us with your home this year.”
05
A card for a crew member after a tough job or on a work anniversary, from the owner, written for that person.
Use the staff thank-you template →“Thank you for everything on the Oak Street roof in that heat, Miguel. You made it look easy.”
Home service businesses live on word of mouth and repeat work. A handwritten card after the job is the kind of detail customers mention when the neighbor asks who did their roof, and it sits on the counter long after a magnet is lost.
A seasonal check-in is a gentle reminder at the moment someone might need you, without feeling like an ad. Once your customer list is uploaded, a send to everyone takes minutes.
Be the name the neighbors pass along.
Upload your customer list, pick a template and approve every card before anything is charged.