The Recipe Library

Every workflow here is production-tested in a real trade business. Each one catches revenue that would otherwise walk out the door. Pick the vertical and trigger type that matches your situation.

32 trade-specific recipes. Growing nightly.
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All Trades Live

Inbound Lead → 60-Second Draft Reply

TriggerNew contact created in JobNimbus
ReadsContact name, source, job type, notes
DraftsPersonalized intro email, owner-voice tone
You doReview in outbox → hit send
Sample draft
"Hey Marcus — saw your request come through for a free roof estimate on the Elm Street property. We've got availability this week Thursday or Friday afternoon. Does either work for you? — Jake, Southwest Roofing"
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Roofing Solar

Stalled Estimate Nudge

TriggerEstimate sent, no reply after 5 days
ReadsEstimate amount, job type, prior comms
DraftsLow-pressure follow-up, no apology
You doApprove or edit → send
Sample draft
"Hi Linda — just checking in on the estimate we sent over Tuesday for the shingle replacement. We have a crew slot opening up next week if you want to lock it in. Any questions on the scope or price? — Tony"
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All Trades
💵

Aging AR Collection

TriggerInvoice 30, 60, or 90 days overdue
ReadsInvoice amount, days past due, job history
Escalating tone: firm at 30, direct at 60, final notice at 90
You doReview draft → send or adjust
Sample draft (60-day)
"Hi Greg — Invoice #4821 for $3,400 is now 60 days past due. We need to get this resolved this week. Happy to set up a payment plan if that's easier — just reply and we'll figure it out. — Cascade HVAC"
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Roofing
🌩

Storm-Event Reactivation

TriggerHail event detected in customer zip code
ReadsPast customer list, property zip, last service date
DraftsFree inspection offer to past customers in storm zone
You doApprove batch or send individually
Sample draft
"Hi Sandra — we saw the hail came through your area last Thursday. We're doing free inspections this week for previous customers — no obligation. Want us to swing by and check the roof while we're in the neighborhood? — Peak Roofing"
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Pest Control
🔄

Annual Renewal Offer

TriggerQuarterly plan 30 days from expiration
ReadsPlan tier, renewal date, service history
DraftsEarly renewal offer with loyalty discount option
You doReview offer, adjust discount, send
Sample draft
"Hi Kim — your quarterly plan wraps up March 15th. Renewing now locks in your current rate and keeps the schedule uninterrupted. Want me to set that up? Takes 2 minutes. — Metro Pest"
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Solar Roofing

Post-Install Review Request

TriggerJob closed 7 days ago, invoice paid
ReadsJob type, crew name, completion date
DraftsFriendly Google review ask, zero pressure
You doApprove → sends with your Google review link
Sample draft
"Hi Dave — glad the install went smoothly last week. If you have 90 seconds, a Google review makes a big difference for a small business like ours. Here's the direct link: [link]. Either way — thanks for trusting us with the job. — Sunline Solar"
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Landscaping
🌱

Seasonal Pre-Booking

TriggerFeb 15 — spring contract window opens
ReadsLast-year customers, service type, property size
DraftsEarly-book offer for spring lawn/landscape contracts
You doReview list, send approved drafts
Sample draft
"Hi Paul — spring slots are filling up. Wanted to reach out to last year's customers first before we open the schedule. Same package as last year? I can lock you in this week. — Greenline Landscape"
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All Trades
📞

Unanswered Call Recovery

TriggerMissed call from unknown number logged in CRM
ReadsCaller number, time of call, any CRM match
DraftsSMS-style draft for owner to send manually
You doCopy to SMS app → send from your phone
Sample draft
"Hey — saw a missed call from this number. This is Jake from Southwest Roofing. What can I help you with? Happy to call back or just text here."
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Roofing Solar Pools
📋

Permit & Inspection Follow-up

TriggerPermit inspection date within 3 days
ReadsPermit number, inspection date, job address
DraftsCustomer heads-up email with date/time reminder
You doSend or forward to crew lead
Sample draft
"Hi Rachel — just a heads-up that your city inspection is scheduled for Thursday between 8–12am. Our crew lead will be on-site by 8. No action needed on your end — just wanted to confirm you're aware. — Apex Solar"
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Solar
💡

Re-Quote on Cold Lead

TriggerLead quoted 60+ days ago, no decision
ReadsOriginal quote, system size, utility rate on file
DraftsUpdated pricing email with current incentives
You doVerify pricing is current → send
Sample draft
"Hi Brian — we quoted your 8.4kW system back in March. ITC is still at 30% through year-end and we updated the panel pricing since then — your system would actually run about $1,200 less today. Worth a second look? — Clear Sky Solar"
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Pest Control Landscaping
📅

Crew Slot Fill

TriggerOpen crew slot tomorrow + nearby cold lead
ReadsSchedule, cold lead zip, last contact date
DraftsSame-day discount offer to nearby cold prospect
You doApprove or swap in a different lead from the list
Sample draft
"Hi Carol — we have a crew in your area tomorrow and a slot opened up. If you've been thinking about the lawn care estimate, I can do a one-time $50 off to lock in that slot today. Interested? — GreenPath Lawn"
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Roofing NEW
🌪

Storm-Chaser Inbound Surge

Trigger5+ new leads in 24 hrs from same zip code
ReadsLead batch, zip, contact names, storm event data
DraftsIndividual reply for each, references storm event
TimingWithin 60 seconds of each new lead
Sample draft
"Hi Tom — thanks for reaching out. The hail on Wednesday did real damage in your area — we've been on three roofs already this week. I can get you on the schedule for a free inspection Thursday or Friday. Which works? — Peak Roofing"
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Roofing NEW
📄

Insurance Claim Adjuster Nudge

TriggerEstimate approved, adjuster visit 7+ days out with no update
ReadsClaim status, adjuster name, last contact date
DraftsHomeowner check-in to keep claim moving
TimingSend day 7, day 14 if no update
Sample draft
"Hi Donna — just wanted to check in on the insurance claim. Sometimes adjusters take a bit to schedule — if you haven't heard from them yet, calling your claims line and mentioning an active contractor estimate usually speeds things up. Let me know where things stand and I'll hold your slot. — Marcus, Ridgeline Roofing"
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Roofing NEW

Post-Job Review Request

TriggerJob status set to Complete in CRM
ReadsJob type, homeowner name, final invoice amount
DraftsReview ask 48 hrs after job close
Timing48 hours after job marked complete
Sample draft
"Hi Janet — the crew said everything went smoothly on Oak Drive. If you're happy with how it turned out, a quick Google review helps us get in front of more homeowners in your neighborhood. Takes about a minute: [link]. Thanks for trusting us. — Summit Roofing"
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Solar NEW
🏦

Financing Application Stalled

TriggerFinancing link sent, no completion after 3 days
ReadsFinancing partner, system size, estimated payment
DraftsHelpful nudge with offer to walk through application
TimingDay 3, day 7 if still incomplete
Sample draft
"Hi Renee — just following up on the GoodLeap application. It's a 10-minute form and we can do it together on a quick call if that's easier. Your estimated payment would be $187/mo — less than your current electric bill. Want to knock it out today? — Apex Solar"
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Solar NEW
🟢

PTO Activation Milestone

TriggerPermission-to-operate received from utility
ReadsCustomer name, system size, activation date
DraftsCongratulations email + referral ask at peak satisfaction
TimingDay of PTO confirmation
Sample draft
"Hi Eric — you're live! The utility approved your system this morning. You can flip the breaker anytime and start generating. If any neighbors ask about your solar — and they will — send them our way. We'll take care of them. — Clearview Solar"
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Solar NEW
🤝

Post-Install Referral Request

Trigger30 days after PTO activation
ReadsSystem production data, savings estimate, customer name
DraftsReferral ask with first-month savings hook
Timing30 days post-activation
Sample draft
"Hi Eric — you've been live 30 days. Your system generated 612 kWh last month — that's about $148 back in your pocket. If you know a neighbor or coworker who's been thinking about solar, send them our contact. We pay a $300 referral credit when they sign. — Clearview Solar"
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Pest Control NEW
🏘

Route-Density Neighbor Upsell

Trigger3+ active customers on same street or block
ReadsNearby cold prospects, service area density
DraftsNeighbor-aware intro offer at reduced stop cost
TimingBatch send morning before route day
Sample draft
"Hi Alan — we treat a handful of homes on Maple Drive already and we're in your area every other Tuesday. Since we're already there, I can offer you a first-treatment discount just to get you on the route. Interested? — Shield Pest"
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Pest Control NEW
🗓

Missed Quarterly Service

TriggerScheduled quarterly service date passed, no visit logged
ReadsPlan type, last service date, customer history
DraftsRescheduling email with urgency note
TimingNext business day after missed date
Sample draft
"Hi Terri — we show your quarterly service was due this week and we missed getting it on the books. Spring is peak season for ant and roach activity, so I want to make sure we get you covered soon. What day works this week or next? — Shield Pest"
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Pest Control NEW
📆

Contract Renewal — 30-Day Pre-Expiry

TriggerAnnual contract 30 days from expiry date
ReadsContract value, renewal rate, service history
DraftsRenewal offer with rate-lock framing
TimingSend at 30-day mark; follow up at 14 days if no reply
Sample draft
"Hi Dale — your annual plan runs out on June 30th. Renewing now locks in your current rate — prices for new customers are going up 8% this summer. One email back and I'll get it processed. — Shield Pest"
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Landscaping NEW
🍂

Fall Cleanup Upsell

TriggerActive maintenance customers, Sept 1 date trigger
ReadsMaintenance plan, property size, past add-ons
DraftsFall cleanup add-on offer with crew availability hook
TimingSeptember 1 batch send
Sample draft
"Hi Susan — we're scheduling fall cleanups now before the leaves drop. I have a Wednesday slot in October I can hold for you. Want to add it to your maintenance schedule? — Greenline Landscape"
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Landscaping NEW
❄️

Snow-Route Renewal

TriggerPrior year snow client, Oct 1 date trigger
ReadsProperty address, last season contract, route position
DraftsEarly-sign renewal with route-spot scarcity
TimingOctober 1 — routes fill by November
Sample draft
"Hi Frank — snow route slots are filling for this season. We'd like to keep your driveway on the route — same terms as last year. Reply to confirm and I'll get you locked in before we close the list. — Greenline Landscape"
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Landscaping NEW
🎨

Design-Build Proposal Follow-up

TriggerDesign proposal sent 10+ days, no decision
ReadsProposal value, design elements, last meeting notes
DraftsLow-pressure check-in with installation timing hook
TimingDay 10 follow-up; day 21 final nudge
Sample draft
"Hi Michael — just circling back on the patio design we sent over. We're booking summer installs now — if you want the July slot we discussed, I'd need to get you on the schedule in the next week or two. Any questions on the plan or price? — Greenline"
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Pools NEW
🏊

Pool Opening Scheduling Nudge

TriggerPrior-year opening customer, April 1 date trigger
ReadsPool type, last opening date, preferred week
DraftsSchedule hold offer before peak slots fill
TimingApril 1 — opening season books fast
Sample draft
"Hi Maria — pool opening season is here. We did your open last May — want us to put you on the schedule for the same week this year? Slots in late April and early May fill up by mid-month. — Blue Tide Pool"
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Pools NEW
🔧

Equipment Replacement Upsell

TriggerEquipment age flagged in service notes (8+ yrs)
ReadsEquipment type, install year, energy cost estimate
DraftsVariable-speed pump upsell with ROI math
TimingSend during or after routine service visit
Sample draft
"Hi James — your pump is 9 years old and running single-speed. A variable-speed swap cuts energy use by about 70% — most customers save $300–$600/yr on electric. I can quote you on the install next visit. Want me to pull the numbers? — Blue Tide Pool"
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Pools NEW
🔄

Weekly Service Contract Renewal

TriggerAnnual service contract 30 days from expiry
ReadsContract value, service frequency, issue history
DraftsRenewal confirmation with rate-lock framing
Timing30-day mark; follow up at 14 days
Sample draft
"Hi Ann — your weekly service contract renews October 15th. We'd love to keep you on the route — same rate, same tech. Reply yes and I'll send the renewal paperwork. — Blue Tide Pool"
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Foundation NEW
🏗

Engineer Report Follow-up

TriggerStructural engineer report delivered 10+ days, no reply
ReadsReport date, issue severity, estimate amount
DraftsFollow-up that turns report findings into action step
TimingDay 10 after report delivery
Sample draft
"Hi Doug — the engineer's report came back with a Stage 2 finding on the northeast corner. That's fixable — and catching it now is the difference between a $6K pier job and a $40K rebuild later. I'd like to walk you through the repair plan. When can you talk? — Bedrock Foundation"
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Foundation NEW
🏠

Warranty Transfer — Home Sale

TriggerCustomer contacts about transferring warranty to buyer
ReadsOriginal repair scope, warranty terms, new owner info
DraftsTransfer confirmation for seller + welcome note for buyer
TimingWithin 24 hrs of transfer request
Sample draft
"Hi Robert — transferring your Bedrock warranty to the new owner is straightforward. We need the buyer's name and close date and we'll issue the updated certificate within 48 hours. This is a strong selling point — many buyers ask for it. What's the expected close date? — Bedrock Foundation"
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Foundation NEW
🔍

Settlement Crack Monitoring Follow-up

TriggerMonitoring appointment no-show or past-due check-in
ReadsLast inspection date, crack measurements, visit cadence
DraftsRe-scheduling outreach with urgency framing
TimingNext business day after missed check-in
Sample draft
"Hi Carol — we had a monitoring check-in scheduled for last Tuesday and didn't connect. Settlement cracks can move quickly in wet season — I'd like to get eyes on it before the next rain cycle. Can we reschedule for this week? — Bedrock Foundation"
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Foundation NEW
🚨

Emergency Foundation Lead Response

TriggerInbound lead with "crack," "sinking," or "water" keywords
ReadsLead notes, property address, contact method
DraftsUrgent same-day response with inspection offer
TimingWithin 60 seconds of lead creation
Sample draft
"Hi Lisa — saw your note about the crack running along the basement wall. That's exactly what we look for — and the sooner we see it, the better. I can have someone out today or tomorrow morning. Does that work? — Bedrock Foundation"
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Pools NEW
🌬

Pool Closing No-Show Recovery

TriggerScheduled closing appointment missed by customer
ReadsPool type, scheduled date, forecast (freeze risk)
DraftsUrgency email: freeze damage risk if pool not closed
TimingDay of missed appointment
Sample draft
"Hi Kevin — we had you on the schedule for a closing today and didn't hear back. First freeze forecast is October 18th — if your pool isn't closed by then, you're looking at cracked plumbing. I have one slot open Thursday. Want me to hold it? — Blue Tide Pool"
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