New Customer Welcome
Set expectations with brand-new customers. Send right after signup, before the first visit.
Customer Care
Customer Portal Invitation
Get customers using online invoices and payments. Send any time; pairs well with invoice-heavy months.
Customer list 128 words
2 merge fields
The letter
Hi «CustomerName»,
A quick note about something that makes working with us easier: your customer portal. It's your own private page for everything related to your account — invoices, payments, estimates, and service documents, all in one place.
From the portal you can view and pay invoices online the moment they arrive, check your balance, approve estimates, and see your service plan — any time, from any device, without calling the office or digging through old email.
Getting started takes about a minute: we send you a secure sign-in link, you open it, and everything is right there waiting. No apps to install and nothing to configure.
Want your portal invitation? Reply to this email or give us a call and we'll send it over.
Warm regards,
«CompanyName»
The highlighted «placeholders» are merge fields — LandscapingSoftware replaces each one with the matching value from your records, per recipient, when the merge runs. Copy them exactly as shown.
More Customer Care templates
End-of-Season Thank You
Close the season with genuine gratitude. Send after the final visit of the year.
Mid-Season Service Check-In
Ask how the service is going while there's still time to adjust. Send around the midpoint of the season.
Put this letter to work on your whole list.
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