Final Packet

Manage Cover Letter and Warranties Sent to the Customer

The final packet includes a cover letter and relevant warranties for the customer after the installation has been completed.

Cover Letter

The cover letter generally thanks the customer for their business and any additional steps such as providing a review.

1. Select the Final Packet tab in the Company Profile.
2. Compose/Edit your Final Packet cover letter.
   • FX tags: Use as a placeholder for interchangeable customer or company information such as name or address.
   • Preview the cover letter with the preview link in the upper right of the template.
3. Click Save.

Warranties

Add, Edit, Preview or Delete a Warranty. Warranties can be added to the customer's final packet.

Add Warranty

Add a warranty to include in the customer's final packet.

1. Select the Add Warranty button.
2. Complete name, page orientation and warranty information.
   • FX tags: Use as a placeholder for interchangeable customer or company information such as name or address.
   • Please contact support if you would like assistance formatting your warranty.
3. Save.

Edit Warranty

Edit a previously added warranty.

1. Select the Edit button.
2. Edit name, page orientation or warranty information.
3. Save.

Preview Warranty

View the warranty as a customer would see it in the final packet.

1. Select Preview. 
2. Zoom in or out with the tools on the right of the preview screen.

Delete Warranty

Select the X button to the right of the warranty information to remove it from the system.