Template library

Downloadable client-facing and contractor-facing assets. Project packets create the first paid deliverable; Pro is for contractors who reuse the workflow every month.

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pro

Client-facing permit readiness brief

A one-page client attachment explaining permit scope, assumptions, risks, and next steps.

Applies to 5 cities and 5 ADU project types.

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pro

Contractor submittal checklist

A field-ready checklist for intake, plan set review, and pre-submittal completeness.

Applies to 5 cities and 5 ADU project types.

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free

Quote insert language

Plain-English scope language for proposals, exclusions, and permit assumptions.

Applies to 5 cities and 5 ADU project types.

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pro

City confirmation email script

Short email templates for confirming special conditions before committing to the customer.

Applies to 5 cities and 5 ADU project types.

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