| Estimate request received | Auto-reply the moment the public form is submitted. | as shipped |
| New lead alert | To Bailey, not the customer. Short on purpose — he reads it on a phone. | as shipped |
| Quote sent | The sales pitch. Most homeowners decide on this email. | as shipped |
| Bid submitted | To a GC. Formal — they file these. | as shipped |
| Quote accepted | Where the client portal link gets handed over. | as shipped |
| Quote follow-up | The nudge. Deliberately easy to say no to. | as shipped |
| Job scheduled | Sent when the job is scheduled. | as shipped |
| Job complete | Thank you, balance, and the review ask. | as shipped |
| Deposit invoice | The first invoice that books the work. | as shipped |
| Progress invoice | A draw or milestone payment during the job. | as shipped |
| Final invoice | The balance at completion. | as shipped |
| Custom invoice | For an invoice outside the usual deposit, progress and final flow. | as shipped |
| Friendly payment reminder | A calm reminder before or on the due date. | as shipped |
| Late payment notice | Plain, professional follow-up once an invoice is overdue. | as shipped |
| Payment received | A receipt in the inbox, so nobody has to ask. | as shipped |