MergeNinja
QuickBooks Online Contractors & home services

Seasonal Service Reminder

Furnace tune-ups, spring cleanups, gutter season: bring last year’s customers back.

Download .docx (free) No email required

Merge fields in this template

«DisplayName»«BillAddrLine1»«BillAddrLine2»«BillAddrCity»«BillAddrCountrySubDivisionCode»«BillAddrPostalCode»

Data source: QuickBooks customers

How to use it well

  • Merge against last season’s customer list. Repeat work from past customers is the cheapest revenue a trade has.

[Your Company Name]

[Street address · City, State ZIP · phone · email]

[Date]

«DisplayName»

«BillAddrLine1»

«BillAddrLine2»

«BillAddrCity», «BillAddrCountrySubDivisionCode» «BillAddrPostalCode»

Dear «DisplayName»,

[Season] is coming, and that means it’s time for [the seasonal service: furnace tune-up, spring cleanup, AC check].

As a past customer, you can book ahead of the rush: call [phone] or reply to this letter and we’ll get you on the schedule at your convenience.

Thank you for your business. We look forward to seeing you again.

Sincerely,

[Your name]

[Title · Your company]

Sending this to more than a handful of customers? Connect QuickBooks or Stripe and MergeNinja fills this letter in for every customer automatically: amounts, dates, days overdue, all of it.

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Template questions

How do I use this template?

Download the .docx, open it in Word, and replace the [bracketed] placeholders: your letterhead, dates, and any wording you want to change. The «field» codes stay: they fill in automatically when you merge. Then upload it to MergeNinja (or use Word's own mail merge) against your QuickBooks customers data.

What are the «fields» in the letter?

Real Word merge fields, named to match MergeNinja's QuickBooks customers dataset exactly. Connect read-only, sync, and every field fills in with live data. No renaming needed.

Can I change the wording and formatting?

Completely. It's an ordinary Word document. Fonts, logo, layout, and tone are yours to edit; the merge only fills the field codes wherever you leave them.

Is the download really free?

Yes. No email required, no watermark. If you later want the letters filled in automatically for your whole customer list, that's what MergeNinja is for.

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