Contractor Email & Notifications | Contractor Co-Pilot

Everything your client communications need on day one

Transactional Email Suite

Built-in lifecycle emails for onboarding and billing events so your team is not relying on manual follow-up.

Realtime Notification Center

A notification bell that updates instantly when proposals are viewed, invoices are paid, deadlines approach, or a proposal is accepted or rejected. Your team sees what matters the moment it happens.

Proposal Engagement Tracking

When a client views a proposal in the portal, you get a notification. When they accept or reject, you know right away. No more 'did they get it' calls.

Invoice & Deadline Reminders

Scheduled reminders for invoices, calendar events, and deadlines so fewer follow-ups fall through the cracks.

Per-User Preferences

Each team member controls which notifications they receive, so the right people get the right alerts.

AI Message Review

Paste or import a client email and Hank reads it. AI suggests which client, project, or estimate it belongs to, and flags potential action items. You review every suggestion before anything links.

Connect Messages to Jobs and Clients

Link any imported message to a client, project, estimate, proposal, or supplier. Messages surface on the linked entity's detail page so your team has full context.

Message Intent Suggestions

When you run AI review on a message, Hank proposes an intent — question, RFI, change request, payment inquiry — to help you triage faster. Always a suggestion, never an action.

Live Inbox Sync — Post-Launch

Gmail and Outlook inbox sync is planned post-launch, pending required provider certification.

What communications look like in CC today

A practical launch workflow for customer communication: send key emails, monitor events, and triage messages faster.

Ten Transactional Email Flows — Delivered at Launch

Most contractor tools treat email as an afterthought. CC gives you launch-ready transactional emails for onboarding and billing moments so clients get timely, professional updates without manual chasing.

Welcome, onboarding complete, invoice upcoming, overdue invoice
Payment failed, payment action required, subscription canceled
Lifecycle and billing event coverage for the contractor-client relationship
Production delivery infrastructure in place
No custom mail-server setup required
HTML templates with consistent branding

A Notification System That Watches Your Business For You

The notification center gives your team clear visibility into key activity — proposal updates, invoice activity, and deadline reminders — so response times improve and fewer items get missed.

5 automated events at launch: proposal viewed / accepted / rejected, invoice paid, deadline approaching
Realtime delivery for high-priority updates
Per-user notification preferences
Dedicated notification center UI + header bell
Scheduled reminders for invoices and deadlines
Expands with additional notification types over time

AI Message Review — Suggestion, Not Autopilot

Paste a client email into CC or import one from a thread you care about and Hank reads it. The output is a set of suggestions — which client this probably belongs to, which project it probably references, what the intent might be, which action items might matter. Every suggestion lands in a review panel. You confirm, edit, or reject. Nothing links automatically. AI review is a triage accelerator, not a replacement for your judgment.

Suggested matches (client, project, estimate, proposal)
Intent classification (question, RFI, change request, payment inquiry)
Action item extraction
Every suggestion reviewed before anything commits
Built for triage acceleration, not autonomous handling

Live Inbox Sync — Post-Launch

Inbox sync is planned for post-launch and depends on completing provider certification and production-readiness requirements.

Roadmapped Gmail and Outlook support
Provider-certification gated availability
No launch date commitment yet
Rollout will follow production approval
Will complement AI review workflows

How communications connect to the rest of CC

Data flows through the platform. Here's where this feature fits.

Proposal → View Notification

When a client opens, accepts, or declines a proposal, your team is notified quickly so follow-up is timely and informed.

Invoice → Reminder Emails

Invoice events trigger consistent reminder and status emails so customers know what needs action without manual outreach.

Deadline → Notification

Scheduled deadline reminders surface upcoming dates and expirations in one central notification workflow.

Imported Message → AI Review → Entity Link

Paste a message, Hank proposes the entity and intent, you confirm, and the message links to the client or project. Full communication history on every detail page.