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Write It For Me: AI-Drafted Invoice Emails

Written by Taylor L

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The feature below started with feedback and votes from Pros like you. Our team listens to what’s getting in your way, looks for the problems that come up again and again, and turns that feedback into product improvements.


Write It For Me: AI-Drafted Invoice Emails

Stop staring at a blank email body. Write It For Me can now draft your invoice email for you, right from the new Customer Notification Messages settings page.

This article covers how to use Write It For Me to draft your invoice email subject and body.

Status: This only appears if your account is on the new Customer Notification Messages settings page. If you're still on the legacy invoice settings page, you won't see this yet — see Good to know below.


What you can do with Write It For Me

  • Generate an AI-drafted subject and body for your invoice email.

  • Review and edit the AI-drafted content before saving.

  • Use it on the Invoice sent email; it does not affect the SMS version of that message.


Who Can Do What

Role

What they can do

Any Pro on the new Customer Notification Messages settings page

Can use Write It For Me to draft the invoice email


Write It For Me on the Web

To draft an Invoice email with AI:

  • Go to the left sidebar and click Settings, then Customer Notification Messages.

  • Find the Invoice sent email and click the pencil icon next to it.

  • In the page toolbar, click Write It For Me.

  • Review the AI-generated subject and body.

  • Click Use this to apply the draft to your subject and body fields.

  • Edit as needed, then click Save.

📌 Note: This currently applies to the email version of the Invoice sent message only. The SMS body is not affected.


Good to Know

  • Requires the new Comms settings page: Write It For Me only appears on the new Customer Notification Messages page. If your account is still on the legacy Default Invoice Settings page, you'll continue to see the existing Write It For Me option there instead — this is not a new capability on the legacy page, and there's no change to how it works there.

  • Email only: This does not draft the SMS version of your invoice reminder.



Frequently Asked Questions

I don't see a Write It For Me button — why?

  • You're likely still on the legacy Default Invoice Settings page rather than the new Customer Notification Messages page. Write It For Me already exists on the legacy page — look for it there instead.

Does this replace my message once I click "Use this"?

  • It patches the subject and body fields with the AI-drafted content, which you can still edit before saving — it doesn't save automatically.

Does this work for other message types, like job reminders?

  • This article covers the Invoice sent email specifically. Write It For Me may be available elsewhere in Housecall Pro; check the relevant settings page for that message type.


Need help?

We're here for you! Chat with Support using the Blue Chat Bubble in your Housecall Pro account, or give us a call at 858-842-5746.


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