Cherry Hill Property Care partnered with MoodUS Media® to build a single system that turns manual contracts and seasonal emails into a Smart AI workflow. Type SEND in Google Sheets and it builds the contract, adapts the language, emails the client, captures the e-signature, generates a polished PDF, and files it in Drive—automatically. Because even contracts deserve a brain. It’s Smart AF… we mean Smart AI 😉
The Challenge: Paperwork vs. Productivity
Before automation, owner Brian Stephenson lived inside Word docs and envelopes. Every winter he exported customers from Jobber, copy-pasted into a contract, deleted sections that didn’t apply, printed, stuffed, stamped, mailed, waited for signatures, co-signed, copied, and mailed back. Every spring he wrote renewal/upsell emails one-by-one. It worked—but it wasted weeks.
- Manual Word templates & CRM copy-paste
- Printing/postage + week-long turnaround
- Version errors, missed signatures, lost PDFs
- Spring emails written individually
Winter: The Contract That Builds Itself
We replaced every manual step with a Smart AI workflow that customizes itself. One sheet. One click.
Commercial vs. Residential — Automatic Language
- Commercial: If there’s a company name and a contact, the contract & emails address the company and rep.
- Residential: If there’s only a contact name, the tone shifts to homeowner-friendly language.
- Salt/Calcium: Leave them blank → those sections are hidden in the email, online contract, and final PDF.
Step 1 — Enter client details and type SEND
Each row becomes a contract — no templates, no copy-paste, no Word docs.
Step 2 — Personalized Email
If a company name exists, it’s treated as commercial. If not, it’s residential. The language and pricing fields adjust automatically.
Step 3 — AI Auto-Adapts Emails & Contracts
When a salt price exists, the section appears in real time.
It’s Smart AF — wait Smart AI 😉
Step 4 — Client Confirmation Email
The client signs online. The confirmation email includes pricing, services, dates, and the finalized copy.
Step 5 — Final Contract PDF
Clean, branded, co-signed, and archived automatically in Google Drive.
Step 6 — Auto-Updated Spreadsheet
Signature date + PDF link are written back to the sheet. Status = done.
Everything is tracked: every email logs an open, every reply goes straight to Brian, every signed PDF lands in Drive.
Spring: Smart Renewals & Upsells (Same Brain, New Season)
When the snow melts, the same engine powers renewal and upsell emails. The sheet becomes a seasonal command center—select lists from Jobber, match services (mowing, mulching, cleanups, fertilization), and send highly personalized messages in minutes.
- Bulk export clients from Jobber → paste into the sheet
- Click send → each customer gets a custom message
- Open/reply tracking for every email; conversions recorded
Results & Impact
- Winter: Paper contracts replaced with digital, signed PDFs + Drive archive.
- Spring: Personalized renewals & upsells sent in minutes, not days.
- Time back: dozens of admin hours saved each season (well over $400 of billable time recaptured in week one, plus OT avoided).
- Cleaner records: every contract link + signature date written back to the sheet.
- Better client experience: transparent pricing, fast e-signing, tracked communication.
“Tim helped me save a massive amount of time and postage on my yearly service contracts with automation. He also made us a great website for the upcoming season!” — Brian Stephenson, Owner
See Cherry Hill’s work at cherryhillpropertycare.com. Want this in your business? Talk to MoodUS Media®.
“MoodUS is AI Now.” Practical Automation You Can Use Today.
Tell us the time-sucks in your day, and we’ll design a Smart AI workflow that works inside the tools you already use—Google, Jobber, your CRM, your forms—no rip-and-replace.
- Google Sheet control (“SEND” column)
- AI-adapted emails & contracts (residential vs. commercial)
- Instant PDFs + Google Drive archive
- Compatible with Jobber CRM (and similar platforms)