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Setting up Statements of Work in Airship

The Statement of Work in Airship allows your company to create and manage reusable templates that clearly define the Scope of Work for each proposal option.

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Written by Emily Wheeling
Updated over 3 weeks ago

What Statements of Work are Used For

Statements of work help:

  • Clearly outline the work being performed

  • Set installation and service expectations

  • Ensure consistent messaging across sales team

  • Highlight important notes, promotions, or rebate steps

All content is homeowner facing and should be written in clear, easy-to-understand language.

Creating a Statement of Work

To create a new statement of work In Airship

  1. Navigate to Settings > Statement of Work

  2. Select Add Statement of Work

  3. Complete the required fields:

  • Title

  • Short Description

  • Paste Statement of Work context into provided text field

Once saved, the template will be available for use in proposals

Best Practices for Statements of Work

  • Keep language simple and homeowner friendly

  • Use bullet points to approve readability

  • Clearly define what is included and excluded

  • Avoid internal or technical terminology when possible

  • Include reminders for rebates, promotions, or next steps

  • Review Statements of Work regularly to ensure accuracy.

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