One platform for glazing, windows, doors and conservatories
From the first enquiry to the fitting day: estimates, surveys on a tablet, a fitting diary by team, service calls and a trade partner login, all behind your website on one login. The same platform runs the day to day for a Surrey glazing company, so it already knows what a survey, a fitting team and a service call are.
Survey, estimate, order, fit: one record from start to finish
A glazing job passes through a lot of hands: the person who takes the call, the surveyor, the office that prices and orders, the fitting team and whoever handles the service call six months later. When each of them works from a different system, things fall through the gaps: a measurement retyped wrong, a fitting team booked twice, a trade partner ringing to ask where their report is.
A platform built for glazing keeps every stage on the one job record, so everyone sees the same thing.
Quote the job while you are still stood in the driveway
Pick the customer, add the windows, doors or roof lanterns with your own options and terms, and watch the estimate build itself on your letterhead with your own reference numbers. VAT is worked out for you. Download the PDF or send it from the office or on site, then turn the accepted estimate into a project and book the survey in one click.
Built for the way a glazing company works
Estimates and reference numbers
Branded estimates with your own numbering, terms and options, sent from the office or on site, and turned into a project when they are accepted.
Surveys on a tablet
Customer details prefilled, measurements and photos captured on site, and a branded PDF report produced on the spot for the office or the trade partner.
A fitting diary by team
Half day and full day bookings for each fitting team, surveyors and sales on their own calendars, and a today view for the office.
Service calls and repairs
Logged against the original job, booked, completed and reported, with the history to hand when the customer rings.
A trade partner login
Installers and builders submit leads, see their survey reports and track progress through their own login, with no email chains.
Your website
A page for each product range and each town you cover, galleries and reviews, with every enquiry straight into the portal.
Pick the level you need. Move up whenever you like.
One monthly fee, one one-off build cost, and no surprises. Website hosting is included on every tier, and you can move up a tier whenever the business is ready.
Content Management
Keep your website up to date yourself, without paying anyone to do it.
One-off build, plus VAT £500
- Add and remove gallery photos
- Add and edit customer testimonials
- Every website enquiry saved in one place
- Order branded company workwear
Content Management and Administration
Adds the estimate and invoice builder, so quotes go out the same day.
One-off build, plus VAT £1,000
- Everything in Tier 1
- Estimate builder with live PDF preview
- Invoice generator, VAT calculated for you
- Saved documents you can reopen and resend
Content Management, Administration and CRM
Adds a customer database, website analytics and a filing cabinet.
One-off build, plus VAT £1,500
- Everything in Tier 2
- Customer CRM with notes and documents
- Website analytics, visitors and top pages
- Filing cabinet for receipts and paperwork
Full Business Platform
The whole thing. Jobs, staff, accounts and marketing in one place.
One-off build, plus VAT £2,500
- Everything in Tier 3
- Full CRM, projects, accounts, email and SMS
- Progress board, calendar and job scheduling
- Assign jobs and tasks to staff members
- HR suite, leave, documents and payslips
- Separate logins for management and staff
- Export straight into your accounting software
- Marketing suite, campaigns and offers
Hosting included on every tier. Business email £8 plus VAT per month, per mailbox. Every website is fully responsive and SEO optimised as standard.
Questions glazing companies ask us
Can trade partners have their own login?
Yes. They submit leads and see their own surveys, reports and progress, and nothing else.
Can surveyors work without signal?
Yes. Survey forms built for site use keep working without signal and send everything through when it returns.
Can it handle service calls as well as installations?
Yes. Service calls, repairs and remedial visits are booked and recorded against the original job, so the history is always to hand.
Can we keep our own reference numbers?
Yes. Estimate, project, service call and invoice numbering follow whatever you use today.
Can it produce order sheets for suppliers?
Yes. Order and purchase sheets can be generated from the job, ready to send to the frame or glass supplier.
Does it replace our CRM?
It can, or it can sit beside it to begin with. We move your customers across when you are ready.
Can my team use it on site?
Yes. The portal works on any phone or tablet and can be added to the home screen like an app. Staff see only what they need.
What does it cost?
One monthly fee and one one-off build cost, with hosting included on every tier: from £50 plus VAT a month with a £500 plus VAT build for content management, up to £500 plus VAT a month with a £2,500 plus VAT build for the full business platform. Business email is £8 plus VAT per mailbox per month. The tiers are listed on this page, and you can move up at any time.
Do I need to be technical?
No. If you can send a WhatsApp message you can send an estimate. We set everything up, load your prices, templates and customers, and walk your team through it. After that we are a phone call away.
Can I see it before I decide?
Yes. Click round the demo website and its owner portal at any time, and pick any of the four tiers to see what each one opens up. Then book a quick call and we will show you what yours would look like.
Who owns the website and the data?
You do. Your domain, your customers, your content. Everything sits on your own domain behind a login, with a security certificate and backups.
Where are you based?
Banstead, Surrey. We work with businesses across Surrey, Sussex, Kent and south London, and most of the work happens over a call and a screen share.
Let's have a quick chat about your business
No hard sell, no jargon. Tell us what you do and we will show you what it would look like, with a fixed price for the build and the monthly fee.
Call 01737 448112, or send the form and we will come back to you within one working day.
Want the full picture first? Read about our business platforms, or click round the demo.
- Entirely bespoke, built around how you already work
- One monthly fee, hosting included on every tier
- Move up a tier whenever you like