A CRM for aluminium and uPVC businesses
Nothing on your price list exists until it is made. Site measurements, fabrication in-house or outside, and the fitting — one job, on one record.
A trade that sells things that do not exist yet
Every window and door you sell is made to a measurement that did not exist when the customer walked in.
Selling made-to-size is a pipeline, not a counter transaction — and a pipeline run on slips leaks at every joint.
Quoted as one job, sized to the site
The work is quoted as a solution estimate — one price proposal for the customer, the full component list generated underneath — revised as the measurements firm up, with every revision kept and dated.
The sizes on the latest revision are the only sizes that exist; a superseded list cannot be picked up by mistake.
What the customer sees- One price proposal — for the whole job
- Revised as measurements firm up — with every revision kept and dated
What fabrication sees- The full component list — generated underneath the proposal
- Only the latest sizes exist — a superseded list cannot be picked up
Fabrication you can read, wherever it happens
Section, glass and hardware move to fabrication on delivery notes; the shortfall procures itself in parallel.
Fabricating in-house, you read progress on the order.
Fabricating outside — as much of this trade does — the fabricator joins as a team member, receives the delivery notes, records production and marks final goods, so his "Thursday" is a status, not a promise on the phone.
The fitting is the product
A window is judged installed, not delivered.
Fitting is recorded at site with progress and completion photographs, and the job closes on the customer's signed acceptance — taken on the phone at handover, with the balance payment standing on a record instead of a recollection.
From measurement to handover, one record
The number taken at site travels on the job to the fabricator, the godown and the fitter — the same revision, the same drawing, the same list.
The sixty-millimetre surprise stops being a mystery, because every number has a home and a history.
Bring one made-to-size order to the demo — follow its measurement from site to signature.
Ask for a demo