The CRM for window and door fitters.

Survey, quote with options, take a deposit to order and fit on time, all from one record per customer.

A carpenter wearing a leather tool belt with a tape measureReady for window and door fitters

Less paperwork. More paid work.

The jobs that eat your evenings, handled for window and door fitters.

Ordering frames before the deposit landsDeposits paid by card when the quote is accepted
Customers stuck between optionsGood, better, best options on one quote
Guarantee questions years laterProperty records and asset register with install dates
Built for window and door fitters

Everything set up for your trade.

Choose windows, doors and glazing when you sign up and all of this is ready to go.

  • Good, better, best options on quotes
  • Deposits, fixed or percentage
  • Asset register with install dates
  • Pay later with Klarna through Stripe where available

Your starter price list

  • Survey and measureFreeusually 1 hour
  • uPVC window, supply and fit£550.00 per item
  • Composite front door, supply and fit£1,450.00 per item
  • Misted glass unit replacement£120.00 per item
  • Lock and hinge repair£85.00usually 1 hour

Example UK prices before VAT, loaded so you can send a quote straight away. Change them to your own, in any currency.

On site

A checklist your team ticks on every job.

The windows, doors and glazing starter pack includes this checklist. Make photos compulsory on any step, or add your own.

  1. Check survey sizes
  2. Protect floors and furniture
  3. Remove and dispose of old frames
  4. Seal and finish
  5. Customer sign-off and photos

Certificates, reports and proof of work

Certificates and reports are completed on site, signed on screen and sent as branded PDFs on the Pro plan. Photos, signatures and timesheets come with every plan.

Job sheetWork done, photos, signature
Before and after photosTime-stamped, every plan
Customer signatureDrawn on screen
Job notesTyped or voice notes

Questions from window and door fitters

Can customers spread the cost?

Where available, customers can pay later with Klarna through your own Stripe account, and you are paid up front by Stripe.

Can I keep a record of what I fitted?

Yes. The asset register stores the product, size and install date against the property.

Put the kettle on. We'll do the paperwork.

Set up in fifteen minutes, send your first branded quote today.