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Software modules for enclosure installers
Opportunities, quotes, 3D render, scheduling, contracts, jobs and administration all share each customer’s data. What gets quoted gets surveyed, and what gets sold gets installed.
Opportunities
Every enquiry, with an owner and a next step.
Source and ownerKnow where each enquiry came from and who’s handling it.
Stages your wayCall, visit, quote, negotiation: the stages are your company’s own.
Complete recordCustomer contacts, history, notes and images in one place.
From lead to quoteWhen an opportunity moves forward, the quote is created from it.
Sales pipeline
Your sales funnel, without spreadsheets.
Lead → quote → customerSee where every enquiry stands.
Won and lostRevenue won and quotes declined in the period.
Conversion rateHow many of your enquiries become customers.
Enquiries without a quoteThe ones going cold, in plain sight so you can act.
Technical quotes
The heart of the system for enclosure businesses.
Supplier importLoad the manufacturer’s quote and review its lines, without retyping.
Product calculatorsSides in millimetres, panels, glass type, finishes and services.
Your margin, appliedThe final price comes from your costs and the margin you set.
Versions and historyEvery change is recorded and you can go back to a previous version.
3D render
Let customers see their enclosure before they sign.
From the quoteOpens with the measurements of the quoted line.
Full configurationFront, sides and roof; sliding or folding; seals, frame colour and glass thickness.
Light and cameraSun position and front, three-quarter, side, interior or top views.
Image for the customerDownload the view as a PNG to attach to the proposal.
Scheduling and surveys
Visits and surveys organised, no phone tag.
By job typeVisit, survey, installation, call, meeting or delivery, each colour-coded.
SurveyorsEach surveyor’s available days, visible when booking.
Week and monthSwitch views depending on what you need to plan.
Survey on fileActual measurements are saved to the quote and carried into the contract.
Installer schedule
Your whole field team on one screen.
By personFilter the schedule for each installer or surveyor.
By typeSeparate installations, surveys and visits.
Day, week or listWhichever view works best for the office or the crew lead.
No blind double-bookingSee free slots before committing to a date with the customer.
Contracts
From accepted quote to contract, without retyping anything.
Generated from the quoteSame lines, amounts and terms.
Actual measurementsIncludes the final survey measurements.
VersionsIf something changes, issue a new version and keep the history.
Images and descriptionAttach photos and details of what was contracted.
Jobs and installation
What the installer needs, on the job record.
Status of every jobSurvey, scheduled, in progress, on hold or completed.
Installer and hoursWho installs, when it starts and when it’s due to finish.
Documents and materialsThe contract, documents and materials for each job.
Activity and paymentsA log of what happened on site and what has been paid.
Administration
Clear numbers and rules for the whole team.
Cash flowCustomer payments and supplier costs, with outstanding amounts in view.
MaterialsFamilies, cost, sale price, margin and RAL colours.
Margin and discountsMinimum expected margin and discount cap per quote.
Users and permissionsAdmin, sales, technical or read-only: each role sees what it needs.
See it working on a real project
A guided 30-minute demo using a quote from your business.