A tour of a sample office system
A made-up windows and doors firm, set up the way a real one runs. Every screen below works, so click around and drag things.
This is a sample. Names, places and prices are made up, nothing is saved, and “Your logo” is where your branding goes.
Every job on one board
Each job sits in a column for the step it’s at. Drag a job to the next column when it moves on, click it to open it, or press “New job” to see how a website enquiry lands.
- Your own steps, named the way you name them
- Totals per column
- Website quote requests arrive here on their own
Everything about a job in one place
Customer details, the price, visit dates, photos, notes and a history of who did what. Type a price and send it, or click the steps along the top to move the job on.
- Photos from the survey and the fit
- A full history on every job
- Customers can approve a price with one click
Book the week on the schedule
Pick pricing visits, surveys or fitting. Jobs waiting to be booked sit on the left. Drag one onto a person or crew and a day, or drag it back to unbook it. On a phone, tap the job and pick a day.
- A row for each person or crew
- Running order numbered for each day
- Jobs land here as soon as they reach that step
Everything with a date on one calendar
Visits, fitting days, deliveries due, snag call-backs, showroom visits and calls, all on one month. Switch types on and off, or flip to a list of what’s coming up.
- Month and list views
- Showroom bookings from your website
- Click anything to open the job
The week on a map
Every visit is pinned so you can see where the crews are going and group jobs by area. Click a pin or a stop to see the job.
- Pins coloured by type of visit
- Addresses placed on the map for you
- Open the job from the map
Orders, deliveries and crew requests
Track each job’s windows and doors from order to delivery. When a fitter needs something, they ask from their phone and it shows up here.
- Order status per job
- Expected delivery dates
- Crew requests from site
A simple phone page for the crews
Fitters log in on their phone and see only their own jobs for the day: time, address, what they’re fitting, and buttons for directions and calls.
- Only their jobs, no prices
- Directions and call buttons
- Ask for materials from the van
Staff and logins
Everyone gets their own login. Choose who can see prices, and pause a login when someone leaves. Crews only ever see their own jobs.
- Office and crew access kept apart
- Prices hidden from crews
- Pause a login in one click
Photos in one place
Before and after photos from site land on the job and in one library. Keep grant paperwork photos together, and star the best ones for social media.
- Sent straight from crew phones
- Grant photo records kept per job
- Pick photos for your socials
Snags don’t get forgotten
Anything left to fix is logged against the job and given to someone. Tick them off as they’re done.
- Logged by the office or the fitter
- Assigned to a person or crew
- Aftercare callbacks tracked too
Also built in
Own login for everyone
Office and crews each have their own login. Crews only see their own work.
Before and after photos
Photo records kept on each job, handy for grant paperwork and your own marketing.
Website included
Quote forms and showroom booking feed straight into the system.
Yours to keep
Data stored in the EU. At handover the accounts are put in your name.
Your system stays private
Every system we build belongs to the firm that uses it. We never show client names, screens or data, and we never reuse your information. That’s why the tour above uses a made-up firm.
Want something like this?
We build each one around the firm using it.