Features
Everything a uPVC or aluminium fabricator needs, from the first site visit to the last instalment.
Quoting
- Visual window builder: splits, sliders, casements, tilt and turn, doors, combinations
- Live price as you draw, with cost and margin for those allowed to see them
- Option compare: show two glass or series choices side by side
- Branded PDF with drawings, and a live link the customer can accept and sign
- Revisions with a clear what-changed list
- Approval rules for discounts above each person's limit
Catalogue and costing
- Profile series with cutting formulas, reinforcement, glass and hardware kits
- Rate per sq.ft, cutting-list, weight and metre costing
- Margin on price or markup on cost, rounded to your step
- Price lists with effective dates; old quotes keep their prices
- Excel import and export of the whole catalogue
- Rate card PDF for your sales team
Leads and site work
- Leads by source and stage, with follow-ups
- Measurement sheets on the phone, opening by opening
- Job profitability with commission and payment fees
Orders, billing and money
- Convert an accepted quote into an order in one tap
- Job Journey stages and a fabricator load view
- Tax invoices, bills of supply, credit and debit notes
- UPI QR, receipts, cheque tracking and reminders
- Customer ledger, ageing and GSTR-1 exports
- Period locks so filed months stay filed
Inventory and purchase
- Stock reserved from each order's bill of materials
- Offcut library so short lengths are used first
- Stock counts, godowns and a low-stock digest
- Suppliers, purchase orders, goods received and bills
Team and control
- Roles and per-person permissions
- Two-step verification
- Every change in an audit log
- Custom fields on customers and orders