Glazing & Windows
Workflow templates for glaziers and window installers, covering glazing quotes, emergency broken glass call-outs, window replacement measures and quotes, and shower screen measures and quotes. Glass installation safety checklists, installation quality inspections, window leak and seal failure inspections, and completion with customer handover are included too.
Benefits
- Respond to broken glass call-outs with the details up front
- Measure and quote windows and shower screens from one record
- Record installation safety and quality checks
Common Use Cases
Glazing & Windows Templates(8)
Emergency Broken Glass Call-Out Workflow
Handles emergency glass call-outs from intake through dispatch, glazier attendance, and completion or make-safe follow-up, with customer notifications and post-job feedback collection.
Glass and Window Installation Check Workflow
Captures a glazing/window installation quality inspection, records pass/fail on each check item, notifies the customer or builder of the result, and manages a rectification and re-inspection loop until the installation passes.
Glass Installation Safety Checklist Workflow
Collects a glazier's pre-start safety checklist for a glass installation job, automatically clears the job if safe, or stops work and routes to a supervisor for corrective action and re-check (up to 2 cycles) before clearing the glazier to start.
Glazier Quote Request Workflow
Manages a glazing quote request end-to-end: intake form, acknowledgement, estimator site inspection, quote preparation and delivery, customer accept/decline via a form, job scheduling, job completion, and a post-completion feedback request.
Glazing Completion and Handover Workflow
Manages glazing job completion through supervisor quality check, rework loops, customer review and acceptance, handover confirmation, and post-handover feedback collection.
Shower Screen Measure and Quote Workflow
Captures on-site measurements for a shower screen from the estimator, calculates a quote, routes it through manager review (with a revision loop back to the estimator), then emails the customer for acceptance, updating quote status throughout and booking the job once accepted.
Window Leak and Seal Inspection Workflow
Captures a glazing inspector's window leak/seal failure report, routes it through glazing manager review (with a revise-and-resubmit loop for the inspector), emails the approved report to the customer, and triggers a repair/replacement quote task when recommended.
Window Replacement Measure and Quote Workflow
Captures an estimator's site measurement, calculates the quote, routes it through manager review (with a revision loop back to the estimator if changes are needed), then sends the customer a quote for acceptance and books the job once accepted.
Frequently Asked Questions
What Glazing & Windows workflow templates are included?
Glazing & Windows includes templates for glazier quote requests, emergency broken glass call-outs, window replacement measures and quotes, shower screen measures and quotes, glass installation safety checklists, glass and window installation quality inspections, window leak and seal failure inspections, and completion with customer handover.
Who are the Glazing & Windows templates for?
They're designed for glaziers, window installers and shower screen specialists. Customers request quotes and emergency repairs through a public form, and glaziers record measures, safety checks and photos on their tasks.
Can I change a glazing template to suit my business?
Yes. Publish the template and it runs straight away, with no installation. Describe the change in plain English — for example, add a glass type field or a temporary boarding-up step — or edit the steps in the workflow editor. Earlier versions are kept.