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(2)
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.
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.
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.