Documentation 19.0
All journeys

From enquiry to installed job

The whole route through WindoorERP: quote it, design it, make it, install it, invoice it, service it.

19 steps about 71 minutes written for Anyone running a window and door business

One job, followed end to end. Each phase hands the next one everything it needs: the quotation becomes the production order, the production order becomes the cutting list, the delivered pieces become an installation visit, and the signed handover becomes an invoice.

Work through it in one sitting to understand the shape of the system, or take one phase at a time as your team reaches it.

Before you start
  • A WindoorERP login
  • The Sales, Design, Production and Installation apps installed
By the end you will be able to
  • Quote a window job accurately, from drawing to price
  • Turn an approved quotation into a production order without re-keying anything
  • Produce cutting lists and labels the shop floor can actually work from
  • Plan, execute and sign off an installation visit on site
  • Invoice progressively as the job advances, not only at the end
  • Handle a service request against the job you delivered
Set up
1. Find your way around
3 min

The navigation model, once, so the rest of
the journey reads as instructions rather than a treasure
hunt.

Read more on this step
2. Record the customer
3 min

The record every later document points
back to.

Read more on this step
Win the job
3. Open the quotation
3 min

The enquiry becomes a document.

Read more on this step
4. Add the openings
6 min

Draw each opening the customer asked for.
Quantities and sizes drive everything downstream.

You are done when: Every opening on the enquiry has a line
with a drawing and a price.
Read more on this step
5. Specify the glass
3 min

Performance, thickness and cost — decided
per opening, not per job.

Read more on this step
6. Price it and send it
4 min

Apply the customer's pricing, then send.
The sent PDF is the version you will be held to.

You are done when: The quotation is in Sent state.
Read more on this step
Design it right
7. Fix the dimensions and sashes
5 min

Approved job, real sizes. What you set
here becomes cut lengths on the saw.

Read more on this step
8. Confirm the profile series
3 min

The series decides the sections, the
reinforcement and most of the hardware.

Read more on this step
9. Check the hardware the system chose
4 min

Hardware is selected by rules, not by
memory. This is where you see which rule fired and why.

You are done when: Each sash lists its hardware set, and you
can explain why that set was chosen.
Read more on this step
Make it
10. Launch production
3 min

The sales order becomes work, without
anybody re-typing a size.

Read more on this step
11. Generate the cutting list
3 min

Every piece the job needs, with its cut
length and its destination.

Read more on this step
12. Optimize the cutting
5 min

The step that pays for the software:
less offcut per bar, measured.

You are done when: The optimization report shows a waste
percentage you are happy to defend.
Read more on this step
13. Label the pieces
3 min

A labelled piece can be found on a busy
floor; an unlabelled one gets remade.

Read more on this step
14. Track it on the shop floor
3 min

Where the job actually is, without a
phone call to the foreman.

Read more on this step
Install it
15. Record the site survey
5 min

Measured openings beat quoted openings —
the survey is what production trusts.

Read more on this step
16. Plan the installation visit
4 min

Crew, date, pieces to load. The visit is
a document, not a WhatsApp message.

Read more on this step
17. Hand over and get it signed
4 min

A signature on site closes the job and
starts the warranty clock.

You are done when: The handover carries the customer's
signature and any snags are logged against the job.
Read more on this step
Get paid, then support it
18. Invoice as the job advances
4 min

Bill the percentage you have actually
delivered, not the whole job at the end.

Read more on this step
19. Handle the first service call
3 min

Against the same job, with the original
drawing and hardware still attached.

Read more on this step