Scheduling Software for Window, Door and Double Glazing Fitters
From the survey to the last bead of silicone, every opening is measured, fitted and signed off on one record.
The survey decides the fitting
A window is made to a size taken weeks earlier. If the surveyor measured the wrong reveal, missed a lintel problem or forgot the trickle vents, the fitter finds out when the frame does not go in.
Fitting days that follow the factory
Frames and sealed units come from a factory with its own lead time. A fitting day booked before the delivery is confirmed is a day of rearranging at short notice.
Remakes and wrong units
A cracked sealed unit, a frame a few millimetres out, the wrong handle colour. Each one needs a remake, a new delivery date and a return visit, and each one tends to be forgotten until the client rings.
Completion and the paperwork after
Clients pay the balance on completion, and many jurisdictions expect installations to be registered or certified. The completion record has to be complete the day the fitters leave.
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Read how glazing firms plan surveys, fittings, remakes and callbacks
What window and door software should do for a fitting firm
Window and door software for an installation business is not about designing frames. That happens in the factory's system. It is about the chain of site work around each order: the survey, the delivery, the fitting day, the remakes, the completion and the callbacks years later. Every link has a common failure, and most of them come back to information that did not reach the right person.
Surveys that fitters trust
Good surveyors record more than sizes. They note the state of the brickwork around the opening, what is behind the plaster, whether the sill can be reused, and whether the new frame needs a safety glass or fire egress rule. When that detail is on the job with photos, the fitter arrives with the right fixings and the right expectations.
Old frames and making good
Removing old frames can damage plaster and render. Clients remember the new windows and also the mess around them. A checklist that includes making good, cleaning and disposal of old frames keeps those steps from being skipped at the end of a long day.
Upper floors and access equipment
A first-floor window on a terraced house can be fitted from a ladder or from inside; a third-floor flat usually cannot. When the survey records the height, the ground conditions and whether a tower or scaffold is needed, the planner can book the equipment with the fitting instead of discovering the problem on the morning.
Window installation software on the fitting day
On the day, window installation software needs to show the fitter the openings in order, with the survey, the product for each opening and any notes. As each is finished, the fitter ticks the checklist and takes photos. At the end, the client signs. The office sees the job close without a phone call.
Doors are a different job
Composite front doors, patio sliders and bifolds are heavier, have more hardware and are often the reason for a return visit: a lock that catches, a threshold that lets water in. Separate checklists for doors make sure the adjustment is done before the fitter leaves.
Certificates and registration
In many countries replacement windows must be registered with a scheme or signed off by building control, and the homeowner needs that document when selling the house. The completion record, with photos and the fitter's name, is what the office uses to submit the registration and answer a solicitor's query years later.
Remakes, callbacks and the long tail
A glazing business carries a long tail of small jobs: remakes, adjustments, misted sealed units, broken hinges, handles. Window contractor software that keeps them tied to the original installation makes them quick to deal with. The engineer sees what was fitted, when and by whom, and the photos show the state it was left in.
Seasonal pressure
Demand peaks before winter. Remakes and callbacks fight for the same fitters as new installations. Keeping them on one board shows the real workload rather than two separate lists.
What Shifton Field Service does for glazing firms
It plans surveys, fitting days, remakes and callbacks on one board, gives surveyors and fitters their jobs on the phone with forms and checklists, and records photos, signatures and hours. Glazing firms of up to two users keep the scheduling and site records free for good. Anything extra, from invoicing and inventory to location control and a customer portal, is sold as a module.
It is not a frame design or quoting system, it does not order from the factory and it does not register installations with any authority. It keeps the site work planned and the evidence in one place.
Frequently Asked Questions
Can surveyors record measurements for each opening on a phone?
Build a survey form with the fields you use, and the surveyor fills it in per window or door with photos. The completed survey stays on the job for the office and the fitters.
Can we avoid booking fitters before the frames are delivered?
The job shows the delivery status you record, and the planner books the fitting day once goods are confirmed. The board makes it obvious which jobs are ready and which are waiting.
How do we keep track of remakes and return visits?
Record the remake on the original job with photos, then add the return visit when the factory gives a date. Open remakes stay visible until the return visit is closed.
Can the homeowner sign off the installation on the day?
Yes. The fitter completes the checklist, takes finished photos and asks the homeowner to sign on the phone. The signed job is kept for your records.
How do we handle a guarantee callback years later?
Search the client's history to find the original survey, the fitting record and the photos. A callback job can then be created with all of that already visible to the engineer.
Does it produce quotes for windows and doors?
No. Prices and quotes are produced in your existing system or by your designer. This handles surveys, fitting days, remakes, completion and callbacks.
What does a two-fitter firm pay to use it?
A surveyor and a fitter working as a firm of two pay nothing for surveys, fitting days, completion forms and reports, and that plan does not run out. Invoicing, stock of frames and sundries, location control and a client portal are charged.
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