Quotes & Invoicing
Create professional quotes and invoices in seconds. Send as branded PDFs or interactive links. Track payments and chase overdue invoices.
Built for Double Glazing Installers
Double Glazing Installer Software
Survey-to-install pipeline with deposits, FENSA records, and fitter scheduling.
Manage double glazing installations end to end. Quote per window with automatic totals, collect deposits via Stripe to unlock orders, track orders through manufacture, schedule fitters on install day, and store FENSA certification against every job. Built for UK double glazing and window installation businesses.
Sound familiar?
Common problems double glazing installers face every day.
Window specs lost in email chains with customers and manufacturers
FENSA certificates filed in paper folders that cannot be found
Install teams turning up without the right frames or glass
Deposits chased by phone for weeks, delaying orders
Everything you need to run your double glazing business
Every feature in the box, framed for the way double glazing installers actually work.
Customer Management
Full customer history in one place. Appointments, quotes, invoices, communications, photos, and notes. Never lose context on a job.
Smart Diary
Manage your team's schedule with drag-and-drop diary. View by day, week, or month. Colour-coded by status with Google Calendar sync.
SMS & Email
Send appointment reminders, quote follow-ups, and marketing campaigns by SMS or email. Reduce no-shows and win more repeat business.
Online Booking
Let customers book appointments directly from your website or booking page. Syncs with your diary and sends automatic confirmations.
Route Optimisation
Plan the most efficient route for your team's daily jobs. Save fuel, save time, and fit more jobs into every day.
Some features are tier-gated. The pricing page shows exactly what's on each plan.
How double glazing installers use Pro-cess
Real workflows that save hours every week.
1
Per-window quoting with automatic pricing across product options
2
Deposit-on-acceptance flow unlocking manufacturer orders
3
FENSA certificate storage against every customer record
4
Fitter scheduling with frame-by-frame checklists
Explore Pro-cess features
Dive deeper into the tools that help double glazing installers run their business.
Also used by
Other businesses in the same category running on Pro-cess.
Kitchen Fitters
Design quotes, collect deposits, order units via Procurement, and schedule the install crew.
Bathroom Installers
Survey to sign-off in one platform. Quotes, deposits, fitter scheduling, and snag lists.
Solar Installers
Surveys, MCS paperwork, and install scheduling for UK solar contractors.
EV Charger Installers
Online booking, standard packages, OZEV paperwork, and recurring inspections.
Frequently asked questions
Common questions about Pro-cess for double glazing installers.
Yes. Pro-cess is built for UK window installation businesses. Quote per window with automatic totals, collect deposits to unlock manufacturer orders, schedule fitters efficiently, and store FENSA certificates against every job. Full customer history keeps all window specs retrievable for future repairs or extensions.
Yes. Attach FENSA certificates, building regs compliance documents, and warranty paperwork to every job. Records are searchable by customer, address, or job reference. When a customer asks for a certificate copy years later, it is retrievable in seconds.
Set a deposit percentage on the quote (typically 30-50% in double glazing). When customers accept the quote, they pay immediately via Stripe card or GoCardless direct debit. Funds land in your account, covering manufacturer order costs without tying up your own cash flow.
Yes. Customer records can store any reference information, including window sizes, glass types, frame colours, and supplier codes. When a customer calls back for an extension or repair years later, the original specs are still on file. This is a meaningful differentiator for repeat business.
Yes. Invoices and deposit payments sync cleanly to Xero or QuickBooks Online. On higher-value full-house installs with staged deposit and balance, each payment lands against the correct job in your accounts automatically.
Yes. Quotes are sent with a secure online link that works on any phone browser. The customer taps to accept, signs with their finger, and the acceptance is timestamped against the job. No printing, no scanning, no driving a copy round for a signature.
Plans from £30/month
14 days free, no card needed. Pick a plan any time during the trial and slide straight into paid without missing a beat.