Double Glazing CRM & Window Design Software | Glazepoint
EXPLORE GLAZEPOINT V2

EVERYTHING YOU NEED.
ONE CONNECTED SYSTEM.

From first enquiry to final payment, discover the tools that keep your entire glazing business connected.

ENQUIRIES · QUOTES · JOBS · DIARIES · ORDERS · INSTALLATIONS · PAYMENTS
Glazepoint V2 across desktop, tablet and mobile
KEY FEATURES

Designed around how you work

Powerful tools. Simple to use. Real business benefits.

Glazepoint Advanced Window and Door Designer

Advanced Window & Door Designer

Create professional window, door and composite door designs with accurate product configurations, pricing and specifications.

Explore the Designer →
Glazepoint Job Manager

Job Manager

Keep customer information, quotes, contracts, invoices, documents and communications together in one place.

Explore Job Manager →
Glazepoint Team Diaries and Scheduling

Team Diaries & Scheduling

Manage diaries and schedules across your business, from surveys and installations to service appointments.

Explore Diaries & Scheduling →
Glazepoint Track Orders

Track Orders

Monitor products, glass and ancillaries with supplier filtering, due dates and installation information all in one place.

Explore Track Orders →
Glazepoint Job Board

Job Board

Track every job from enquiry to completion with a clear visual overview of progress at every stage.

Explore Job Board →
Glazepoint Pipeline

Pipeline

Get a clear view of your sales pipeline, track opportunities and keep potential work moving through your business.

Explore Pipeline →
Glazepoint Quotes and Contracts

Quotes & Contracts

Create professional quotes and contracts, send them directly to customers and manage acceptance and digital signatures.

Explore Quotes & Contracts →
Glazepoint Invoicing and Stage Payments

Invoicing & Stage Payments

Create professional invoices, manage flexible stage payments and keep track of paid and outstanding balances.

Explore Invoicing & Stage Payments →
Glazepoint Service Call Manager

Service Call Manager

Manage service calls from initial request through to completion, with priorities, scheduling and engineer reports all in one place.

Explore Service Calls →
Glazepoint Reports and Insights

Reports & Insights

See how your business is performing with clear reports and insights across sales, jobs, invoicing and more.

Explore Reports & Insights →
Glazepoint Customer Database

Customer Database

Keep all your customer details, addresses and complete job history together in one place, with everything easy to find when you need it.

Explore Customer Database →
Professional Documents created in Glazepoint

Professional Documents

Create professional, branded customer documents including quotes, contracts, invoices and other essential paperwork directly from Glazepoint.

Explore Professional Documents →
ADDITIONAL FEATURES

Everything else you need in one place

Glazepoint is packed with even more features to help you run a smoother, more efficient business.
Explore the categories below to see what's included.

Professional invoicing built around the way glazing companies work.

Create and manage invoices directly from your jobs, with flexible stage payments, part payments, payment tracking and everything you need to stay on top of what has been paid and what is still outstanding.

✓ Branded customer invoices
✓ Flexible stage payments
✓ Up to 5 payment stages
✓ Invoices directly from contracts
✓ Paid, part-paid & outstanding tracking
✓ Email delivery & open tracking
✓ Full & part payments
✓ Record payments & transaction method
✓ Refunds & credit notes
✓ Overdue invoice alerts
✓ Domestic Reverse Charge & CIS VAT
✓ Xero, QuickBooks & Sage integration

Keep customer communication moving without constantly chasing manually.

Send professional emails directly from Glazepoint, track delivery and opens, and automatically follow up quotes and contracts that are still waiting for customer action.

✓ Send emails directly from Glazepoint
✓ Emails sent from your own company email address
✓ Customisable email templates
✓ Automated follow-ups for unaccepted quotes
✓ Automated follow-ups for unsigned contracts
✓ Quote, contract & invoice emails
✓ Email delivery tracking
✓ Email open tracking
✓ Full email history against the customer & job
✓ Customer communications kept together in one place

Create professional documents and get them accepted digitally.

Create and send professional quotes and contracts directly from Glazepoint, with terms and conditions included where required and simple digital acceptance for your customers.

✓ Professional branded quotes
✓ Professional branded contracts
✓ Quote & contract acceptance
✓ Digital signatures
✓ Digital signatures completed on site
✓ Add & send Terms & Conditions with quotes & contracts
✓ Documents sent directly to customers
✓ Customer acceptance recorded
✓ Complete document history
✓ Documents stored against the customer & job

Keep every customer and every job organised in one place.

Keep customer details, addresses, jobs and important information together, giving your team a complete history and everything they need to manage the customer from first enquiry onwards.

✓ Complete customer database
✓ Full customer & job history
✓ Multiple jobs per customer
✓ Customer & site addresses
✓ Customer & job notes
✓ Site-wide customer & address search
✓ Files & documents stored against jobs
✓ Complete activity history
✓ Customer contact details
✓ Quick access to quotes, contracts & invoices

Keep your team organised with clear tasks and a complete history of activity.

Create and assign tasks across your team while keeping a clear record of activity against your customers and jobs, so important actions and historical information are always easy to find.

✓ Create tasks for yourself or other team members
✓ Assign tasks directly to individual users
✓ Keep tasks linked to the relevant customer or job
✓ Quickly see tasks that are still outstanding
✓ Mark tasks as complete once actioned
✓ Completed tasks retained in the customer's Job Manager history
✓ Complete activity logs across Glazepoint
✓ See which user carried out each recorded action
✓ Track activity against customer and job records
✓ View a clear history of activity for each customer and job

Manage service calls from first report through to completion.

Create and manage service calls against your customers and jobs, prioritise what needs attention and book the work directly into your diaries for your engineers or fitters.

✓ Create service calls against customers & jobs
✓ Set priority as Low, Medium or Urgent
✓ Filter service calls by priority
✓ Sort service calls by newest or oldest
✓ Search for the relevant customer when creating a service call
✓ Book service calls directly into the Installer Diary
✓ Book service calls into the main Company Diary
✓ Allocate service work to engineers or fitters
✓ Engineer or fitter completion reports
✓ Keep completed service information against the customer & job

Connect Glazepoint with the accounting software you already use.

Keep your invoicing and accounting connected by sending customer and invoice information from Glazepoint directly into your accounting software, reducing duplicate entry and keeping your records consistent.

✓ Xero integration
✓ QuickBooks integration
✓ Sage integration
✓ Send customer information to your accounting software
✓ Send invoices directly from Glazepoint
✓ VAT information transferred with invoices
✓ Domestic Reverse Charge support
✓ CIS VAT support
✓ Choose the Xero sales account for your invoices
✓ Connection and tax code status clearly displayed

Give every member of your team the access they need.

Different access levels keep the right information in the right hands, from office teams managing the business to engineers and installers working out in the field.

✓ Admin access with full control across Glazepoint
✓ Team Member access with financial information restricted
✓ Field Access for engineers and field-based staff
✓ Field Access+ with access to the Window & Door Designer
✓ Service engineers can complete service call reports
✓ Completed reports can be sent to office users as tasks
✓ Free dedicated access for installers
✓ Installers see their jobs for the day when they log in
✓ View customer details, job notes & attached files
✓ Get directions from their current location directly to the job site
✓ Upload site photos & add notes from the job
✓ Customer digital sign-off & mark installations as complete

Keep your team organised and your appointments in one place.

Manage appointments, surveys, installations and service calls across your team, with dedicated diaries giving everyone a clear view of what is happening and when.

✓ Company Diary for appointments and events
✓ Dedicated Installer Diary
✓ Dedicated Surveyor Diary
✓ Allocate work to installers and surveyors
✓ View team schedules and availability
✓ Book installations directly from your jobs
✓ Book service calls into the diary
✓ Customer and job details linked to appointments
✓ Installation dates kept against each job
✓ Clear daily and weekly scheduling

Keep track of your orders from supplier through to installation.

Manage product, glass and ancillary orders against your jobs, with clear supplier information and expected delivery dates helping you keep installations on schedule.

✓ Track product orders
✓ Track glass orders
✓ Track ancillary orders
✓ Orders linked directly to jobs
✓ Supplier information against each order
✓ Expected delivery dates
✓ Filter orders by supplier
✓ View orders due each week
✓ See upcoming installation dates
✓ Keep ordering and installations connected

Keep every job file organised, secure and easy to find.

Store files, photos and documents directly against your customers and jobs, control who can access them, and send documents to customers without leaving Glazepoint.

✓ Upload files directly to customer & job records
✓ Store photos and documents against jobs
✓ Organise files into folders
✓ Access files directly from the Job Manager
✓ Image thumbnails for easier identification
✓ Restrict files to specific user roles
✓ Email documents directly from Files
✓ Select multiple files at once
✓ Move multiple files between folders
✓ Keep important job files together in one place

Keep every new enquiry organised from the moment it comes in.

Capture and manage new enquiries in Glazepoint, keeping customer details, notes and sales activity together so your team can stay on top of every opportunity.

✓ Create and manage new enquiries
✓ Website enquiries sent directly into Glazepoint
✓ Customer details captured with the enquiry
✓ Add notes against enquiries
✓ Keep enquiry information organised
✓ Track enquiries through your sales process
✓ Create quotes from your customer records
✓ Keep enquiry activity against the customer
✓ See enquiries that still need attention
✓ Manage your sales pipeline in one place
SEE GLAZEPOINT IN ACTION

Book your personalised demo

See how Glazepoint can work for your business. Get a tailored demo and discover how much time you could save.

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Let's build a
brighter business
together... ↙

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