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A diary appointment
Add an appointment in the diary to start a customer’s job.
GLAZEPOINT JOB MANAGER
YOUR CUSTOMER’S
ENTIRE JOB.
ALL IN ONE PLACE.
Keep customer details, quotes, contracts, invoices and appointments together, from the first enquiry through to installation and aftercare.
Part of your Glazepoint CRM, with access for your office team and installers.
The complete job, linked to your T-card.
Open a customer’s T-card to see their details, documents, bookings and job history. Whether you are answering a customer’s call or checking information before an installation, it is all held against the same job.
Create a T-card and its linked Job Manager in any of these four ways.
A new customer
Create a new customer and begin their job record.
A website enquiry
A submitted website enquiry creates a T-card for your team to follow up.
An existing customer
Create a new job for an existing customer, with its own T-card and Job Manager.
EXPLORE JOB MANAGER
Everything you need to manage the job.
Select a tab below to see how it works.
DETAILS
Customer and site details
View the customer’s contact details and site address, assign the job to a team member and update its position on the Job Board.
- Customer contact details and a separate site address
- Creation date, lead source and product interest
- Assign a team member and change the T-card board or column
- Send a task linked directly to this job
QUOTE
Create and manage quotations
Create quotes and open the built-in window and door designer from the customer’s job. Keep each quotation together with the information behind it.
- Create and manage multiple quotations against a job
- Access the integrated window and door designer
- See when a quote has been sent, read and accepted
- Convert an accepted quotation into a contract
CONTRACT
Contracts and digital signing
Manage contracts alongside the quotation and customer record. Follow progress through to digital signing, then raise invoices for the agreed payment stages.
- Track sent, read, accepted and signed status
- Manage amendments and contract versions
- Keep products, files and documents with the contract
- Raise stage invoices from the agreed contract
INVOICE
Invoices and payments
Keep invoicing within the same job record. See the value, payments received and remaining balance without losing the connection to the original contract.
- Manage invoices and staged payments
- See due dates, part payments and outstanding balances
- Record payments against the invoice
- Review and send invoices, or issue a refund or credit note
BOOKINGS
Appointments and installations
See the appointments and installation bookings that belong to this customer’s job. Give your team the context behind each visit.
- Create diary appointments and book surveys
- View installation dates and assigned fitters
- Record installation duration and booking confirmation
- Manage appointments from the job record
JOB FILES
Photos, documents and job files
Store photographs, documents, PDFs and emails in folders against the job. Find what you need, share it externally and control which folders installers can see.
- Organise files into folders that suit your workflow
- Upload photos, documents, PDFs and emails
- Browse images in gallery or list view
- Email files externally and control installer folder visibility
EXPENSES
Purchases and job costs
Record manufacturer purchases and the extra costs involved in completing the work. These costs feed your Job Cost Report so you can review profitability.
- Log supplier purchases and expected delivery dates
- Track whether products have arrived and purchases are paid
- Record fitting costs, commission and other job expenses
- Use the Job Cost Report to review job costs and margins
Purchase orders here are internal records. Place orders with suppliers as usual.
SERVICE CALL
Service calls and aftercare
Create and manage service calls against the original job, with its customer details, files and history available when you need them.
- Record the issue and the work required
- Book a visit and record the estimated time
- Track progress and add a service report
- Mark work complete and retain the history
NOTES
Notes for your team
Share job-specific notes with your team, from a customer request to information that helps the installation run smoothly.
- Add notes against the customer’s job
- Keep customer requests and site information together
- See who added a note and when
- Give office staff and installers shared job context
TASK HISTORY
Job tasks and message history
Keep a lasting record of the tasks and messages connected to the job, including those sent from Job Manager, the Tasks page and installers.
- See who sent each task and who received it
- Read the instruction and its date in the job record
- Retain job-linked messages even if deleted from an inbox
- Follow the conversation without searching separate inboxes
WORKING TOGETHER
Keep your office and installers up to date.
Your team can find the job information they need, with access based on their role.
Office team
Assign the job, update its position on the Job Board and send tasks linked to the record. Customer requests and previous conversations stay with the work.
Installers
Installers can see customer details, permitted file folders, service calls, notes and task history. They can also upload photos, add notes and send tasks.
Trade and repeat customers
Keep separate jobs for the same customer, each with its own T-card, documents and progress. Particularly useful for trade and business customers with ongoing work.
CUSTOMER HISTORY
Keep the history after the job is complete.
Archive a completed job to remove it from the Job Board while keeping the customer’s history available to search.
When the customer comes back, find the original details and reinstate the job to add a service call. The information you need is still there.
SEE GLAZEPOINT IN ACTION
See Job Manager in action.
Book a personalised demo and we’ll show you how to manage your customer’s job from the first enquiry through to aftercare.