Measurement & quote
Customer, measurement, product, and service information is structured for estimating and quoting.
Connect window and door jobs from measurement to acceptance.
Bring customer, measurement, and service data together, plan delivery and installation dates, and document time, changes, and acceptance directly in the relevant job.
16:10
Product animation or short view
Window and door job shared between office, planning, and installation team
Typical window and door workflows
For quoting, installation, and acceptance.
Craftbase keeps job data, appointments, and field updates together in one shared project status from the first measurement through completed installation.
Delivery & installation
Dates, installation teams, tasks, time, and updates remain directly connected to the job.
Acceptance & invoice
Photos, notes, and completed work provide a clear foundation for completion and billing.
Data & job documents
Reuse products and services without duplicate maintenance.
Recurring window, door, and installation items are maintained centrally and connected to the relevant job. Quotes and follow-up documents use the same foundation.
- Structure products, services, and descriptions centrally
- Reuse existing items in new quotes
- Carry customer and job data into follow-up documents
16:10
Master-data view or short animation
Product and service data for window and door jobs
Delivery & installation planning
Coordinate dates and installation teams together.
The office can see which jobs are prepared, who is scheduled for installation, and when delivery, fitting, or follow-up work is due. Changes remain visible in the shared plan.
- Plan delivery, installation, and follow-up dates clearly
- Assign employees and teams to jobs
- Keep date changes current for the office and installation team
16:10
Planning-board animation or product view
Planning board for window and door installations
Installation & acceptance
Record fitting, changes, and open items on site.
The installation team documents photos, notes, and completed work directly in the job. The office and management receive updates without separate chats or handwritten installation sheets.
- Document installation progress and completed work with photos
- Record changes, damage, and open items with the job
- Provide updates for acceptance and billing
16:10
Mobile product view or short animation
Mobile documentation during window and door installation
Everything in the installation job
One shared job status for the office and installation team.
Product and service data, documents, dates, time, and installation records stay connected from measurement through acceptance.
Trade: Window & door construction