QUOTING AND INVOICING FOR WINDOW AND DOOR INSTALLERS

Keep every opening, specification and fitting stage accounted for.

Capture locations, dimensions, styles and photos, then present supply, fitting and finishing work in one professional quote.

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Every feature is included. £12 monthly or £120 annually, including VAT, after your trial.

Example QuotePilot draft quote and invoice using realistic window and door installers work.

Capture openings, sizes, styles and photos

Quote supply, fitting and finishing

Invoice deposits and installation stages

MADE FOR THE WORK YOU QUOTE

Keep product choices and fitting work in the same scope.

Record each opening clearly

Use rooms, quantities, notes and photos to distinguish windows and doors across the property.

Show more than the unit price

Include survey, removal, glazing, hardware, fitting, trims and making good.

Manage deposit-led work

Raise a deposit before ordering, then invoice fitting stages or the final balance.

ONE CONNECTED WORKFLOW

From first enquiry to paid invoice.

Keep the customer, scope, quote, visits and payment record together. Book a survey before quoting, then arrange work visits and follow-ups as the job progresses.

Capture the job

Customers send the details, measurements, notes and photos you need before pricing.

Build the quote

Use your own services, units, prices, VAT settings and reusable text to prepare the work.

Agree the scope

Send a branded quote link and PDF, then track acceptance or requested changes.

Book visits and schedule work

Keep visits to arrange in a to-book list, reserve dates and times, and review your bookings in the day or week schedule.

Invoice the work

Raise a deposit, stage, fix, percentage or remaining-balance invoice and record payment.

TRADE-SPECIFIC STARTER SERVICES

Start with familiar work, then make it yours.

Choose useful starter services for your trade, set your own pricing and add specialist services whenever you need them.

Surveys, replacement windows, glazing panels, repairs, entrance doors, patio and French doors, seals, handles and locks.

Example QuotePilot draft invoice using realistic services and units for window and door installers.

COMMON QUESTIONS

Questions from trade businesses

Can I take a deposit before ordering units?

Yes. Create a deposit invoice against the accepted quote and keep later invoices linked to the same job.

Can one quote cover several openings?

Yes. Organise items by room, location or stage so every window and door is identifiable.

Can I book surveys and work visits against the same job?

Yes. Request a visit to arrange later or book a date and time directly. Surveys can take place before quoting or during the work, and follow-ups can stay linked to a completed job. Completing a visit does not complete the whole job or mark an invoice as paid.