From Survey to Fitting Day: Apps and a Website for Window and Door Installers

Mythex builds the survey sheet, quote, order tracker and fitting diary a window and door company needs, from a plain description of how you work. Every opening is measured once on a tablet, the customer signs off the spec in a portal, and the same record goes to the factory order and the fitting team.

Where glazing jobs go wrong

The expensive mistakes in this trade happen between the surveyor's notepad and the factory order: a width copied wrong, anthracite grey ordered when the customer said black, a bathroom window without obscure glass, a casement that should have been tilt-and-turn. Each one is a frame that fits nobody else's house. Meanwhile lead times run several weeks, fitting teams work in pairs across multi-day jobs, and spring and early autumn fill the diary at once. Quotes sit for weeks while buyers compare three firms. A glazing business needs every opening recorded as its own line with size, style, colour, glass and hardware, signed off by the customer, and tracked through to the day it is fitted and snagged.

A survey sheet with one line per opening, not one notes field
Customer sign-off on the spec before the factory order
Order status from factory to delivery to fitting date
Fitting teams booked as pairs across multi-day jobs
Deposits that cover the factory order before it is placed
Guarantee and certification references kept for the life of the frames

What you can build for window and door installers

Good, better, best quotes priced per opening

Each opening on the survey becomes a quote line with its size, style, glazing and colour, priced from your supplier cost plus margin. The quote shows three versions, standard glazing, upgraded thermal glass, and thermal glass with security hardware, so the customer chooses rather than haggles. Add lines for making good, disposal of old frames and any lintel work spotted on survey, plus a validity date.

Build a quote app for my window and door company. Each quote has a line per opening with width, height, style, frame colour and glass type, priced from my supplier cost table plus a margin. Show three options (standard, upgraded glass, upgraded glass plus security hardware), add lines for making good and disposal, and set a 30-day validity. Export as a PDF.

Spec sign-off before you order frames

The customer logs in and sees the confirmed survey sheet: every opening with sizes, opening style, colour inside and out, glass spec and handles. They approve it, and the portal records the date. After that they follow the order from factory to delivery to fitting, and keep guarantee documents and certificates for as long as they own the house. Snags after fitting are reported with photos.

Make a customer portal for my window installation business. Customers review and approve the survey sheet showing each opening's size, style, colour, glass and hardware before we order. Then show order status (ordered, delivered, fitting booked, fitted), store guarantee and certificate documents, and let them report snags with photos.

A pipeline that matches the trade

Stages run survey booked, quoted, ordered, delivered, fitted, snagged. Each job lists its openings rather than a block of notes, records the lead source, and carries a follow-up date for quotes still waiting on a decision. When a quote is lost, the reason is logged as price, lead time or another firm surveyed first.

Build a CRM for a window and door installer with pipeline stages survey booked, quoted, ordered, delivered, fitted and snagged. Each job lists every opening with measurements, style and colour, records the lead source (showroom, referral, website), has a quote follow-up date, and asks for a lost reason.

Survey bookings sized by the number of openings

The booking form asks how many openings, the age of the house and whether it is replacement or new build, then books a slot long enough for the job with the surveyor who covers that postcode. A notes field captures parking and access for ladders. Showroom visits have their own calendar.

Make a booking page for home surveys for my glazing company. Ask for number of openings, house age, replacement or new build, and parking or access notes. Slot length depends on openings, and bookings go to the surveyor whose area covers the postcode. Showroom appointments are booked separately.

A fitting diary with a buffer day

Fitting teams are booked as pairs, job length comes from the number of openings, and a fitting date can only be set once frames are marked delivered. Each team keeps one spare day a fortnight for rotten lintels and out-of-square openings, and a weather day pushes the following jobs automatically.

Build a scheduling app for my window fitting teams. Teams are pairs, job length is calculated from the number of openings, fitting can only be booked after the frames are delivered, each team has one buffer day per fortnight, and moving a job pushes the team's later jobs back.

A website that shows what fitting day looks like

Product pages for casement, sash, tilt-and-turn, composite doors and bifolds with frame materials and colours, a gallery of installs tagged by product and area, guarantee and certification details, and a step-by-step of a typical install day with before-and-after shots of reveals and sills.

Make a website for my window and door company with product pages for casement and sash windows, composite and bifold doors, a gallery tagged by product and town, a page explaining a typical installation day, guarantee details, and a survey request form asking for number of openings.

One survey record, typed once

Start with the survey sheet, because it feeds everything else. Ask for a tablet-friendly form where the surveyor adds each opening with width, height, style, colours, glass and hardware, plus photos. That record becomes the quote lines, the customer's sign-off page and the factory order, so the numbers are never copied by hand. Add order tracking and the fitting diary once surveyors are using it every day.

Survey form with one line per opening and photos
Quote and sign-off from the same record
Then: factory orders, deliveries and fitting diary

Deposits and the factory order

Made-to-measure frames cannot be returned. Have the app raise a deposit invoice when the customer approves the spec, and block the factory order until it is paid. The balance invoice is linked to the same job, with any snag holdback recorded and the guarantee reference printed on the final invoice.

Questions

Can surveyors use it on a tablet?

Yes. Mythex apps run in the browser, so a tablet works on site, and photos can be attached to each opening. On Pro you can also get Android and iPhone apps that open your published app.

Can customers approve their window spec online?

Yes. A customer portal shows each opening's measurements, style, colour and glass, and records when the customer approved it. That gives you a signed spec before you order frames.

Can it send orders to my fabricator?

It can produce an order sheet or PDF per job in the layout your fabricator needs, ready to email. A direct link into the fabricator's system needs them to offer an API you can use.

Can I take deposits online?

Yes, by connecting a payment provider under your own business account. The deposit invoice can include a pay link.

Do I need to code, and is it free?

No coding; you describe the app and adjust it in chat. The Free plan needs no card and gives daily credits, and Pro is $25/month.

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