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For UK window, door and glazing companies

CRM for window, door and double glazing companies

From the showroom enquiry to the signed order.

Phone calls, showroom walk-ins and website forms, then a measure-up, a quote and a decision that can take weeks. jobwin gets every enquiry down in seconds, decides which are worth a visit, chases every quote with a dated next action, and keeps homeowners and commercial clients on one record each.

  • For teams of three to thirty
  • On any phone, in the browser
  • Homeowners and trade accounts in one book

Homeowners and trade

A homeowner and a shopfitter, in the same book.

Window and door firms sell to people and to businesses. jobwin keeps individuals and companies in one customer book, each with its contacts, its leads and cases, and one history, so the showroom and the office see the same thing.

On the job

Four moments every window and door firm recognises

Most orders are won on the follow-up after the quote. These are the moments jobwin is built around.

  1. 01

    Someone walks into the showroom asking about bifolds.

    New enquiry: a name, a number and “bifold doors, rear extension”. Add the source, such as Website form or Word of mouth, so you know what brought them in.

  2. 02

    The measure-up is booked. Is it in anyone’s diary?

    Book a call from the lead and it shows on jobwin’s Calendar against the lead, with the next action dated on To-do.

  3. 03

    The quote went out a week ago and nobody has heard back.

    The Quotes >7 days view lists every quote still out, and the lead is flagged stale after seven days without activity.

  4. 04

    They have signed. Who keeps their details for the next job?

    Mark the lead as won and jobwin creates the customer record, or links the one that matches their phone or email, with the whole history.

On the lead

The enquiry, the survey and the quote, in one place

What they need, the site address, the lead source and the estimated value, then the site visit and the quote with its reference, on one timeline. The likelihood to close sets the lead’s weighted value in the forecast.

  • The quote, trackedQuote sent on the lead with your reference and amount.
  • Where orders come fromWebsite form, referral, trade directory and more, counted on Performance.
  • Trade accountsA company with several contacts, each with their preferred channel.
app.jobwin.cloud
A jobwin lead for an automatic entrance door at the Quote sent stage, with the quote reference, the next action and the activity timeline.
An automatic entrance door: the survey, the quote and the chase, on one lead.

Why it matters

Every quote chased. Every loss explained.

Most window and door orders are won after the quote goes out, by whoever follows up.

Showroom and phone enquiries

Three things to capture, so nobody waits while the details are typed.

Quotes going quiet

Stale after seven days, and a Quotes >7 days view to work through.

Why you lose

A reason on every lost lead, counted on Performance.

Pricing

One plan, priced in the open.

£65 a month covers the first three people. Everyone else needs a licence at £25 a month. Ex VAT, billed monthly, and you can cancel any time.

How many people will use it?

The plan

Everything in jobwin for the first three people: leads, pipeline, forecast, customers, cases and reports.

£65

per month, with 3 admin licences

Ex VAT. Billed monthly, cancel any time.

Features

The plan includes:

  • New enquiry, Leads and To-do
  • Pipeline in your own stages
  • Lead rot warnings and lost reasons
  • Forecast, Performance and Reports
  • Customers, Cases, Contacts and Documents
  • CSV import and exports

Your team

For 10 people

The plan, plus a licence for each manager and team member beyond the first three.

£240

per month for 10 people: the plan and 7 licences at £25

Ex VAT. Add or remove licences as the team changes.

Features

Every licence gets:

  • The whole product, on any device
  • A role: Manager, Team member or Read-only
  • Their own leads, To-do and targets
  • Teams, for managers who run one

Telesales add-on

Add-on

The dial queue, scripts, call review and training, for teams that ring prospect lists.

On the demo

with ten telesales licences

Priced on the demo, on top of the plan.

Features

The add-on adds:

  • Dial queue with the next call suggested
  • Six outcomes, logged in one tap
  • Follow-ups at 2 days, 2 weeks, 2 months
  • Scripts, call review and training
  • Interested calls become leads

Every licence

CSV and Excel exports, and a full backupFive roles, checked by the databaseAn activity log for owners and adminsA phone layout, in the browser

No call needed:Start free trial (opens in new tab)

14-day free trial. A card is optional, and never charged during the trial.

FAQ

Frequently asked questions

Straight answers for window, door and glazing companies weighing up jobwin.

Still asking?

Bring the question to a demo, or email us.

sales@jobmate.cloud

No. jobwin is the CRM: it captures the enquiry, tracks the survey and the quote, and keeps the customer record. It does not price products or produce quotes; branded quotes and PDFs are on the roadmap.

See your enquiries the way jobwin shows them.

A walkthrough with someone who knows the product, and straight answers about what it does not do yet.

app.jobwin.cloud