Our estimate process begins with a minimum site service fee, which includes:Travel to site.Up to 30 minutes of labour to assess the customers requirements.Site measurement to identify the materials required for the job.Preparation of material orders or a detailed quotation.Additional labour beyond the initial 30 minutes will be charged at our hourly rate, per hour.
Any materials used during the visit will be charged separately.
Building the labour and materials to carry out the works: Materials - (override this with the correct item code) - Enter the quantity required FREIGHT - If delivery or special packaging is needed. Freight & Packaging is charged on occasions if item is ordered from another supplier such as Joinery Hardware. - (Add freight and packaging charges where applicable or remove this line item) Consumables - every job requires consumables Labour (this is calculated based on how long it will take our glazier to install) Maintenance - Door = 1 hour Maintenance - Friction Stays = 30mins per set Maintenance - Ranch Slider Rollers = 1.5 hours Maintenance - Window Handles = 30mins per handle Maintenance - Window Restrictor Stays - 30mins per set Tip: If an item is not required for the job, remove the line item. Only include the options that apply to the customer's order. Once the estimate has been prepared, review each line item to ensure all calculations are accurate and remove any items that are not required for this estimate.
Approve and email the estimate to the customer using the "Quote needing site measure after acceptance" email template. Change the tradify job status to "Quoted"
Once the estimate is accepted, create a site service invoice. Please check you have coded the line item on the invoice to the right account code (46500 - Aluminium Maintenance (46500) otherwise this defaults to account code: 42000 - Materials (42000). Email using the "Invoice - Service Fee" email template. Change the tradify job status to "Awaiting deposit" - This fee must be paid in full before our team attends the site to carry out the inspection or works.
Upon receipt of payment, contact customer and shedule the site measure as soon as possible. Email customer the booking confirmation using "Booking Confirmation" email template. Change the tradify job status to "Scheduled."
Building the labour and materials to carry out the works: Materials - (override this with the correct item code) - Enter the quantity required FREIGHT - If delivery or special packaging is needed. Freight & Packaging is charged on occasions if item is ordered from another supplier such as Joinery Hardware. - (Add freight and packaging charges where applicable or remove this line item) Consumables - every job requires consumables Labour (this is calculated based on how long it will take our glazier to install) Maintenance - Door = 1 hour Maintenance - Friction Stays = 30mins per set Maintenance - Ranch Slider Rollers = 1.5 hours Maintenance - Window Handles = 30mins per handle Maintenance - Window Restrictor Stays - 30mins per set Tip: If an item is not required for the job, remove the line item. Only include the options that apply to the customer's order. Once the estimate has been prepared, review each line item to ensure all calculations are accurate and remove any items that are not required for this estimate.
Approve and email the estimate to the customer using the "Quote needing site measure after acceptance" email template. Change the tradify job status to "Quoted"
Once the estimate is accepted, create a site service invoice. Please check you have coded the line item on the invoice to the right account code (46500 - Aluminium Maintenance (46500) otherwise this defaults to account code: 42000 - Materials (42000). Email using the "Invoice - Service Fee" email template. Change the tradify job status to "Awaiting deposit" - This fee must be paid in full before our team attends the site to carry out the inspection or works.
Upon receipt of payment, contact customer and shedule the site measure as soon as possible. Email customer the booking confirmation using "Booking Confirmation" email template. Change the tradify job status to "Scheduled."
What happens after the site measure?
Following the site measure, we review all measurements and project requirements. If the works can be carried out on the first initial site visit, the glazier may call the office to confirm he can carry out the works. If any changes are required, the estimate needs to be revised accordingly (create a Quote#-2 from the orginal estimate). Reset the orginal estimate to a draft, approve the draft and then select the revise quote button. Make the following changes to the estimate to reflect the actual site measure: To (works to be carried out here) (If applicable, add the quantities here)
Notes:It is possible that once the job is started and parts are removed, more issues can arise that can't be seen. Eg, Screws are seized and snap. Whilst all care is taken when carrying out maintenance, North Glass Ltd accepts no responsibility in the event of a glass breakage during the process. Any glass replacement required will be at the customer's expense. Any glass to be replaced must be done to the current New Zealand building code and safety standards NZ4223.3.2016All quotes are subject to verification of the parts requiredQuote subject to final site measure (change this to site measure has been carried out) Update the materials in the item template to reflect the site measured quantities. Add a new "Misc" item line to the revised quote and the value should equal -$150. This reflects the deposit for the site service fee that has been paid:
Following the site measure, we review all measurements and project requirements. If the works can be carried out on the first initial site visit, the glazier may call the office to confirm he can carry out the works. If any changes are required, the estimate needs to be revised accordingly (create a Quote#-2 from the orginal estimate). Reset the orginal estimate to a draft, approve the draft and then select the revise quote button. Make the following changes to the estimate to reflect the actual site measure: To (works to be carried out here) (If applicable, add the quantities here)
Notes:It is possible that once the job is started and parts are removed, more issues can arise that can't be seen. Eg, Screws are seized and snap. Whilst all care is taken when carrying out maintenance, North Glass Ltd accepts no responsibility in the event of a glass breakage during the process. Any glass replacement required will be at the customer's expense. Any glass to be replaced must be done to the current New Zealand building code and safety standards NZ4223.3.2016All quotes are subject to verification of the parts requiredQuote subject to final site measure (change this to site measure has been carried out) Update the materials in the item template to reflect the site measured quantities. Add a new "Misc" item line to the revised quote and the value should equal -$150. This reflects the deposit for the site service fee that has been paid:
Preview the revised quote and then approve quotation. Email using the "Revised quote with 50% Deposit" email template. Customer acceptance is crucial as we need the customers approval before proceeding. This creates transparency with the customer. Change the tradify job status to "Revised quote awaiting acceptance".
Once the revised quote has been accepted, a 50% deposit invoice is issued and emailed to the customer using the "Deposit Invoice" email template. Please check you have coded the line item on the invoice to the right account code (46500 - Aluminium Maintenance (46500) otherwise this defaults to account code: 42000 - Materials (42000). Change tradify job status to "Awaiting deposit".
Upon receipt of payment, notify the customer using the "Deposit Received - Booking Made" email template. This informs the customer that we have received their payment and can now schedule the works. Schedule the job to a glazier and change the job status to "To be booked in". We need the customers confirmation that this booking will suit them before changing the status to "Scheduled."
Email the customer the booking confirmation using the "Booking Confirmation Email" template. Update the details on this template accordingly before sending.
Our installation team completes the work as scheduled. Post installation the glazier will upload photos of the completed job in the notes. He then changes the job status to "To Invoice."
Upon completion of the project, check that there are no additional works that have been carried out and the time is consistant with the quoted works. The remaining balance is invoiced from the quote.
Please check you have coded the line item on the invoice to the right account code (46500 - Aluminium Maintenace (46500) otherwise this defaults to account code: 42000 - Materials (42000).
Please check that the job has been back costed which includes bills from PO's and sometimes items from the quote can be pulled through as costs. Change tradify job status to "Post Invoice Email".
Final payment is due on completion.
Our sales aftercare process consists of a simple follow-up email requesting a customer review. Please send an email using the standard "Review Email" or "Review Email - Giveaway" email template during promotional times. This allows us to gather valuable feedback, measure customer satisfaction, and build trust with future customers, while keeping post-sale communication minimal and non-intrusive. Change the job status to "Completed."