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: Based on the information the customer provided, check the specific PS1 for the type of design chosen. This is then drawn up in Smart Glazier Price can be built in Smart Glazier too
Building the labour and materials to carry out the works: Based on the information the customer provided, check the specific PS1 for the type of design chosen. This is then drawn up in Smart Glazier Price can be built in Smart Glazier too
Once the estimate has been prepared, review estimate to ensure all description and costs are entered in accurately. Approve and email the estimate to the customer using the "Quote needing site measure after acceptance" email template or the "Quote with 50% Deposit" email template depending on who the customer is and the terms applied. Change the tradify job status to "Quoted"
Once the estimate is accepted by a generic customer (not a builder), create a site service invoice. Please check you have coded the line item on the invoice to the right account code (51140 - Pool Fencing (51140) 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."
If the customer is on the 50% terms, we still need their estimate acceptance. No deposit is required until after the site measure.
What happens after the site measure?
Following the site measure, we review all measurements and project requirements. 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: Custom North Glass Pool Fence (Quote)
We propose to supply and install a bespoke North Glass pool fence utilising the (enter the system here) system
Pricing Details:Based on the total length of (enter the site measured total here) linear meters as per the attached drawing (drawing is designed in smart glazier)Balustrade height: 1000mm above the finished floor levelChannel system face / top fixed to timber / concreteHardware colour to be: (selected colour here)Glass specifications:(glass type here)Designed for (Wind Zone)Flat polished glass edgesGate opening away from pool (gates are not to be propped open, this will void the warranty on the hinges)Compliance with F4 of the NZ Building Code and AS/NZS1170.1 Table 3.3 Occupancy level C3
Tags:Monolithic glass requires a capping rail secured to a sufficient structure. (Select this if applicable)Sentry glass does not require a capping rail. (Select this if applicable)Fixing substrate must be true and level, with no allowance for packing out bowed surfaces.Scaffolding is to be provided by others, and the working platform should be set 1300mm below the finished deck level.The fixing substrate must be adequately engineered to accept the loading generated by the balustrade system. This responsibility lies outside North Glass's scope.(Change text to: Site measure has been carried out)
Our Process: (terms of trade for all customers)Estimate – Based on the sizes and details you supply.Site Measure – Once the estimate is accepted, a site service invoice is sent and a measure is booked.Final Quote – Updated to reflect any changes required after the site measure.Deposit – On acceptance of the final quote, a 50% deposit invoice is issued. Materials are ordered once payment is received.Order & Scheduling – Materials are received, quality checked, and installation is scheduled.Completion & Final Payment – Once the job is complete, the remaining balance is invoiced. Payment is due on completion.
Our Process: (these are the terms for builders we do work with only)Acceptance of the quote triggers a 50% invoice for material order (delayed payment may affect ordering).Materials undergo quality checks upon receipt, followed by scheduled installation.Job completion prompts invoicing for the remaining quoted amount, with payment due on completion. Update the price item in the template to reflect the actual site measured total from Smart Glazier. Attach the revised drawing from Smart Glazier and show this in the note section. If a deposit has been paid (generic customer) 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 (this is not applicable to builders):
Following the site measure, we review all measurements and project requirements. 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: Custom North Glass Pool Fence (Quote)
We propose to supply and install a bespoke North Glass pool fence utilising the (enter the system here) system
Pricing Details:Based on the total length of (enter the site measured total here) linear meters as per the attached drawing (drawing is designed in smart glazier)Balustrade height: 1000mm above the finished floor levelChannel system face / top fixed to timber / concreteHardware colour to be: (selected colour here)Glass specifications:(glass type here)Designed for (Wind Zone)Flat polished glass edgesGate opening away from pool (gates are not to be propped open, this will void the warranty on the hinges)Compliance with F4 of the NZ Building Code and AS/NZS1170.1 Table 3.3 Occupancy level C3
Tags:Monolithic glass requires a capping rail secured to a sufficient structure. (Select this if applicable)Sentry glass does not require a capping rail. (Select this if applicable)Fixing substrate must be true and level, with no allowance for packing out bowed surfaces.Scaffolding is to be provided by others, and the working platform should be set 1300mm below the finished deck level.The fixing substrate must be adequately engineered to accept the loading generated by the balustrade system. This responsibility lies outside North Glass's scope.(Change text to: Site measure has been carried out)
Our Process: (terms of trade for all customers)Estimate – Based on the sizes and details you supply.Site Measure – Once the estimate is accepted, a site service invoice is sent and a measure is booked.Final Quote – Updated to reflect any changes required after the site measure.Deposit – On acceptance of the final quote, a 50% deposit invoice is issued. Materials are ordered once payment is received.Order & Scheduling – Materials are received, quality checked, and installation is scheduled.Completion & Final Payment – Once the job is complete, the remaining balance is invoiced. Payment is due on completion.
Our Process: (these are the terms for builders we do work with only)Acceptance of the quote triggers a 50% invoice for material order (delayed payment may affect ordering).Materials undergo quality checks upon receipt, followed by scheduled installation.Job completion prompts invoicing for the remaining quoted amount, with payment due on completion. Update the price item in the template to reflect the actual site measured total from Smart Glazier. Attach the revised drawing from Smart Glazier and show this in the note section. If a deposit has been paid (generic customer) 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 (this is not applicable to builders):
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 (51140 - Pool Fencing (51140) otherwise this defaults to account code: 42000 - Materials (42000). Change tradify job status to "Awaiting deposit".
Upon receipt of payment, materials are ordered. Notify the customer using the "Deposit Received - Order will now be placed" email template. This informs the customer that we have received their payment and can now place the order with our supplier. Change the tradify job status to "To be ordered" or proceed to place the order with the applicable supplier.
Open the quote and select the line item to order and select "Copy to Purchase Order." Enter the supplier for the item you want to order eg. Viridian - Highbrook for Glass, Opus/Platinum for hardware etc. Check you have the right quantities and attached any glass orders before emailing the supplier using the "Purchase Order" email template. Change the job status to "waiting on parts."
When the materials arrive, receipt that they have arrived and change the job status to "glass to be checked." Schedule the job to a glazier to ensure the materials are inspected to ensure they meet our quality standards. Once the materials have been checked, change the job status to "To be booked in".
Call the customer and schedule a suitable time for the installation. Change the job 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, ensuring all glazing is installed to the required standard. Post installation the glazier will upload photos of the completed job in the notes. He then changes the job status to "To Invoice."
Our installation team completes the work as scheduled, ensuring all glazing is installed to the required standard. 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 (51140 - Pool Fencing (51140) 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.
A PS3 (Producer Statement – Construction) is provided to certify that the glass balustrade has been installed in accordance with the approved building consent documentation, the manufacturer's installation requirements, and the requirements of the New Zealand Building Code.
The PS3 confirms that the installation has been carried out by a suitably qualified installer and that the completed balustrade complies with the specified structural, safety, and performance requirements. This statement assists the council in verifying compliance and supports the issuing of the Code Compliance Certificate (CCC). We can create a PS3 in jotform using the "Producer Statement PS3" form. Enter the owners details as per the BC form, add photos as per the install and select the clauses applicable to the install. Download and email to the customer or the builder project managing the site using the "Emails - PS3 Producer Statement" email template .
The PS3 confirms that the installation has been carried out by a suitably qualified installer and that the completed balustrade complies with the specified structural, safety, and performance requirements. This statement assists the council in verifying compliance and supports the issuing of the Code Compliance Certificate (CCC). We can create a PS3 in jotform using the "Producer Statement PS3" form. Enter the owners details as per the BC form, add photos as per the install and select the clauses applicable to the install. Download and email to the customer or the builder project managing the site using the "Emails - PS3 Producer Statement" email template .
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."