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 safety glazing decision tree using the below link (This will determine which glass type the customer requires): https://www.wganz.org.nz/safety-glazing-standards Tips: A. Common glass types: usually 4mm for a window and 5mm for a door B. Obscured glass: Selections are available in the glass sample box in showroom C. Alloy joinery does not require glazing compound / Timber joinery does (also known as putty) D. Reglaze labour charge: (usually allow 40 minutes per panel to glaze) - charging 1 hour for the first panel will allow setup and packdown time E. Float glass can be cut and installed onsite in one site visit. F. Toughened safety glass needs to be measured and then made to size (site measure required)G. Double-glazed units also need to be measured and made to size (site measure required)
Building the labour and materials to carry out the works: Based on the information the customer provided, check the safety glazing decision tree using the below link (This will determine which glass type the customer requires): https://www.wganz.org.nz/safety-glazing-standards Tips: A. Common glass types: usually 4mm for a window and 5mm for a door B. Obscured glass: Selections are available in the glass sample box in showroom C. Alloy joinery does not require glazing compound / Timber joinery does (also known as putty) D. Reglaze labour charge: (usually allow 40 minutes per panel to glaze) - charging 1 hour for the first panel will allow setup and packdown time E. Float glass can be cut and installed onsite in one site visit. F. Toughened safety glass needs to be measured and then made to size (site measure required)G. Double-glazed units also need to be measured and made to size (site measure required)
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 (43500 - Reglazing (43500) 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 reglaze (the actual panel and specify which type of glass) Supplied sizes to estimate from: 1@ (this is the size the customer provided) Actual size of the panel: (site measured size)
Notes:
*(remove this text: Estimate is) based upon panes falling within table (.....) of the Human Impact Safety charts. All glazing is to be carried out to current New Zealand building code and safety standards NZ4223.3.2016Variations in glass colour can occur due to changes in glass composition. We cannot guarantee exact colour matches.Some joinery is made to accommodate a certain glass thickness which can not be changed. (remove this text: We will not know if the selected glass will fit into the joinery until a site measure has been carried out.)Temporary glaze if required. (leave this if applicable) Broken glass to be disposed of off-site.This price is subject to a final site measure. (change this text 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 reglaze (the actual panel and specify which type of glass) Supplied sizes to estimate from: 1@ (this is the size the customer provided) Actual size of the panel: (site measured size)
Notes:
*(remove this text: Estimate is) based upon panes falling within table (.....) of the Human Impact Safety charts. All glazing is to be carried out to current New Zealand building code and safety standards NZ4223.3.2016Variations in glass colour can occur due to changes in glass composition. We cannot guarantee exact colour matches.Some joinery is made to accommodate a certain glass thickness which can not be changed. (remove this text: We will not know if the selected glass will fit into the joinery until a site measure has been carried out.)Temporary glaze if required. (leave this if applicable) Broken glass to be disposed of off-site.This price is subject to a final site measure. (change this text 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 (43500 - Reglazing (43500) 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, Joinery Hardware for aluminium hardware, Opus for shower hardware etc. Check you have the right quantities 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 (43500 - Reglazing (43500) 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."