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.
This also covers the templating and admin timePreparation 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 customers colour selection, check the sticker on the back of the sample to decipher which glass type to build in the estimate: CB5CFT - usually the basic colour range on clear float glass CB5UCFT - ultra clear glass provides a truer colour representation, particularly for whites, light greys, and pastel colours. PG1 to PG3 - is a combination of glass, textures, patterns and colours PG4 - Digital images: Hi res image provided by customer or free downloads from www.shutterstock.com Tips: A. Colour samples: It is recommended that customers view physical colour samples in the showroom, as colours may appear differently on screens and printed materials. B. Toughened safety glass cannot be cut or modified after manufacture. All measurements, cut-outs for power points, and notches must be confirmed prior to production. C. Site measure required: Splashbacks must be accurately measured after cabinetry, benchtops, and electrical fittings have been installed to ensure a precise fit.
Building the labour and materials to carry out the works: Based on the customers colour selection, check the sticker on the back of the sample to decipher which glass type to build in the estimate: CB5CFT - usually the basic colour range on clear float glass CB5UCFT - ultra clear glass provides a truer colour representation, particularly for whites, light greys, and pastel colours. PG1 to PG3 - is a combination of glass, textures, patterns and colours PG4 - Digital images: Hi res image provided by customer or free downloads from www.shutterstock.com Tips: A. Colour samples: It is recommended that customers view physical colour samples in the showroom, as colours may appear differently on screens and printed materials. B. Toughened safety glass cannot be cut or modified after manufacture. All measurements, cut-outs for power points, and notches must be confirmed prior to production. C. Site measure required: Splashbacks must be accurately measured after cabinetry, benchtops, and electrical fittings have been installed to ensure a precise fit.
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 (45500 - Splashbacks (45500) 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. Changes will be required and the estimate will need 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: Estimate only: (remove this line)
To supply and install a colour back splashback
1@ (this is the size the customer provided) Actual size of the panel: (site measured size)
Specifications:
5mm clear toughened safety glass (use this for the 48 samples glassart has available) (Selected glass)5mm ultra clear toughened safety glass for the closest colour match (use this if the customer wants to use a resend or dulux colour) (Selected glass)Glued to the substrate, all edges to be sealed.0 x power point cut-outs (update if any or remove text)0 x corner notches (update if any or remove text)1 x template required (adjust quantity if more than 1 splashback)Colour is to be: (enter colour selected here) Site measure includedGlazed to the current New Zealand building code NZS4223.3.2016
Our Process: How we work:
Estimate – Based on the sizes and details the customer supplies.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. 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. Changes will be required and the estimate will need 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: Estimate only: (remove this line)
To supply and install a colour back splashback
1@ (this is the size the customer provided) Actual size of the panel: (site measured size)
Specifications:
5mm clear toughened safety glass (use this for the 48 samples glassart has available) (Selected glass)5mm ultra clear toughened safety glass for the closest colour match (use this if the customer wants to use a resend or dulux colour) (Selected glass)Glued to the substrate, all edges to be sealed.0 x power point cut-outs (update if any or remove text)0 x corner notches (update if any or remove text)1 x template required (adjust quantity if more than 1 splashback)Colour is to be: (enter colour selected here) Site measure includedGlazed to the current New Zealand building code NZS4223.3.2016
Our Process: How we work:
Estimate – Based on the sizes and details the customer supplies.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. 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 (43550 - Splashbacks (43550) 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. Glassart. Check you have attached the glass order sheet (this can be generated from Smart Glazier) 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 (43550 - Splashbacks (43550) 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."