Building the quote materialsG-Type - (override this with the correct glass type eg. 4CF = 4mm clear float)- Enter the glass dimensions (height and width) to calculate the glass size and cost.
Edge-W - Only if the glass edges need finishing such as polished, bevelled, etc. (FP1-6 = Flat Polish 1-6mm)- Add the total edge length (perimeter) that requires edge work.
CORNER - Only if the glass needs rounded corners. (Polished Radius Corner 0-200mm in 3-10mm glass - POLRC3-10) Common for table tops- Enter the number of radius corners required. (x4 for a rectangular table top)
NOTCHES - Only if the glass needs cutouts for fittings, hinges, pipes, or other obstructions. (e.g 05-NCOUN)- Enter the quantity of notches or cutouts.
FREIGHT - If delivery or special packaging is needed. Freight & Packaging is charged on occasions if glass is ordered from another supplier such as Glasslines.- Add freight and packaging charges where applicable or remove this line item
Tip: If an item is not required for the job, remove the line item. Only include the options that apply to the customer's glass order.
Tip: If an item is not required for the job, remove the line item. Only include the options that apply to the customer's glass order.
Once the quote has been prepared, review each line item to ensure all calculations are accurate.
Approve and email the quote to the customer using the "Quote Supply" email template. Change the tradify job status to "Quoted"
Once the quote is accepted, create an invoice for the full amount. Please check you have coded the line item on the invoice to the right account code (43900 - Supply Glass (43900) otherwise this defaults to account code: 42000 - Materials (42000). Email using the "Deposit Invoice" email template. Change the tradify job status to "Awaiting deposit" - This fee must be paid in full before we cut/order the glass.
Note: On most occasions, customers are a walk in and will pay using the eftpos machine. Glass can be cut or ordered straight away.
Upon receipt of payment in lieu of sending the quote (online enquirey), 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 cut/order their glass. Schedule the job to a glazier if glass needs to be cut or place the order with our glass supplier (Viridian - Highbrook).
Upon receipt of payment in lieu of sending the quote (online enquirey), 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 cut/order their glass. Schedule the job to a glazier if glass needs to be cut or place the order with our glass supplier (Viridian - Highbrook).
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.
Update the description field for line item 1. In this box, you need:
The glass type descriptionThe site measured panel sizeSpecify if the glass needs any edgework processing
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 job to a glazier to ensure the materials are inspected to ensure they meet our quality standards and hopefully the glazier will wrap the glass in paper and label item. He will then notify the office using the notes section and change the status to "Parts ready to be collected." Email the customer that their glass is ready to be collected using the" Emails - Materials Ready for Collection." email template. Update the template accordingly. 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".
Update the description field for line item 1. In this box, you need:
The glass type descriptionThe site measured panel sizeSpecify if the glass needs any edgework processing
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 job to a glazier to ensure the materials are inspected to ensure they meet our quality standards and hopefully the glazier will wrap the glass in paper and label item. He will then notify the office using the notes section and change the status to "Parts ready to be collected." Email the customer that their glass is ready to be collected using the" Emails - Materials Ready for Collection." email template. Update the template accordingly. 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".
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."