Our estimate process begins with a minimum site service fee, which includes (this can be optional):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, select the applicable seal required Tips: A. Common seal types: usually AW1 Seal with AW10 key - quantity will be the same B. Opening window glass will be installed into the frame using black UV stable silicone C. If a unique seal is required, we need to source this by checking basisnz.co.nz and quote accordingly with prices listed on their website D. Labour charge: usually allow 1 hour per fixed/opening window, 3 hours for front/rear screen E. Check if the customer is able to bring their caravan in to us to measure/quote or identify the right seal. They can alos bring the caravan in for us to carry out the works.
Building the labour and materials to carry out the works: Based on the information the customer provided, select the applicable seal required Tips: A. Common seal types: usually AW1 Seal with AW10 key - quantity will be the same B. Opening window glass will be installed into the frame using black UV stable silicone C. If a unique seal is required, we need to source this by checking basisnz.co.nz and quote accordingly with prices listed on their website D. Labour charge: usually allow 1 hour per fixed/opening window, 3 hours for front/rear screen E. Check if the customer is able to bring their caravan in to us to measure/quote or identify the right seal. They can alos bring the caravan in for us to carry out the works.
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 if site measure is applicable. Change the tradify job status to "Quoted"
Once the estimate is accepted, create a site service invoice, if applicable. 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 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 replace the weather seals on the (selected panels) of a caravan (Add the total lineal meters here)
Tags:There is a risk of glass breakage. All care is taken while handling your glass, however, we take no responsibility for any breakages which may occur during the process.
Quote Conditions:Quote subject to a final site measure. (change this to site measure has been carried out)
Our Process:Estimate based on provided sizes.Acceptance triggers a site service invoice to schedule a site measure visit. (if applicable)Estimate will be revised to reflect on-site changes, followed by a formal quote.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 materials in the item template to reflect the site measured quantities and check we have the right seal required. Add a new "Misc" item line if applicable 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 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 replace the weather seals on the (selected panels) of a caravan (Add the total lineal meters here)
Tags:There is a risk of glass breakage. All care is taken while handling your glass, however, we take no responsibility for any breakages which may occur during the process.
Quote Conditions:Quote subject to a final site measure. (change this to site measure has been carried out)
Our Process:Estimate based on provided sizes.Acceptance triggers a site service invoice to schedule a site measure visit. (if applicable)Estimate will be revised to reflect on-site changes, followed by a formal quote.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 materials in the item template to reflect the site measured quantities and check we have the right seal required. Add a new "Misc" item line if applicable 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, 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. If we can do this stock seals, skip the ordering and schedule the instalaltion.
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. Basis for caravan seals etc. These are ordered directly from Basis. You do not need to email the supplier our PO as we prder firect off their website. 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 (46500 - Aluminium Maintenance (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."