Before creating a shower job, "create a new customer" or confirm the details of an "existing customer":✓ Customer name✓ Property address✓ Email address
✓ Phone number
Purpose: The information gathered during the initial phone call is to determine the following:1. The type and layout of shower required.2. Whether the shower can be quoted from plans/photos or requires a site measure.3. The glass and hardware specifications required.4. Any installation, access, or site constraints.5. Any optional extras the customer may require.
6. Whether sufficient information is available to prepare an accurate estimate.
Using the "Shower" job template, always work through the following checklist before booking a reglaze.
1. Ask what type of shower are you looking for?Corner / Box Shower Inline Shower Screen Only Screen with Fin Sliding Shower Other (please describe)
Why we ask: The shower layout determines the glass configuration, hardware requirements and installation complexity. Different shower types require different measurements and fixing methods.
2. Do they have plans, measurements, or photos available? Ask the customer to provide: Bathroom plans (if available) Photos of the installation area Photos of the entire bathroom Photos showing walls, floor finishes, and any fixtures nearby
Why we ask: Photos and plans often allow us to identify potential installation challenges before visiting site.
3. What is the approximate size of the shower?Height x Width / Depth Why we ask: Even approximate dimensions help us prepare an initial estimate. Tip: Standard height is 2m for a hinged shower and 2.1m for a sliding shower
4. Glass options that are available:Standard clear glass (greeny) Ultra clear glass (Low-Iron / bluey) Frosted (etchlite) Narrow or broad reeded glass (fluted)
5. What hardware colour would you like?Polished Chrome / Satin Chrome / Black / Brushed Brass / Brushed Nickel /Â Gun Metal / Brushed Copper / Natural Brass / White / Black Chrome / Gold Polish Why we ask: Hardware finish is a major design feature and impacts pricing and product availability
Before ending the call, confirm:✓ Customer name✓ Phone number✓ Property address✓ Email address✓ Glass location identified✓ Glass type identified✓ Approximate size obtained✓ Access requirements discussed✓ Photos requested (if needed)✓ Quote or site measure arranged Inform the customer of the process after gathering the above information: Thank the customer for providing this information. Let them know we will review the details and send them an estimate shortly. Advise that once our estimate has been accepted, a site service fee will be invoiced.
Using the "Shower" job template, always work through the following checklist before booking a reglaze.
1. Ask what type of shower are you looking for?Corner / Box Shower Inline Shower Screen Only Screen with Fin Sliding Shower Other (please describe)
Why we ask: The shower layout determines the glass configuration, hardware requirements and installation complexity. Different shower types require different measurements and fixing methods.
2. Do they have plans, measurements, or photos available? Ask the customer to provide: Bathroom plans (if available) Photos of the installation area Photos of the entire bathroom Photos showing walls, floor finishes, and any fixtures nearby
Why we ask: Photos and plans often allow us to identify potential installation challenges before visiting site.
3. What is the approximate size of the shower?Height x Width / Depth Why we ask: Even approximate dimensions help us prepare an initial estimate. Tip: Standard height is 2m for a hinged shower and 2.1m for a sliding shower
4. Glass options that are available:Standard clear glass (greeny) Ultra clear glass (Low-Iron / bluey) Frosted (etchlite) Narrow or broad reeded glass (fluted)
5. What hardware colour would you like?Polished Chrome / Satin Chrome / Black / Brushed Brass / Brushed Nickel /Â Gun Metal / Brushed Copper / Natural Brass / White / Black Chrome / Gold Polish Why we ask: Hardware finish is a major design feature and impacts pricing and product availability
Before ending the call, confirm:✓ Customer name✓ Phone number✓ Property address✓ Email address✓ Glass location identified✓ Glass type identified✓ Approximate size obtained✓ Access requirements discussed✓ Photos requested (if needed)✓ Quote or site measure arranged Inform the customer of the process after gathering the above information: Thank the customer for providing this information. Let them know we will review the details and send them an estimate shortly. Advise that once our estimate has been accepted, a site service fee will be invoiced.
Corner/Box
"Shower Glass Hinged - OPUS"
Sliding Shower
"Shower Glass Slider- OPUS"
Inline
"Shower Glass Hinged - OPUS"
Corner Sliding Shower"Shower Glass Slider- OPUS"
Screen Only
"Shower Glass Screen - OPUS"
Screen with Fin"Shower Glass Screen - OPUS"
Door Hinged to Tiles"Shower Glass Hinged - OPUS"
Floor to Ceiling or
Fully framed
Invisible Shield Pro 15 from glasscorp is an advanced glass protection coating that helps keep shower glass cleaner for longer by repelling water, soap scum, and mineral deposits. It reduces cleaning time, helps prevent staining and buildup, and keeps glass looking clearer and newer for longer.
Add convenient storage to their shower with a professionally installed glass shelf. Available in quarter-round (common selection) or rectangular styles, these safety glass shelves provide a sleek, modern solution for storing shampoos, soaps, and other essentials. Options available can be found on the Opus website.
There are 3 different templates for a shower estimate, based on the customers selection/layout, choose accordingly:
"Shower Glass Hinged - OPUS"
"Shower Glass Screen - OPUS"
"Shower Glass Slider - OPUS"
Using the selected "Shower Glass (option) - OPUS" quotation template. This information needs to be entered correctly based on the information the customer provided, the items highlighted need to be updated accordingly:
Estimate only:
To supply and install a custom made North Glass frameless shower
Bathroom 1@Â (enter size here)
Specifications:10mm clear safety glass, processed here in NZGlass edges to be flat polishedHardware colour to be - (Select colour: Polished Chrome / Satin Brushed / Black / Brushed Brass / Brushed Nickel / Gun Metal / Brushed Bronze / Brushed Copper)Hardware included (Check/select applicable items)Glazing channel adhered to the substrate, not screwed so the waterproofing is not punctured Options:Invisible Shield Pro 15 application is offered as an optional add-on. If selected, it entails coating the inside surface of the glass off-site before installationQuarter round glass shelf, per shelf installed.
Tags:Â Quote subject to final site measure
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. Payment Terms: (Existing customers only - such as a builder we do work for - otherwise remove this text from the estimate)50% initial invoice is due upon quote acceptance.Remaining amount invoiced upon completion.All amounts are exclusive of taxes and fees.
Bathroom 1@Â (enter size here)
Specifications:10mm clear safety glass, processed here in NZGlass edges to be flat polishedHardware colour to be - (Select colour: Polished Chrome / Satin Brushed / Black / Brushed Brass / Brushed Nickel / Gun Metal / Brushed Bronze / Brushed Copper)Hardware included (Check/select applicable items)Glazing channel adhered to the substrate, not screwed so the waterproofing is not punctured Options:Invisible Shield Pro 15 application is offered as an optional add-on. If selected, it entails coating the inside surface of the glass off-site before installationQuarter round glass shelf, per shelf installed.
Tags:Â Quote subject to final site measure
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. Payment Terms: (Existing customers only - such as a builder we do work for - otherwise remove this text from the estimate)50% initial invoice is due upon quote acceptance.Remaining amount invoiced upon completion.All amounts are exclusive of taxes and fees.
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 customers bathroom layout, we have to build the estimate. We use kits to uniform the components of the shower materials. Here is a break down:
Shower Glass Kit: 1. This includes clear glass only, if the customer wants reeded or frosted glass, we need to manually add this from the price list (area of glass) 2. We need to flat polish all the edges of shower glass (perimeter) 3. Square hinge cutouts are required for hinged doors only (2 x cutouts per hinge required) 4. Holes are required for the handle (commonly 1 or 2 holes) and the sliding door kit (8 holes) Shower Channel Kit: This is calculated by the amount of lengths in meters is required based on the layout selected. Please check the colour. Shower Channel End Caps Kit: 1 of these is required for nearly every shower unless the shower is fully framed. Please check the colour. Shower Consumables Kit: (Same as channel length) Shower Sliding Kit: Selected based on the colour Shower Sliding (2m bar upgrade) Kit: This needs to be included if the shower is wider than 1260. Opus will let us upgrade and swap from 1260mm standard bar to a 2000mm undrilled longer bar. You need to make this clear on the purchase order. Shower Hinges Kit: Available in glass to glass or glass to wall applications. Choose which hinges are applicable and check the colour. Shower Handles Kit: The most common handle is the Double D handle. Select the chosen colour Shower Overpanel Support Bar Kit: This is a structural support component used to stabilize a fixed glass panel (often called an overpanel or top panel) that extends above the main shower enclosure. You will need a bar (or half a bar depending on with of shower door side) and clamps to secure the bar. These come in square/round (inline shower) or offset (corner showers). Select the colour applicable. Shower Overpanel Support Glass Kit: This is a structural support component used to stabilize a fixed glass panel (often called an overpanel or top panel) that extends above the main shower enclosure. The glass overpanel is a structural support component used to stabilisze a fixed glass panel. This is securely bonded using silicone, eliminating the need for support bars, brackets, or glass clamps. Select the colour that matches the rest of the shower enclosure hardware where applicable. Shower Installation Kit: This ncludes the amount of labour our glaziers require to install a frameless shower. It also includes time for the glazier to check the glass and cut channel . This is selected based on the shower layout required.
Tips:A. Final measurements: Showers must be measured after all wall linings, waterproofing, tiling, and floor finishes have been completed to ensure accurate fitment.B. Hardware selection: Hinges, handles, brackets, and channel finishes should be confirmed prior to ordering, as changes may affect pricing and lead times.C. We generally carry channel and channel consumables in stock, so no need to order this. D. Easyclean and the glass shelf needs to be toggled as an optional extra, as per the estimate description.
Shower Glass Kit: 1. This includes clear glass only, if the customer wants reeded or frosted glass, we need to manually add this from the price list (area of glass) 2. We need to flat polish all the edges of shower glass (perimeter) 3. Square hinge cutouts are required for hinged doors only (2 x cutouts per hinge required) 4. Holes are required for the handle (commonly 1 or 2 holes) and the sliding door kit (8 holes) Shower Channel Kit: This is calculated by the amount of lengths in meters is required based on the layout selected. Please check the colour. Shower Channel End Caps Kit: 1 of these is required for nearly every shower unless the shower is fully framed. Please check the colour. Shower Consumables Kit: (Same as channel length) Shower Sliding Kit: Selected based on the colour Shower Sliding (2m bar upgrade) Kit: This needs to be included if the shower is wider than 1260. Opus will let us upgrade and swap from 1260mm standard bar to a 2000mm undrilled longer bar. You need to make this clear on the purchase order. Shower Hinges Kit: Available in glass to glass or glass to wall applications. Choose which hinges are applicable and check the colour. Shower Handles Kit: The most common handle is the Double D handle. Select the chosen colour Shower Overpanel Support Bar Kit: This is a structural support component used to stabilize a fixed glass panel (often called an overpanel or top panel) that extends above the main shower enclosure. You will need a bar (or half a bar depending on with of shower door side) and clamps to secure the bar. These come in square/round (inline shower) or offset (corner showers). Select the colour applicable. Shower Overpanel Support Glass Kit: This is a structural support component used to stabilize a fixed glass panel (often called an overpanel or top panel) that extends above the main shower enclosure. The glass overpanel is a structural support component used to stabilisze a fixed glass panel. This is securely bonded using silicone, eliminating the need for support bars, brackets, or glass clamps. Select the colour that matches the rest of the shower enclosure hardware where applicable. Shower Installation Kit: This ncludes the amount of labour our glaziers require to install a frameless shower. It also includes time for the glazier to check the glass and cut channel . This is selected based on the shower layout required.
Tips:A. Final measurements: Showers must be measured after all wall linings, waterproofing, tiling, and floor finishes have been completed to ensure accurate fitment.B. Hardware selection: Hinges, handles, brackets, and channel finishes should be confirmed prior to ordering, as changes may affect pricing and lead times.C. We generally carry channel and channel consumables in stock, so no need to order this. D. Easyclean and the glass shelf needs to be toggled as an optional extra, as per the estimate description.
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 (42500 - Showers (42500) 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. There will be most likely be changes that 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 supply and install a custom made North Glass frameless shower
Bathroom 1@ (the actual panel size)
Specifications:10mm clear safety glass, processed here in NZGlass edges to be flat polishedHardware colour to be - (Selected colour)Hardware included (Select applicable items)Glazing channel adhered to the substrate, not screwed so the waterproofing is not punctured
Options: (Adjust quantitites if any or remove this paragraph from the quote - need to make these not optional to be included in the quote)Invisible Shield Pro 15 application is offered as an optional add-on. If selected, it entails coating the inside surface of the glass off-site before installationQuarter round glass shelf, per shelf installed.
Tags: Quote subject to final site measure (change to site measure has been carried out)
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.
Payment Terms: (Existing customers only - such as a builder we do work for - otherwise remove this text from the estimate)50% initial invoice is due upon quote acceptance.Remaining amount invoiced upon completion.All amounts are exclusive of taxes and fees. 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. There will be most likely be changes that 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 supply and install a custom made North Glass frameless shower
Bathroom 1@ (the actual panel size)
Specifications:10mm clear safety glass, processed here in NZGlass edges to be flat polishedHardware colour to be - (Selected colour)Hardware included (Select applicable items)Glazing channel adhered to the substrate, not screwed so the waterproofing is not punctured
Options: (Adjust quantitites if any or remove this paragraph from the quote - need to make these not optional to be included in the quote)Invisible Shield Pro 15 application is offered as an optional add-on. If selected, it entails coating the inside surface of the glass off-site before installationQuarter round glass shelf, per shelf installed.
Tags: Quote subject to final site measure (change to site measure has been carried out)
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.
Payment Terms: (Existing customers only - such as a builder we do work for - otherwise remove this text from the estimate)50% initial invoice is due upon quote acceptance.Remaining amount invoiced upon completion.All amounts are exclusive of taxes and fees. 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 (42500 - Showers (42500) 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 for shower hardware etc. Check you have the right quantities and colour 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 (42500 - Showers (42500) 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 items from the quote can be pulled through as costs (these are stock on hand items such as the channel and channel consumables). 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."