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Templates / Window and door fitters

Every survey, colour choice and certificate a fitter chases.

Window fitters wait on measurements, colour choices and fitting day access, then chase the certificate paperwork. Docsroom asks each person once, with their own link, and chases whoever is quiet.

8 templates80 requestsWritten for window and door fitters

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Eight templates for window and door fitters

Open a template to see every request in the order it is asked, and watch it written in and answered.

New customer starter checklistfor new customers · after they say yes to the quote11 requests11 requests
New customer starter checklist14 Beech Road · six windows and a door9 of 11 back
  • About you
  • FormYour details6 questionsAssigned to JHJulie Hartley, homeownerFrom Gemmain 2 daysComplete
  • QuestionBest number to reach youmobileAssigned to JHJulie Hartley, homeownerFrom Gemmain 2 daysComplete
  • QuestionHow you heard about usone lineAssigned to JHJulie Hartley, homeownerFrom Gemmain 3 daysReady to check
  • The property
  • FormAbout the property6 questionsAssigned to JHJulie Hartley, homeownerFrom Gemmain 3 daysReady to check
  • QuestionListed or conservation areayes, no or not sureAssigned to JHJulie Hartley, homeownerFrom Gemmain 3 daysComplete
  • UploadPhoto of the house frontfrom the roadAssigned to JHJulie Hartley, homeownerFrom Gemmain 3 daysAwaiting reply
  • QuestionProblems with the old onesdraughts, damp, mistingAssigned to JHJulie Hartley, homeownerFrom Gemmain 3 daysReminder sent
  • UploadFreeholder’s consentflats and leasehold onlyAssigned to JHJulie Hartley, homeownerFrom Gemmain 4 daysComplete
  • Going ahead
  • DecisionSurvey visit slotmorning or afternoonAssigned to JHJulie Hartley, homeownerFrom Gemmain 4 daysReady to check
  • ApprovalQuote and specificationread and approveAssigned to JHJulie Hartley, homeownerFrom Gemmain 5 daysReady to check
  • ApprovalTerms and cancellation noticeread and approveAssigned to JHJulie Hartley, homeownerFrom Gemmain 6 daysComplete
Staff starter checklistfor new fitters · before their first day12 requests12 requests
Staff starter checklistLee Hammond · window fitter9 of 12 back
  • Who you are
  • QuestionRight to work share codenine charactersAssigned to LHLee Hammond, fitterFrom Gemmain 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to LHLee Hammond, fitterFrom Gemmain 3 daysComplete
  • QuestionEmergency contactname and numberAssigned to LHLee Hammond, fitterFrom Gemmain 4 daysReady to check
  • Pay and contract
  • FormBank and tax details6 questionsAssigned to LHLee Hammond, fitterFrom Gemmain 4 daysReady to check
  • QuestionNational Insurance numberone lineAssigned to LHLee Hammond, fitterFrom Gemmain 4 daysComplete
  • ApprovalEmployment contractread and approveAssigned to LHLee Hammond, fitterFrom Gemmain 5 daysAwaiting reply
  • Cards, kit and safety
  • UploadDriving licencefront and backAssigned to LHLee Hammond, fitterFrom Gemmain 5 daysReminder sent
  • UploadCSCS cardfront and backAssigned to LHLee Hammond, fitterFrom Gemmain 5 daysComplete
  • UploadFitting qualificationNVQ, if you have oneAssigned to LHLee Hammond, fitterFrom Gemmain 6 days1 file sent
  • UploadWorking at height certificateif you have oneAssigned to LHLee Hammond, fitterFrom Gemmain 6 days2 files sent
  • QuestionWorkwear and boot sizestop, trousers, bootsAssigned to LHLee Hammond, fitterFrom Gemmain 6 daysComplete
  • ApprovalHealth and safety inductionread and approveAssigned to LHLee Hammond, fitterFrom Gemmain 7 daysAwaiting reply
Subcontract fitter packfor self-employed fitters · before their first job10 requests10 requests
Subcontract fitter packMarek Kowalski · fitting team8 of 10 back
  • About you
  • FormBusiness details6 questionsAssigned to MKMarek Kowalski, fitterFrom Gemmain 2 daysComplete
  • QuestionUTR numberten digitsAssigned to MKMarek Kowalski, fitterFrom Gemmain 3 daysComplete
  • DecisionYour CIS statusas HMRC has youAssigned to MKMarek Kowalski, fitterFrom Gemmain 3 daysReady to check
  • UploadPhoto IDpassport or licenceAssigned to MKMarek Kowalski, fitterFrom Gemmain 3 days2 files sent
  • Cover and cards
  • UploadPublic liability insurancecurrent certificateAssigned to MKMarek Kowalski, fitterFrom Gemmain 4 daysComplete
  • UploadVan insurancebusiness use coverAssigned to MKMarek Kowalski, fitterFrom Gemmain 4 daysAwaiting reply
  • UploadCSCS cardfront and backAssigned to MKMarek Kowalski, fitterFrom Gemmain 5 daysReminder sent
  • TablePeople in your teamname, CSCS and roleAssigned to MKMarek Kowalski, fitterFrom Gemmain 5 daysComplete
  • Terms
  • ApprovalSubcontract termsread and approveAssigned to MKMarek Kowalski, fitterFrom Gemmain 6 daysReady to check
  • ApprovalSite conduct and qualityread and approveAssigned to MKMarek Kowalski, fitterFrom Gemmain 7 daysReady to check
Survey measurements and photosfor surveyors · at each survey visit10 requests10 requests
Survey measurements and photos14 Beech Road · survey visit8 of 10 back
  • Measurements
  • TableWindow scheduleroom, style and openingAssigned to SFScott Ferguson, surveyorFrom GemmatomorrowComplete
  • TableDoor scheduletype, size and handingAssigned to SFScott Ferguson, surveyorFrom GemmatomorrowComplete
  • QuestionReveals and cillsdepth and materialAssigned to SFScott Ferguson, surveyorFrom GemmatomorrowReady to check
  • QuestionSafety glass neededdoors and low windowsAssigned to SFScott Ferguson, surveyorFrom GemmatomorrowReady to check
  • QuestionEscape windows neededbedrooms upstairsAssigned to SFScott Ferguson, surveyorFrom GemmatomorrowComplete
  • Photos
  • UploadPhoto of each openinginside and outsideAssigned to SFScott Ferguson, surveyorFrom GemmatomorrowAwaiting reply
  • UploadPhoto of any damagerot, cracks or dampAssigned to SFScott Ferguson, surveyorFrom Gemmain 2 daysReminder sent
  • UploadPhoto of the access routepath, gate or stepsAssigned to SFScott Ferguson, surveyorFrom Gemmain 2 daysComplete
  • Before you leave
  • QuestionScaffold or tower neededyes or no, and whereAssigned to SFScott Ferguson, surveyorFrom Gemmain 2 daysReady to check
  • DecisionFitting from inside or outpick the safest wayAssigned to SFScott Ferguson, surveyorFrom Gemmain 2 daysReady to check
Colour and glazing choicesfor customers choosing finishes · before we place the order10 requests10 requests
Colour and glazing choices14 Beech Road · colours and glass8 of 10 back
  • Windows
  • DecisionFrame colour outsidewhite, grey, black or woodAssigned to JHJulie Hartley, homeownerFrom Gemmain 3 daysComplete
  • DecisionFrame colour insidewhite or same as outsideAssigned to JHJulie Hartley, homeownerFrom Gemmain 3 daysComplete
  • DecisionGlass typedouble or tripleAssigned to JHJulie Hartley, homeownerFrom Gemmain 3 daysReady to check
  • DecisionGeorgian barsnone or bars in the glassAssigned to JHJulie Hartley, homeownerFrom Gemmain 4 daysReady to check
  • DecisionHandle colourwhite, chrome, black, goldAssigned to JHJulie Hartley, homeownerFrom Gemmain 4 daysComplete
  • Doors
  • DecisionFront door stylepick from the brochureAssigned to JHJulie Hartley, homeownerFrom Gemmain 4 daysAwaiting reply
  • DecisionFront door colouroutside and insideAssigned to JHJulie Hartley, homeownerFrom Gemmain 5 daysReminder sent
  • DecisionDoor furniturehandle, letterbox, knockerAssigned to JHJulie Hartley, homeownerFrom Gemmain 5 daysComplete
  • Final checks
  • QuestionRooms needing obscure glassbathroom, toilet, landingAssigned to JHJulie Hartley, homeownerFrom Gemmain 5 daysReady to check
  • ApprovalDrawings and order formread and approveAssigned to JHJulie Hartley, homeownerFrom Gemmain 7 daysReady to check
Deposit and fitting day packfor customers with an order · after they pay the deposit9 requests9 requests
Deposit and fitting day pack9 Chestnut Avenue · fitting day7 of 9 back
  • Deposit and date
  • UploadDeposit payment receipta screenshot is fineAssigned to ZCZafar Chaudhry, homeownerFrom GemmatomorrowComplete
  • DecisionFitting datepick one of threeAssigned to ZCZafar Chaudhry, homeownerFrom Gemmain 3 daysComplete
  • ApprovalOrder confirmationread and approveAssigned to ZCZafar Chaudhry, homeownerFrom Gemmain 3 daysReady to check
  • Getting in
  • FormAccess and parking5 questionsAssigned to ZCZafar Chaudhry, homeownerFrom Gemmain 4 daysReady to check
  • QuestionWho will be homename and numberAssigned to ZCZafar Chaudhry, homeownerFrom Gemmain 4 daysComplete
  • QuestionPets and childrenanything we should knowAssigned to ZCZafar Chaudhry, homeownerFrom Gemmain 5 daysAwaiting reply
  • On the day
  • QuestionFurniture and blindswhat we should moveAssigned to ZCZafar Chaudhry, homeownerFrom Gemmain 5 daysReminder sent
  • DecisionOld frames and glasswe take away or you keepAssigned to ZCZafar Chaudhry, homeownerFrom Gemmain 6 daysComplete
  • QuestionPower and waterfor our toolsAssigned to ZCZafar Chaudhry, homeownerFrom Gemmain 6 daysReady to check
Guarantee and certificate handoverfor customers with new windows · when the fitting is finished9 requests9 requests
Guarantee and certificate handover31 Meadow Way · handover7 of 9 back
  • Checking the work
  • QuestionKeys and handles receivedhow many setsAssigned to RBRachel Bowen, homeownerFrom Gemmain 2 daysComplete
  • QuestionAnything not rightroom and whatAssigned to RBRachel Bowen, homeownerFrom Gemmain 3 daysComplete
  • UploadPhotos of any problemsa photo is fineAssigned to RBRachel Bowen, homeownerFrom Gemmain 3 days1 file sent
  • Your papers
  • ApprovalFENSA or CERTASS certificateread and approveAssigned to RBRachel Bowen, homeownerFrom Gemmain 5 daysReady to check
  • ApprovalGuarantee certificateread and approveAssigned to RBRachel Bowen, homeownerFrom Gemmain 5 daysComplete
  • FormGuarantee registration5 questionsAssigned to RBRachel Bowen, homeownerFrom Gemmain 7 daysAwaiting reply
  • All done
  • ApprovalCare and cleaning guideread and approveAssigned to RBRachel Bowen, homeownerFrom Gemmain 7 daysReminder sent
  • ApprovalJob completionread and approveAssigned to RBRachel Bowen, homeownerFrom Gemmain 7 daysComplete
  • DecisionA review of our workyes, later or noAssigned to RBRachel Bowen, homeownerFrom Gemmain 10 daysReady to check
Yearly registration and insurancefor the business · each year, before renewal9 requests9 requests
Yearly registration and insuranceBeacon Windows · yearly pack7 of 9 back
  • Registration and cover
  • UploadFENSA or CERTASS registrationcurrent certificateAssigned to DWDiane Whitlock, directorFrom Gemmain 7 daysComplete
  • UploadPublic liability insurancecurrent certificateAssigned to DWDiane Whitlock, directorFrom Gemmain 7 daysComplete
  • UploadEmployer’s liabilityif you have staffAssigned to DWDiane Whitlock, directorFrom Gemmain 7 days1 file sent
  • UploadVan and vehicle insuranceevery van listedAssigned to DWDiane Whitlock, directorFrom Gemmain 8 days2 files sent
  • UploadInsurance-backed guaranteecover for this yearAssigned to DWDiane Whitlock, directorFrom Gemmain 10 daysComplete
  • Safety and people
  • TableFitters and their cardsname, CSCS and expiryAssigned to DWDiane Whitlock, directorFrom Gemmain 10 daysAwaiting reply
  • UploadPortable tool testsPAT certificateAssigned to DWDiane Whitlock, directorFrom Gemmain 12 daysReminder sent
  • ApprovalHealth and safety policyread and approveAssigned to DWDiane Whitlock, directorFrom Gemmain 12 daysComplete
  • QuestionAccidents this yearyes or no, then detailsAssigned to DWDiane Whitlock, directorFrom Gemmain 14 daysReady to check

Written for window and door fitters. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

One link for each customer and fitter

Customers and fitters answer from their phones, so nobody makes an account or remembers a password.

Choices and certificates on the record

Colours, glass choices, the deposit receipt and the installation certificate sit in one list, with the date each one came in.

Quiet customers get a nudge

Docsroom chases whoever has not answered until each one is in, so you are not ringing round before the fitting date.

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