Features Overview
We’ve built Smart Glazier Software in collaboration with glaziers, ensuring every feature is designed to tackle real-world challenges.
Watch the video for a quick look at how our quoting tool streamlines your workflow, and scroll down to explore more features built for your glass business.
Looking for more information? Book a personalised demo with our team today.
Explore our features below
Find out more about Smart Glazier Software and what we offer
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Or continue scrolling to learn more about our features and how they can help your whole glazing business.
Features for Leadership
The features for business owners and management teams focus on reporting and insights, integration tools, customer and inventory management, and lead generation.
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Reporting and Dashboards
to monitor profitability, sales performance, and productivity metrics
✓ Dashboards tailored to business goals
✓ Analyse trends for data-driven decisions
✓ Assess operational health quickly
Workflow Automation
to reduce repetitive tasks and enhance efficiency
✓ Automate follow-ups, task dependencies, and reminders
✓ Streamline invoicing, quoting, and scheduling tasks
✓ Focus on high-value activities by reducing manual work
Dynamic Scheduling
to optimise resource allocation and team schedules
✓ Adjust schedules for changing project needs
✓ Enhance visibility into resource availability
✓ Oversee multi-branch operations
Vendor Management
to ensure vendor accountability and cost efficiency
✓ Track vendor-specific costs and reworks
✓ Maintain detailed order histories
✓ Use reports for better vendor negotiations
Customer Management
to oversee financial health and customer relationships
✓ Track full customer histories
✓ Set credit limits and customise pricing
✓ View account summaries and 90-day aging reports
Web Configurator
an online design tool for website lead generation
✓ Enable 24/7 product design and inquiry submission
✓ Customise branding to match your business
✓ Capture leads directly through your website
Integration Tools
to connect seamlessly with external platforms
✓ Accounting integrations with Quickbooks and Xero
✓ Glass industry specific integrations
✓ Capture leads directly through your website
Field Tech Access
to ensure every installer and estimator has the tools they need
✓ Mobile access is provided at no additional cost
✓ Compatible with iOS and Android
✓ Enable collaboration between leadership, office and field teams
Stock Management
to align your inventory levels with operational needs
✓ Monitor inventory in real time
✓ Integrate vendor pricing for accurate reorders
✓ Avoid stockouts with proactive management
Security and User Permissions
to connect seamlessly with external platforms
✓ Set user roles to control data visibility
✓ Restrict access to financial and operational data
✓ Ensure compliance with data security protocols
Ready to Book a Demo?
Click the link below to book an obligation free demo with our team
or continue scrolling to learn more about the features that benefit office and field staff
Features for Office Staff
The features for office staff help streamline estimating, scheduling, ordering, and overall day-to-day job management.
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Estimating
to deliver accurate, customer-focused estimates
✓ Built-in 3D design tools for showers, partitions, balustrades and other flat glass
✓ Generate an interactive quote with 3D render
✓ Glass cost calculator to align pricing with vendors and supports cost-plus markup and fixed-price methods
Quote Acceptance
to improve customer interactions and streamline payments
✓ Offer unlimited quote revisions with online payment options
✓ Digital name capture for quotes
✓ Save credit card details for future billing
Drag-and-Drop Scheduling
to efficiently plan and coordinate your field team
✓ Individual schedules visible on interactive map
✓ Easy-to-update for changing project needs
✓ Calculate travel time and routes for efficiency
Visit Highlighting
to focus on critical tasks during site visits
✓ Improve task prioritisation for field teams
✓ Emphasise important tasks for completion
✓ Highlight specific glazing products
Job Management
to track and execute projects efficiently
✓ User-friendly dashboard with customisable widgets
✓ Assign project owners and manage contacts
✓ Manage your jobs and your team in one place
Ordering
to enhance procurement accuracy and job costing
✓ Generate POs with PDF and DXF outputs and glass diagrams
✓ Adjust actual costs for precise project tracking
✓ Easily monitor POs for seamless job planning, including expected delivery dates
Customer Communication
to simplify interactions and improve responsiveness
✓ Send quotes and invoices via SMS or email
✓ Receive photos and updates from customers directly
✓ Use templates for consistent communications
Document Management
to centralise and streamline project resources
✓ Store photos, notes, and diagrams in one location
✓ Keep all documentation organised for easy reference
✓ Access templates for faster quote creation
Vendor Comparison
to build competitive quotes with up-to-date vendor costs
✓ Compare glass vendor pricing
✓ Use reports to evaluate cost trends
✓ Ensure market-aligned pricing strategies
Reporting
to gain insights into team and project performance
✓ Analyse timelines, financials, and productivity
✓ Generate detailed reports to identify trends
✓ Leverage data for better forecasting
Integration Tools
to minimise double entry and streamline workflows
✓ Import files from and export files to other glass industry software
✓ Accounting integrations with Quickbooks and Xero
✓ Other integrations with Stripe payments, Google, Office 365, Twilio and more
Ready to Book a Demo?
Click the link below to book an obligation free demo with our team
or continue scrolling to learn more about the features that benefit the field team
Features for the Field Team
The features for installers and field operations focus on the ability to use mobile tools to enhance onsite precision, effective task mangement, and communication.
Click the links below to learn more
Mobile Tools
to equip your team with the tools they need onsite
✓ Access job details, diagrams, and schedules via Android or iOS
✓ Update statuses, add notes, and upload photos in real time
✓ Stay connected to the office while in the field
Up-to-date Schedules
to ensure field teams have the latest information
✓ View assigned tasks and visit details on mobile devices
✓ Adjust schedules dynamically for last-minute changes
✓ Maintain accountability with real-time updates
Customer Communication
to keep customers informed and engaged
✓ Confirm appointments and send updates via SMS *not available in all areas
✓ Use site visit notes to communicate progress
✓ Resolve issues efficiently with direct client interaction
Offline Backup
to support field staff who are less confident with technology by maintaining familiar processes
✓ Provide printable run sheets and work orders to replicate traditional workflows
✓ Make it easier for the office to prepare and distribute essential information
✓ Ensure consistency and accessibility with physical backups for field teams
Installer-focused Design
to simplify onsite design processes
✓ Access 3D tools to design and visualise on-site
✓ Configure glass and hardware requirements in the field
✓ Improve accuracy with responsive design tools
Task Tracking and Completion
to track progress and ensure accountability
✓ Mark visits as complete and log time spent
✓ Upload notes and photos for immediate updates
✓ Sync field data seamlessly with office systems
Measurement Entry
to capture precise measurements
✓ Record data for showers, mirrors, and partitions
✓ Mark the measurements as accurate or approximate
✓ Ensure accuracy with synced updates to office teams
Field Tech Accessibility
to ensure every installer has the resources they need
✓ Mobile access is provided free for all field techs
✓ Simplify collaboration with the office
✓ Remove cost barriers for mobile adaptability
These features help make Smart Glazier Software
Faster than CAD or paper
Accessible anytime, anywhere
Very easy to use
Affordable and scalable
Designed for integration with industry-leading software
Proven to reduce errors and lead times
Ready to learn more?
Follow the link below to check out our integrations