Every window and door, survey to handover
uPVC, aluminium, composite or timber — Field 2 Service carries every job from survey to quote to fit, holds the job deposit before manufacture and keeps the warranty on file for the day someone asks.
✓ No card required · ✓ Invoiced by bank transfer
Where fits go wrong
Big deposits, exact measurements and warranties you'll be asked about years later.
Deposits fund the order
A houseful of windows is a big frame order. You can't float thousands to the manufacturer waiting on the customer's balance.
One wrong size, one remake
A single duff measurement and a unit's remade at your cost. The survey figures have to reach the fitter exactly as taken.
Warranties come back around
A hinge or seal fails in year three. You need the install date, the units and the guarantee in seconds, not a hunt through old files.
Survey, quote, job deposit, fit — one job, in order
Book the survey, build the quote from your price book (Essentials and up) opening by opening, take a deposit on the job before the units go to manufacture, and schedule the fit. The customer accepts online, and every measurement carries through from survey to fitter.
- Survey, quote and fit stages on one job
- Deposits on the job before manufacture
- Online quote acceptance with expiry tracking
A ten-window fit, scheduled to the right crew and day
Whole-house replacements aren't a one-hour job. Block the fit across the days it needs, assign the right fitters on the drag-and-drop dispatch board (Professional and up), and let double-booking checks keep two jobs off one crew. If a delivery slips, drag the fit to the new date.
- Multi-day, multi-unit jobs on the calendar
- Assign fitters on the Smart Dispatch board
- Double-booking conflict checks built in
A checklist per opening (Essentials and up), signed handover before you go
Give the fitters a checklist per opening — packed, fixed, sealed, operating and cleaned — so a whole-house fit finishes right. Capture the customer's signature on a signed handover sheet on site, all in a phone browser with nothing to install.
- Fitting checklists per opening
- Signed handover sheets captured on site
- Field view in any phone browser — no app to install
The units you fitted, and the guarantee, in seconds
Log every window and door in the asset register (Essentials and up) against the property — make, model, glass spec, install date and guarantee period — with a service history per item. When a call comes in three years on, you've got the unit and its warranty in front of you before you've finished the call.
- Asset register with service history per unit
- Install dates and guarantee periods on file
- Per-property records for multi-site customers
Balance invoiced on handover, chased if it lingers
With the deposit already in, invoice the balance the moment the job's signed off, card-payment link attached (Essentials and up; connect your own Stripe or PayPal). VAT-smart with per-line rates when you're registered, one clean price when you're not, and automatic reminders keep the aged-debtors list from growing.
- Card payment links via Stripe or PayPal
- VAT-smart invoicing, or a single clean price
- Automatic overdue reminders and an aged-debtors view
Built-ins fitters lean on
Survey to handover, without the re-typing
Try Field 2 Service free for 14 days — survey a job, take a job deposit, schedule the fit. No credit card required.
Get startedOr see the other trades we're built for.