Gaffer for
conservatory installers.
A conservatory is sold in a living room and built three months later, and the gap fills up with things that can go wrong: permitted development, the engineer’s approval of the base, Part L. Gaffer keeps the planning record and the structural approval on the job where building control can be sent them, and holds the deposit and stage payments in writing. Quote, schedule, record the work, invoice and get paid — with the 12 trade documents conservatory installers actually use already in the account.
Where two names look alike they are different documents — a notification is not the certificate that follows it, and two schemes covering the same work each want their own form. If you think one is missing, or that one of these is redundant, say so and we will change the pack.


Priced quote templates for conservatory installers, your own price book and good-better-best options. Customers accept and pay a deposit from their phone.
12 trade documents ready for conservatory installers — 8 written for this trade, 4 shared with others — filled in on the phone, signed on site and emailed as a PDF before you leave.
One tap raises the invoice from the accepted quote, nets off the deposit and sends a Pay Now link. Reminders chase for you.
Finished jobs surface follow-up work automatically — the room you did not do, the quote they never answered, the customer who has gone quiet.
A lean-to conservatory, end to end
This is the shape of the work in Gaffer — the same job you already do, with the hand-offs taken off your plate.
See the same job in detail- Week 0Site survey with photos and measurements; quote priced by size and glazing spec.
- Week 0Accepted online with a signature and a deposit. March build slot held.
- Week 1Permitted development record completed; the engineer’s approval filed with it.
- Week 6Base and frame up. Stage invoice raised and chased without you chasing.
- Week 7Glazing safety and completion records signed; the defects list agreed on site.
- +6 moA follow-up asks about the bifolds she wanted on the kitchen. Quoted the same day.
12 trade documents, ready for conservatory installers.
8 of them are written for this trade and 4 are shared with others — an EICR is an EICR whoever issues it. Every one is a real digital form, not a blank template.
Each one is a proper digital form: the fields that document actually needs, signature capture, photo attachments, a PDF the customer can keep, and — where it has one — an expiry date Gaffer tracks. Completed on the phone, offline if it has to be.
- Building Regulations Compliance Record
- Conservatory Installer — Completion & Commissioning Record
- Conservatory Installer — COSHH Assessment
- Conservatory Installer — Defects & Snagging Record
- Conservatory Installer — Risk Assessment & Method Statement
- Conservatory Installer — Structural Design & Engineer’s Approval Record
- Glazing Safety Record
- Planning & Permitted Development Record
- Installation Record
- Site Survey
- Handover Record
- Contractor Credentials Record
Certificates are the start. The whole operation runs here.
Leads, quotes, scheduling, the field app, invoicing, payments, reminders, reports and your accounts sync — all in the same login as the paperwork.

Run your next conservatory installer job on Gaffer.
Free for 14 days, no card. Pick “Conservatory Installer” at sign-up and the 12 trade documents above are switched on before you finish your tea.
Founding members: first 100 businesses get 50% off every paid plan, for as long as they stay subscribed.