Gaffer for
window and door fitters.
Windows are sold on the survey and settled on the FENSA certificate. The homeowner will not think about it until they sell the house, and then their solicitor wants it inside a week. Gaffer files the FENSA or CERTASS certificate against the property alongside the building regs notification and the Part F ventilation check, so it is findable in ten years rather than lost in a drawer. Quote, schedule, certify, invoice and get paid — with the 20 trade documents window and door fitters 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 window and door fitters, your own price book and good-better-best options. Customers accept and pay a deposit from their phone.
20 trade documents ready for window and door fitters — 7 written for this trade, 13 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.
Certificates and services with an expiry date become next year’s work. Gaffer texts the customer a booking link before it lapses.
A full house of windows, 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- Day 0Survey with every opening measured and photographed against the property.
- Day 1Quote priced by opening from your own rates. Accepted online with a deposit.
- Day 25Fitting day one: installation record and Part F ventilation check done on the phone.
- Day 26Scaffold inspection signed for the dormer; security compliance record logged.
- Day 26Snagging list agreed on site; FENSA certificate and handover emailed as PDFs.
- +8 yrsTheir solicitor asks for the certificate. It takes thirty seconds to find.
20 trade documents, ready for window and door fitters.
7 of them are written for this trade and 13 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.
- CERTASS certificate
- Part F ventilation check
- Security compliance record
- Window & Door Fitter — Credentials & Accreditation Record
- Window & Door Fitter — Emergency Callout Record
- FENSA certificate
- Design record
- Project handover
- CDM F10 notification (HSE)
- Scaffold inspection
- Installation record
- Working at height assessment
- Working at height permit
- Snagging list
- Method statement
- Building regs notification
- COSHH assessment
- Handover record
- Site survey
- Risk assessment
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 window and door fitter job on Gaffer.
Free for 14 days, no card. Pick “Window & Door Fitter” at sign-up and the 20 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.