Glass CRM
In glass, a job runs only as long as the measurement sheet is written down correctly; a millimetre of error cannot be corrected after cutting and tempering, and that pane is made again from scratch. When the fitter who takes the measurement and the workshop that cuts it do not look at the same record, the cost is both the glass and a second installation day.
A job is a single record holding the measurement, thickness and edgework fields. In Rapitek CRM a broken pane becomes a separate record under that job, and breakage is reported by job and crew.
- Write the measurement taken at the survey, with thickness and edgework detail, to the job record from the mobile app and attach the photo
- Follow the cutting, tempering and fitting stages on the job record and see which job is waiting where
- Plan the fitting appointment as a task with crew and time fields, and close it from the field with location verification
- Record panes broken in transport and fitting under the job, and report breakage broken down by job and by crew
| Measurement and Processing Card | A job is a record on which the measurement sits together with thickness, edgework and hole detail as fields; the survey photo is attached to the same card. |
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| Production Stage | Cutting, tempering and packing are stages of the job record; jobs waiting at a stage are gathered in a list filtered on that field. |
| Glass Fitting Appointment | The day the glass is to be fitted is a task tied to the job record; crew, address and time are in its fields, and it is closed from the mobile app with location verification. |
| Breakage and Waste Record | A broken pane is a separate record under the job; the cause and stage fields are filled in, and the total is read from a report broken down by job and by crew. |
In the glass business the measurement alone is not enough: thickness, edgework, whether it is double glazing or tempered, hole and corner detail are all part of the pane's identity. When this information is written in a notebook at the survey and passed to the workshop over the phone, some of it is lost on the way; and when the mistake comes to light after the tempering furnace, the pane can no longer be cut — it is made again, and the installation day promised to the customer slips.
In Rapitek CRM the job is a single record on which the measurement and processing details sit as fields; the measurement taken at the survey is written to that same card from the mobile app, and the photo stays attached. Fitting is a task, with the crew and the appointment time in its fields, and it is closed from the field with location verification. Because a pane broken in transport or during fitting is opened as a separate record under the same job, how much breakage came out of which job is not guessed at the end of the month — it is read from a report.
The scope of the plans and the separately priced items are written on the pricing page.
