Job management software
for window fitters
Track which marketing channels generate survey bookings. Manage FENSA documentation and customer deposits. Invoice and get paid faster.
No card required. Setup in under 10 minutes.
Trusted by window installation businesses
Built for the window installation market
Window fitting has specific demands that generic job management tools don't handle — FENSA and CERTASS self-certification, deposit-then-install payment workflows, solicitor certificate requests, survey-to-installation timelines spanning several weeks and a customer base that makes high-consideration decisions based on quote professionalism. Trade2Base handles all of it from one platform designed for FENSA-registered window businesses.
Window & door quote builder
Quote uPVC windows, bi-fold doors, sash windows, roof lanterns and conservatories with itemised supply, installation and surveying costs. Digital sign-off sent in seconds.
Lead source attribution
Track which channels generate your window fitting enquiries — Google Ads, Checkatrade, Facebook and referrals from estate agents and builders. Know which deliver real booked surveys.
FENSA certificate management
Store FENSA and CERTASS certificates, building regulation compliance documents and installation photos against every job. Always ready for solicitor enquiries, landlord inspections and insurance requests.
AI quote drafting
Generate professional quotes for uPVC replacements, sash window restorations, bi-fold door installations and conservatory projects in seconds — including product specifications and guarantee details.
WhatsApp updates
Automated messages from survey booking through to FENSA certificate delivery. Keep customers informed at every stage of the window replacement process without extra admin.
Customer portal
Customers approve quotes, pay deposits, track installation progress and download FENSA certificates online. Ideal for managing multiple properties for landlords and developers.
VAT invoicing & Stripe
Invoice with the correct VAT treatment for window and door installations. Stripe payments, deposit collection and Xero sync built in. Get paid faster on every job.
Review automation
Auto-request Google reviews after every completed installation. Window replacement is a considered purchase — strong reviews convert more enquiries into booked surveys.
Know which channels generate your window survey bookings
Window fitting businesses spend on Google, Checkatrade and Facebook. Trade2Base connects every campaign to the installations and revenue it actually delivers.
- Cost-per-booked-survey by channel
- Google Ads and Local Services Ads attribution
- Facebook and Instagram campaign ROI
- Checkatrade and MyBuilder lead tracking
- Estate agent and builder referral tracking
What window fitting businesses say
“We fit uPVC and aluminium windows across the South East. Trade2Base attribution showed Google Ads generating survey bookings at £38 per lead — versus £240 from Checkatrade. We moved the budget and our monthly survey volume went from 16 to 28.”
“The FENSA certificate storage linked to every job has saved us hours every month. Solicitor enquiries, landlord certificate requests — everything is accessible in seconds. The customer portal has completely elevated our client experience.”
“We install bi-folds, sash restorations and conservatories across the North West. The digital quote sign-off and deposit collection have transformed our conversion rate — customers can say yes and pay in minutes from their phone.”
Questions from window fitters
Can Trade2Base store FENSA and CERTASS certificates per job?
Yes. Attach FENSA or CERTASS certificates, installation photos and building regulation compliance documents to every job. Customers can download their own certificates from the customer portal, and your team can access them instantly when solicitors or landlords request them.
Can I collect a deposit before the installation date?
Yes. Set a deposit percentage on your quote — Trade2Base sends the customer a Stripe payment link via the portal or WhatsApp. The deposit is collected before installation and deducted automatically when the final invoice is raised.
Can I track which marketing channels generate my window fitting enquiries?
Yes. Trade2Base campaign attribution tracks any lead source — Google Ads, Checkatrade, Facebook, your website or referrals. You see cost-per-booked-survey by source, so you know where to invest your marketing budget for the best return.
Is there a free trial?
Yes — 7 days completely free with no card required. Set up your first window fitting job in under 10 minutes. No demo call, no implementation team, no minimum contract.
Start your free window fitter trial
7 days free. No card required. Setup in under 10 minutes.
Start free trialOr see pricing