Know which leads become
window installation jobs.
Store FENSA certificates, track Google Local Services Ads attribution, quote from product price lists and automatically request Google reviews after every completed installation.
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8 ways Trade2Base helps window installation companies
FENSA storage, product quotes, ad attribution and automated reviews in one system.
Build quotes from pre-loaded uPVC, aluminium and composite product lists. Add windows, doors, conservatories and fitting labour in one itemised quote. Customers see exactly what they are paying for.
Store FENSA and building regs certificates against every installation. Access compliance documents instantly when customers or estate agents need proof of a compliant installation.
Track which Google Local Services Ads generate window and door replacement enquiries. See cost per lead and cost per booked installation so you can optimise your ad spend with real data.
Send automated WhatsApp confirmation messages when a survey is booked. Include surveyor name, arrival window and a link to the customer portal. Reduces no-shows and builds trust.
Send customers a portal link to review the full itemised quote, compare options and sign off digitally. No app download needed — works on any phone.
Generate VAT-compliant invoices on completion. Mark paid, track overdue balances and connect to Xero or QuickBooks. Accept deposits and stage payments via Stripe.
Schedule surveys and installation teams across multiple postcodes. View daily and weekly calendars by installer. Manage lead times between survey, manufacture and fit.
Automatically send a Google review request when a job is marked complete. One-tap for the customer. Builds your reputation without requiring you to ask awkwardly in person.
Quote, install and stay compliant — all in one place.
Window installation is compliance-heavy. FENSA certificates, building regs notices, energy ratings — customers and estate agents need them instantly. Trade2Base stores every document against the job so you're never searching through filing cabinets.
- Store FENSA and building regs certificates against every installation
- See which Google ads generate window and door replacement enquiries
- Send WhatsApp confirmation when survey is booked
- Quote from product price lists — windows, doors, conservatories
- Get Google reviews automatically after every completed installation
What window installation companies say about Trade2Base
“FENSA certificates used to be filed in a folder in the office. Now every certificate is stored against the job in Trade2Base and I can pull it up on my phone in seconds when a customer calls. Estate agents love it — no waiting around for paperwork.”
“We were spending thousands on Google Local Services Ads and guessing which ones worked. Trade2Base shows me exactly which ad types generate window enquiries versus door ones. I halved my cost per lead in two months just by cutting the campaigns that were not converting.”
“The WhatsApp survey confirmation message alone has cut our no-shows by more than half. Customers confirm back and they know exactly who is coming and when. The automatic Google review request after installation means we get three to four new reviews every week without lifting a finger.”
Common questions from window installation companies
You can upload FENSA certificates directly to each job record in Trade2Base. Certificates are stored permanently against the installation address and customer record. You can share a download link with customers, estate agents or solicitors on request. Building regs documents and energy performance certificates can be stored in the same place.
Yes — Trade2Base supports multi-line quotes with any product or service type. You can build conservatory and orangery quotes with base costs, glazing options, roof types, fitting labour and building regs fees as separate line items. Quote templates mean you can quote complex jobs quickly without starting from scratch.
Each job in Trade2Base has a status pipeline you can customise — Enquiry, Survey Booked, Survey Complete, Quote Sent, Approved, Ordered, Manufacturing, Installation Booked, Complete. You can see every job in your pipeline by stage and set automated reminders to follow up when a job has been sitting in a stage too long.
Trade2Base connects campaign sources to job outcomes. When a lead comes in from Google Local Services Ads, a website form or any other source, you tag it to the campaign. As the job moves through the pipeline to a booked installation and paid invoice, Trade2Base shows the full attribution — from first click to paid job — by campaign, channel and ad type.
Quote, install and stay compliant — from your phone
Join UK window installation companies using Trade2Base to store FENSA certificates, track Google ad attribution, get digital quote sign-off and build a five-star reputation automatically.
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