Video preview
See the job journey before you book a workspace.
The demo follows a real workflow: create a customer, build a quote, take a deposit, turn a survey sketch into a checked editable layout, prepare production, schedule fitting, and hand over the finished work.
Five-minute walkthrough
7 connected stages
One job, one connected record
Customer
Quote
Survey
Install
What the demo covers
A short walkthrough, not a sales lecture.
1
Add customer
2
Create quote
3
Approve and deposit
4
Import and verify survey
5
Prepare production
6
Schedule install
7
Customer handover
Why this matters
One record, every team.
Information captured by the office becomes the same information used by surveyors, production, fitters, customers, and aftercare.
- Build a window-specific quote without relying on generic CRM forms.
- Photograph a survey sketch and verify the editable panes, dimensions, and opener directions Panexis drafts.
- Carry accepted specifications into survey and production without rekeying.
- Keep fitting dates, handover documents, and service history on the same job.
- Give each role a focused workspace while the office retains the full picture.