Manage jobs from start to finish
Create jobs, track stages, spot missing deposits, assign work, schedule fitting, and keep aftercare connected to the original customer record.
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Features
Everything your team needs to move work from quote to completion.
Panexis is built for window and door companies that want less chasing, fewer spreadsheets, clearer fitting dates, better customer updates, and one place to see what needs attention next.
Simple version
Quote it, plan it, make it, fit it, hand it over, and manage aftercare.
The details stay attached to the same job instead of being spread across emails, paper, spreadsheets, and different people.
Start
Quote
Plan
Survey
Deliver
Install
Finish
Handover
What Panexis helps you do
A straight list of the main modules.
Generate quotes in minutes
Build window and door quotes with measurements, frame types, colours, glass choices, cills, notes, pricing, and customer-ready documents.
Learn moreGive customers their own portal
Let customers view quotes, deposit details, job updates, documents, handover information, and feedback requests without phoning the office.
Learn moreTurn survey sketches into editable layouts
Photograph or upload a hand-drawn survey sketch and let Panexis draft the frame, panes, dimensions, and opener directions for the surveyor to check and refine alongside notes and photos.
Learn morePrepare production and manufacturing documents
Carry verified specifications into production with automatic pane references, glass ratings, unit build-ups, spacer colours, supplier orders, and glass, frame, and manufacturing sheets.
Learn moreSchedule installations clearly
Use diary views, fitting dates, staff workload, and fitter assignments to plan surveys, installs, service calls, and site visits.
Learn moreGive fitters a simple mobile workspace
Fitters can see assigned jobs, addresses, notes, dates, photos, and sign-off tools without needing access to the full office system.
Learn moreManage service and warranty work
Track snagging, service calls, warranty notes, follow-up visits, photos, and customer history after the installation.
Learn moreHandle commercial projects
Manage larger work with projects, properties, units, surveys, linked jobs, issues, progress, and sign-off in a separate structure.
Learn moreConnect to accounts through Linxis
Link Panexis to Linxis so invoicing and finance workflows can be passed towards QuickBooks, with Xero and Sage routes planned.
Learn moreRun the office diary and reminders
Keep appointments, surveys, callbacks, reminders, and overdue actions in one shared diary so nothing gets buried in email or sticky notes.
Learn moreSee staff workload before it becomes a problem
Use workload planning to spot who is free, who is overloaded, what is unassigned, and where survey, fitting, or service capacity is tight.
Learn moreTrack suppliers and bought-in products
Keep supplier records, capabilities, notes, and bought-in product sources together so office and production teams know who supplies what.
Learn moreMonitor supplier orders and material delays
Log supplier orders for glass, frames, panels, and hardware, then see what is open, confirmed, late, or received before fitting dates slip.
Learn moreKeep inbound communication in one inbox
Bring replies and inbound messages into a shared inbox view so the team can see what has come back from customers or suppliers.
Learn moreFinish with handover and feedback
Close jobs out with sign-off, handover documents, photos, feedback, and aftercare notes so the final stage is as organised as the first.
Learn moreControl pricing, colours, and setup rules
Manage pricing grids, glass multipliers, frame and handle colours, imports, and onboarding setup so the quote engine reflects how you actually sell.
Learn moreProduct views
See how the connected workflow works in practice.
Operational overview
Job board control
See job stages, missing deposits, due work, and fitting gaps from one operational view.
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Window-specific quoting
Quote designer
Build window and door specifications visually, with pricing and manufacturing detail attached to each item.
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AI-assisted survey capture
Survey sketch recognition
Turn a photographed hand sketch into an editable window or door draft, then check panes, dimensions, and opener directions before saving.
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Customer self-service
Customer portal
Give customers a clear place to follow progress, review documents, and see updates without calling the office.
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Connected planning
Fitting schedule and workload
Plan dates, fitter assignments, and team capacity while keeping every appointment linked to its job.
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Production and supplier orders
Carry accepted work through production weeks, manufacturing documents, and bought-in supplier items.
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Fitter workspace
Give fitters a focused mobile workspace for assigned work, site photos, and customer sign-off.
Open feature pageWorkflow
The whole job path in one system.
People do not buy software because it has a long feature list. They buy it because they can see how it makes the day easier. This is the Panexis flow in plain English.
1
Lead
2
Quote
3
Deposit
4
Survey
5
Production
6
Installation
7
Handover
8
Service
Who it is for
Built for the teams that actually run glazing work.
Window and door installers
Conservatory companies
Commercial glazing contractors
Manufacturers
Trade suppliers
Survey teams
Fitting teams
Service and repair teams
Use cases
See how different teams would use it.
Small installers
For owner-led teams that need quoting, jobs, diary, fitting, and aftercare without heavy admin.
View use caseCommercial contractors
For larger projects with properties, units, surveys, linked jobs, issues, and sign-off.
View use caseSurvey teams
For turning photographed sketches into editable layouts, then confirming measurements, panes, openers, photos, notes, and progress.
View use caseQuote to installation
See how one job record moves from enquiry to quote, production, fitting, handover, and service.
View use case
Customer journey
Live job
Quote approvalReady
Survey bookedNext
Materials orderedTracked
Installation scheduledVisible
Customer experience
A clearer journey for customers too.
Customers can move from quote approval to deposit, survey, progress updates, installation, handover documents, feedback, and aftercare with less confusion.
- Quote approval and deposit details can be shown clearly.
- Progress updates and documents can sit in the customer portal.
- Customer handover means the final folder of photos, documents, sign-off, guarantees, and aftercare details.
- Service calls and warranty issues stay linked to the original job.
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More focused pages for the things people search for.
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