Create the quote and take the deposit.
Quote to installation
One job record from the first quote to the final handover.
Panexis keeps the same customer, job, quote, payment, diary, production, fitting, and aftercare information connected as work moves through the business.
Quote to installation
Panexis
Enquiry
Quote
Survey
Production
Install
How it helps
Simple tools for the work your team already does.
Book surveys, production, and fitting from the same record.
Keep customers, fitters, and office users aligned.
Finish with sign-off, documents, feedback, and service history.
Workflow
See the path at a glance.
The aim is to make the next step obvious, keep the details attached to the job, and stop important work disappearing into inboxes, paper notes, or spreadsheets.
1
Enquiry
2
Quote
3
Survey
4
Production
5
Install
6
Aftercare
Who it helps
Built for real window and door teams.
Installers
Office teams
Fitters
Customers
Next step