Build the quote
Use the visual quote designer for windows and doors, layouts, panes, hardware, colours, measurements, and notes.
Office to production
Stop rebuilding the same job five times.
Panexis carries the same job record through quoting, deposit acceptance, sketch-assisted survey, job board control, production documents, supplier orders, fitting, handover, feedback, and customer updates.
Job #42
Deposit due
47a Maylands Avenue
Board stage survey
No fitter
4 windows
Workflow stages
Each stage knows what came before it.
Accept and deposit
Accepted quote items become job lines, with deposit payment options and bank transfer details visible before work is released.
Survey and verify
Photograph a hand-drawn sketch, create an editable frame and pane draft, then let the surveyor verify dimensions, openers, glass, hardware, notes, and photos.
Plan, produce, fit, and hand over
Schedule work, generate supplier and manufacturing documents, assign fitters, collect site photos and sign-off, then publish handover documents and aftercare.
Operations board
Week 23
DepositMissing
Supplier orderRaised
Diary taskBooked
Customer handoverDraft
Operational detail
The reminders, paperwork, and handover are part of the workflow.
Board rules, diary entries, supplier orders, production documents, and customer handover all use the same job record, reducing handover gaps and manual typing.
- Configurable board columns, saved views, and red or amber alert badges.
- Visual diary, staff workload planner, and automated reminder rules.
- Supplier orders, glass order PDFs, manufacture sheets, and material cut sheets.
- Communication timeline, customer handover documents, feedback requests, and follow-up tracking.
Field and customer access