Shower Glass Conversion
- 1Inquiry form captured from website
- 2Automated calendar link sent for measurement appointment
- 3Estimate sent with digital deposit payment option
- 4Material arrival notification sent to client
Systems for Glass Companies
Modern Systems for Glass and Glazing Contractors
The business model for glass companies runs through technical fabrication and precise field installation, but profits often evaporate during the transition from field measurements to final billing. Inefficiencies in material lead time communication and forgotten change orders create significant administrative friction.
Construction & Trades
- Missed Call Text Back
- Project Status Portal
- Digital Punch Lists
- Automated Deposit Collection
- Recall Campaigns
Also for: Glass and Glazing Contractors
How the business actually works
How the work flows, start to finish.
- 01
Inquiry
A prospect requests a quote for a shower enclosure, storefront, or window replacement.
- 02
Field Measurement
A glazier visits the site to take precise dimensions and check for structural plumbness.
- 03
Estimation
The office calculates glass thickness, hardware finishes, and fabrication labor costs.
- 04
Procurement
Materials are ordered from the temperer or manufacturer with tracking for delivery dates.
- 05
Installation
The crew arrives on site to set the glass and apply necessary sealants or hardware.
- 06
Punch List
Final inspection ensures no chips, scratches, or alignment issues remain before sign off.
- 07
Closeout
Final invoicing is sent and lien waivers are exchanged to complete the contract.
Where it leaks
Common problems for glass companies.
01
Measurement Errors
Incorrect field dimensions lead to miscut tempered glass that cannot be modified, resulting in wasted material and schedule delays. Manual entry from paper notes into the CRM often introduces transcription mistakes.
02
Lead Time Friction
Clients frequently call for status updates on custom glass orders during the fabrication period. Without automated tracking, office staff spend hours checking with suppliers to provide simple updates.
03
Change Order Leakage
Field adjustments like unexpected hardware upgrades or structural shimming often go unbilled. When these modifications are not documented and approved instantly, the company loses high margin revenue.
04
Safety Compliance
Managing safety data sheets and OSHA glass handling certifications is difficult for growing crews. Missing documentation can lead to job site shutdowns or liability issues during commercial glazing projects.
05
Uncollected Retention
On commercial projects, the retainage held back at the end of a contract often sits unpaid for months. Forgetting to trigger follow ups for retention payments severely impacts net profitability.
What LATTICE can build
Systems built around how you work.
Missed Call Text Back
Immediately engage builders or homeowners who call while your team is on a loud job site or handling fragile glass.
Project Status Portal
Provide clients with a secure link to see the current status of their glass fabrication and estimated delivery dates.
Digital Punch Lists
Allow field crews to upload photos of finished installations and collect digital signatures for work completion on site.
Automated Deposit Collection
Send automated SMS links for material deposits as soon as the quote is accepted to secure fabrication slots.
Recall Campaigns
Target past residential customers for hardware inspections or seal replacement services during slower seasons.
Document Follow Up
Automatically prompt clients to sign safety waivers or care instructions for specialty coated glass after installation.
Review Requests
Trigger a request for a photo review once the final glass installation is signed off in the field.
Example systems
What it looks like in practice.
Commercial Glazing Workflow
- 1Bid documents uploaded to client portal
- 2Automated follow up on unsigned subcontracts
- 3Weekly progress photo updates sent to GC
- 4Retention payment reminder triggered 30 days post completion
Emergency Board Up Response
- 1After hours call routed to AI receptionist
- 2Emergency service fee authorized via text
- 3Dispatch notification sent to on call glazier
- 4Follow up quote for permanent replacement glass sent next morning
Have a different problem?
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
Questions from glass companies
How can I stop my glaziers from losing paper measurement sheets?
By using a centralized digital portal, measurements are entered directly into the project file at the job site. This eliminates the need for physical paper and ensures the office has the data instantly for ordering.
Can we track custom glass orders from the temperer?
Yes, the system allows you to update project stages based on supplier status. You can trigger automated notifications to the client when glass moves from fabrication to ready for install.
Is it possible to collect payments in the field?
The platform supports mobile payments and digital invoicing, allowing your crew to collect the final balance or a signature as soon as the glass is set and cleaned.
How do we handle change orders when site conditions vary?
Field teams can generate a digital change order that the client signs on a tablet or phone. This ensures the price adjustment is logged and billed before the additional work is even performed.
Will this help with managing subcontractor glaziers?
You can provide limited portal access to subcontractors so they can view their specific work orders, upload completion photos, and submit their own daily logs without seeing your full company financials.