What we need to see
One repeatable process with its trigger, current handovers, required approvals and common failure cases.
Workflow automation · Door & window manufacturers
From Order to Installed, Without 100 Handovers.
Door manufacturing combines factory production with field install. Every job touches sales, production, logistics, install teams, and customer service. Manual handovers between those teams are where margin gets lost and customers get frustrated. We build the automation that keeps every job moving smoothly from confirmed order through to signed-off install.
Tell us the task, your current tools and where the work gets stuck. We will help you choose a sensible first scope.
The door & window manufacturers reality.
Order accepted, configuration locked, production scheduled, materials ordered, manufactured, kitted, delivered, installed, signed off, invoiced. Ten handovers minimum. Each handover today depends on a person making a phone call, sending an email, updating a spreadsheet. When the install team can't reach the customer to confirm the date, the job sits. When production is ready but install isn't scheduled, units go into storage. Compound friction.
The work in context · Illustrative scenes
Start with the door & window manufacturers workflow.
Use representative inputs from the business to scope workflow automation. Agree what the system prepares and what a person needs to check.
Make the handover part of the build.
Test normal work, missing information and failures with the team, then hand over clear review steps and practical guidance.
Tuned for door & window manufacturers.
01
Order → production handover
Confirmed orders flow straight to production with the full configuration, drawings if needed, install requirement, and target delivery date. Production sees everything at once, not in dribs from email.
02
Customer scheduling automation
Install dates booked via automated customer scheduling, link sent at the right point in the flow, customer picks a slot, your team confirms availability, calendar locked.
03
Install team logistics
Day-of-install packs generated automatically: addresses, contact details, unit details, special instructions. Sent to the install team's phones. Snag list captured on completion.
04
Snag and warranty handling
Snags logged at install. AI triage routes to the right team (manufacturer, install team, supplier) with context. Warranty queries linked back to the original install record.
We integrate with what you have.
- Custom production systems
- Sage / Xero
- Calendly / customer scheduling
- WhatsApp / SMS for install teams
- CRM
We check your software version, available API or export, access permissions and any supplier fees before quoting. If a reliable connection is not available, we will explain the practical alternatives.
Prove it on your own work first.
How we judge the pilot
Measure completion time, missed handovers and manual interventions for one workflow before extending it.
What stays in your hands
Agree who can approve each action and who receives failures. Keep a manual fallback for supplier or system outages.
Fixed fee, phased delivery.
£5,000-£20,000 depending on scope and integration depth
From £5,000excluding VAT
Workflow automation for door & window manufacturers
- Workflow audit + industry-specific spec
- Build, integrations, and tuning to your real data
- Deployment, handover and agreed access controls
- Hosting, AI usage and ongoing support quoted separately
Things people in this industry ask us.
01Will the install team actually use this?
Yes, when it's built for them, mobile-first, simple, integrated with WhatsApp or SMS where they already work. We've seen install teams adopt the tooling faster than office teams because the UX is built around their reality, not a desktop screen.
02How does customer scheduling work?
Customer gets a link, picks from your available slots, your team confirms. Friction-free for the customer; no phone-tag for your scheduling team. Reschedules handled the same way.
03What about emergency / rush jobs?
Routed to a manager-attention queue with the right priority. The automation handles the standard 90% flow; emergencies get human routing with full context.
04Can this work with our existing production system?
Yes, we extend or wrap your current system rather than replace it. Most door manufacturers we've looked at have decent production setups; what's missing is the workflow layer that glues sales → production → install together.
05What about warranty and snag returns?
Snags captured at install with photos. Warranty queries six months later pull up the original install record, the parts used, the install team. AI triages and routes, most snags route directly to the right team without a manager touching them.
Zoom out.
Related solutions.
Keep exploring
Turn the idea into a working system.
What could work
better for you?
A new website. More customers. Less admin.
Tell us where you want to get to. We will reply within one working day.