ProActive Sales

Client and job

Start every visit here. These details carry through to the quote, the signature page and the contract.

Client

Full name * Email * Phone * Second contact (optional)

Install address

Street address * Town (sets travel) Postal code

The job

How many showers?

How did they hear about us? Project Ready for install Rep

Notes (access, parking, pets, tile status…)

Name, email, phone and address are needed to send the quote and contract.

Layout type

Tap a type, then tap the configuration that matches the shower. The app goes straight to measuring the curb. Set Mirror first to flip the hinge and return side.

Draw it from the front

Draw each piece with your finger or stylus: an outline or a corner-to-corner stroke. It snaps to a clean rectangle. Tap a piece to set door, panel, return or transom.

Example: a tall shower with a door, side lite, transom above and a return. Clear it to draw your own.

Rough sizes

Enter rough measurements. Each piece gets its square footage, weight and hinge check. The final measure confirms exact sizes later.

Measure the curb

Width (in) Depth (in) Height (in) Door width (in) Glass

Hardware

Finish

Header

Installation crew

Access

Old shower

Handle

Slider style

Hinge type is chosen per door in the table below. Glass-to-glass hinges are picked automatically when a door hangs off a panel. Pivot hinges on a header become available once a header is added. Wall-mount pivots work without one.

From above

Front view ■ clamp □ sleeve-over clamp, one set per glass-to-glass joint. Tap a clamp to delete it; add more in the table.

Gaps and deductions

Doors keep the standard width; the gaps come off the side lites. Pieces marked Auto are placed from the curb: side lites fill what's left of the width, returns take the depth. Type any width to lock it.

Price build

Every quantity above is priced here: glass, edge polish in lineal inches, fabrication, hinges, clamps, channel, header, handle, finish and installer pay. Costs below are sample numbers for this mock-up only; the app uses your owner settings.

Sample costs and ratings (edit to try your own numbers)

Hinge ratings and costs come from the sample list in the price build below. In the app they come from your owner settings. Glass weights are approximate.

Upgrades and your price

Show the client the finishing touches, apply a promotion, and walk through the total and deposit.

Promotion

Preset promotion Client agrees to before and after photos for our website and Google profile Client pays by e-transfer, deposit and balance

Sign off

The client checks the details, reads the terms and signs with a finger or stylus.

Client

Terms

I have read and agree to the terms, the price and the deposit.

Signature

Jobs board

Owner only. Every lead from first visit to final bill.

Final measure

Measure each panel where the glass meets tile, one at a time. The app works out the glass sizes, gaps, door drop and header drop, then places the hardware.