Client Management Software for Window Fitters
Give your clients a clear view of your professionalism.
The ridiculously simple client management software built for window and door fitters. Quote installations, manage survey bookings, and collect deposits without the glass ceiling of evening admin.
No credit card required. Setup takes 2 minutes.
Quote: Front Bay Window Replacement
Running a window fitting business shouldn't mean wrestling with spreadsheets every evening.
Window specs get mixed up between jobs, survey appointments clash, and deposits arrive weeks after the order deadline. CMA keeps every measurement, every spec, and every payment on track.
Itemise frames, glass types, hardware, and fitting costs. Attach survey photos and window specs so nothing gets lost between quote and installation.
Explore Professional Quotes →Let clients book their own survey appointment through your availability page. No more back-and-forth phone calls.
Explore Scheduling & Appointments →Collect deposits via card the moment the client signs off. Place your window order with confidence.
Explore Invoices & Payments →How do I keep window specs accurate across multiple jobs?
CMA links every detail to the right client:
Survey and photograph - Upload measurements and photos from the survey visit.
Build the quote - Itemise each window with spec, size, and fitting cost.
Client approves - Sign-off and deposit payment in one step.
Order and schedule - Place the order and block your fitting dates.
Site Visit Scheduler
CMA vs. The Old Way for Window Fitters
| Feature | The Old Way | CMA |
|---|---|---|
| Quoting | Spreadsheets with confusing window codes. | Clear per-window quotes with photos. |
| Surveys | Phone tag to arrange a visit. | Online self-service booking. |
| Deposits | Waiting for transfers before ordering. | Instant card deposits on approval. |
| Specs | Measurements on scraps of paper. | Digital records linked to each client. |
| Aftercare | Clients losing your details. | Ongoing access via the client portal. |
"I once ordered the wrong glass for a bay window because my notes were illegible. Since using CMA, every spec is photographed, digitised, and attached to the client. Zero mistakes."
- Neil S., Window & Door Fitter
Ready for a clearer view of your business?
Join the tradespeople using CMA to run a more accurate, more professional window fitting business.
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Made by David Wright at Coder Studios