Features - FitterPal

Visual job pipeline

Never lose track of where each job stands again

Drag-and-drop cards through a visual pipeline that shows every job at a glance—from initial enquiry to final payment. No more spreadsheets, sticky notes or jobs falling through the cracks.

💡 Fitting companies using FitterPal report closing at least one more quote a month—simply because nothing gets forgotten.

Customise stages to match exactly how your business works
Instantly see bottlenecks and take action before they cost you money
Filter by fitter, customer or date to find any job in seconds
Move jobs with a single drag—updates flow to your whole team automatically

Effortless scheduling

Book, move and manage your crew's time without the chaos

A single calendar shows every fitter's availability, existing bookings and job details. Drag appointments to reschedule, and your team gets notified instantly—no phone calls, no confusion.

💡 One double-booking avoided or one no-show prevented pays for FitterPal for months.

See your whole team's week at a glance—spot gaps and overbookings instantly
Reschedule with a single drag; affected customers are notified automatically
Colour-coded job types help you balance workload across your crew
Reduce travel time by scheduling jobs in sensible routes

Powerful job management

Every detail, photo and update in one spotless timeline

No more hunting through WhatsApp threads, paper notes or email chains. FitterPal captures every photo, note, document and milestone in a single timeline—so you always know exactly what's happened and what's next.

💡 When a customer calls asking about their job, you'll have the answer in 5 seconds—not 5 minutes of searching.

Upload photos on-site that sync instantly to the office
Attach quotes, invoices, specs and certificates to jobs
Create tasks and checklists so nothing gets missed
Track materials used and costs against each job

Mobile app for fitters

Everything your team needs, right in their pocket

Your fitters get a clean, focused view of their day—job addresses, customer contacts, notes and tasks—without wading through admin screens. They update progress, snap photos and mark jobs complete from the van or on-site.

💡 Fitters spend 30+ minutes less per day on admin, giving them time for an extra job or an earlier finish.

Today's schedule with tap-to-navigate directions
Snap before/after photos that upload automatically
Log time, materials and notes without paperwork
Works offline—syncs when signal returns

Customer management

Delight customers with transparency—and stop "how's my job going?" calls

Give customers a professional experience with best in class automated communications.

💡 Companies using progress sharing see 40% fewer inbound calls asking "when are you coming?"

Automatic updates sent when job stages change
Templated emails and SMS messages
Professional, branded experience builds trust
Reduces misunderstandings and disputes

And there's more

FitterPal is packed with thoughtful features designed specifically for window, door and conservatory fitting businesses.

Customer CRM

Keep all customer details, history and communication in one place. Know your customers better, win repeat business.

Business dashboard

Live metrics show jobs in progress, revenue forecast and team performance—so you always know how the business is doing.

Document storage

Attach quotes, contracts, FENSA certificates and warranties to jobs. Never lose an important document again.

Tasks & checklists

Create task templates for common job types. Ensure every step is completed, every time, by every fitter.

Team collaboration

Office staff and fitters work from the same real-time data. No crossed wires, no outdated information.

Referral tracking

Track where your jobs come from. See which marketing channels and referrers bring the best customers.

Forms & surveys

Create custom forms and surveys to collect information from your fitters, surveyors and admin staff. Collect signatures for sign offs and approvals.

Order management

Create orders for your suppliers and track the status of your orders.

Enquiry management

Save time collecting information by allowing customers to easily provide photos, notes and preferred survey dates.

FitterPal Features