Keep every enquiry, survey address, previous install and open quote on the customer, so your office stops asking fitters which Mrs Jones that was.
Get started freeHistory travels with the install
A CRM only helps if it sits next to the work. In FitterPal, customers own jobs, quotes, bookings, photos and invoices. When a warranty call lands two years later, you open the customer and see the original bay window install.
Nothing sits in a forgotten chat thread
Most fitting firms lose money on soft leads and unpaid deposits, not on bad installs. A job-linked CRM makes it obvious what still needs a call, a re-quote or a schedule slot.
💡 If your CRM is a phone contacts list plus a group chat, you're already paying for it in missed follow-ups.
See every lead and install stage without a spreadsheet.
Send estimates that stay attached to the right household.
Before and after evidence next to the customer record.
Capture enquiries into FitterPal instead of a generic form tool.
The full job, enquiry to paid.
Turn surveys into clear quotes.
Capture enquiries into your CRM.
No. Customer records, jobs, quotes and communications live together, so most window fitting firms don't need a second CRM subscription.
Yes. Bring across the contacts you already have so you're not starting from a blank book. Book a demo if you want help planning a clean import.
Yes. Owner-operators and small crews get the most from stopping lead leakage between WhatsApp, paper and email.
Grab a quick 15-minute demo: tell us what you need, see FitterPal in action and get every question answered. No pressure, just value.