Feature — Jobs & Orders

Every job, start to finish, in one thread

From the first WhatsApp enquiry to the final paid invoice, every job lives in one place your whole team can see — statuses, notes, site photos and full history. No more “which spreadsheet was that on?”

Orders
Live job board
#0063 · ClearScore
Glazing · new request
New
#0061 · Johnson Residence
Glazing · survey booked
Survey
#0058 · Park Café
Collection · ready
Ready
#0054 · Unit 7 Trade
Glazing · needs attention
2d idle

One place for the whole job lifecycle

Coglass moves a job through every stage — and keeps everyone looking at the same record.

1
Capture the enquiry
Phone, email, WhatsApp or your website form — the customer, site address, contacts and job description are captured into a new order.
2
Quote or survey
Send a quote or book a survey straight from the order. Everything stays attached to the same job.
3
Track the status
Watch the job move through new request → survey → quote → on order → glass ready → fitting → completed, with the right label for collection, delivery or glazing.
4
Keep notes & photos
Internal notes, site photos and documents live on the order so the whole team has the full picture — office and field.
5
Never-reused numbers
Every order gets a unique, monotonic number that is never re-issued — even after a job is deleted — so your records stay clean.
6
Through to invoice
When the job completes, raise the invoice, take payment and push to Xero — all from the same order.

Everything a glazing job needs, attached

No more juggling spreadsheets, notebooks and group chats.

Full order lifecycleStatuses from enquiry to paid, with type-aware labels for collection, delivery and glazing jobs.
Order templatesSave common jobs as templates and spin up repeat work in seconds.
Never-reuse numberingMonotonic order numbers that are never re-issued, even after deletion.
Soft-delete & trashDelete to a trash bin, restore if needed, or purge — nothing lost by accident.
Site contacts & addressesMultiple site and billing addresses with tap-to-call and map links.
Internal notes & photosThread notes and job photos against the order for the whole team.
“Needs attention”Forgotten jobs sitting too long in a status are flagged automatically so nothing slips.
Quick GoBuild a quick walk-in order or quote in seconds for counter trade.
DocumentsRAMS, quotes, invoices and job files all attached to the order.
Whole-team visibilityOffice on the web, fitters on the app — one live record, synced in real time.
Linked extra jobsCreate a new linked job from site for the same customer, even offline.
Customer portalOptional tokenised tracking, quote and invoice pages for your customers.

Run every job from one place

Free for 14 days on the plan you choose. Cancel before it ends and you pay nothing.

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