The paperwork, done from the job
Everything you need to send or keep is built from what is already on the job: a risk assessment started from the survey, signed notes when glass is collected or delivered, purchase orders with the drawing on them, and quotes and invoices in your branding.
- 14-day trial
- iPhone, Android & web
- Every feature on every plan
Captured once, used everywhere
The survey, the work bench and the sign-off on site feed every document — nobody types it twice.
Survey
The access level recorded on the survey starts the equipment list on a new risk assessment in the phone app.
Quote and order
Branded quote PDFs with the glass drawn on each line; purchase orders to your supplier with the same drawing.
Collection or delivery
The customer signs on screen; the signed note is stored on the job.
Invoice
A branded invoice PDF, emailed in your layout, with a link to pay online.
Documents Coglass produces for you
All in your logo and colours, all kept on the job.
- RAMS from the surveyScaffold, ladders, harness: the access level on the survey fills the equipment list on a new RAMS in the phone app.
- RAMS PDFRisk assessment and method statement as a branded PDF, kept on the job.
- Signed collection notesItemised, signed on screen with the collector's name, and emailed to the customer.
- Signed delivery notesWith the customer's signature and a proof photo, ready to download.
- Branded quotesYour logo and colour, the glass drawn on each line, and a link to accept online.
- Branded invoicesDeposit, proforma and final invoices with totals, balance and a pay-online link.
- Purchase orders with drawingsNumbered per job, with the pane drawn on the PO, emailed to the supplier with the PDF attached.
- Cutting sheetsA cutting-sheet PDF for the workshop, grouped by station.
- Branded emailsEvery customer email uses one layout with your logo — and you can write your own templates.
More of Coglass
Less typing, fewer missing signatures
Book a demo and we will show you the documents from one of your own jobs — or pick a plan and start a 14-day trial.