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

14-day free trial. No credit card required. Full access from day one.

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