Window fitters
Measure, quote, order and install. Sizes and the site stay on the client, from survey to sign-off.
Clients and companies: who requested the measurement and who must be at home on the day of installation.
| Contact | Tag | Type | Job role | Company | Source | |
|---|---|---|---|---|---|---|
| SR | Sara Riva | Windows | Customer | Client | Family Costa | Site |
| MB | Marco Bianchi | Door Follow-up | Enterprise | Enterprise | Quest Riva | Construction site |
| LF | Luca Ferri | Shutters | Interior | Foreman | Condominium Verdi | Word of mouth |
How many construction sites are being measured and how many are waiting for installation.
Reports
Charts
Type
Source
Companies
Businesses and condominiums, with orders open.
| Company | Tag | Type | Industry | Contact | Source | |
|---|---|---|---|---|---|---|
| SR | Family Costa | Windows | Customer | Private | Sara Riva | Site |
| MB | Quest Riva | Door Follow-up | Enterprise | Businesses | Marco Bianchi | Construction site |
| LF | Condominium Verdi | Shutters | Interior | Condominiums | Luca Ferri | Word of mouth |
From the site they ask for a measurement: address and type of window.
Ask for a measurement
Address and what you want to replace. We'll schedule an inspection for you.
Email
Name
Surname
16/04/2026
How can we help you?
Send
Book an appointment
Address and what you want to replace. We'll schedule an inspection for you.
Sara Riva
Client
Select a date
November 2026
Mo
Tu
We
Th
Fr
Sa
Su
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
Saturday 14 November
09:00
10:00
11:00
14:00
15:00
16:00
They choose the day of the inspection. The team sees it on the agenda.
The windows and doors are ready: propose the installation date to the customer.
100%
Add action
Fixed schedule
Order ready in stock
ForEach Loop
Propose the installation date
Windows, door, shutters: the negotiation closes with the signed estimate.
New lead 2
6.500,00 €
1.750,00 €
20%
Apartment windows Costa
€ 2.000
Family Costa
26 Nov
30%
Condominium door Verdi
€ 4.500
Quest Riva
4 Dec
Lead qualified 2
15.000,00 €
8.500,00 €
50%
Construction site shutters Riva
€ 5.000
Condominium Verdi
22 Nov
60%
Mosquito nets, second order
€ 10.000
Family Costa
19 Nov
Negotiation 1
10.000,00 €
8.000,00 €
80%
Retargeting
€ 10.000
Condominium Verdi
17 Nov
Value of open estimates and those already in production.
Reports
Charts
Status
Amount
Companies
The quote has measurements, color and installation, before launching the order.
Draft 2
4.280,00 €
Costa window quote
#PREV-5-2026
€ 2.440
Family Costa
24 Nov
Door offer
#PREV-3-2026
€ 1.840
Quest Riva
30 Nov
Sent 2
5.700,00 €
Shutters and installation
#PREV-6-2026
€ 3.900
Condominium Verdi
20 Nov
Q2 Acme partnership
#PREV-4-2026
€ 1.800
Family Costa
18 Nov
Accepted 1
20.023,00 €
Door offer
#16-2026
€ 20.023
Condominium Verdi
12 Nov
Offers sent and construction sites already confirmed.
Reports
Charts
Status
Amount
Companies
The window order progresses until installation and final inspection.
New Order 2
2.912,00 €
Window order Costa, 8 pieces
#OR-29-2026
€ 2.143
Family Costa
18 Nov
Door Verdi
#OR-11-2026
€ 769
Quest Riva
23 Nov
Taken in charge 2
3.975,00 €
Shutters Riva
#OR-9-2026
€ 1.952
Condominium Verdi
16 Nov
USB-C hub
#OR-18-2026
€ 2.023
Family Costa
21 Nov
Revenue 1
1.098,00 €
Window order Costa, 8 pieces
#OR-15-2026
€ 1.098
Quest Riva
13 Nov
Orders in production and those ready for the team.
Reports
Charts
Status
Amount
Companies
Every construction site: measurement, order, installation.
Construction sites delayed on installation.
Reports
Charts
Status
Projects
Tasks
Surveys, color confirmations and installations of the week.
08:00
09:00
10:00
11:00
12:00
13:00
14:00
15:00
16:00
17:00
18:00
Mo
9
Costa measurement
Confirm the color
Tu
10
Secure the installation
Rossi project kickoff: goals and dates in the CRM.
We
11
Costa measurement
Confirm the color
Th
12
Maintenance contract expiry
Call with Rossi & Co.
Fr
13
Send monthly report
Rossi project kickoff: goals and dates in the CRM.
Teams and inspections without overlapping.
Team load and installations expired.
Reports
Charts
Status
Projects
Tasks
Surveys and installations on the agenda, with the address.
Appointments
Calendar
08:00
09:00
10:00
11:00
12:00
13:00
14:00
15:00
16:00
17:00
18:00
Mo
9
home measurement Costa
11:00
15:00
Tu
10
Pose Verdi
14:00
17:00
We
11
08:00
Sara Bianchi
16:00
Th
12
09:00
11:00
Marco B.
Fr
13
10:00
12:00
16:00
Call with Rossi & Co.
Nov
16
Mon
10:00 - 10:30
Monday 16 November
30 min
Video conference
Google Meet
https://meet.google.com/abc-defg-hij
Organizer
Sara Bianchi
Participants
Marco B., Sara R.
Company
Family Costa
Start
16/11/2026 10:00
End
16/11/2026 10:30
Video conference
Google Meet
Location
Construction site, Via Verdi 8
Status
Confirmed
Each exit has a construction site, time and what needs to be measured or assembled.
The measurement is on the project, the same version sent into production.
Data
Type
Procedure
Stakeholders
MB
Marco B.
SB
Sara Bianchi
Content
Compartments, direction of opening and colour
Goal
Align the team on dates, owners and the first deliverable.
Next steps
1. Rossi project kickoff: goals and dates in the CRM.
Wrong measurement, scratched glass, rain: the problem remains on the construction site.
Which installations are coming back and why.
Reports
Charts
Status
Priority
Topic
Order ready in stock: the customer receives the possible installation dates.
windows ready, schedule the installation
Condition
Yes
Create Task
No
100%
Add action
Fixed schedule
Order ready in stock
ForEach Loop
Propose the installation date
Which construction sites have already received the installation proposal.
Each installation has an address, time and status: scheduled, in progress, tested.
Jobs
Field service — site, city, schedule.
| Code | Title | City | Scheduled start | Owner | Status |
|---|---|---|---|---|---|
| JB-301 | Posing Costa, Tuesday | Torino | Tue 10:00 | Luca V. | Scheduled |
| JB-288 | Door Verdi | Milano | Wed 14:30 | Marco B. | Scheduled |
| JB-275 | Shutters Riva | Bergamo | Today | Sara R. | In progress |
| JB-250 | Test to be done | Brescia | Mon | Fleet team | Done |
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