Compliance Management for Glazing Contractors
Handle FENSA certification, building regulations, and quality documentation with digital tools built for glazing businesses.
The Challenge
Glazing contractors must maintain FENSA certification, manage building regulations notifications, track energy ratings, and document installations - while juggling surveys, manufacturing, and installations. One missed Part L notification, lost energy rating certificate, or incomplete installation record can delay house sales, fail building control inspections, or create warranty disputes. Paper job sheets go missing, FENSA notifications are forgotten, and proving window specifications months later is nearly impossible without systematic documentation.
How Assistant Manager Solves Glazing Compliance
Each module is designed to address the specific challenges glazing businesses face every day.
Checklist Management
Glazing work requires Building Regulations compliance and quality documentation - without systematic records, proving compliance and quality later is impossible
The Problems
Why This Matters for Glazing
- FENSA notifications should be automatic for every installation, but keeping track of which jobs have been notified and which haven't is difficult with paper systems
Building control discover unreported installations during house surveys, creating delays that anger customers and requiring retrospective inspection fees
- Installation photos should document fixing methods, drainage, and finishing, but rushed jobs mean photos are forgotten and installation quality can't be proven later
Customers claim poor installation quality, condensation disputes arise, and you have no photos to prove proper installation procedures were followed
The Solution
How Checklist Management Helps
Installation-specific checklists with mandatory photo points, automatic FENSA notification reminders, energy rating capture, and customer sign-off
Every installation has photo evidence of proper fixing, FENSA notifications are triggered automatically, and energy ratings are documented with certificates
Use Cases:
- • FENSA notification tracking with 30-day deadline reminders
- • Installation photos showing frame fixing, drainage, and sealing
- • Energy rating documentation with glass and frame specifications
- • Survey measurements and opening size verification
- • Building Regulations compliance checklist (Part L, K, N, B)
- • Customer sign-off before and after installation
- • Guarantee registration and handover documentation
- • Snagging item tracking and resolution
Feature Screenshot
Checklist Management
Real-World Examples
Example 1: FENSA notifications should be automatic for every installation, but keeping track of which jobs have been notified and which haven't is difficult with paper systems
Real Scenario
"A customer selling their house discovers the windows you installed 18 months ago were never FENSA notified. The sale is delayed, the solicitor demands building control approval, and you pay £300+ for retrospective inspection. The customer is furious."
Example 2: Installation photos should document fixing methods, drainage, and finishing, but rushed jobs mean photos are forgotten and installation quality can't be proven later
Real Scenario
"A customer complains of condensation 12 months after installation. They claim poor fitting is the cause. You know you installed correctly, but have no photos of cavity drainage, sealing, or frame fixing to prove it. The dispute goes legal with no evidence."
Training & Development
FENSA contractors must maintain membership and demonstrate installer competency - without systematic tracking, something always lapses
The Problems
Why This Matters for Glazing
- FENSA membership requires annual renewal and periodic assessment, but tracking renewal dates and assessment requirements is done manually
Membership lapses without warning, you can't self-certify during the lapse, and commercial clients discover you're not currently FENSA registered
- You hire installers but training is 'watch and learn' - there's no structured competency development, no record of energy rating calculations capability, and you can't prove competency to FENSA
Installers make errors with Part L compliance, FENSA supervision visits question your quality control, and you can't demonstrate systematic training
The Solution
How Training & Development Helps
FENSA membership renewal tracking with 90-day warnings, employee competency assessment records, energy rating calculation training, and CPD activity logging
You never miss a renewal deadline, every installer has documented competency, and FENSA supervision visits find organized training records
Use Cases:
- • FENSA membership renewal tracking with 90-day warning
- • Energy rating calculation training and competency assessment
- • Installation technique training and assessment
- • Building Regulations (Part L) training for installers
- • Manufacturer training certification (Rehau, Veka, etc.)
- • CPD activity logging for FENSA requirements
- • Employee competency matrix by installation type
- • Supervision assessment preparation
Feature Screenshot
Training & Development
Real-World Examples
Example 1: FENSA membership requires annual renewal and periodic assessment, but tracking renewal dates and assessment requirements is done manually
Real Scenario
"You receive a FENSA email: 'Your membership expired 2 months ago.' During that period you completed 8 installations that should have been self-certified. You now need building control involvement for all of them, costing hundreds in fees."
Example 2: You hire installers but training is 'watch and learn' - there's no structured competency development, no record of energy rating calculations capability, and you can't prove competency to FENSA
Real Scenario
"FENSA conduct a supervision visit and inspect one of your installer's work. They question the thermal calculations and fixing method. When asked about installer training and competency, you have no records. FENSA require additional supervision visits."
Document Management
Glazing certificates need 5-10+ year retention (house sales, warranties, disputes) - paper systems can't maintain organized records over such periods
The Problems
Why This Matters for Glazing
- FENSA certificates for installations from years ago need to be retained and provided for house sales, but paper certificates are lost or customers have mislaid them
House sales are delayed, customers need replacement certificates, and you can't find copies to reproduce them
- Survey measurements, glass specifications, and energy rating calculations are paper documents that get damaged or lost between survey and installation
Manufacturing errors occur due to lost measurements, energy rating disputes arise without specification records, and warranty questions can't be answered
The Solution
How Document Management Helps
Cloud-based FENSA certificate storage with instant search, survey documentation linked to installations, and energy rating records with glass specifications
Every FENSA certificate is instantly retrievable forever, survey measurements are never lost, and energy ratings can be verified years later
Use Cases:
- • FENSA certificate storage and instant retrieval
- • Survey measurements and photos with date stamping
- • Energy rating documentation with calculation backup
- • Glass specification sheets and compliance data
- • Installation photos showing fixing and finishing
- • Guarantee documentation and warranty registration
- • Building control certificates where applicable
- • Customer handover documentation with digital delivery
Feature Screenshot
Document Management
Real-World Examples
Example 1: FENSA certificates for installations from years ago need to be retained and provided for house sales, but paper certificates are lost or customers have mislaid them
Real Scenario
"A customer selling their house needs the FENSA certificate from 5 years ago. They've lost their copy. You search filing cabinets but can't find yours either. The solicitor demands the certificate, the sale is delayed, and you pay FENSA £100+ for a duplicate."
Example 2: Survey measurements, glass specifications, and energy rating calculations are paper documents that get damaged or lost between survey and installation
Real Scenario
"You manufacture windows based on a survey. The measurements are wrong - the windows don't fit. You search for the original survey sheet to see what happened, but it's lost. You have to re-survey and re-manufacture at your cost."
Employee Scheduling
Glazing projects have multiple stages (survey, manufacturing, installation) - without linked scheduling, customers get forgotten and efficiency suffers
The Problems
Why This Matters for Glazing
- You schedule installers for jobs without checking if they're competent for that window type or have FENSA registration, leading to quality issues
Installers arrive unprepared for complex installations, quality suffers, and FENSA compliance is questioned
- Survey and installation scheduling isn't linked, meaning you can't see which surveys need booking installations, or which installations are waiting on manufacturing
Customers fall through gaps between survey and installation, work is delayed, and schedule efficiency suffers from poor visibility
The Solution
How Employee Scheduling Helps
Drag-and-drop scheduling with competency verification, survey-to-installation pipeline tracking, and automatic alerts for overdue stages
Every installation is assigned to competent installers, customers move smoothly from survey to installation, and nothing falls through the gaps
Use Cases:
- • Survey booking and completion tracking
- • Manufacturing scheduling with lead time management
- • Installation assignment with competency verification
- • Pipeline visibility from survey to completion
- • Installer qualification checking for complex jobs
- • Multi-property project coordination
- • Reminder scheduling for survey follow-up
- • Working Time Regulations compliance
Feature Screenshot
Employee Scheduling
Real-World Examples
Example 1: You schedule installers for jobs without checking if they're competent for that window type or have FENSA registration, leading to quality issues
Real Scenario
"You schedule an installer for a complex commercial shopfront. They arrive and realize they've only been trained on domestic windows. The job can't proceed properly, quality is poor, and the commercial client refuses payment citing amateur installation."
Example 2: Survey and installation scheduling isn't linked, meaning you can't see which surveys need booking installations, or which installations are waiting on manufacturing
Real Scenario
"A customer has been surveyed but you forget to schedule manufacturing and installation. 6 weeks pass before they chase. They cancel in frustration and leave a poor review about forgetting them after survey."
Time Clock & Attendance
Glazing pricing depends on accurate time estimation by window type - without real data, quotes are guesswork and profitability suffers
The Problems
Why This Matters for Glazing
- Installation time estimates for quotes are based on guesswork, not real data on how long different window types and configurations actually take
You consistently under-quote complex installations, profitable-looking jobs make losses, and pricing accuracy doesn't improve
- Survey and installation time isn't tracked separately, making it impossible to understand where time is actually spent or improve efficiency
You don't know if surveys take too long or installations are inefficient, can't identify training needs, and efficiency doesn't improve
The Solution
How Time Clock & Attendance Helps
Mobile clock in/out at customer sites, job-specific time tracking by stage (survey, installation, snagging), and GPS timestamp verification
You know exactly how long each window type takes for accurate quoting, identify efficiency improvements, and can verify time on site for customer queries
Use Cases:
- • Mobile clock in/out at survey and installation sites
- • Job-specific time tracking by stage (survey vs installation)
- • GPS timestamp verification for site attendance
- • Historical time data analysis by window type for accurate quoting
- • Installer efficiency comparison for training identification
- • Travel time recording between sites
- • Weekly timesheet generation for payroll
- • Job costing analysis to identify profitable window types
Feature Screenshot
Time Clock & Attendance
Real-World Examples
Example 1: Installation time estimates for quotes are based on guesswork, not real data on how long different window types and configurations actually take
Real Scenario
"You quote £3,500 for a bay window replacement estimating 'probably 2 days.' It takes 4 days due to complex existing structure. You've made minimum wage on work you thought would be highly profitable, with no data to improve future quotes."
Example 2: Survey and installation time isn't tracked separately, making it impossible to understand where time is actually spent or improve efficiency
Real Scenario
"You realize profitability is poor but don't know why. Surveys, manufacturing, or installation - which stage is the problem? Without time tracking, you're guessing. Process improvements are random rather than data-driven."
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