CtrlTrade® is built for window, door, and conservatory businesses who need to manage the full sales cycle — from lead and survey to quote, installation scheduling, and aftersales — all in one connected platform.
Survey Management
Schedule and record customer surveys with measurement notes, product selections, and photo capture.
Quote Building
Build detailed quotes for windows, doors, conservatories, and orangeries. Send for e-signature via the customer portal.
Installation Scheduling
Schedule installation crews by job type, location, and availability. Customer ETA notifications included.
Aftersales & Snagging
Manage aftersales visits, snagging lists, and warranty claims. Track resolution against each job.
Manufacturer Orders
Place orders with your window and door manufacturer from the platform. Link to jobs for delivery tracking.
Customer Portal
Customers can approve quotes, track installation progress, and access warranty documents via the portal.