Schedule a glazing visit

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The workflow for getting glass installed on site — from assigning a glazier and booking the visit, through prepping the site, to marking the job complete.

When to use

Coordinating an on-site glazing visit for a part that’s glazed on site rather than in the factory.

Step by step

A site glazing row (open it) — 1. Open the glazing schedule you're arranging.

Assign Glazier (toolbar button) — 2. Assign a glazier — pick one of your staff, or a supplier who does site glazing.

Mark Booked (toolbar button) — 3. Book the date. It's checked against the part's delivery date so you don't book too late.

Mark Site Ready (toolbar button) — 4. Flag the site as ready when access and prep are sorted.

Generate Request Form (toolbar button) — 5. Generate the request form to send the glazier the details.

Send Documents (toolbar button) — 6. Or use Send Documents to merge the request form and email it straight to the glazier — you can send now, save as a draft in your mailbox, or download an email file. A successful send marks the schedule as Sent automatically, so there's no separate step.

Mark Complete (toolbar button) — 7. Mark Complete once the glazing is done and signed off.

Last updated on July 8, 2026

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