High-value sales · Windows, doors & conservatories
Payments for window, door and conservatory companies
Orders are large, made to measure and paid in stages over several weeks. That is exactly the pattern standard card setups handle badly.
Sound familiar?
Where payments tend to get awkward.
- Survey fees and deposits taken weeks before anything is installed.
- Stage payments tied to manufacture and fitting dates.
- Large card payments queried or declined at the moment the customer is ready to pay.
A typical job, mapped
A window and door order, and where the money moves.
-
Survey
Deposit
Payment link sent with the quote
-
Manufacture starts
Stage payment
Payment link or pay-by-bank for the larger sum
-
Installation
Balance
Card machine with the installation team
-
Job closed
Paid in full
A clear record for you, your bookkeeper and your customer
Illustrative. Your stages, amounts and payment methods are set around how you work.
A typical setup
What I would usually put in place.
Every business is different, so this is a starting point. Yours is designed after we have talked through how you actually work.
- Deposit, stage and balance payments planned up front
- Pay-by-link for customers who are not on site
- Limits and account terms arranged for the size of order you actually take
- Card machines for installation teams
How I work
Four steps, one person.
- 01
Listen
We meet and I learn how you quote, sell and get paid today.
- 02
Design
I draw up a setup for your business and explain it in plain English.
- 03
Install
I handle applications, switching and kit, and get your team comfortable.
- 04
Look after
You have my mobile. If something needs sorting, I chase it.
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