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Sale Forms That Do the Maths for You

GlazingCRM Team·

Capturing a sale with a live nett preview

Getting a sale written up properly matters. Get the nett wrong and your reports, your commission and your forecasts are all wrong with it.

That's why GlazingCRM's sale forms do the sums for you.

What you see when you capture a sale

Enter the gross amount and the payment method, add a deposit if there is one, and the Nett Preview fills itself in:

  • gross
  • deposit and how it was paid
  • balance remaining
  • VAT extraction
  • the nett amount

There's no calculator, no second spreadsheet, and no "I'll work it out later".

Totals and formulas on your own forms

If your sale forms include your own figures — extras, discounts, finance costs — you can add Sum, Formula and Subtotal fields in the form builder. They calculate on screen as the form is filled in, and the saved figures match what your team saw.

Job details in the same place

Alongside the money, the same screen holds the job number, whether it's been surveyed and when, and fitting and installation dates. The office and the fitting team are working from the same page.

Replace Your Spreadsheets
with one simple system

Add your lead sources, your sales reps and a few basic settings — you'll be up and running in an afternoon. 14-day free trial, no card, no commitment.

Sale Forms That Do the Maths for You | GlazingCRM | GlazingCRM