WindoorERP Documentation 19.0

Manage pre-quote surveys, production manufacturing surveys, and survey approvals

2 min read Updated 2026-08-28 WindoorERP 19.0

What this does

Conducts high-precision on-site laser surveys of architectural window openings, distinguishing between preliminary pre-quote surveys and verified final production manufacturing surveys.

Before you start

  • Sales opportunity created or contract confirmed requiring site measurement.

Steps

All site surveys master list showing survey numbers, project locations, and survey states

Master site survey form with opening dimensions grid, laser readings, and photo uploads

Surveys schedule calendar view for site technician dispatch planning

Pre-quote surveys queue list used by sales estimators

Pre-quote surveys kanban board tracking estimation stages

Pre-quote survey profile capturing approximate building opening counts

Pre-quote site visit calendar

Production manufacturing surveys list containing millimeter-accurate opening measurements

Production surveys kanban board showing verification and approval stages

Production survey form with structural clearance deductions and sub-frame anchor positions

Production survey schedule calendar

Surveys pending engineering manager approval list

Survey approval review form with side-by-side dimension verification

Survey calendar appointment registry

Survey appointment event form

Visual survey appointment calendar

Important

In Production Surveys, always measure window openings at 3 width points (Top, Middle, Bottom) and 3 height points (Left, Center, Right), adopting the minimum dimension minus clearance deduction.

  1. 01
    Navigate to Technical Tasks › Site Surveys › Surveys.
  2. 02
    Choose between Pre-Quote Surveys (for sales estimation) and Production Surveys (for factory fabrication release).
  3. 03
    Open any survey form to input opening height, width, diagonal squareness check, sill level, and plaster thickness tolerances.
  4. 04
    Review Pending Approval to verify surveyor laser readings before releasing dimensions to CAD engineering.
  5. 05
    Use the Survey Calendar to dispatch mobile surveying technicians.

Common mistakes

  • Releasing cutting lists to the factory based on Pre-Quote rough survey estimates before civil plaster finishing.
  • Omitting diagonal measurements, leading to rhomboid parallelogram frames that jam inside out-of-square masonry openings.

Continue learning

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