Elliott Glass Reduces Purchase Order Errors, Quoting & Scheduling Time with Glazier

About Elliott Glass

Location: Kansas City
Employees: 8 employees:

  • 3 office staff, including the owner and an estimator
  • 5 field technicians

Type of Business Served: A balanced mix of residential and commercial glass services, specializing in shower doors, window replacements, and other glass installations.

Elliott Glass primarily handles residential projects and smaller commercial jobs, with contracts averaging up to $200,000. They rely on referrals, local relationships, and online inquiries to generate business.

 


Key Results

10 Min. Quoting
Instead of up to 30 minutes

Fewer Errors in Purchase Orders
Transitioned to automated POs, reducing errors from manual data entry.

+5 Weekly Hours Saved
After switching from  paper to digital scheduling

Faster Job Turnaround
Accelerated estimate-to-project timelines, improving customer satisfaction

 


Background to Business Operations

Elliott Glass provides a diverse range of glass services, with 50% of their projects in the residential market and 50% in commercial.

Prior to implementing Glazier, they used a combination of tools, including Google Calendar, QuickBooks, and a software called Glass Manager.

However, their workflows were riddled with inefficiencies, as they still had to manually transfer data between systems and critical job details were often misplaced.

Elliot Glass also relied on paper schedules and estimates, which created additional challenges, requiring significant time to resolve errors.

 


Key Challenges

1. Disorganized Scheduling & Job Management

The company struggled to coordinate field technicians using Google Calendar and paper schedules.

Job details were handwritten and handed out each morning, leaving technicians without a centralized source of truth.

“They basically had their papers that we gave them from the morning and that was it. They had nothing they could go to on an app" added Andrea, co-owner of Elliot Glass. 

This system caused frequent miscommunication between the office and technicians, with lost paperwork and missed jobs becoming recurring issues.

We were spending at least five hours a week tracking down lost information or trying to sort through inconsistencies between what the office and the field knew.”

2. Lengthy and Manual Quoting Processes

Estimating a job required calculating dimensions manually, applying markups, and formatting the quote for customer approval. This labor-intensive process took up to 30 minutes per quote.

3. Purchase Order Errors

Generating purchase orders involved re-entering job details into a separate system, creating opportunities for typos and mistakes.

4. Lack of Workflow Visibility

Information about jobs was fragmented across tools, making it hard to track project statuses. Jobs were occasionally missed or forgotten.

“We were constantly trying to piece things together, and it felt like we were always scrambling to stay on top of everything.”

 


Glazier’s Solutions 

Elliott Glass adopted Glazier to address these challenges, implementing these key features. 

1. Scheduling 

Glazier centralizes scheduling with drag-and-drop functionality and real-time updates accessible to both office staff and technicians.

Impact: Ensures techs and office admins at Elliott Glass operate from a single source of truth, reducing errors and saving over 5 hours per week.

2. Quotes

Quoting with Glazier automates calculations for measurements, materials, and markups. Includes a “Quick Bid” feature for on-the-spot estimates.

Impact: Reduces quoting time from 30 minutes to 10 minutes, enabling faster customer responses.

“Now I can calculate and give a quote while I’m on the phone—it’s accurate and immediate,” added Andrea. 

3. Purchase Orders

In Glazier, Purchase Orders allow you to convert estimates directly into purchase orders, ensuring consistency in measurements and specifications.

Impact: Eliminates manual errors and ensures orders are accurate before submission.

4. Dashboards

Track job progress from estimate to invoice in a single system, with tabs indicating status (e.g., waiting for estimate, ready to invoice).

Impact: Helps the team stay organized and ensures no jobs are overlooked.

 


Key Outcomes

1. Increased Efficiency

Streamlining operations through Glazier has saved the company significant time and effort.

2. Improved Customer Satisfaction

By turning around estimates faster, Elliott Glass has gained an edge over competitors and earned praise from customers.

3. Reduced Errors

Automating key processes like quoting and purchase orders has minimized mistakes, improving vendor relationships and job quality.

 


Conclusion

Since adopting Glazier, Elliott Glass has transformed its operations, achieving new levels of efficiency and professionalism.

By automating time-consuming tasks, centralizing workflows, and improving communication, the company has saved time, reduced stress, and boosted customer satisfaction.

For glass companies looking to scale effectively while maintaining quality and service, Glazier provides the tools needed to succeed.

Book a call today to discover how Glazier can revolutionize your business!