Requirements checklist
What to ask for when choosing software for garage door companies.
A checklist built from how garage door companies work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- Call intake and dispatch
- Door and opener history
- Quotations for new doors and openers
- Van stock and parts orders
- Installation jobs
- Maintenance plans and invoices
- Reminders and customer messages
Roles that need their own access
Who logs in, and what each person may see or change.
- For owners
- For dispatch and the office
- For sales staff
- For technicians and installers
- For parts staff
Reports to ask for
Ask to see each one with your own sample data.
- Calls by status, technician and fault type
- Quotations open, won and lost
- Installs scheduled against factory delivery dates
- Parts used and van stock below reorder level
- Service plans due for renewal
- Invoices raised and amounts received
- Dues by customer, oldest first
Systems it may need to connect to
Note which ones you already run.
- SMS
- WhatsApp or other messaging
- Online payment gateway
- Accounting software export
Questions for any vendor
Put these to every supplier you are comparing.
- Is it for repairs, new installs or service plans?
- Can technicians see a door’s history on a phone?
- Does it track parts on each van?
- How does dispatch tell who is nearest?
- Can quotations pass details to the factory order?
- Does one plan cover several doors?
- Will jobs still open and bills still owed come across?
- Can it export invoices to our accounting software?
- What does it cost?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Emergency calls compete with booked work
- Technicians cannot see the door’s history
- Van stock does not match the job
- Quotes for new doors lose their detail
- Annual checks are never booked
Prefer to talk it through? See the garage door companies page.