Veranda installer software, built for your workflow.
We specialize in complex, configurable products. Configurix builds custom 3D configurators and business software around the verandas you install, your supplier catalogues and the way your team sells, surveys, quotes and delivers each project.
Width and projection · Roof and glazing options · Drainage and frame finishes
Your veranda range. Your product rules.
Present widths, projections, roof systems, glazing, drainage and frame finishes from the ranges you supply. We define permitted combinations, site information and supplier approval steps with your team, then connect the selected specification to the quote and component list.
Build the workflow around your business: qualified enquiries, site visits, quotes, supplier component lists, crew assignments and invoices. We agree the data, responsibilities and integration requirements for each handoff.
Veranda configurator software
Width and projection · Roof and glazing options · Drainage and frame finishes
CRM and qualified leads
Capture the selected product, dimensions and options with each enquiry. Qualify by product fit, project requirements and commercial readiness, then assign the next action to the right salesperson.
CConfigurix workspaceQuote revision
New enquiry
Configured product
Product fit
Qualified
Configured product
Requirements
Proposal
Configured product
Next action
Calendars and appointments
Let a configured project continue into a sales consultation, technical review, survey or installation appointment. Connect calendars, responsibilities and reminders to the same customer record.
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09:00Project review
11:30Technical review
14:00Production planning
Bill of materials and factory data
Map product selections to component codes, quantities, materials and cut lengths. Build the sales or manufacturing BOM your team needs, with revisions and production review rules defined for your products.
CConfigurix workspaceQuote revision
Bill of materials and factory data
Component
Quantity
FRM-01Frame profiles
1
PNL-02Glazing panels
1
KIT-03Drainage components
1
Mapped to your product codes
Live prices and branded quotes
Apply your own formulas, price lists, dealer margins and approval rules. Generate a quote containing the saved specification, product images, commercial terms and a clear customer approval step.
CConfigurix workspaceQuote revision
Quote revision
Your catalogue
Options
Services
Your price rulesBranded PDF
Orders, jobs and production
Carry accepted choices into order lines and assigned jobs. Keep product revisions, required approvals, documents and delivery tasks together so sales and the factory work from the same specification.
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Accepted quote01
Configured order02
Production job03
Installation04
Invoicing and accounting
Connect accepted orders to deposits, invoice drafts, payment terms and your accounting workflow. Agree which system issues the invoice and how references and confirmed payment status return to the project.
CConfigurix workspaceQuote revision
Draft invoice
Configured product
Order referenceConfigured product
Customer—
Payment terms—
Accounting handoff
Built for your website. Connected to your systems.
Launch a branded configurator in your existing website or a custom sales portal. Connect CRM, ERP, PIM, ecommerce, calendars and accounting through available APIs, webhooks or agreed imports. We define the data, permissions and responsibilities for each connection with your team.
01Your website
02Configurator
03CRM & calendar
04ERP & accounting
Choose the workflows your implementation needs. We build and validate them against your products, documents and target systems.
Start with a representative veranda range and follow one project from product selection to the agreed operational outputs.
Map the range
Bring product models, permitted dimensions, options, supplier codes and pricing inputs. Identify who approves exceptions.
Define the handoffs
Agree the survey details, quote documents, component lists, crew information and accounting fields each team needs.
Test the complete journey
Check product boundaries, price calculations, permissions and exports with your team before extending the catalogue.
Veranda configurator software
Bring your veranda workflow to Configurix.
Show us the products you install and the tools you use today. We can map your configurator, sales process and installation software into a focused implementation scope.
Product options and compatibility rules
Pricing, quotes and factory workflows
Your website, users and integrations
Your product range
Width and projection · Roof and glazing options · Drainage and frame finishes
Questions veranda installers ask us.
We model your suppliers’ product families, dimensions, roof and glazing options, accessories and permitted combinations. Product rules and approval requirements are agreed for your range.
Yes. Selected options and revisions can stay with the customer project. Your workflow can assign qualification, follow-up and survey appointments to the responsible people.
We can map selections to supplier references, quantities, profile cut lengths, glazing panels and drainage components. The required commercial or production outputs are defined and tested against your product rules.
The implementation can use dimension formulas, supplier lists, labour, delivery, installation and tax rules. Issued quotes retain their agreed revision; updated prices apply according to the approval process you define.
We can build scheduling around crew assignments, visit types, capacity, project dependencies and reminders. Calendar connections and conflict checks are scoped to your working practices.
We agree identifiers, fields and responsibilities for CRM, supplier data, ERP and accounting. Data imports, APIs, webhooks or file exchanges depend on the access and interfaces available.
A customer portal can present the selected product, quote revisions and documents. Access controls, approval records and any signing process are defined for your transactions.
Bring one product range, option and price examples, component references, a quote document and your current workflow. We use these to define a useful first release and its acceptance checks.