Energy Glazing is working with The Digital Department and Softlabs on a window survey automation platform for its survey-to-contract workflow.
Tommy Trinder remains the pricing engine. The connected architecture is functional, while measurement-edit verification and the final production flow remain in progress.
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iPad survey captureCustomer details and free-hand sketches
Connected automationQueue-managed workflow state
Tommy TrinderExisting pricing engine
Implementation underwayCore architecture functional
In progress
Energy Glazing operates in the Irish windows and glazing sector. Its sales representatives and surveyors use Tommy Trinder to configure windows and generate quotations.
The Digital Department, led by Managing Director Alan Brogan, is the delivery and agency partner for the project. The partner evidence places the business in Cork, Ireland.
Softlabs is building the capture, workflow and automation layer around the existing quotation process.
The project does not replace Tommy Trinder. It uses Tommy Trinder as the pricing engine while adding a structured path from an iPad survey sketch to a window drawing within the third-party system.
A surveyor needs to collect customer information and window measurements during a physical site survey, then turn that information into a configuration Tommy Trinder can use.
Physical measuring and other site work remain manual.
A Discovery and Feasibility Sprint proposal was dated 16 June 2026. The sprint was completed, and the recommended connected automation architecture moved into implementation.
A five-module V1 platform was assessed during discovery.
Assessed but not selectedThe canvas visualiser is not exposed like a normal form, so standard browser automation could not reliably treat its drawing as form data.
Not viable as the complete solutionA workflow orchestration engine manages queue items and state. A UI Automation Framework-based headless layer handles the mathematical window drawing.
Selected for implementationSoftlabs is building a workflow that connects an iPad-based survey process with Tommy Trinder.
The surveyor records customer details and draws the window on the iPad. The C# WQC-App backend prepares XML job data and creates a workflow orchestration queue item. A UI Automation Framework-based headless automation engine retrieves the job through an API and completes the required interface steps.
The surveyor selects the customer and opens the correct contract for the installation address.
The surveyor chooses a window, door or Parts Shop item from choices and defaults available in the Tommy Trinder catalogue.
The surveyor draws one item, checks panes and opening direction, enters exact width and height, completes the specification and saves it. WQC does not guess measurements.
Actions include ADD, EDIT, GET QUOTATION, GET CONTRACT and SEND EMAIL. Jobs can show QUEUED, RUNNING, SUCCESS or FAILED.
WQC builds the contract from survey information and Trinder data. Items can show the specification, survey sketch and drawing retrieved after GET CONTRACT runs.
WQC reads pricing from Tommy Trinder and stores quotation versions. The PDF exists only after the quote is finalised. Finalisation locks the quote and remains a human decision.
A clear view of what the documented workflow includes and what the current case study does not claim.
The core connected architecture is functional. This does not mean the complete production workflow has been finished or deployed.
The core connected architecture is functional, but these two gates still need to be completed before the final production flow can be signed off.
Retrieval has been tested successfully in live use, but depends on the quotation being finalised in Tommy Trinder. Finalisation locks the quote and remains a human decision.
Measurement editing passed one manual 1000 × 2000 mm door test. Automated read-back verification remains pending before full sign-off.
The final production flow remains incomplete until pending work and required validation are finished.
The platform is designed to create a more structured connection between site survey information and the Tommy Trinder quotation workflow.
These are design goals, not reported business results. No documented figures are available for time savings, accuracy, quote volume or adoption.
Capabilities are grouped by their documented status so implemented work, human controls and pending validation remain clearly separated.
Five documented capabilities
Customer-detail entry and sketch capture.
XML creation and queue submission.
Queue processing and API retrieval.
Automated login and customer creation.
Validated information transferred to the canvas workflow.
Human-control capability
Human selection of uncertain hinges or opening directions.
Current technical boundary
Technically working and tested in live use, subject to quotation finalisation.
Verification still required
One manual test passed; automated read-back verification remains pending.
Softlabs can assess how survey data, workflow automation and an existing pricing or configuration platform could work together without replacing the software your team already relies on.
Window survey automation software connects information collected during a window survey with the digital workflow used to configure products or prepare quotations. Here, the surveyor enters customer details and a free-hand sketch on an iPad, while automation prepares job data and creates a mathematical window drawing inside Tommy Trinder.
No. Tommy Trinder remains the third-party window configuration and pricing engine. Softlabs is building the survey capture, workflow and automation layer around it.
The C# WQC-App creates XML and places a runId in a workflow orchestration queue. A UI Automation Framework-based headless automation engine retrieves the job through an API and creates the customer in Tommy Trinder. The UI Automation Framework-based headless automation layer then translates the iPad sketch into a mathematical window drawing.
Full browser automation was assessed, but the Tommy Trinder visualiser uses a canvas rather than normal form data. The selected approach uses a workflow orchestration engine for queues and workflow state, while the headless layer handles mathematical window drawing.
The project evidence does not document an AI system or perfect handwriting recognition. When a hinge or opening direction is uncertain, Tap-to-override allows the surveyor to select the intended option.
No. The project is in progress. Its core connected automation architecture is functional, but the final production flow is not complete. Quotation-PDF retrieval is technically working, subject to quotation finalisation, and measurement editing has passed one manual test but still needs automated read-back verification before full sign-off.
