A CRM that follows every opening from the measure sheet to the last screen delivered.
A window job passes through many hands: lead, appointment set, appointment sat, sold, cancellation period, check measure, factory order, confirmation, delivery, install, punch list, warranty. A single wrong width on the order sheet means a unit built twice and a crew sent twice. So we give every opening its own record inside the job.
A job is a dozen openings, a factory order and a calendar you do not control
Window software has to think in openings. A fourteen-window job is fourteen widths, heights, styles, colors, grid patterns and glass packages, each of which can be wrong, and the factory builds exactly what the order sheet says. The measure, the check measure and the line-by-line review of the manufacturer's confirmation are the three places a mistake is caught before it costs a unit and a trip. Generic job software has one description field for all of that.
The calendar is the other difference. After the sale comes a cancellation period, then an order, then weeks of waiting on the factory, then a delivery that has to be inspected for damage, then an install crew with the right ladders, then a screen that did not come. The homeowner calls the office at every one of those steps unless someone tells them first. A CRM for this trade is as much about the dates it tells the customer as the ones it tells the crew.
And the sales math is particular. Appointment set, appointment sat, sold, and still sold after the cancellation window, by source and by rep. A lead source that sets plenty of appointments and holds few contracts is expensive in a way a simple lead count never shows.
What a window and door CRM has to track
Anything here that lives on a clipboard or in a rep's truck ends in a remade unit.
Every opening, as its own line
Location and room, height and width, style and operation, frame color inside and out, grids, glass package, screen, hardware and photos, with flags for safety glazing, egress and second-story access set at the measure and visible to the installer.
The order, generated and checked
The factory order built from the measure sheet, the manufacturer's confirmation compared line by line before approval, the ship date and the delivery inspection on the same job, and a remake tracked against the opening it replaces.
Lead times the customer can see
Current lead time per manufacturer kept in one place, the expected install window written on the job and sent to the homeowner, and updated automatically when the factory moves a date.
The cancellation period and the deposit
For sales signed in the home, the contract and the cancellation notice stored on the job, the deadline counted in business days, and the order held back until the deadline passes, where that is your policy. State rules can add to the federal ones, so a lawyer reviews the contract.
Install crews and access
Crew assignment by the job's needs: upper-floor openings, units over a porch roof, tight side yards, lead-safe setup on older homes, with the ladders and staging noted at the measure. The crew lead sees the day's openings on a phone.
Warranty by unit
Manufacturer, product line, order number, glass and install date stored per opening, so a seal failure a decade on is filed from the desk, without a visit to read the label.
How we build it for a window and door company
Our own service companies run on software we wrote first, and each build is shaped to the company rather than a template.
A measure app for the rep
Opening by opening on a tablet or phone, with photos, the quote built from your price book as the measure is taken, and the contract signed on the spot if the homeowner is ready, with the cancellation notice attached.
Set, sat, sold and held, by source and rep
Every lead followed from appointment to contract to the end of the cancellation period, so the owner sees which sources produce contracts that stick and which reps close what they sit.
Glass and service jobs alongside the big ones
Fogged unit replacements, roller and track work, screens and emergency board-ups as their own job types, with the unit measurements, the claim number and the follow-up job for the permanent fix linked.
Lead-safe records for older homes
Year built on every property; on a home that predates 1978 the job wants the signed pamphlet receipt, the name of the certified renovator and the post-cleaning verification record that EPA's RRP program calls for, and flags whatever is missing.
Homeowner updates from the job
Order placed, factory date, delivery scheduled, install day and time, crew on the way, punch item ordered: each sent as a text from your number when the status changes, and logged on the job.
Owner reporting
Openings sold per month, average days from sale to install, remakes per manufacturer, punch items outstanding and the margin on each job, on a single screen, no spreadsheet.
What you own on day one.
Every account is opened in your company's name with you as the owner. If you ever leave, you change a password, not your business.
- Domain, hosting and the site files
- Phone numbers and call recordings
- The CRM and its database
- Email and text lists, with consent records
- Google Business Profile and every listing
- Analytics and Search Console
Custom CRM for windows & doors, answered.
We are a dealer for one manufacturer. Does the CRM fit that?
Yes. The price book, the order form and the lead time are set up for that manufacturer, and if you add a second line the system carries both. The dealer's own portal still gets the order; the CRM keeps the record and the check.
Can it hold the factory order until the cancellation period ends?
Yes, if that is your policy. The job counts the deadline from the signing, and the order step stays locked until it passes or you release it. Your contract and cancellation forms should be reviewed by a lawyer for your state.
Does it work for the install crew in the field?
The crew lead gets a limited login showing the day's job, every opening with its flags and photos, the delivery checklist and the punch list, and the office sees completion photos before the crew leaves.
Can you bring in our jobs from the software we use now?
We take customers, jobs, orders and photos out of the old system, match them opening by opening where the old data allows, and keep the old system readable during a brief overlap so nothing slips.
Custom CRM for windows & doors. Owned by you.
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