Back office for windows, doors & glass
Consult to completion: measured, ordered, installed, signed off.
Window replacement and repair, entry and patio door installation, and glass services — running on a measure, order, install rhythm where installation day is a fast, clean, one-day operation per batch.
Configured for Windows, Doors & Glass
Not generic software. Your trade's operating system.
The configured pack runs this trade from free consultation through line-item proposal, final measure, factory order tracking, one-day installs, and the signed completion certificate.
No-pressure consults, line-item proposals
The in-home consultation is free with no signatures or deposits, and the proposal goes by email with per-opening pricing — unit, glass package, install method, trim, disposal — so the customer decides on their own time.
Factory-order accuracy
Final measurements are taken after contract signing and recorded on the final-measure sheet — the single document the factory order depends on — with quantities and specs double-checked against the contract.
One-day install discipline
Crews work opening by opening — protect, remove, inspect, set, insulate, seal, trim — cleaning as they go and minimizing weather exposure, then walk every opening with the customer for an operation demo.
Your workflow pack
Every phase configured before you log in.
Your back office ships with these phases built for Windows, Doors & Glass — tasks, checklists, and QA gates included.
Intake & Scheduling
Captures address, opening count and types, issues — drafts, fogging, rot, breakage — and timeline, then books the free in-home consultation.
Quote & Approval
A line-item proposal by email: per-opening unit cost, glass package, installation method, trim and capping, disposal, and warranty terms — no signatures or deposits at the first visit.
Windows
Every opening measured after contract signing and recorded on the final-measure sheet; insert versus full-frame method confirmed per opening condition, old units removed, new windows set plumb and square, insulated, sealed, trimmed, and tested.
Doors
Door size, swing, latch, and deadbolt alignment confirmed; the frame reinforced and leveled, the door hung and tested under real closing force, with weatherstripping, sweep, and threshold seal installed.
Glass & Screens
Broken or fogged units assessed and measured, glass type identified — tempered, laminated, or insulated — replacement ordered to spec, shards contained on removal, and seals and clarity verified.
QA & Closeout
Per-opening QA checklist — operation smooth, locks engage, reveals even, caulk lines clean, no air or light gaps — plus opening-condition photos and per-opening install photos.
Invoicing & Review
Completion certificate signed only on the customer's satisfied approval with concerns written on it, invoice per contract terms, warranty registration confirmed, and a 30-day check-in on operation and comfort.
Quoting, our way: Firm pricing for replacements only after final measurements; never ask for signatures or money down at the initial consultation visit. The consultation is free and no-pressure, and factory lead times are given as current estimates, updated proactively — never as guaranteed dates.
How a job flows
From first call to paid invoice.
Education first
The customer expects window types, materials, and realistic price ranges explained before any selling — not a same-day hard close.
Free in-home consultation
A rep walks the home, discusses styles and materials, shows product lines, and emails a line-item proposal afterward — no signatures, no money down at this visit.
Proposal on their time
The customer compares per-opening pricing, glass packages, installation method, and warranty terms, and understands exactly what drives the price.
Contract, then final measure
After signing, a technician takes exact measurements of every opening — everything downstream depends on these numbers — and the customer learns what happens next: manufacturing lead time, then scheduling.
Order tracked, install scheduled
The factory order is built from final measurements and tracked through manufacturing with proactive delay alerts; when the order lands, the customer gets a scheduling call and a prep checklist.
Install day and sign-off
The crew works opening by opening with continuous cleanup, then the crew leader walks every unit with the customer, demos operation, and the completion certificate is signed only when the customer is satisfied.
Proof on every job
Evidence your customers can see.
Every Windows, Doors & Glass job carries photo and documentation standards — dispute prevention built into the workflow.
- ✓ Final-measure sheet: every opening measured and recorded after contract signing — the single document the factory order depends on.
- ✓ Opening-condition photos before removal, documenting existing rot, damage, or structural issues.
- ✓ Per-opening install photos: set and plumb evidence plus sealing details — all openings on full-frame jobs.
- ✓ Per-opening QA checklist: operation, seals, trim, caulk, cleanliness — with the completion certificate signed by the customer.
Our boundary, stated plainly: We never promise leak-proof results without inspection — water-intrusion diagnosis requires seeing the flashing and wall assembly, not just the window.
Pricing
One recovered job a month pays for it.
Your Deputy tiers for Windows, Doors & Glass: Per-opening fixed pricing from line-item proposals; glass and screens priced per unit by type and size.. Same platform, configured for how windows, doors & glass work gets billed.
Launch
Owner-operators & 1–2 person shops
$499 one-time onboarding · $1,790/yr annual
- Branded client portal on your subdomain
- Online booking page + Windows, Doors & Glass intake form
- Digital quotes/proposals with e-sign
- Invoices + online payment
- Review engine (auto requests after paid jobs)
- 1 niche workflow pack
- Unlimited staff seats
- Email support
Growth
Growing shops with crews (3–15 people)
$999 one-time onboarding · $2,990/yr annual
- Everything in Launch, plus:
- Full niche OS: dispatch board, crew mobilization checklists, arrival/departure logging
- Automations: quote follow-up drip, past-due dunning, QA gates, seasonal re-engagement
- Crew checklists & SOP library
- Reputation + referral engine
- Service recovery: callback, billing & warranty inboxes
- Subcontractor packet: credentials, availability, offboarding
- Priority support
Scale
Multi-crew / multi-territory operators
$1,499 one-time onboarding · $5,490/yr annual
- Everything in Growth, plus:
- Territories & capacity rules, resource reservations
- Advanced reporting: weekly reconciliation, monthly acceptance review
- Custom integrations (webhooks to your tools)
- Quarterly ops review with us
- Dedicated success contact
End of shift
Your competitors are one missed call away from your customer.
Put your back office on autopilot. Complete the intake, take a 45-minute launch call, and we handle the build from there.
Illustrative sample report — what your end-of-day looks like with Your Deputy on the job.