
The measure is Tuesday, the units are weeks out, and the install is a day you cannot book until they land. One quote, one approval, one crew day, and the invoice when the last opening is trimmed out.
Beta access · Pricing set with founding crews · White-glove setup
Custom units take weeks to arrive. Between the measure and the delivery, the job lives in an email thread, and the customer calls the office to ask whether you forgot them.
Twelve openings, three glass packages, two frame colors. When the quote is a spreadsheet, the customer negotiates each line and the salesperson gives away margin to close it.
The homeowner calls about a fogged pane. Was that the front bay you did, or the one the last company installed? The only record is the supplier's old order acknowledgement, in somebody's email.
Build the quote from your own window and door catalog with Good/Better/Best lines for glass, frame and hardware. The customer opens the link, picks a package and signs on their phone, and the signed quote becomes the job to schedule.
Set a pricing authority for whoever quotes in the field. Under the limit, whoever quotes sends the link straight to the customer; anything over it escalates to the office for approval, so a full-house replacement never goes out at the wrong number.
When the order arrives, drag the install onto a crew's day and it is on their phones within seconds. The signed line items ride on the job, so the crew works from the same list of openings the customer signed.
Every quote, install and service call lands on the customer's record with its date and line items. Years later, that record is where you look up which bay window went in and when.
Yes. Build a line-item quote from your own window and door catalog, with up to three packages for glass, frame and hardware on the same quote. Send the link and the customer picks a package and signs on their phone. The signed quote becomes the job to schedule once the units arrive. Deposits at signing and consumer financing are on the roadmap.
The signed quote becomes the job, and you raise a purchase order for the units in the same system. The job waits unscheduled until the order lands, then you drag it onto an install day on the dispatch board. When the crew closes the install from the phone, the invoice drafts itself and you send the customer the link; once the shop turns on card payments, they pay from it.
Yes. Set a pricing authority limit in the office. Anyone quoting in the field can send a quote under that limit straight to the customer; anything over it escalates to the office for approval first. The customer still gets one link, picks a package and signs on their phone, and the approved price is the one on the signed quote.
Yes. The customer record keeps the full history: every quote, install and invoice with its date and line items. Before you send a tech out for a fogged pane or a sticking slider, you can see which units went in and when. Job photos of each opening are on the roadmap.

White-glove onboarding. Pricing is not public yet. We are setting it with our founding crews, and you will know what your shop pays before any work starts.
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