Deliver, from Sold to Closed
Project Management Software for Window and Door Dealers
Every sold job on one twelve-stage rail. Measure packets and crew signoff on a device, change orders that follow the money, photos nobody can alter, and a homeowner portal that answers the status call before it happens.
Built by dealers. 30+ years in the trade.
The short answer
Project management software for window and door dealers tracks each sold job from the signed agreement to the final signoff, with stages that match how a retrofit job actually runs: measure, order, factory acknowledgment, production, delivery, install, punch list, and close. WindowEdge Project Management puts every job on a twelve-stage rail from Sold to Closed, captures measure packets and crew signoff on a device at the house, records change orders against the project, keeps an immutable library of photos and video, transcribes voice notes, and gives coordinators a single day view. A homeowner portal shows status so the office takes fewer calls.
The Twelve-Stage Retrofit Rail
Every project moves through the same twelve stages. No custom columns to invent, no job that falls between them.
- 01Sold
- 02Measure scheduled
- 03Measured
- 04Ordered
- 05Acknowledged
- 06In production
- 07Received
- 08Install scheduled
- 09Installed
- 10Punch list
- 11Final signoff
- 12Closed
What to Look For in Job Tracking Software for a Window Company
A retrofit job has a factory in the middle of it and a homeowner at both ends. General-purpose project tools ignore both.
Stages that match a retrofit job
A generic kanban with To Do, Doing and Done cannot tell you which jobs are waiting on a factory acknowledgment and which are waiting on a measure. The stages should be the real stages of a replacement window and door job.
Field work captured on a device
Measure packets and install signoffs written on paper get lost, get transcribed wrong, or sit in a truck for a week. The measure tech and the crew should complete them on a phone or tablet at the house.
A record that cannot be quietly edited
When a homeowner disputes what the opening looked like before the crew arrived, you need photos with a timestamp nobody can change. Media should be immutable once it is captured.
Fewer status calls
Every "where is my order" call is a coordinator interruption. The homeowner should be able to see the stage, the schedule, and the paperwork in a portal without phoning the office.
How WindowEdge Runs the Job
Project Management is the delivery half of WindowEdge. The quote converts, the deposit gate clears when the homeowner pays, and the job is on the rail.
Twelve-stage rail from Sold to Closed
Every project moves along the same rail. A coordinator can see at a glance which jobs are In production, which are Received and not yet Install scheduled, and which are stuck on a Punch list.
Measure packets and crew signoff on a device
The measure tech fills the packet at the house. The install crew walks the job with the homeowner and captures signoff on the spot. Both land on the project immediately.
Change orders that follow the money
A rotted sill or an added unit becomes a change order on the project, priced and signed, so the final balance and the order to the factory both reflect what was actually done.
Immutable media library
Before, during and after photos and video are stored on the project and cannot be altered or deleted once captured. It is the record you want when a question comes up months later.
Voice notes, transcribed
A rep or a crew lead can talk a note into the project from the driveway. WindowEdge transcribes it so the office can read it and search it later.
Coordinator day view
One screen with everything happening today: measures, installs, deliveries, and the jobs that need a call. Built for the person who runs the schedule, not for a reporting dashboard.
Who This Is For
Replacement window and door dealers who have outgrown the whiteboard and the shared spreadsheet. If your coordinator spends the morning answering order status calls and the afternoon chasing a crew for a signoff sheet, this is the part of WindowEdge built for you.
It fits dealers that run their own crews and dealers that sub out installs, since the measure packet, crew signoff, and media library all happen on whatever device the person at the house is holding.
Install coordinators
The day view is your screen. Measures, installs, deliveries, and the jobs that need a call, all in one place.
Measure techs and crews
Fill the packet, capture the photos, walk the signoff with the homeowner, and talk a note into the project before you leave the driveway.
Owners
The deposit gate, the change orders, and the immutable media library mean the money and the record both hold up.
Project Management Capability Checklist
What a window and door dealer should expect from job tracking software.
| Capability | Spreadsheet or generic PM tool | WindowEdge |
|---|---|---|
| Stages built for retrofit window and door jobs (twelve, Sold to Closed) | Generic to do, doing, done | Yes |
| Measure packet completed on a device at the house | Paper form | Yes |
| Crew signoff with the homeowner on a device | Paper or nothing | Yes |
| Change orders priced and signed on the project | Email thread | Yes |
| Immutable photo and video library | Camera roll | Yes |
| Voice notes transcribed and searchable | Not supported | Yes |
| Coordinator day view | Spreadsheet | Yes |
| Deposit gate that clears when the homeowner pays | Manual check | Yes |
| Homeowner portal with live project status | Phone calls | Yes |
Questions dealers ask about project management
What is project management software for window and door dealers?
It is software that tracks every sold job from the signed agreement through measure, ordering, production, delivery, install, punch list and final signoff. WindowEdge Project Management runs each job on a twelve-stage rail from Sold to Closed, captures field work on a device, and gives the homeowner a portal so they can see status without calling.
What are the twelve stages?
Sold, Measure scheduled, Measured, Ordered, Acknowledged, In production, Received, Install scheduled, Installed, Punch list, Final signoff, and Closed. Every project moves along the same rail so coordinators can see where each job sits.
How does the deposit gate work?
A sold job does not move forward until the deposit is paid. When the homeowner pays in the portal, the gate clears automatically and the project can be scheduled for measure. Nobody has to check a bank statement and update a spreadsheet.
Can the measure tech and install crew use it in the field?
Yes. Measure packets and crew signoff are completed on a phone or tablet at the house. Photos and video go into an immutable media library on the project, and voice notes are transcribed so the office can read them.
Does the homeowner see the project?
The homeowner portal shows the current stage, the schedule, the signed documents, and the payment schedule. Dealers use it to keep status calls down and to collect the deposit and later payments.
See the Features Behind Delivery
Delivering the job is one beat of the whole. These pages go deeper.
Put Every Job on the Rail
Bring your current job list. We will walk it onto the twelve stages with you and show you the coordinator day view for tomorrow morning.
Built by dealers. 30+ years in the trade.