Operations & CRM · Project OS
Every job, orchestrated end to end.
From sold to installed, WindowEdge runs the workflow. AI-automated handoffs, follow-ups, and tasks keep measure, order, and install moving, without anyone chasing it down.
PROJ-2026-3838
Ellis residence · $18,400
What the AI handled automatically
- DONE
Quote signed → Measure task created
Auto-assigned to the field team with the address, scope, and window schedule attached.
- DONE
Measured → Purchase order raised
Verified dimensions pushed to the manufacturer order, no re-keying.
- DONE
Order arrived → Homeowner notified
Portal updated and an install-scheduling text sent automatically.
- IN PROGRESS
Install scheduled → Reminders running
Crew assigned, homeowner reminder sequence started for the day before.
- QUEUED
Install complete → Survey + warranty
Post-install survey and warranty documents will send the moment the job closes.
The operating system for the whole job
Not a checklist someone has to remember. A system that moves the work forward on its own.
AI-automated handoffs
The moment one stage completes, the next kicks off. Tasks assign themselves, orders raise themselves, and the customer gets updated, no one chasing.
Task management built in
Every job carries its own checklist. Owners see what is on track, what is stuck, and who is responsible, across the whole board.
Follow-ups that never drop
Measure not booked? Order delayed? The system nudges the right person and the homeowner until it moves. Nothing falls through the cracks.
Internal and external in sync
Your crew, your office, and the homeowner all work from one source of truth, so the story never gets lost in a handoff.
Outcomes this drives
Watch a job run itself
In a 20-minute demo we will walk a project from signed to installed and show every handoff the AI makes for you.