Project coordination
Every job moves itself from sold to installed
Sold to installed on rails: handoffs, tasks, and follow-ups that run themselves.
The problem
After the sale, most dealers run projects on memory, spreadsheets, and group texts. Measures get scheduled late, orders slip, install crews show up without context, and someone in the office spends their week chasing status instead of moving jobs. Every dropped handoff delays revenue and burns goodwill with a homeowner who already paid a deposit.
The WindowEdge answer
WindowEdge streamlines internal project coordination by giving every job a workflow that runs itself. Project OS orchestrates each stage from sold to installed: when a contract is signed, the measure gets scheduled; when the measure is done, the order goes out; when product arrives, the install gets booked.
Handoffs between stages are AI-automated, tasks and follow-ups are created and assigned without anyone remembering to do it, and nothing sits idle waiting for a human to notice.
Accounts & Contacts keeps every call, text, note, appointment, and document on one customer timeline, so anyone on the team can pick up any job with full context in seconds. Your coordinators stop chasing status and start managing exceptions.
How WindowEdge delivers it
Project OS
AI-automated handoffs between every stage, with tasks and follow-ups that never get dropped, from sold to installed.
Accounts & Contacts
One timeline per customer with every call, text, appointment, note, and document, so anyone can pick up any job in seconds.
What you get
- Every stage handoff is automated: signed to measured to ordered to scheduled to installed
- Tasks and follow-ups are created and assigned automatically, so nothing gets dropped
- One customer timeline holds every touchpoint, visible to the whole team
- Internal workflow and homeowner-facing updates run from the same system
Questions dealers ask
What project stages does Project OS manage?
The full post-sale lifecycle: contract signed, measure, order, delivery, install scheduling, install, and completion. Each stage transition triggers the right tasks, notifications, and homeowner updates automatically.
Does this replace our project management spreadsheet or tool?
Yes. Project OS is the system of record for job status, and because it lives on the same platform as your CRM, quotes, and homeowner portal, status updates flow everywhere automatically instead of being retyped into a separate tracker.
How does the team know what to do next?
WindowEdge assigns tasks to the right person at the right stage and follows up when they stall. Coordinators see every job and its next step in one view, and nobody has to reconstruct status from text threads.
See project coordination on your own numbers
A 20-minute demo, no slides, no pressure. Bring your real call volume and we will show you exactly how this works for your business.