Built specifically for residential window and door replacement. Not a generic CRM with bolted-on features.
Field Appointment Capture
Your reps capture customer info, measurements, photos, and product selections from a single mobile form. No clipboards. No double-entry.
Your Product Catalog, Loaded
Your manufacturers, product families, glass packages, and options, pre-configured and cascading. Reps pick from your catalog, not a blank field.
Instant Quote Generation
Pricing calculates from your rules. Quotes generate instantly as a shareable page the customer can view, sign, and pay right from their phone.
E-Signature & Acceptance
Customers review their quote, sign on-screen, confirm acceptance, and proceed to payment. No printing. No scanning. No chasing signatures.
Deposit Collection
Accept credit card and ACH bank transfers for deposits. Integrated with Stripe. Customers pay before your rep leaves the driveway.
Photo Documentation
Interior and exterior photos attached to each opening. Stored securely. Available for review, estimation, and installation teams.