Built specifically for residential window and door replacement. Not a generic CRM with bolted-on features.
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Field Appointment Capture
Your reps capture customer info, measurements, photos, and product selections from a single mobile form. No clipboards. No double-entry.
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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.
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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.
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E-Signature & Acceptance
Customers review their quote, sign on-screen, confirm acceptance, and proceed to payment. No printing. No scanning. No chasing signatures.
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Deposit Collection
Accept credit card and ACH bank transfers for deposits. Integrated with Stripe. Customers pay before your rep leaves the driveway.
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Photo Documentation
Interior and exterior photos attached to each opening. Stored securely. Available for review, estimation, and installation teams.