Your Shop Desk
Windows and Doors · Custom Shop Desk CRM

A Custom CRM for Window and Door Companies

One wrong measurement turns into a special order that fits nothing. Your desk keeps every opening, every order and every install date on the home, and keeps the customer posted during the long wait.

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A Shop Desk set up the way a windows and doors business would run it
A Shop Desk set up the way a windows and doors business would run it

Shown: Summit Crest Air and Electric, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Windows and Doors Words

Every window and door project moves down the same line. We name each stop the way your crew already does.

  1. 01Call
  2. 02In Home Measure
  3. 03Quote
  4. 04Signed
  5. 05Order Placed
  6. 06Install
  7. 07Paid

A window and door project on your desk hangs off the home and each opening.

So the card asks for what you actually need, and nothing a windows and doors business would never fill in.

  • Openings and rough sizes
  • Frame material and color
  • Glass and grid choices
  • Interior and exterior trim
  • Order number and ship date
  • Year the home was built
Where it leaks

Where Windows and Doors Businesses Lose Work

Measurements on a Clipboard

Sizes get copied from paper to an order form and a number gets flipped. The unit shows up wrong and you eat the cost of a remake.

Quiet Weeks After the Deposit

Custom windows take weeks to arrive and nobody tells the homeowner anything. They start calling, then they start asking for the deposit back.

Orders Nobody Watches

A backordered door never gets flagged. The crew is booked for install day and half the product is still at the factory.

What we would build

Fitted to How You Already Work

  • A Measure Sheet for Every Opening

    Your measure tech records each opening by room with a photo, size and choices. The same sheet feeds the quote and the order, so nothing gets copied by hand.

  • Order Tracking Tied to Install Day

    Each order shows what was ordered, when and when it ships. Install day only gets booked when the product is in the building.

  • Updates While They Wait

    The customer page shows where their order stands, and the desk sends a short note when it moves. Fewer anxious calls land on your office.

  • Deposit Now, Balance at Install

    The deposit is paid from a link when they sign. The balance invoice is built from the job and sent the day the crew wraps up.

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Questions

What Windows and Doors Owners Ask

Can it handle a mix of windows, patio doors and entry doors on one job?
Yes. Each opening is its own line with its own sizes and choices. Your crew sees which unit goes in which hole.
Can my installers mark an opening as done with a photo?
Yes. They check off each opening on the job card and snap the finished work. You see progress without a phone call.
Can it remind me which homes need lead safe work?
We can flag homes by the year they were built so your crew sees it on the job card. What your crew does about it follows your own training and local rules.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Windows and Doors Business Runs

We will tell you honestly what a desk fitted to it would take.

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