What Is WindSketch? A Complete Beginner's Guide

Every window and door company has its own way of working. Some start by visiting a property and drawing a floor plan. Others begin by collecting customer information, preparing an estimate, or reviewing project details before assigning work to their team.

Even though these companies operate in the same industry, their workflows can be very different.

WindSketch is a platform designed to bring these processes together in one shared workspace without forcing companies to change the way they already work.

With WindSketch, you can organize projects, create drawings, record measurements, prepare estimates, manage documents, coordinate employees, and keep work-related conversations in one place. You can use all these tools or just the ones your business needs.

In this guide, you'll learn how WindSketch works, what you can do with its main tools, and how to set up a workspace that fits your company.

What Is WindSketch?

WindSketch is a project management and operations platform built for window, door, shutter, and glass companies.

It combines tools for managing customers, projects, drawings, estimates, documents, communication, and team activities in one environment.

But WindSketch is more than a collection of applications under one account. What makes it different is how these tools work together in a connected workspace, where information can be used throughout different stages of a project.

For example, one employee can record window measurements during a site visit, another can use that information to prepare an estimate, and a third can review the related documents when it's time for installation.

The same applies to photos, conversations, approvals, and other project information. Instead of managing each stage in a different application, teams can keep their work inside WindSketch.

Most importantly, you don't have to use every tool or follow a predefined workflow.

WindSketch Adapts to the Way Your Company Works

One of WindSketch's most important features is the ability to configure how your company works within the platform.

Many management software products are built around a fixed workflow. To take advantage of all their features, companies often have to reorganize parts of their operations to fit the software.

WindSketch takes a different approach.

The platform lets you choose where your work begins based on your company's needs. You can start with different tools without having to navigate through the same screens every time.

If Your Company Starts With Drawings, Start With Sketch Editor

Some companies need a visual representation of a property before preparing a proposal. Their employees visit the home, identify existing windows and doors, record measurements, and draw the building layout.

In this case, WindSketch can be configured so that when a new project is created, the team starts directly in Sketch Editor.

From there, they can develop the drawing, add openings, and document the work.

If Your Company Starts With Estimates, Use Estimate Builder

Not every business needs to draw a floor plan to prepare an estimate.

A company may receive product dimensions and specifications directly from customers or work with information that has already been collected.

In that case, the workflow can start in Estimate Builder, where employees can select products, enter measurements, apply pricing, and prepare proposals without using Sketch Editor.

If You Need to Manage Operations, Start With Project Overview

For project managers, the starting point may be an overview of the work.

Project Overview lets you review key project information and work with the activities, documents, and details needed to coordinate different team members.

This approach is useful for companies that manage multiple departments or need to keep track of different stages of each job.

If Your Projects Start With Lead Information, Begin in Clients

Other companies prefer to start by collecting customer information.

WindSketch also lets you organize your workflow around Clients, where employees can manage customer details before moving on to projects and other activities.

This allows the platform to fit into an existing sales process without requiring every workflow to begin with a drawing or an estimate.

These are just a few examples of how you can use WindSketch. Each company can configure its workspace around the tools and processes it uses every day.

The goal isn't to change the way you work to use WindSketch. It's to configure WindSketch around the way you already work.

One Workspace Where Everyone Can Collaborate

Collaboration is a central part of WindSketch. The platform allows multiple people to work on different parts of the same project. Teams can collaborate on drawings, estimates, documents, files, conversations, and activities according to their responsibilities and permissions.

For example, a salesperson might be preparing an estimate while another employee reviews project documents. At the same time, a manager can use Discussions to clarify a question about a window, while the installation team accesses photos or measurements stored in Filesystem.

Everyone is working on different parts of the project, but within the same environment.

This type of collaboration is particularly useful for companies with salespeople, estimators, technicians, administrators, and installers who need to share information regularly.

Instead of moving documents and decisions between applications, WindSketch makes it possible to work with information where it's needed.

Let's look at how this collaboration works across the platform's main tools.

Organize Your Customers and Projects

Projects bring together the information related to each job.

You can create projects, connect them to customers and properties, assign team members, and organize their different stages.

WindSketch supports statuses such as Opened, Waiting for Approval, Approved, In Progress, and Finished to help teams track progress.

You can also search projects, apply filters, use tags, and configure reusable lists that match the information your company manages.

For example, one company may need to classify jobs by installation type, while another may prefer to organize them by department or project characteristics.

WindSketch lets you customize parts of this structure so employees can work with information organized in a familiar way.

Projects also connect estimates, files, tasks, conversations, and other elements of the platform.

You can read the guide on how to create a project in WindSketch.

Create Drawings With Sketch Editor

For companies that use drawings as part of their work, WindSketch includes a visual editor with tools specifically designed for the window and door industry.

With Sketch Editor, you can create floor plans, draw elevations and walls, and place windows, doors, and other elements directly on the property layout.

Each opening can have an identifier, dimensions, product specifications, photos, and other related information.

For example, you can label a window W1, record its measurements, and attach photos of the location where it will be installed.

This helps other employees quickly identify the opening and review its details.

Start With a Drawing or Use an Existing Map

You don't always have to start with a blank drawing.

WindSketch includes Automatic Building Footprint, a tool that lets you enter a property address and retrieve the building outline when data is available.

It also offers an AI-powered add-on that can convert compatible Property Appraiser map images into editable sketches.

These options help reduce the manual work involved in creating the initial representation of a property.

Learn more in Type the Address. Get the Footprint. Start Measuring.

Collaborate Directly on the Drawing

Sketch Editor is also a collaborative workspace.

Team members can participate in creating and reviewing drawings, inspect their elements, and have conversations connected to specific points on the plan.

A technician can record measurements for an opening while another team member reviews its specifications or adds documentation.

Share Files and Work Together With Filesystem

Every project can generate a large number of documents: photos, videos, permits, contracts, manufacturer files, measurement records, and installation documentation.

WindSketch includes a Filesystem that lets teams organize and access these files within each project.

But Filesystem isn't just a place to store documents.

It's also a collaborative space where team members can contribute information and work with the files they need for their responsibilities.

For example, a salesperson can upload photos taken during a site visit. Later, the project manager can review those photos, while other employees add files related to measurements, production, or installation.

When everyone works with information inside the same project, it's easier to find documents and keep contributions organized.

Media Layer: Documents Connected to the Drawing

Companies that use Sketch Editor can also take advantage of Media Layer.

This tool lets you place photos, videos, audio recordings, and documents directly on a drawing, connecting them to a specific location, area, or opening.

Imagine discovering damaged wood around a window during a site visit. You can take a photo and place it directly on the corresponding location in the sketch.

When another employee reviews the drawing, they can see where the problem is and access the related documentation.

You can explore these tools in the guide on how to use Media Layer and Filesystem in WindSketch.

Keep Conversations Inside the Project

A significant part of any company's work involves questions, clarifications, and decisions.

An employee may need to confirm a measurement, an estimator might have a question about a product specification, or an installer may discover a condition that wasn't previously documented.

WindSketch includes Discussions to keep these conversations within the workspace.

Users can create threads, reply to messages, mention coworkers, and attach files. Conversations can be connected to specific projects, areas, openings, or documents.

For example, if an installer discovers a problem with a door, they can start a discussion, attach a photo, and mention the appropriate manager.

Instead of receiving an isolated message, the manager can review the conversation alongside the relevant project information.

WindSketch also includes Discussion Activity, where you can review previous conversations, search messages, and filter by project, participant, date range, or mention.

This keeps decisions accessible to authorized team members so they can be reviewed later.

Prepare Estimates With Estimate Builder

Estimate Builder is the part of WindSketch where you can prepare quotes using products, measurements, services, and pricing rules.

You can use it as part of a workflow that begins with a sketch, or work directly in Estimate Builder without drawing a floor plan.

For example, if a customer requests a quote for five windows and you already have their dimensions, you can open Estimate Builder, select the products, and prepare the proposal.

You can also use opening information previously recorded in Sketch Editor.

Configure Your Products and Pricing

WindSketch supports different manufacturers, models, and product configurations.

You can include specifications such as dimensions, glass types, colors, grids, and other options that affect pricing.

The platform provides tools for setting up different calculation methods, margins, markups, and additional services.

For more complex pricing structures, WindSketch includes advanced tools such as Factory Stepper, which helps adapt calculations to certain pricing rules used by manufacturers.

Collaborate While Preparing an Estimate

Estimate Builder is also part of WindSketch's collaborative environment.

Estimating doesn't have to depend on one person or remain disconnected from the rest of the project.

Authorized team members can participate in preparing and reviewing commercial information, work with the relevant products and measurements, and continue the process until the proposal is ready for the customer.

For example, a salesperson can start an estimate, an estimator can handle the technical details, and a manager can review the proposal before it's shared.

This collaboration connects sales activities with the rest of the operation, so each department doesn't need to maintain a separate version of the same information.

You can explore the available tools on the WindSketch features page.

Prepare Proposals, Contracts, and Approvals

Once an estimate is complete, WindSketch allows you to continue preparing sales documents.

You can generate proposals, work with different options, and share the information customers need to review the job.

The platform also includes tools for managing contracts and electronic signatures.

Related documents can be kept within the project, where authorized team members can access them when needed.

This helps connect sales decisions with the stages that follow.

When it's time to prepare an installation, managers can review the approved proposal, documents, and technical information without having to reconstruct the project's history.

Coordinate Tasks, Activities, and Reminders

WindSketch also helps teams organize their daily work.

You can assign responsibilities, manage tasks, review pending activities, and track project progress.

The calendar lets you organize events, site visits, and work-related activities. WindSketch also supports Google Calendar synchronization.

Reminders can be scheduled for a specific date or set to repeat based on your team's needs.

For example, you can schedule a follow-up after sending an estimate, set a reminder for a second measurement, or plan an activity related to an installation.

For managers overseeing multiple jobs, WindSketch also offers tracking tools, timelines, and Gantt charts.

These tools can be used alongside Sketch Editor and Estimate Builder, but they also support workflows where drawings or estimates aren't the main focus.

Work From the Office or the Field

Window and door companies need their information to be available in different locations.

Salespeople may work from their computers, technicians need to access projects while taking measurements, and installers need documents when they arrive at a property.

WindSketch is available through its web platform and mobile applications for iPhone and Android.

This allows team members to access information related to projects, measurements, photos, documents, and activities from different devices.

Although some advanced tools may differ between the web platform and mobile applications, they all belong to the same workspace.

The goal is to prevent field teams from working with information that is disconnected from what the office uses.

Extend WindSketch With Specialized Tools

In addition to its core tools, WindSketch offers a Marketplace with add-ons that extend the platform's capabilities.

These include tools for elevations, shutters, wind pressure reports, accounting integration, and other specialized functions.

WindSketch also offers solutions such as AI Website Agent, which can answer visitor questions on a website and help capture sales opportunities.

These tools let companies expand the system according to their business needs.

Not every company needs the same add-ons. Some may focus on estimating and project management, while others need technical documentation, accounting integration, or additional customer service tools.

Add-on availability may depend on your plan or purchased configuration.

How to Get Started With WindSketch

The best way to get started with WindSketch is to identify how your company currently works.

You don't need to learn every tool or change your workflow before you begin using the platform.

First, think about where a new opportunity or project usually starts.

Do your salespeople visit properties and prepare drawings? Do you receive estimate requests with measurements already provided? Does your staff begin by registering customers? Is your main priority coordinating projects and employees?

The answer will help you decide how to configure WindSketch.

If you mainly work with drawings, you can build your workspace around Sketch Editor and start by documenting openings, measurements, and visual information.

If you prepare estimates directly, you can start with Estimate Builder and add the products and services you need.

Once you've chosen your starting point, you can introduce other tools gradually.

For example, you might begin with Clients and Estimate Builder, add Filesystem to organize documents, and later introduce tasks, Discussions, or Sketch Editor as your operations require them.

You can also invite team members and configure their roles and permissions so each person works in the areas relevant to their responsibilities.

WindSketch offers demonstrations and guided onboarding to help companies configure their workflows.

Who Is WindSketch Designed For?

WindSketch is primarily designed for companies that sell, manufacture, or install windows, doors, shutters, and glass products.

It can be used by small businesses where one person handles several responsibilities, as well as larger companies with dedicated departments for sales, measurements, estimating, production, permitting, and installation.

A company that only needs to prepare estimates can use a different configuration from one that needs to manage technical documentation and coordinate multiple installation teams.

Both can work within WindSketch without being required to use exactly the same tools.

The platform is especially useful for organizations looking to improve collaboration between departments and reduce their dependence on disconnected applications.

A Workspace That Grows With Your Company

WindSketch began with specialized tools for drawing and documenting window and door projects. Today, it's a platform that connects much more than drawings and measurements.

Teams can collaborate on drawings, files, estimates, conversations, and activities, with information organized around their projects and workflows.

And because every company works differently, WindSketch allows businesses to configure their environment and choose the tools that best fit their needs.

You don't have to start with a sketch if your company doesn't use drawings. You don't need to configure a complex pricing engine if you only want to organize your projects. And you don't have to use every module from day one.

You can start with what you already do, introduce the tools you need, and expand your workspace as your operations grow.

WindSketch isn't designed to impose a new way of working. It's designed to connect and improve the way your company already operates.

Want to Learn More About WindSketch?

The best way to discover how WindSketch can work for your company is to see it applied to your own processes.

During a demo, you can explore the different tools, review configuration options, and learn how to organize your team, projects, estimates, and documentation.

Visit WindSketch.com to request a demo and learn how to get started.

WindSketch. One Project. One Team. One Place.