WindSketch 2.0 Is Here

A new generation of the platform built to run window, door, and shutter companies

Window, door, and shutter companies should not need five different systems to run a single operation.

They should not have to use one application to manage customers, another to prepare estimates, another to organize projects, another to communicate with installers, and another to store photos and documents.

They should not have to rely on spreadsheets, scattered conversations, shared folders, and one person’s memory to understand the true status of a project.

Yet for years, that has been the reality for much of the industry.

The information exists, but it is fragmented.

Conversations happen, but away from where the work is actually taking place.

Documents are stored, but they are not always connected to the decision, opening, or project stage they represent.

Each tool may solve one part of the problem. But together, they create an even bigger one: a company operating with disconnected information.

WindSketch 2.0 was built to change that reality.

It is not simply a new interface.

It is not a collection of additional features.

It is the next step in our vision of building a platform where every customer, project, estimate, conversation, document, and decision stays connected from the first contact through installation.

From a specialized tool to a platform for the entire operation

WindSketch was created to solve one of the most complex processes in the industry: visually representing a property, identifying its openings, and turning that information into an accurate estimate.

From the beginning, we understood that a window or door project could not be reduced to a list of products and prices.

Every opening has a location.

Every product has different dimensions, configurations, materials, grids, options, and requirements.

Every decision made during the sales process can affect ordering, permitting, installation, and project profitability.

That is why we created a more visual, accurate, and connected way to prepare estimates.

But as we worked with more companies, we discovered something even more important.

The estimate was only one part of a much larger operation.

Before the estimate, there is a lead and a customer. After that come proposals, approvals, contracts, final measurements, documents, permits, orders, tasks, installations, and follow-up.

Between each of those stages are people who need to communicate, share evidence, understand what changed, and know what needs to happen next.

WindSketch had to evolve alongside those companies.

WindSketch 2.0 represents that evolution: from a powerful sketching and estimating tool into a platform built to manage the entire operation.

One project. One source of truth.

In WindSketch 2.0, the project is no longer a static record. It becomes the center of the entire operation.

Information is created once and continues moving forward with the project.

The customer, property, openings, products, estimates, proposals, files, contracts, and conversations remain connected.

The team can understand the status of the project, review its documentation, find a previous decision, and understand what is happening without having to reconstruct the story from emails, text messages, or phone calls.

When a measurement changes, there is context.

When an estimate is modified, there is a history.

When an installer discovers an issue in the field, it can be documented within the same project.

When a manager needs to understand why a job is delayed, the answer does not depend on finding the one person who knows what happened.

The information is already there.

WindSketch 2.0 helps turn every project into something few platforms can provide:

a project that remembers.

Communication now lives where the work happens

Most communication platforms organize conversations around people, groups, or channels.

But a window, door, or shutter company does not operate around channels.

It operates around projects.

That is why, in WindSketch 2.0, conversations can begin exactly where a question exists.

Inside a project.

Inside a file.

On a specific opening.

At an exact point on the sketch.

On a photograph taken during measurement or installation.

A team member can place a discussion pin on the plan, mention a person or department, and start a conversation with all the context needed.

They can attach images, videos, audio, documents, and supporting evidence without moving the discussion outside the project.

A notification does not take the user to a generic inbox. It takes them directly to the place where their attention is needed.

This reduces one of the biggest sources of operational errors: conversations separated from the object or decision being discussed.

We are not adding another chat.

We are building a communication layer that understands the project.

The sketch becomes a collaborative workspace

The sketch has always been one of WindSketch’s core capabilities.

With WindSketch 2.0, it becomes much more than a drawing.

Teams can create floor plans and elevations, insert openings, windows, doors, and shutters, and visually document the scope of the project.

They can also add annotations, symbols, labels, sticky notes, files, and conversations anywhere in the design.

Sales can use the sketch to present the project.

Estimating can use it to build the proposal.

Permitting can use it as the foundation for documentation.

The field team can reference it during installation.

Managers can return months later and understand exactly what was decided.

The sketch is no longer a file produced during one stage of the job.

It becomes an operational record that stays with the project throughout its entire lifecycle.

Documentation is no longer an afterthought

In this industry, a poorly documented photo, note, or selection can quickly turn into delays, additional costs, or disagreements with the customer.

That is why WindSketch 2.0 integrates documentation directly into the workflow.

Every project can store photos, videos, audio, documents, contracts, and other important files.

Files can be viewed from the project, the sketch, or the tools used by the team in the field.

Conversations can also be opened directly on a file, keeping the evidence and the explanation together.

In addition, every registered team member includes storage capacity so companies can keep their documentation organized, accessible, and connected to the appropriate project.

Documentation is no longer a folder someone tries to complete at the end.

It becomes a natural part of how the company works every day.

Powerful estimating without passing the complexity on to the user

Window, door, and shutter pricing rarely follows a simple formula.

Each manufacturer may use different structures based on dimensions, united inches, square footage, ranges, materials, configurations, colors, glass, grids, and additional options.

Some companies work with a single manufacturer. Others need to combine products from multiple manufacturers within the same project.

WindSketch 2.0 continues expanding one of the most flexible estimating infrastructures in the industry.

Companies can manage manufacturers, series, products, services, discounts, and margins from one centralized environment.

They can import complex pricing structures, use different calculation methods, and update margins when supplier costs change without rebuilding their entire catalog.

Sales teams can generate multiple proposals from the same estimate, combine products from multiple manufacturers, and add custom products, services, or line items.

The complexity stays underneath the platform.

For the user, the process remains clear.

That has always been one of our principles:

the platform must be powerful enough to represent the reality of the industry, yet simple enough to be used every day.

From estimate to contract, without breaking the workflow

The work does not end when a proposal is generated.

WindSketch 2.0 connects the estimating process with contracts and electronic signatures.

Companies can create contracts connected to the estimate, send them to customers for review, and receive signatures electronically.

When the contract is completed, the team receives a notification and the project can move forward to its next stage.

The signed contract and its documents remain connected to the project, creating a faster process for the customer and a more organized record for the company.

Fewer manual steps.

Fewer lost documents.

Less time between the customer’s decision and the beginning of the next stage.

A platform that adapts to each company’s structure

Not every company works the same way.

A small company may have several responsibilities concentrated among just a few people. A larger operation may have separate departments for sales, measurements, estimating, permitting, production, and installation.

WindSketch 2.0 allows companies to create teams, roles, and permissions that reflect that reality.

Projects can be assigned to specific departments or groups.

Each role can receive access only to the information and actions it needs.

Companies can protect pricing, customer information, documents, and other sensitive data without preventing each person from completing their work.

They can also create custom tags, labels, services, and workflows to organize projects according to their own operational model.

It is even possible to define which section should open when a user creates or visits a project, reducing unnecessary navigation and bringing each person closer to the tools they use most often.

WindSketch does not force a company to adapt to a generic process.

The platform adapts to the way the company operates.

Calendars, tasks, and reminders connected to the project

Dates and commitments should not exist separately from the information needed to fulfill them.

WindSketch 2.0 allows teams to create events, invite members, attach documentation, and connect each activity to a project.

Google Calendar synchronization keeps both environments up to date and gives the team a shared view of upcoming tasks and activities.

Reminders can be assigned to one or multiple people, scheduled for a specific date, or repeated according to the frequency the company needs.

Task management, assignments, progress tracking, timelines, and Gantt charts help transform project status into concrete and measurable work.

It is not only about knowing where a project stands.

It is about knowing what needs to happen next, who is responsible, and when it must be completed.

An operation that begins before the customer calls

WindSketch 2.0 also expands the operation beyond the walls of the company.

The WindSketch AI Website Agent transforms a company’s website into an active sales and customer service channel.

The agent can communicate with visitors in multiple languages, answer questions about products and services, display images, explain options, understand service areas, and collect information about their project.

It can qualify the visitor, capture their information, and automatically create a lead inside WindSketch so the team can continue the conversation.

The platform also allows companies to analyze conversations, identify the topics generating the most interest, and measure the agent’s performance.

The Customer Estimator takes that experience one step further.

A visitor can select the product they need, enter basic dimensions and configurations, and receive a preliminary idea of the cost.

After they submit their information, their selections and estimate details become a new lead inside WindSketch.

The operation no longer begins only when someone answers the phone.

It can begin on the website, at any time, even while the office is closed.

More than replacing five subscriptions

Unifying tools can reduce costs.

But that is not the most important benefit of WindSketch 2.0.

The real benefit is continuity.

When customer information, property geometry, openings, estimates, documents, conversations, and project status remain connected, the company spends less time transferring information between systems.

Departments work with the same context.

Errors can be identified earlier.

Managers gain real visibility.

New employees can understand existing projects without relying on informal explanations.

And when a question comes up months later, the company retains the history needed to answer it.

WindSketch 2.0 does not aim to become another tool in the company’s technology stack.

It aims to become the place where the operation happens.

This is only the beginning

Over the past several years, we have learned from every company, every demonstration, every request, and every real-world situation our customers have shared with us.

Every new WindSketch capability was born from friction we observed in the industry.

Estimates that took too long.

Pricing that was difficult to maintain.

Disconnected documents.

Permits that delayed projects.

Conversations without context.

Information that never reached the field.

Leads that were lost outside business hours.

WindSketch 2.0 brings those lessons together in a new generation of the platform.

A more connected platform.

More collaborative.

More adaptable.

And ready to grow alongside the companies that use it.

Window, door, and shutter companies should not have to rebuild their operations using tools that were never designed to understand their industry.

They deserve a platform designed around the way they actually work.

WindSketch 2.0 is here.

One company. One connected project. One platform to run it all.