Sketch
Draw floor plans, elevations, and openings in the same visual workspace where the project will be estimated and documented.
Features
Every feature connects the work from first sketch to final proof.
WindSketch 2.0 brings drawings, estimates, field documentation, communication, and project execution into one shared visual workspace.
Connected workflow
One source of truth across every project step.
Estimate
Build scopes with manufacturer pricing, product options, services, approvals, and alternate estimate versions.
Document
Attach photos, video, voice notes, files, and measurements to the exact project, area, opening, and phase.
Collaborate
Keep conversations, revisions, blockers, and decisions connected to the work instead of scattered across chats.
Execute
Move projects through measure, approval, production, install, and closeout with clear responsibilities and status.
Visual project trail
Every document, photo, and conversation stays attached to the work.
Riverside residenceShared workspace · Live
2 onlineFloor #1 · Openings
+9Daniel found this issue and attached a photo.
Sarah there is another one on the side with the same problem.
Filesystem
Files uploaded by your team and generated automatically stay with the project.
Riverside residence4
riverside-elevation.pngAlex Sparrell
property-appraiser.jpgAlex Sparrell
grid-pattern.pngAlex Sparrell
PDFwind-pressure-report.pdfAlex Sparrell
Discussions
Every conversation opened in this project, organized in its hierarchy.
1 conversation
Project · Riverside residence
Riverside residence
Sarah: This version is up to date with our latest products.
Core capabilities
The complete feature set, reorganized around how teams actually work.
Collaborative platform
Work together across the entire project—from sketches and documents to estimates, updates, and conversations—all in one shared workspace.
- Shared workspace
- Real-time collaboration
- Team communication
Field documentation
Capture jobsite reality with photos, videos, audio notes, and files that stay attached to the right location.
- Location-based media
- Voice & video notes
- Field-to-office proof
Project communication
Turn comments, mentions, alerts, and decisions into a structured project trail your team can trust.
- Project discussions
- Mentions & alerts
- Searchable decisions
Estimating engine
Create accurate scopes from project data, manufacturer catalogs, pricing rules, and reusable options.
- Catalog pricing
- Proposal options
- Margin controls
Lifecycle management
Track phases, roles, responsibilities, blockers, and handoffs from first lead to final installation.
- Clear project phases
- Assigned ownership
- Progress visibility
Permit-ready outputs
Generate the visual and technical documentation teams need for review, permitting, and installation.
- Technical drawings
- Wind calculations
- Install-ready files
Feature directory
Everything your team needs, connected to the same project trail.
Core workflow
Manage Every Job
Manage projects, customers, statuses, assignments, timelines, Gantt charts, OSHA documentation, and field progress from one centralized platform.
- Project statuses
- Task timelines
- Field progress
Collaborative Sketch
Draw floor plans, elevations, openings, windows, doors, shutters, notes, pins, labels, and media directly inside the same shared sketch.
- Discussion pins
- Opening threads
- 50+ sketch tools
Project Files
Store photos, videos, audio recordings, documents, reusable files, and enhanced images where the project team can access them.
- Media library
- File discussions
- Team storage
Discussions
Keep project conversations structured with @ mentions, # project references, notifications, replies, file attachments, and exact-location context.
- Mentions
- Notifications
- Context replies
Estimating & sales
Quoting
Create professional quotes for window, door, and shutter projects using your company pricing, manufacturer imports, and proposal variants.
- Proposal variants
- Manufacturer data
- Margin updates
Estimate Builder
Build detailed estimates with products, services, custom items, alternate proposals, options, and consistent pricing logic.
- Custom line items
- Product options
- Reusable pricing
Electronic Contracts
Send contracts connected to estimates, collect signatures electronically, and keep signed documents attached to the project record.
- Signature requests
- Estimate-linked contracts
- Status automation
Discounts & Margins
Control discounts, markups, manufacturer margins, product multipliers, and pricing rules without losing profitability.
- Controlled discounts
- Manufacturer margins
- Pricing rules
Factory Stepper
Configure complex manufacturer catalogs with series, products, sizes, materials, conditions, intervals, slots, fixed prices, and custom metrics.
- Catalog structures
- Five pricing systems
- Advanced metrics
Operations
Teams
Create teams by department, location, specialty, or responsibility, then assign projects and monitor progress by group.
- Team assignments
- Progress updates
- Accountability
Calendar
Manage company events, project appointments, attachments, and Google Calendar synchronization from the WindSketch calendar.
- Project events
- Google sync
- Shared schedules
Services
Create services with pricing options, units, measurement methods, and project assignment rules that match your operational model.
- Custom services
- Measurement rules
- Standardized quoting
Reminders
Create one-time or recurring reminders for individuals or teams so important project activities do not fall through the cracks.
- Team reminders
- Recurring schedules
- Custom messages
Tags & Labels
Organize projects and customer profiles with tags, filters, labels, and searchable structures that match your workflow.
- Project tags
- Customer labels
- Smart filtering
Roles & Permissions
Control access to projects, customers, pricing, files, estimates, and sensitive company information by role and permission scope.
- Role scopes
- Pricing access
- Data protection
Automation & add-ons
AI Website Agent
Turn your website into an active sales channel that answers questions, shows products, captures leads, and notifies your team.
- 24/7 conversations
- Lead capture
- Multilingual support
Customer Estimator
Let website visitors build preliminary estimates, submit measurements and product interests, and create leads inside WindSketch.
- Preliminary estimates
- Customer selections
- Lead sync
Add-ons & Integrations
Enable add-ons and external integrations as the company grows, keeping WindSketch flexible without fragmenting the workflow.
- 10+ add-ons
- External tools
- Scalable platform
Add-ons marketplace
Extend your workflow with the tools you need.
WindSketch MarketplaceChoose an add-on
9 availableBuilt for roles
Everyone sees the same project, filtered by what they need to do next.
Start with a clear visual scope and keep customer decisions attached to the estimate.
Use the same drawings, openings, catalogs, and pricing logic instead of rebuilding context.
See blockers, missing documents, field updates, and phase status without chasing every crew.
Open the project on site, capture evidence, and work from the latest scope even without signal.
See it connected
Walk through the new WindSketch workflow with your team’s real process in mind.
We’ll show how sketches, estimates, documents, messages, and field updates stay connected across your project lifecycle.
Book a Free Demo