Capture the job
Start one project record for the customer, site context, requested products, notes, and next steps.
Window & door dealer software
Window and door dealer software that keeps every job connected.
Manage the work your dealer team already does—from the first project details, measurements, and estimates through approvals, coordination, installation, and closeout—all in one shared visual workspace.
Riverside residenceWindows & Doors scope
Ready for review01Capture
02Measure
03Estimate
04Coordinate
05Install
Floor #1 · Opening map
Estimate summary$24,680
12 windows · 2 doors · install services
Connected dealer workflow
Move every job from first project details to final field proof without losing context.
Measure and sketch
Map every opening with dimensions, photos, field notes, floor plans, and elevations.
Estimate and approve
Build clear options with products, services, labor, fees, margins, contracts, and approvals.
Coordinate office and field
Keep responsibilities, schedules, files, conversations, and current scope visible to every team.
Install and close out
Send the approved scope to the field and return progress, issues, and completion proof to the project.
Dealer capabilities
One visual workspace for the people who sell, plan, manage, and install every job.
Connected project pipeline
Track customers, project status, assignments, timelines, and next steps in the same workspace as the job itself.
- Customer context
- Project status
- Team ownership
Opening-based planning
Keep measurements, drawings, photos, notes, and changes tied to the exact window or door opening.
- Floor plans
- Elevations
- Opening maps
Multi-manufacturer estimating
Build structured estimates from configurable catalogs, product options, services, labor, and pricing rules.
- Catalog data
- Quote options
- Margin controls
Contracts and approvals
Keep proposals, signatures, customer decisions, and approved changes attached to the current project scope.
- E-signatures
- Approvals
- Change history
Team coordination
Give sales, estimators, project managers, and installers shared visibility without rebuilding the job at each handoff.
- Responsibilities
- Schedules
- Discussions
Field documentation
Capture photos, video, voice notes, issues, and completion evidence from the jobsite in the project record.
- Site media
- Issue context
- Install proof
Manufacturer integrations
Compatible with leading manufacturers.
Estimating data layer
One workflow for every catalog your team sells.
Brand-agnostic pricing engineCatalogs, options, and configurationsReady for windows, doors, and shutters
Field operations
The jobsite moves. Your office sees every step.
Document every visit
Capture photos, video, and voice notes directly inside the project timeline.
Follow progress live
Project managers see updates, blockers, and completed work without chasing the crew.
Work without a signal
Sketch, measure, and build estimates offline. WindSketch syncs when the connection returns.
Keep office and field aligned
Measurements, evidence, and status changes sync into the same project record for everyone.
Riverside residenceField activity
Today's progress68%
12 of 18 openings documented
+9
Floor #1 planOpening photosUpdated 9:42 AM
Opening 12 photo evidenceBefore, frame, and final install
Latest from the field
Opening measurements updatedMeasurement
Installation video uploadedVideo · 0:42
North elevation completedProgress · 68%
1234 Demo Ridge Ave, O...Managing project
OverviewDetailsActivity Feed
1234 Demo Ridge Ave, Orlando, FL 32819No description provided
StatusOpened
ClientJhon Doe
Location1234 Demo Ridge Avenue, Orlando, FL 32819, Orange County
Areas
✓
Office updatedJust now
Project continuity
Replace disconnected handoffs with one current project record.
The job stays connected as responsibility changes
Customer context, opening details, estimates, approvals, schedules, conversations, and field proof stay attached to the same job across every team.
Sales context starts the project
Customer needs, site details, product interests, and early decisions remain visible when estimating begins.
CustomerSite contextNext steps
Estimate decisions stay traceable
Options, pricing changes, contracts, and approvals remain connected to the exact scope the customer selected.
OptionsApprovalsContracts
Project ownership stays visible
Teams can see the current phase, responsible people, conversations, and files without chasing another system.
AssignmentsStatusFiles
Field proof closes the loop
Install updates, issue notes, and completion evidence return to the same project the office already follows.
ProgressIssuesCompletion
Dealer software questions
What window and door dealers usually ask.
What is window and door dealer software?
Window and door dealer software helps teams organize the specialized work behind each job. WindSketch connects customer and project context, opening measurements, sketches, estimates, approvals, team communication, and field documentation in one visual workspace.
Can WindSketch work with multiple window and door manufacturers?
Yes. WindSketch supports configurable manufacturer catalogs, product options, and pricing workflows so dealers can build estimates across the brands they sell. We confirm the exact catalog data and configuration requirements during onboarding.
How do sales, estimators, project managers, and installers work together?
Each team works from the same project record. Measurements, drawings, estimate decisions, files, conversations, assignments, and field updates stay connected instead of being recreated at every handoff.
Can estimates, contracts, and approvals stay connected to the job?
Yes. Estimate options, electronic contracts, signatures, approvals, and scope changes remain attached to the project so the office and field can identify the current approved work.
Can field crews document work from the jobsite?
Yes. Field teams can capture measurements, photos, videos, voice notes, progress, and issues inside the project. They can also sketch, measure, and build estimates offline, then sync when the connection returns.
Bring your current process
See how your dealer workflow fits into WindSketch.
Walk through one of your real jobs and see how WindSketch connects the scope, estimating decisions, team handoffs, and field documentation.
Book a tailored demo