Window & Door Installer Software
Solutions for door and window installers
PlanOps simplifies the management of your door and window installation business.
Window and door installation happens in two steps: a precise measurement, then an install weeks later when the order arrives from the manufacturer. In between, you need to track every order, confirm dimensions and keep the homeowner informed about lead times.
Replacement windows are often an energy-efficiency purchase, so homeowners compare options carefully. PlanOps helps you quote, track projects from measurement to install and invoice without delay. You can collect a deposit when the order is placed, keep every dimension and photo attached to the project, and give your install crew everything they need on their phone when the product finally arrives.
Challenges window and door installers face
Measurements that must be exact
A window ordered with the wrong size is costly and delays the whole project.
The gap between order and install
Weeks can pass between the sale and installation; every order needs tracking so nothing falls through.
Scheduling installs
A whole house can take several days; crews need to be allocated well and weather planned for.
Documenting before and after
Photos of the opening and the finished trim protect against disputes and feed your portfolio.
PlanOps tools built for your business
Measurements
Record all measurements precisely. Avoid costly ordering errors.
Order Tracking
Track your material orders. Schedule installations when everything is ready.
Installation Scheduling
Plan your installations efficiently. Optimize your teams' time.
Warranties
Manage your installation warranties. Keep a history for each client.
Before/After Photos
Document your installations with photos. Show the quality of your work.
Built for every type of job
PlanOps fits companies that sell and install casement, sliding or hung windows, entry and patio doors, garage doors, screens and storm doors, as well as glass unit and hardware repair businesses. Replacement projects and new construction are managed in the same tool.
How it works with PlanOps
- 1
Capture the request
The homeowner is added to the CRM with the address, number of openings and preferences.
- 2
Measure and quote
Take measurements on site, record them on the project and send a quote itemized by opening.
- 3
Track the order
The accepted quote becomes a project; you follow its status until the products arrive.
- 4
Schedule the install
Set the date on the calendar; the crew sees dimensions, notes and address in the mobile app.
- 5
Invoice and ask for a review
Invoice synced with QuickBooks, install photos and a Google review request.
Frequently asked questions
Can I track orders waiting on the manufacturer?
Yes. Each sale becomes a project with a status, so you can quickly see which orders are pending and which are ready to install.
Can the install crew see the measurements?
Yes. Project notes, dimensions and photos are visible in the mobile app on install day.
Can I bill a deposit when the order is placed?
Yes. You can invoice a deposit at signing and the balance after installation, synced with QuickBooks.
Can I build a quote per opening?
Yes. Each window or door can be its own line with dimensions, model and options, making the quote easy to understand and adjust with the homeowner.
Ready to simplify your operations?
Quotes, scheduling, time tracking and invoicing in one app built for contractors.
All-in-one management software for contractors, built in Mascouche, Quebec.
Gestion Planifix inc.
3235 avenue de la Gare,
Mascouche, Québec, J7K 3C1
(450) 300-7077
[email protected]
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