From site measurement to seamless install
Pipeline Management
Visual Kanban board with drag-and-drop job stages from site measurement through final installation.
Job Tracking
Every custom window and door replacement tracked from initial lead to completed install with full history.
Deposit Management
Track customer deposits and remaining balances with automatic financial calculations per project.
Crew Assignment
Assign technicians to jobs and balance installation schedules across your entire team.
Install Scheduling
Plan and manage installation dates with a clear calendar view of upcoming crew commitments.
Measurement Logging
Record site measurement dates and track the gap between initial measure and final install.
Revenue Dashboard
Real-time view of total job values, deposits collected, and pipeline revenue at a glance.
Status Workflow
Customizable job stages with colored status indicators for instant project visibility across the crew.
Priority Management
Flag urgent installations with high-priority markers to keep critical projects on schedule.
Financial Overview
Built-in currency tracking for deposits and job totals with automatic revenue calculations.
Smart Filtering
Filter and sort jobs by status, priority, product type, or assigned technician instantly.
Product Catalog
Manage window and door product types from casements to French doors with pre-built options.
Ready to go in 3 steps
Create Account
Set up your secure profile to begin managing your workspace.
Activate App
Use your Order Number to unlock full access to your new system.
Start Tracking
Ditch the paper scraps and start managing like a pro.
Product Details
Secure Account Access. You will receive a unique setup link via email immediately after purchase. Simply follow the link to create your account and activate your workspace using your Order Number.
Your access is tied to your email, allowing you to log in from any device without needing to download or manage files.
Everything you need to know.
Do I need to pay a monthly fee?
What devices can I use this on?
Can I track different parts of my life at once?
Can I share my workspace with others?
I'm not "tech-savvy"—is it hard to set up?
What happens to my data?
What happens after my 1-year access ends?
Still not sure? Try it first.
Take the system for a test drive. Start your 7-day free trial today and see how much time you save. No credit card required, no risk, no strings attached.
