The CRM that measures every opening before the order goes in.
Each opening measured, specced and signed off before anything is ordered, the lead time sitting on the job, the install day logged and the warranty handed over — with a replacement-windows page on your website. Daybook speaks openings.
Windows and doors is a project trade, and the app was built for project work: a lead, a site visit where every opening is measured, a quote priced per opening, a win and a deposit, the order and the weeks it takes to land, an install day or two, an invoice. Not a template with a different noun in the headline: windows and doors has its own job types, its own checklists, its own quoting words, its own price list and its own website — and every screen that used to say brick or stone says opening, retrofit or lead time to an installer.
The measure & order sheet is the one that earns its keep, because nothing should be ordered off a phone call. It takes the opening count, the install type — retrofit into the existing frame, full-frame brick-to-brick, or nail-fin into rough openings — the sizes written out opening by opening, the product line and colour, the glass and options from Low-E and argon to tempered, obscure, grilles, jamb extensions and capping, the expected delivery date, and the client’s signature on what is being ordered, before the deposit box gets ticked. Photos of every opening are required on it, so when the units land weeks later the record of what was ordered is still sitting on the job.
The windows & doors toolkit.
On top of everything Daybook does for every trade — the full list is here — windows & doors gets its own tools.
Quotes priced per opening from your price list
Casements, sliders, awnings, picture, hung, bay and bow, egress and custom shapes supplied and installed by the opening; entry doors in steel or fibreglass with sidelites and a transom; patio, garden, French and folding doors; garage doors and openers; retrofit, full-frame and new-construction install labour; capping, casing and jamb extensions per opening; delivery and haul-away — quote from your own price list, with your own numbers on it.
A windows & doors price list, ready to price
Every window style per opening with Low-E, triple pane, grilles, tempered and obscure glass and an exterior colour as their own upgrade lines; entry, storm, patio and garage doors, handlesets and multipoint locks; the measure visit; install labour by type; rot repair and sill rebuilds, opening enlargements, stucco and brick patching; sealed units, screens, cranks, balances, rollers, hinges and weatherstrip for a frame that stays; permits, haul-away and dump fees — a labelled starter list on day one, with your own prices on it.
Checklists written for installersCrew and up
A measure & order sheet with the sizes, the install type, the glass, the expected delivery and the client’s sign-off on the order; an install day report for each day — openings done, what was found in the wall, what is capped and caulked, what is left for the next visit; and a completion & warranty handover that will not let the job close until every opening has been operated with the client and the keys and screens are handed over.
Quotes and paperwork in your words
Window replacement, entry door, patio & sliding door, garage door & opener, new-construction install and glass & hardware repair — the job types, the examples and the document preview all speak windows and doors, down to payment terms that read Deposit on order, balance on install.
Tags for who sends you the work
Referral, repeat customer, the builder, the realtor and the home show as marketing sources; window replacement, entry door, patio door, garage door, new construction and repair as job specialties; homeowner, builder and property manager as client tiers — seeded on day one, yours to edit.
AI that knows the trade
Opening, retrofit and full-frame, rough opening, sealed unit and IGU, casement, slider, awning, hung, bay and bow, Low-E and argon, brickmould, jamb extension, casing and capping, sidelite and transom, lead time — drafts and job summaries use an installer’s vocabulary, and the auto-classifier keeps a fogged sealed unit apart from a whole-house window replacement, and a front door apart from a patio door.
A windows & doors website, live day one.
Your account starts with a real windows & doors site template — a replacement-windows page included — edit it in the app, and the quote-request form asks how many openings and on which floors before it drops the lead straight into Daybook.
Edited in the app — photos and changes live when you press Publish
A replacement-windows page, written for installers
Quote-request form that mints a real lead
Bring your own domain — we set it up with you
Nine openings, one order sheet, one quote.
Your own openings beat any feature list — measure a house, fill in the order sheet and see the quote priced one opening at a time.