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Daybook
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Windows & doors

The CRM that keeps every opening on the order sheet.

Daybook runs a windows and doors company end to end: the quote is built opening by opening from your own price list; the order sheet keeps the sizes and the client’s sign-off; a handover rides on every job but a repair, and the job does not close without it; FLHA forms, clock-in and photos come from the crew’s phones. Then the invoice, with GST/HST by province.

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The job “Grace Park — Entry door” in Daybook, and its brief: “Work starts Wednesday, October 7”, an update from the crew, the access code pinned from the customer’s email, a short summary of where it stands, the key facts and what the customer asked for (each with the message it came from).

The rules the trade lives under

Built around the paperwork a window and door installer already answers to.

  • The walk-through, before the job is done

    A window replacement, an entry door, a patio or sliding door, a garage door and opener and a new-construction install do not close without whether every opening was operated with the client, what was handed over — the keys, the screens, cranks and hardware, the care and caulk-cure instructions — the photographs after and the client’s sign-off.

  • What was measured, and what was ordered

    The measure and order sheet records the openings, the install type — retrofit, full-frame or new construction — the opening sizes, the product line and colour, the photographs of every opening and the client’s sign-off on the order, with places for the glass and options and the expected delivery. It attaches itself to the same five job types.

  • Ontario’s rules for contracts signed at a client’s home

    A quote signed at an Ontario client’s home shows them their right to cancel for 10 days, and their copy is emailed with the last day to cancel.

  • Provincial OH&S hazard assessments (FLHA)

    FLHA forms in the crew app, on Crew and up: the hazards, the controls, the conditions and the crew on site, filled in on the phone at the start of the day and filed on the job the moment they land.

Daybook names these so you can see where it helps. It is not a compliance product: it does not place an order with your supplier, register a manufacturer’s warranty or check an opening against a code. The sheets record what was measured, what went in and what was handed over, the hazard assessment is yours to fill in, and your province has the last word.

Three things that go wrong

The headaches every windows and doors company knows.

Nine openings priced in a spreadsheet

The supplier’s numbers come back, the install, the capping and the haul-away get added by hand, and the price on the quote is whatever the spreadsheet said that night.

In Daybook Your price list is already labelled — windows and doors supplied and installed by the opening, install by type, casing, jamb extensions and capping, the glass upgrades, the haul-away — so the quote is written opening by opening from your own prices, with the margin beside the price on every line.

A quarter-inch off, after the order

The sizes went down on a notepad, one opening was read wrong, and nobody finds out until the unit is standing beside a hole it does not fit.

In Daybook The measure and order sheet keeps the number of openings, the install type, the opening sizes, the product line and colour, the photographs of every opening and the client’s signature on the order — on the job, where the office can find it when the units arrive.

The screens are still in the garage

The windows are in and the caulk is wet. Then the client cannot find the screens, one sash will not lock, and the spare keys left with whoever was standing there.

In Daybook The completion and warranty handover is done with the client: every opening operated with them, what was handed over — the keys, the screens, cranks and hardware, the care instructions — the photographs after and their sign-off, with a place for the deficiency list. The job is not complete until it is answered.

The brief

Everyone talks at once. The job gets one brief.

A job is a week of emails, texts, notes and updates from the crew. Daybook files each one on the job it belongs to and writes the brief: the gate code, the deadline, what the customer asked for, what you owe them and what they owe you — rewritten whenever something new arrives.

The brief and the Assistant

Texting comes with the top plan of every rate card (Company, for a trade), from a verified toll-free number of your own.

A job’s brief in Daybook: the gate code pinned at the top, a one-line summary, a time-sensitive deadline, key facts, what the customer requested, a suggestion, the next step and its date, and what is waiting on the customer.
1The gate code, pinned
2The deadline
3What the customer asked for
4What we owe, and the next step
5What the customer owes

A real capture of a contractor’s job. Daybook wrote every line of this brief from the messages on the job; only the five teal labels are added. A camp gets the same brief on a booking, a property manager on a work order.

The customerThe customer, textingThe officeA crew memberA crew memberA crew member
  • Our furnace keeps shutting offThe customer, by email
  • Side-wall vent. Narrow doorThe crew, from the site
  • Your quote is attachedThe office, by email
  • 3 photosThe crew, from the site
  • Done before the 24th?The customer, by text
  • Gate code 4471. Mind the dogThe office, to the crew
  • Checklist doneThe crew, from the site
  • The brief’s access code on a phone: 4471, with the customer’s own words — “The side gate code is 4471 — please close it behind you, we have a dog.”

    The gate code, pinned. Said once in an email, and now at the top of the job for the crew.

  • The brief’s time-sensitive line on a phone: send the thermostat finishes to Priya so she can sign and pay the deposit, by Tuesday, October 13, with a Text client button.

    The deadline. What is time-sensitive, and by when.

  • What the customer requested, in the brief on a phone: the thermostat finishes, and confirming the old furnace is taken away, each from Priya Raman’s email.

    What the customer asked for. Each request, with the message it came from.

  • The next step, in the brief on a phone: send Priya the thermostat finish options and confirm the old furnace removal, with a Book visit button.

    What we owe, and the next step. One next step, and a button that starts it.

  • Waiting on the customer, in the brief on a phone: pick a thermostat finish, sign the quote and pay the deposit, with the risk under it.

    What the customer owes. So nobody chases the wrong person.

Real captures of a contractor’s job. Daybook wrote every line of this brief from the messages on the job. A camp gets the same brief on a booking, a property manager on a work order.

The windows & doors toolkit.

On top of everything Daybook does for every one of its 44 trades — the full list is here — windows and doors gets its own tools: a labelled windows & doors price list priced by the opening, three installer’s sheets, a measure on the request board in place of a site visit, and drafts, replies and job summaries that say opening, retrofit and full-frame, rough opening, sealed unit, casement, slider and awning, Low-E and argon, brickmould, jamb extension, casing and capping, sidelite and transom the way an installer does.

The price list

Priced by the opening, supplied and installed.

Daybook starts you with a labelled windows and doors price list, so a quote is built opening by opening from your own prices: casement, slider, awning, picture, hung, bay and bow, egress and custom-shape windows supplied and installed; Low-E and argon, triple pane, grilles, tempered and obscure glass and an exterior colour each as its own line; steel and fibreglass entry doors, sidelites and transoms, storm, patio, garden and folding doors, garage doors and openers; retrofit, full-frame and new-construction install; casing, jamb extensions and capping; sealed units, screens, cranks and rollers for a frame that stays; the measure, the delivery and the haul-away. Your own prices go on it, and every quote and invoice reads from it.

Per opening the window, the install, the capping and the glass upgrades — each a line from your own price list
Quoting

The price list

Priced by the opening, supplied and installed.

Daybook starts you with a labelled windows and doors price list, so a quote is built opening by opening from your own prices: casement, slider, awning, picture, hung, bay and bow, egress and custom-shape windows supplied and installed; Low-E and argon, triple pane, grilles, tempered and obscure glass and an exterior colour each as its own line; steel and fibreglass entry doors, sidelites and transoms, storm, patio, garden and folding doors, garage doors and openers; retrofit, full-frame and new-construction install; casing, jamb extensions and capping; sealed units, screens, cranks and rollers for a frame that stays; the measure, the delivery and the haul-away. Your own prices go on it, and every quote and invoice reads from it.

  • A labelled starter price list on day one, with your own prices on it
  • Windows and glass upgrades, entry, patio and garage doors and their hardware, install labour, trim and capping, repairs on a frame that stays, the scaffold or lift, subcontractors, fees and disposal
  • By the opening or the door — the installer and the helper by the hour, the scaffold or lift by the day
  • The margin beside the price on every line, and the estimated cost for your eyes only — never on the PDF
  • Your own suppliers’ lines and per-opening rates beside the starter list — Crew and up
  • Approved, or sent back for a revision, in the client’s portal
Quoting

The request

A request becomes a measure. Then a quote.

Every request lands on one board with its job type — a window replacement, an entry door, a patio door, a garage door, a new build, a repair — and one button: Schedule a measure. Measure the openings, photograph every one, and build the quote on the job; when the client approves it in their portal, the job is won and ready to schedule.

Scheduling
The requests board in Daybook: “Emma Brown — Garage door & opener” and “Rachel Thompson — Window replacement”.

The request

A request becomes a measure. Then a quote.

Every request lands on one board with its job type — a window replacement, an entry door, a patio door, a garage door, a new build, a repair — and one button: Schedule a measure. Measure the openings, photograph every one, and build the quote on the job; when the client approves it in their portal, the job is won and ready to schedule.

  • The requests board in Daybook: “Emma Brown — Garage door & opener” and “Rachel Thompson — Window replacement”.

    Every request, on your phone. Call the client or email them from the card, and book them in with the button under it.

  • The job on its page in Daybook, its steps across the top: Schedule, Start, Finish, Invoice and Get paid.

    The job’s own page. Its steps across the top, the client a call or a text away, and its photos, notes and messages a swipe apart.

  • A finished job in Daybook: Job finished, Generate warranty and Closeout.

    Finished. Every step ticked, and one tap starts the warranty from the job and its quote — nothing reaches the client until you send it.

  • Six job types: window replacement, entry door, patio and sliding door, garage door and opener, new-construction install, glass and hardware repair
  • Whole windows coming out are filed as a window replacement even when they are fogged or drafty; a sealed unit, a crank or a roller on a frame that stays is a repair; a house still being built is new construction whatever is going in — sorted for you
  • Clients tagged by where the work comes from — a referral, a builder or contractor, a realtor, a home show — and by who they are: homeowner, builder, property manager
  • Schedule the measure from the request — and plan the day’s route from the same board
  • Not viewed, measured, quoted and lost: where every request stands, at a glance
  • Requests from your website’s quote form land here as real requests, with the job address on them
Scheduling

The paperwork

Three sheets, written for installers.

A measure and order sheet for the visit where every opening is sized. An install day report for each day the units go in. A completion and warranty handover for the walk-through at the end. All three attach themselves to the right job types, and the handover will not let a job close unfinished.

The crew app
The checklists in Daybook: “Measure & order sheet” and “Install day report”.

The paperwork

Three sheets, written for installers.

A measure and order sheet for the visit where every opening is sized. An install day report for each day the units go in. A completion and warranty handover for the walk-through at the end. All three attach themselves to the right job types, and the handover will not let a job close unfinished.

  • Measure & order sheet: the openings, the install type — retrofit, full-frame or new construction — the opening sizes, the product line and colour, photos of every opening, the client’s sign-off on the order, with places for the glass and options — Low-E and argon, triple pane, tempered, obscure, grilles, screens, jamb extensions, capping, casing — and the expected delivery
  • Install day report: the date, the openings done today, the photos, with places for what was done — old units out, foamed and flashed, plumb and square, capped and caulked, casing, screens and hardware on, the site swept — what was found in the wall and what is left for the next visit
  • Completion & warranty handover: every opening operated with the client, what was handed over — the keys, the screens, cranks and hardware, the care and caulk-cure instructions — after photos, the client’s sign-off, with places for the deficiency list and the date it is due
  • Attached to the right job types automatically — Crew and up
  • Yours to edit, and you can add your own
The crew app

Safety on site

The FLHA, filled in on the phone. Filed before the first unit comes out.

Pick the job and the address and the crew come with it; the day’s conditions, each task with its hazard and its control — submitted from the phone at the start of the day and on the job’s record the moment it lands. Then clock-in, checklists and photos, with no signal if it comes to that.

The crew app
An FLHA in the crew app, “Pull the old entry door, set the new one plumb and insulate”: the task with its hazard and its control, and the crew on site under it.

Safety on site

The FLHA, filled in on the phone. Filed before the first unit comes out.

Pick the job and the address and the crew come with it; the day’s conditions, each task with its hazard and its control — submitted from the phone at the start of the day and on the job’s record the moment it lands. Then clock-in, checklists and photos, with no signal if it comes to that.

  • The crew app’s home: a greeting by name, then Submit hours, FLHA, My jobs and More, and the jobs on the go below them, each with Add update.

    Their day. Hours, the FLHA and their jobs a tap away — and an update from a job on the go goes straight to the office.

  • A crew member’s list in the crew app, 9 active: “Alicia Ivanova — Window replacement” and “Tessa Lindgren — Entry door” among them, each with its address and its time.

    Their jobs. Every job they’re on, with its address, its booked day and a chat with the office.

  • An FLHA in the crew app, “Pull the old entry door, set the new one plumb and insulate”: the task with its hazard and its control, and the crew on site under it.

    Before the work starts. Pick the job and the site, its contact and the crew fill in; they add each task with its hazard and its control, and submit it from the phone.

  • FLHA forms on Crew and up: job, site, conditions, tasks with hazard and control, the crew on site
  • Clock-in and timesheets from the phone in their pocket
  • Checklists filled in at the opening — with a signature if you want one
  • Photos taken where there is no signal, filed when it returns
The crew app

Getting paid

Invoiced off the quote. Closed out with a review request.

The invoice is raised off the quote the customer approved — all of it, the part that is finished, or the extra work approved on top. A reminder you set once does the following-up, with a Pay Now link; e-transfers are matched to their invoices for you to confirm. And when the job is finished, its page offers the warranty and closeout package and a review request.

Invoicing & payments
A finished job in Daybook: Job finished, Generate warranty and Closeout.

Getting paid

Invoiced off the quote. Closed out with a review request.

The invoice is raised off the quote the customer approved — all of it, the part that is finished, or the extra work approved on top. A reminder you set once does the following-up, with a Pay Now link; e-transfers are matched to their invoices for you to confirm. And when the job is finished, its page offers the warranty and closeout package and a review request.

  • An invoice off the approved quote — all of it, the finished part, or the extra work approved on top
  • Change orders for the work the customer adds after the quote
  • An overdue invoice chases itself, with a Pay Now link
  • E-transfer matched for you to confirm; cards online; EFT
  • A finished job offers the warranty and closeout package, and a review request
  • GST/HST by province, and the Sales Tax report ready for filing
Invoicing & payments

The crew

The phone already in their pocket.

Field seats are free and unlimited on Crew and Company, so every installer and helper has the app: the day’s jobs, clock-in, the FLHA, the checklists, the photos — and the office sees it the moment it lands.

  • A crew member’s list in the crew app, 9 active: “Alicia Ivanova — Window replacement” and “Tessa Lindgren — Entry door” among them, each with its address and its time.
  • The crew app’s home: a greeting by name, then Submit hours, FLHA, My jobs and More, and the jobs on the go below them, each with Add update.
  • The job on its page in Daybook, its steps across the top: Schedule, Start, Finish, Invoice and Get paid.
  • The checklists in Daybook: “Measure & order sheet” and “Install day report”.

The economics

Priced on the office. Free for the crew.

Most field-service software charges by the head, in another currency. Daybook charges the office seats, in Canadian dollars, and leaves the people setting the windows alone.

Workflow Field-service platforms priced per user Daybook
Currency Often billed in US dollars — the exchange rate and your card’s foreign fee ride along. Canadian dollars. Every plan, every add-on, printed on the pricing page.
The crew Typically an extra monthly fee for every field user past the plan’s cap. Field seats free and unlimited on Crew and Company — every installer and helper gets the app.
Windows & doors tools A generic quote form; the sizes live on a notepad and the per-opening price in a spreadsheet. A labelled windows & doors price list priced by the opening, a measure and order sheet, an install day report and a completion and warranty handover.
Canadian tax and mileage Usually an accounting add-on, or by hand. GST/HST by province on every invoice, the Sales Tax report, a mileage log at your own rate, receipts read for you.
Your website Usually a separate builder, or a designer. A windows & doors site template on every plan, with a replacement-windows page and a quote-request form that mints a real lead.

Nothing here is a discount, and there is no setup fee.

Three plans, priced in CAD.

Windows & doors runs on the trades rate card — every plan the same app, the office seats counted and the crew free from Crew up. Solo $99 / Crew $249 / Company $449 a month CAD. Office seats included on every plan. Field seats are free and unlimited on Crew and Company. Crew and Company include selling online, and Company also includes your own domain and texting — a plan without them can add them.

  • Solo — $99/mo CAD · 1 seat · no additions · Start on Solo
  • Crew — $249/mo CAD · 3 office seats · +$39/mo each after · Start on Crew
  • Company — $449/mo CAD · 10 office seats · +$39/mo each after · Start on Company

Start the free trial on CrewSee the plans

Switching

Moving from a spreadsheet, or from another platform.

There is no importer for another product’s export, and the page does not pretend there is. What there is gets a windows and doors company running in an afternoon.

Bring your client list

Upload a CSV or paste it in — names, phones, emails, addresses — and the clients are there. A QuickBooks client list imports straight across.

Put your prices on the list

The windows & doors price list is already labelled, from the installer’s hour to a casement supplied and installed and the capping for an opening. Type your own prices in — or, on Crew and up, scan a supplier invoice and the price book fills with your real costs.

Your website, live day one

The windows & doors template is already written for the work, with a replacement-windows page — your photographs and your words go in, and the quote-request form drops leads straight into Daybook.

Questions windows and doors companies ask.

Is there a windows and doors estimator?

No. The quote builder prices from your own labelled list — windows and doors supplied and installed by the opening, install by type, casing, jamb extensions and capping, the glass upgrades, the installer by the hour — and you put in how many of each; there is no takeoff that works out the quantities from your measurements. Every number is yours to change before the quote goes out.

Which jobs will it not let me close?

A window replacement, an entry door, a patio or sliding door, a garage door and opener and a new-construction install carry the completion and warranty handover: whether every opening was operated with the client, what was handed over, the photographs after and the client’s sign-off. A glass and hardware repair does not. It is yours to edit.

Does Daybook place the order?

No. Daybook does not place an order with your supplier or the manufacturer. The measure and order sheet records the opening sizes, the product line and colour, and the client’s sign-off on the order — on the job, where the office can see it.

Can I bring my own prices?

Yes. Scan a supplier invoice and the price book updates; put your own suppliers’ lines and per-opening rates alongside the starter list; set your own labour rates and markups. The quote builder prices from your numbers, not ours.

What does an installer cost?

Nothing on Crew and Company — field seats are free and unlimited. The office seats are what is counted, and the pricing page prints exactly how many each plan includes.

Does it work on a site with no signal?

Clock-in, checklists and photos work with no signal and file themselves when the signal returns. The office sees them the moment they land.

Bring a real house. Watch it priced opening by opening.

Your own numbers beat any feature list — start the trial, put your per-opening prices on the list and quote a real window replacement.

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