Sound familiar?
What window and door companies tell us before a project starts.
- Leads from ads and the website wait too long for a reply, and the sales team is split on who calls whom.
- Measurements sit on paper and are re-typed into the supplier order.
- Customers call us every week to ask where their windows are.
- A wrong size on an order means remaking a unit and weeks of delay.
- Quotes go out with several options and nobody tracks which ones were opened.
What we build
Each one is a working piece you can open and check when it's done.
Lead response and measure booking
Every lead is texted within a minute and offered times for an in-home measure, with the visit assigned to the right rep.
GoHighLevel setup Booking and scheduling systemsMeasurement capture
Openings, sizes, styles and notes entered in one form on a phone and stored on the job, instead of paper and photos of paper.
Google Sheets and Apps Script automation Web apps and MVPsQuote options
Good, better and best quotes built from your price list and the measurements, ready for the rep to review and send.
Excel and VBA toolsOrder checks and tracking
The signed order compared against the measurements before it goes to the supplier, then tracked from placed to delivered.
n8n, Make and Zapier automation API integrations and data syncCustomer status updates
Customers get a message when the order is placed, shipped, received and scheduled, so fewer of them need to call.
n8n, Make and Zapier automationInstall schedule and reporting
Install crews scheduled from received orders, with a view of jobs by stage and quotes by rep and source.
Dashboards and reportingWindows and doors software we work with: JobNimbus, Buildertrend, Salesforce, Jobber, CompanyCam.
And the general tools around it: GoHighLevel, HubSpot, QuickBooks, Google Sheets, Airtable, Twilio, Zapier.
Example projects
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
Measure entry that feeds the order
Example: a replacement window company measures each opening on site. The sizes go into a phone form, and the supplier order is drafted from them so nobody re-types dimensions.
Google Forms, Apps Script, Google SheetsExample project
Where is my order
Example: a door installer sends a text each time a customer's order changes status, using a simple order tracker the office updates in one place.
Airtable, SMS, emailExample project
Lead to measure appointment
Example: a company running ads for entry doors wants each lead booked for a measure within a day and chased by text until it is booked.
GoHighLevel, calendars, SMSQuestions people ask first
Do you work with our supplier's ordering portal?
It depends on what the portal offers. If it has an integration or an export we can use, we build around it. If it does not, we say so in the scope and suggest a safe workaround.
Can we keep our current CRM?
Yes. Most of the work is connecting it to booking, quoting and order tracking.
Who owns what you build?
You do. It is built in your own accounts, with notes for your team.
How do we start?
Tell us your tools and the step where orders or leads go wrong most often. We reply with questions or a written scope.
Tell us what you need built.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
hello@pushbuild.com