Door and Window Software With Measure-Then-Quote

Why Door and Window Installation Companies Choose Claver

Door and window installation is a high-ticket residential trade with three concurrent pressures: the manufacturer's 4 to 6 week lead time, the AHJ permit and inspection, and the utility's energy-efficiency rebate paperwork. Whoever quotes on-site with all three built into the same number wins, because the customer's biggest fear is the company that quotes $28,500 and does not mention the $1,800 rebate she could have gotten.

The shops that win two things differently: they quote on-site with the rebate amount subtracted so the customer sees the $26,700 net price and not the $28,500 retail, and they generate the manufacturer order from field-verified rough openings so the install is not delayed by re-orders.

The on-site whole-home quote is the engine. Field-verified manufacturer orders are what protect the install schedule.

When you walk Mrs. Castillo's 1925 Boston brownstone on a Saturday morning, the quote builds itself in the app. Photograph every existing window with 14 single-pane wood frames, lead paint indicators, and original brass hardware, and the front entry door with rotted threshold and shot weatherstripping, and the rear patio door with single-pane sliding glass and condensation between panes. Measure every rough opening to 1/8 inch tolerance with front parlor at 32 1/4 inch by 60 1/8 inch and second-floor bedroom at 30 7/8 inch by 56 3/4 inch. Customer picks Andersen 100 Series vinyl at $585 installed per window and a Therma-Tru fiberglass entry door at $1,250 plus an Andersen patio door at $2,800. Build the quote with $28,500 for windows at $8,190 plus entry at $1,250 plus patio at $2,800 plus capping and permit and 3-day install and 18% margin minus the Eversource MassSave rebate of $1,800 for a net of $26,700. Customer sees the breakdown. She signs digitally and pays a $5,340 deposit. Manufacturer order goes out Monday with field-verified measurements.

The manufacturer order is where most door and window shops slip. You measure the rough openings on the field measure visit. The cabinet office staff tries to read your handwriting from the worksheet. They order Andersen 100 Series in nominal sizes. Day 2 of install brings "This unit is 1/2 inch too big, the rough opening is 30 7/8 inch, but the unit ordered was for 31 1/4 inch." Claver generates the manufacturer order directly from the field-verified measurements you took on the iPad with no transcription error and no nominal-size guesswork. The order goes to Andersen, Pella, Marvin, or Provia correct the first time. You stop eating $1,200 of re-order costs and 4 days of schedule slip per install.

Install and finish carpenter dispatch is what makes the 3-day install feel like 3 days. Day 1: 2-person install crew demos 5 windows in the front parlor and den and foyer half-bath, sets the 5 new Andersens, capping and caulking. Day 2: install crew demos and sets 5 more windows in the second-floor bedrooms and master and patio door. Day 3: install crew demos and sets last 4 windows in attic-bonus and sunroom and entry door. Finish carpenter arrives Day 3 afternoon for interior trim work and caulking and paint touch-up. Claver assigns the install crew across all 3 days and the finish carpenter for Day 3. The finish carpenter gets a notification 48 hours before with the address and scope. No "where's the trim guy?" at 7am Day 3.

Photo documentation is what gets the Eversource rebate inspector to approve in 2 days. Claver structures every install around timestamped photos: pre-job photo of each existing window with the U-factor sticker visible as proof of what is being replaced, during-install photos of each new window's U-factor and SHGC and Energy Star sticker as proof of what is installed, post-install photos of each completed window and caulking and manufacturer warranty card. Every photo geo-tags to the address. The PDF auto-bundles to the rebate application form for Eversource MassSave for Massachusetts customers. The Eversource rebate inspector approves the $1,800 rebate in 2 days instead of 3 weeks of paperwork back-and-forth.

And here is where most window shops fly blind: marketing spend. You are paying $30 to $60 per click on Google Ads for keywords like "replacement windows [city]" and "Andersen window installer." Some clicks become $28,500 jobs. Some become nothing. Claver captures the Google click ID when someone visits your site and tracks it through quote to signed contract to final payment and rebate received. "Replacement windows Boston" generated 12 clicks, 8 quotes, 3 signed jobs worth $94,000 after rebates. "Window installer near me" generated 78 clicks, 1 quote, $4,800 in jobs. Triple the first campaign. Cut the second.