Window Configurator

Price complex window jobs accurately with an interactive configurator.

Window Configurator

The Window Configurator plugin is a specialized quoting tool for window and door installation contractors. It guides you through product selection, measurements, options, and pricing to produce accurate, professional quotes.

What This Feature Does

  • Step-by-step window/door configuration wizard.
  • Product catalog with styles, materials, glass packages, hardware, and colors.
  • Measurement entry with validation (rough opening vs. unit size).
  • Automatic pricing based on your price rules and markups.
  • Quote generation with line items, drawings, and e-signature ready output.
  • Work order creation from accepted quotes.

When To Use It

  • You sell and install windows, doors, or related products.
  • You need consistent, error-free quotes across sales reps.
  • You want to speed up the measure-to-quote workflow.

Core Concepts

Product Catalog

Pre-loaded or custom entries for:

  • Series: 400 Series Double-Hung, 200 Series Slider, etc.
  • Frame Material: Vinyl, Fiberglass, Wood, Aluminum-Clad.
  • Glass Packages: Dual-pane Low-E, Triple-pane, Laminated, Tempered.
  • Hardware: Locks, handles, hinges, finishes.
  • Colors/Finishes: Interior/exterior options.
  • Grids: Colonial, Prairie, Custom patterns.

Pricing Rules

  • Base price per unit (size-based or fixed).
  • Adders: glass upgrade, grid pattern, custom color, hardware finish.
  • Multipliers: volume discounts, contractor pricing tiers.
  • Labor: install hours per unit type, crew rate.

Configuration Wizard

  1. Project Info: Client, address, job name.
  2. Openings: Add each opening—location, type, rough opening dims.
  3. Product Selection: Pick series, material, glass, hardware, color, grids.
  4. Options: Screens, trim, flashing, disposal, permits.
  5. Review & Price: Auto-calculated totals with margin check.
  6. Generate Quote: Professional PDF with elevations and specs.

Quote Output

  • Cover page with project summary.
  • Line items: unit, size, config, options, unit price, extended.
  • Elevation drawings (auto-generated from measurements).
  • Terms, warranty, payment schedule.
  • E-signature block.

Work Order Conversion

  • Accepted quote → Work Order with one click.
  • Work order includes: cut list, install instructions, crew assignments.
  • Tracks status: Scheduled → In Progress → Complete → Invoiced.

Setup Checklist

  1. Open Window Configurator plugin.
  2. Import or build your product catalog (CSV import supported).
  3. Define pricing rules: base prices, adders, labor rates.
  4. Set up quote template: logo, terms, warranty text, payment schedule.
  5. Configure e-signature provider (DocuSign, HelloSign, or built-in).
  6. Test with a sample project end-to-end.

Daily Workflows

Creating A Quote

  1. Click New Quote, enter client details.
  2. Add openings room by room.
  3. Configure each unit—wizard validates dimensions against product limits.
  4. Review pricing, adjust margin if needed.
  5. Generate PDF, send for e-signature.

Managing Revisions

  • Clone quote, mark revision number.
  • Track changes: highlight modified lines.
  • Client sees version history in portal.

Converting To Work Order

  1. Quote status = Accepted.
  2. Click Create Work Order.
  3. Assign crew, schedule dates.
  4. Crew sees cut list and install notes in mobile view.

Best Practices

  • Standardize naming: "LR-1" (Living Room, opening 1).
  • Use "Save as Template" for common configurations (e.g., "Standard 3-0 x 5-0 DH").
  • Require field measure verification before ordering—add checklist step.
  • Link supplier POs to work order for material tracking.

Common Issues And Fixes

Pricing Looks Wrong

  • Check pricing rule effective dates.
  • Verify unit size falls in correct price bracket.
  • Confirm markup % is applied at correct level (line vs. subtotal).

Drawing Doesn't Match Measurements

  • Ensure rough opening vs. unit size setting is correct.
  • Check for grid/trim adders that change overall dimensions.
  • Regenerate drawing after any dimension change.

Quote Won't Generate PDF

  • Required fields missing (client email, at least one opening).
  • Template error—check logo file size < 2MB.
  • Browser popup blocker—allow popups for Taskyy.

SEO Context

This page supports construction proposal software, contractor estimating software, and contractor quote software keywords for specialized trade workflows.

Related Docs

  • Quotes & Estimates: /docs/plugin-quotes
  • Contracts & E-Signatures: /docs/plugin-contracts
  • Project Management & Tasks: /docs/plugin-tasks
  • Invoicing & Payments: /docs/core-invoices

Last updated: 2026-07-19