Your window business, fully under control

From customer inquiry to completed installation — one system for your entire team. Sales, measurements, production, installation, invoicing.

Your window business, fully under control

Does this sound familiar?

Orders vanish between departments

Sales closes a deal, the measurer never gets notified, the installer shows up without specs. The client calls you — furious.

Everything lives in WhatsApp and spreadsheets

Order details, measurements, photos, schedules — scattered across 12 chat groups. Nobody can find anything when it matters.

Invoices are always late

Installation was done last week, but the accountant doesn't know. Two weeks later someone remembers to send the invoice.

The owner flies blind

How many orders are in production? What's the total pipeline value? Who's installing today? You have no idea without calling five people.

What window companies tell us

8h
saved per week on order coordination
60%
fewer orders lost between departments
2x
faster from inquiry to installation
We had 60 orders tracked in Excel and WhatsApp. Now everything is in one system — I saved 10 hours a week just on coordination between sales, measurers and installers.
T
Thomas Berger
Owner, Fensterbau Berger GmbH, Munich

Illustrative example based on interviews with window companies.

How your orders flow through the system

1

The inquiry comes in

A new client calls or fills out a form. The order is created and auto-assigned to a sales manager. They see it instantly in the pipeline.

The inquiry comes in
2

Measurement is scheduled

Sales moves the order to "Measurement". The measurer gets auto-assigned and notified. They fill in dimensions, attach photos, and send it back.

Measurement is scheduled
3

Production and delivery

After client approval, the order enters production. The 11-stage pipeline tracks every step. When windows are ready, the installer is notified automatically.

Production and delivery
4

Installation complete, invoice sent

The installer marks the job as done. The accountant gets notified instantly, sends the invoice. Payment is tracked in the same record.

Installation complete, invoice sent

Built for window & door workflows

11-stage order pipeline

From New Inquiry to Paid — every stage of your order lifecycle mapped out. Kanban board or table view, your choice.

Auto-assignment by stage

When an order moves to Measurement, the measurer is assigned. Installation stage — the installer gets it. No manual handoffs.

Client notifications

Automatic emails when the order is confirmed, installation is scheduled, and payment is received. Clients stay informed.

Team access control

Measurers see only their orders. Installers can't see prices. The accountant sees finances. The director sees everything.

Photos, files, and specs

Attach measurement photos, product specs, contracts, and invoices directly to the order. Everything in one place.

Automations at every step

Auto-create tasks, send notifications, schedule appointments — triggered by status changes. Zero manual coordination.

Every team member, their own workspace

Five pre-configured roles. Each person sees exactly what they need — no more, no less.

Director

Full visibility across all orders, all stages, all team members. Pipeline value, production queue, installation schedule — everything at a glance.

Sales Manager

Sees all leads and orders. Creates new inquiries, schedules consultations, moves deals forward. Full pipeline visibility.

Measurer

Sees only orders assigned for measurement. Fills in dimensions, attaches photos. Can't see prices or financial data.

Installer

Sees their installation schedule. Access to addresses, specs, and dimensions. Marks jobs as complete. No financial data visible.

Accountant

Gets auto-notified when installation is complete. Sees order values, advance payments, and invoicing status. Creates invoice tasks.

Free to start. Pro from €14.99/user/month. All features included. See pricing

Start with the Window & Door template

Pre-configured pipeline with 11 stages, 5 team roles, auto-assignments, client notifications, and 13 sample orders. Ready in 2 minutes.

Built on Relaro — a flexible platform you can customize as your business grows.

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