Window & Door Installation Software Loader

Window and Door Installation Software
for Survey-to-Install Jobs

Every window job is really two visits: measure it, then fit it. When the survey lives in one notebook and the
install date lives in another, frames get ordered wrong and crews turn up before the glass does.
EyeOnTask keeps the survey, the order and the installation on one job — from first measurement to
signed-off fit.

No credit card   •   No setup fee   •   Cancel anytime

Best Field Management Software for your Window & Door Business

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Window Door Installation Software Dashboard
We serve these big league companies
Survey + Install, One Job

Window Installation Business
Software That Runs Both Visits as
One Job

Installation starts weeks before install day. Create the job once, run the survey visit under it, and the measurements, photos and customer signature stay attached when you book the install. No re-typing dimensions into a second system, no "which folder was that survey in?"
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One job, two scheduled visits — survey and install each get their own date, technician and status

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Everything the surveyor captured travels to the install crew's phone automatically

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Job status shows exactly where each project sits: surveyed, on order, ready to install, completed

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Works the same for a single door swap or a 40-window new build

Window and door installation job progress tracking
Custom window survey form with measurements on mobile
Custom Survey Forms

Capture Every Measurement in a Custom Survey Form

Build your own survey form — width, height, opening style, sill depth, color, glazing spec — and your surveyor fills it in on their phone at the property. A wrong number here costs you a remanufactured frame; a form beats a damp notebook page every time.
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Custom fields per opening: dimensions, frame material, color, handing, glazing type

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Attach photos of each opening so the installer sees the opening condition before arriving

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Customer signs off the survey on the surveyor's phone — agreed specs, no disputes later

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Forms work offline and sync when the surveyor is back in signal

Order Tracking

Track Every Frame From Order to Install Day

The most expensive mistake in this trade isn't on site — it's booking the crew before the frames arrive. Log every window, door and glass unit against the job with its order status, and only schedule the install when the whole order shows delivered.
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Per-unit status: ordered, in production, delivered — with expected dates

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See at a glance which jobs are waiting on suppliers and which are ready to book

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Inventory tracks hardware you stock yourself: handles, hinges, locks, caulk

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Delivery lands → job flips to "ready to install" → install goes on the calendar

Window and door order tracking dashboard
Installation crew scheduling and dispatch calendar
Crew Scheduling & Dispatch

Door Installation Scheduling Software for Crews and Install Days

Surveys take an hour; installs take a day or three. Put both on one calendar, drag jobs between crews, and let installers see tomorrow's address, access notes and survey pack on their phone the night before.
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Week view across crews — survey slots and multi-day installs side by side

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Dispatch the nearest free surveyor for quote visits the same day the lead calls

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Multi-day jobs block the calendar properly instead of vanishing after day one

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Automatic SMS/email reminders so the customer is home when the crew arrives

Quotes & Rate Cards

Glazing Installation Software That Quotes From Your Rate Cards

Price the survey into a quote before you leave the driveway. Set your supply-and-install rates once, pick line items on your phone, and email a professional quote the customer can accept online through their portal — while your competitor is still "getting back to them next week."
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Rate cards for supply & fit per unit type — casement, bay, slider, entry door

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Quote from the survey visit itself; convert to a job in one tap when accepted

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Customer portal: view, accept and pay deposits online — acceptance recorded

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Monthly free quote quota included, so quoting hard costs you nothing

Window Door Installation Quotation and Estimation
Warranty record for every installed window and door
Warranty Records Per Install

A Warranty Record for Every Window and Door You Fit

You guarantee your installs for years — so your records have to outlive the job sheet. Every fitted unit gets its own equipment record: serial, spec, install date, warranty term and full service history. When the customer calls about a dropped hinge in 2028, you answer from facts, not filing boxes.
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Equipment record per unit with serial number, spec and installer name

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Warranty term tracked — expired warranties flag in red before you honor a free fix

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Full activity timeline: install, adjustments, reseals, glass swaps, who and when

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Client call history shows every visit to that property across the years

Invoicing & On-Site Payment

Invoice and Collect the Balance Before You Leave Site

The final walkthrough is your best payment moment: the customer is looking at new windows and smiling. Turn the job into an invoice on the installer's phone, take the electronic signature on the glass they just approved, and collect the balance on the spot.
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Job converts to invoice in one tap — change orders from the survey already on it

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Electronic signature on completion, stored against the job forever

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Take card payment on-site via Stripe or PayPal; deposits tracked from the quote

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Books stay clean with QuickBooks and Xero sync

On-site invoicing and payment collection for installers
Affordable window and door installation software pricing
Priced for Installers, Not Enterprises

Window and Door Installation Software That Starts at $7

Most field service platforms price for 50-van fleets. A window and door firm is usually an owner, a surveyor and one or two crews — you need the survey-to-install workflow, not an enterprise bill. EyeOnTask starts at $7 per field user, and even the Premium plan tops out at $18 per admin.
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Basic: $7 per field user + $12 per admin, per month — the full core workflow

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Free trial on every plan, no credit card, cancel anytime

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Upgrade to Advanced or Premium only when your team actually grows

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See the full breakdown on the pricing page

Built to Work Where Installers Work

Half your installs are in properties where the router is in a box in the garage. The EyeOnTask mobile app works offline — survey forms, job details, signatures and photos all sync the moment your crew is back in signal. Installers see tomorrow's jobs, access notes and the full survey pack the night before.
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EyeOnTask mobile-app

Our Unmatchable Features

Streamline your window and door business with an all-in-one platform for scheduling, estimates, and field management. Eliminate paperwork and track projects seamlessly from anywhere. Plans start at just $7 per field user/month. Get started today!

Starts at $7 Per Field User. Upgrade Only If You Need To.

One plan covers the whole survey-to-install workflow. Advanced and Premium exist for
when your fleet does.
Free Trial Included

EyeOnTask for Window Door Installation Software

$ 7 /user/month

+ $12 per admin user/month · Basic plan

  • Survey + install visits under one job, with custom survey forms
  • Order tracking, crew scheduling and offline mobile app
  • Quotes, invoicing, e-signature and on-site payment collection
  • Warranty and equipment records for every unit you fit
  • Advanced & Premium plans available when your team grows — compare plans

Manage whole process in just 4 simple steps.

  • Create Job Window Door Installation Software

    Create Job

  • Window Door Installation Software Fieldworker

    Assign to fieldworker

  • Window Door Installation Software Invoice

    Raise invoice

  • Window Door Installation Software Feedback

    Get feedback

Window and door Installation Business Software FAQs

What is the best software for a window and door installation business?

EyeOnTask is built for window and door installers: it runs survey and install visits as one job, stores measurements in custom forms, tracks frame orders, and keeps a warranty record for every unit you fit — with plans from $7 per field user per month.

Can I manage a survey visit and an install visit under one job?

Yes. Create one job with a survey stage and an installation stage. The surveyor's measurements, photos and notes stay attached to the job, so the install crew arrives with everything they need — no re-typing between visits.

Can my surveyor record measurements on their phone?

Yes. Build a custom survey form with width, height and opening fields, and your surveyor fills it in on the EyeOnTask mobile app — with photos and a customer signature — even when there is no signal on site.

How do I track window and door orders before installation day?

Log each frame, door or glass unit against the job with an ordered, in-production or delivered status and an expected date, then book the install crew only when every unit has arrived.

How much does window and door installation software cost?

EyeOnTask has three plans: Basic at $7 per field user and $12 per admin user per month, Advanced at $10 per field user and $15 per admin user, and Premium at $14 per field user and $18 per admin user. Every plan starts with a free trial — no credit card required.

Does EyeOnTask keep warranty records for each installation?

Yes. Every installed window or door gets its own equipment record with serial number, install date, warranty length and a full service history, so a warranty call two years later starts with the facts instead of a search through old paperwork.

Thanks for writing to us, we will try and get back to you as early as possible, if you have more question use the same form and send another email.
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