At a glance
- Client
- DFW window company (name withheld)
- Team
- Owner, VP of operations, subcontracted crews
- Engagement
- Fixed-scope build
- Started
- October 2026
- Status
- In build; results to follow
The problem
- Prices set by a markup multiplier chosen years ago
- Overhead, commission and installer costs not built into the price
- One person typing every quote from field notes and photos
- Quotes kept outside the CRM the team already used
What we're building
01
Real costs
Loaded from the manufacturers' own price lists
02
Field flow
Photograph each side of the house; windows numbered in order; sizes and options from lists
03
True margin
Overhead, commission, permits, disposal and a profit target on every job
04
Customer quote
In the owner's own wording, one line per side of the house
05
CRM sync
Approved quotes land where the team already works
06
Modules
Shutters, blinds, shades and screens plug in later
How it's structured
- Fixed scope and fixed price, agreed before we started
- Balance paid only after five real customer quotes run cleanly
- The client owns the tool; hosting is optional
What we'll measure
- Margin per job compared with the old multiplier
- Time from site visit to quote sent
- Quotes per week without adding staff
Sound familiar? Thirty minutes tells us both whether there's a leak worth fixing.
Book a 30-minute call