How windows & doors teams use Field Pro
- 1
Capture the request as a lead with the property address and photos of the openings, then assign it to the estimator who covers that area.
- 2
Quote the units from your saved line items with quantities per opening, and send the customer a no-login link they approve on their phone.
- 3
Approved estimates go straight to the sold job — customer, address, and price carried over — and installs go on the crew schedule.
- 4
A failed seal a year later becomes a warranty repair with photos and an automatic status email to the customer.
Common uses
- Per-unit quotes
- Signed approvals on site
- Install scheduling
- Warranty callback tracking
Field Pro provides these general workflows — it does not include trade-specific calculations, code-compliance tools, or automated material takeoffs.
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