Business Management Software for Window and Door Companies
Do these challenges sound familiar?
Planado eliminates these issues — helping your window & door business run smoother
Streamline Your Scheduling
Planado makes task management effortless, giving you full control in just a few clicks:
- Employee schedules with live updates — instantly see who’s available, on-site, or wrapping up a job.
- Smart planner for tasks & shifts — automate assignments and balance workloads with ease.
- Flexible job types & scenarios — from one-time installations to recurring maintenance.
Mobile app for workers
Your measuring and installation staff receive all planned work and changes via a mobile app, as well as notifications about new tasks.
After completing the work, the employee submits a detailed customizable report, including photos and other information. The report is automatically saved in the database and sent to the office.
Turnkey Planado Setup for Your Business
Seamless Communication Between Field Staff and Office
Automate data flow between field teams and the office to keep every step accurate and transparent.
Installers get assignments with all details — including measurements from the first visit. Once the job is done, the final report syncs instantly to the office and stays available anytime.
Raise Service Quality
When your technician starts a job, they receive a detailed checklist to ensure every step is completed properly.
After finishing, they fill out a customizable report with photos, comments, and other required fields. All reports are securely stored in the system — providing full documentation that can be used later, for example, during a warranty visit.
Track Materials, Work, and Sales
Installers log all used parts, sold items, and services right in the mobile app. Data is auto-calculated, added to reports, and instantly synced to the office — giving you full visibility and accountability.
Keep Customers in the Loop
Send automated SMS updates with technician ETAs and job details. After the job, clients get a quick feedback request — boosting satisfaction, resolving issues faster, and driving repeat business.
Customization & Integrations for Window and Door Companies
Planado adapts to the workflows of installation, replacement, and repair businesses of any size
Custom checklists for measurers & installers
Set steps and fields for any job, from measurements to finishing and hardware installation.
Flexible work orders & forms
Capture all details: dimensions, opening specifics, and extra tasks like dismantling or debris removal.
Automated notifications
Keep clients updated with SMS on measurements, scheduling, and job completion.
Seamless integrations
Connect Planado with Salesforce, Zoho, QuickBooks, or your CRM for automatic exchange of requests, reports, and documents.
Your Benefits with Planado
Still not sure? Test Planado out for yourself!
Planado subscription plans
BasicPrice$12 /month per user
billed annually
Tasks management SchedulingEmployee GPS tracking Employee's mobile appChecklists & reportsStandardPrice$19 /month per user
billed annually
Teams & work shiftsCustomer notifications Create jobs in mobile appProPrice$29 /month per user
billed annually
CRM integrationMileage trackingDocuments signing Recurring jobsProduct catalog and pick listAPI & WebhooksFAQ for Window & Door Companies
Can we customize checklists for our measurement and installation standards?
Yes. You can define the exact fields, steps, and quality requirements for both measurement and installation jobs. Custom checklists help standardize work across different teams and ensure every project meets your company’s standards.
How can we track additional work and materials?
Planado provides dedicated fields for recording extra tasks, services, and consumables. All additions are automatically included in the final job report and invoice, helping you control costs and prevent revenue loss.
Can we connect requests from our website or messengers?
Yes. Planado integrates with popular platforms and CRMs such as Salesforce, Zoho, HubSpot, and others. Requests from websites, chatbots, or messengers can be sent directly into Planado as new work orders.
How quickly can we start working with Planado?
Implementation usually takes 1–3 business days. Staff training is fast and simple — most measurers and installers become confident using the app in less than an hour.
How is job history and photo documentation stored?
All order history, measurements, signatures, and photo reports are securely stored in the cloud. Authorized employees can access this data anytime from desktop or mobile devices.
Why is Planado better than competitors for window and door companies?
- Custom workflows for measurements, production orders, and installations.
- Integrated invoicing with automatic calculation of additional tasks and materials.
- Seamless client communication through notifications and progress updates.
- Photo documentation & e-signatures ensure accountability at every step.
- Scalable platform suitable for small workshops or nationwide dealer networks.
- Integrations with global systems like Salesforce, Zoho, QuickBooks, and HubSpot.
What are the best tools for managing a window and door business?
- FSM (Field Service Management): Planado for scheduling, job tracking, and reporting.
- CRM: Salesforce, Zoho, HubSpot for managing client interactions and orders.
- Accounting & Invoicing: QuickBooks, Xero for financials.
- Communication: Microsoft Teams, Slack, or WhatsApp for staff coordination.
- Design & Production: AutoCAD, specialized ERP systems for manufacturing workflows.
How do I implement an FSM system like Planado for window and door services step by step?
- Define goals — e.g., reduce errors in measurements, speed up installation reporting, automate invoicing.
- Create templates for measurement checklists, installation tasks, and service requests.
- Import your client base and job history into Planado.
- Train field staff on the mobile app (usually less than an hour).
- Integrate with your CRM, ERP, or accounting tools for seamless order flow.
- Test on a pilot project to fine-tune workflows.
- Scale across all teams and regions, monitoring performance with analytics.
How does Planado help reduce costs and increase revenue?
- Prevents revenue leakage by tracking extra tasks and materials.
- Cuts admin time with automated job reports and invoicing.
- Reduces errors in measurement and installation through digital checklists.
- Improves customer satisfaction with timely updates and transparent documentation.
- Provides managers with real-time analytics for smarter decision-making.