Business Management for Window & Door Companies

Planado streamlines your workflow — from initial measurements to post-installation warranty service. An all-in-one platform to manage requests, coordinate installation teams, and deliver high-quality fittings faster and more efficiently.
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Main / Industries / Windows

Do these challenges sound familiar?

1
Incorrect measurements or missed details (sills, mosquito nets, opening type) leading to costly rework.
2
Installers arriving late or at the wrong address — poor routing and schedules causing downtime and unhappy clients.
3
Extra work not billed: dismantling old frames, debris removal, finishing slopes — profits lost on uncharged tasks.
4
Job reports created manually — slow, error-prone, and time-consuming.
5
Complaints about installation quality or cleanliness, with no photo proof to resolve disputes.

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

We’ll configure Planado for your processes absolutely free — templates, reports, notifications, and the mobile app. You’ll get a system that’s already working for your business: just log in and start using it.
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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

Up to 30% more completed orders thanks to automated request handling and optimized routing.
Fewer reworks and client disputes with photo documentation and checklists at every stage.
Higher profits through accurate tracking of all additional work and materials used.
Faster warranty service with full job history always at your fingertips.
Full transparency and control over team performance and installation quality.

Still not sure? Test Planado out for yourself!

Sign up for your free trial and get full access to all features for 14 days. We will also customize Planado for your business absolutely free!
.planadoapp.com

Planado subscription plans

Basic
Price
$1190 /month per user billed annually
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Key features
Tasks management
Scheduling
Employee GPS tracking
Employee's mobile app
Checklists & reports
Standard
Price
$1870 /month per user billed annually
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Key features
All Basic features, plus:
Teams & work shifts
Customer notifications
Create jobs in mobile app
Pro
Price
$2805 /month per user billed annually
Learn more
Key features
All Standart features, plus:
CRM integration
Mileage tracking
Documents signing
Recurring jobs
Product catalog and pick list
API & Webhooks
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FAQ 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?
  1. Define goals — e.g., reduce errors in measurements, speed up installation reporting, automate invoicing.
  2. Create templates for measurement checklists, installation tasks, and service requests.
  3. Import your client base and job history into Planado.
  4. Train field staff on the mobile app (usually less than an hour).
  5. Integrate with your CRM, ERP, or accounting tools for seamless order flow.
  6. Test on a pilot project to fine-tune workflows.
  7. 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.