Project coordination
Every job moves itself from sold to installed
Sold to installed on rails: handoffs, tasks, and follow-ups that run themselves.
The problem
After the sale, most dealers run projects on memory, spreadsheets, and group texts. Measures get scheduled late, orders slip, install crews show up without context, and someone in the office spends their week chasing status instead of moving jobs. Every dropped handoff delays revenue and burns goodwill with a homeowner who already paid a deposit.
The WindowEdge answer
Every sold job runs down the same twelve-stage rail, from Sold to Closed. Sign the contract and the measure gets scheduled. Finish the measure and the order goes out. Product arrives and the install gets booked.
Handoffs, tasks, and follow-ups are created and assigned automatically, so nothing sits idle waiting for someone to notice. Coordinators stop chasing status and manage exceptions instead.
How WindowEdge delivers it
Project Management
AI-automated handoffs between every stage, with tasks and follow-ups that never get dropped, from sold to installed.
Online Payments
Deposits and scheduled payments clear from the portal and reconcile on the job, so the rail never waits on a check in the mail.
Accounts & Contacts
One timeline per customer with every call, text, appointment, note, and document, so anyone can pick up any job in seconds.
What you get
- Every stage handoff is automated: signed to measured to ordered to scheduled to installed
- Tasks and follow-ups are created and assigned automatically, so nothing gets dropped
- One customer timeline holds every touchpoint, visible to the whole team
- Internal workflow and homeowner-facing updates run from the same system
Questions dealers ask
What project stages does Project Management manage?
The full post-sale lifecycle: contract signed, measure, order, delivery, install scheduling, install, and completion. Each stage transition triggers the right tasks, notifications, and homeowner updates automatically.
Does this replace our project management spreadsheet or tool?
Yes. Project Management is the system of record for job status, and because it lives on the same platform as your CRM, quotes, and homeowner portal, status updates flow everywhere automatically instead of being retyped into a separate tracker.
How does the team know what to do next?
WindowEdge assigns tasks to the right person at the right stage and follows up when they stall. Coordinators see every job and its next step in one view, and nobody has to reconstruct status from text threads.
See project coordination on your own numbers
A 20-minute demo, no slides, no pressure. Bring your current job list and we will walk it onto the rail with you, stage by stage.