Purpose-built for window and door replacement contractors
Measure Monday. Order Tuesday. Install in 3 weeks. Your agents track every step.
Sterling Window gives window and door replacement companies a full AI back office — measurement-to-quote generation, lead time tracking, manufacturer order management, and installation scheduling — built for the order-dependent window business.
Avg manufacturer lead time for custom window orders
Avg whole-home window replacement project value
Quotes that go cold because follow-up was too slow
Separate touchpoints needed between measure and install
You're a master installer. You shouldn't also be tracking 40 open orders across 3 manufacturers while trying to schedule crews around delivery dates you can't control.
Lead time surprises destroying customer trust
You told the homeowner 6–8 weeks. The manufacturer just pushed it to 12. The customer is furious. You found out when you called to schedule the install — not when the delay happened. Now you're apologizing for something you didn't know about.
Quote-to-install pipeline with no tracking
You have 28 open quotes, 14 signed contracts, 9 orders placed, and 6 installs scheduled this month. You're tracking all of it in your head and a spreadsheet that hasn't been updated since Thursday. Something is going to fall through.
Energy efficiency incentives not leveraged in quotes
Your state has a $2,000 tax credit for ENERGY STAR windows. Half your competitors mention it in every quote. You keep meaning to add it to your proposal template but haven't gotten around to it. That's a closing advantage you're leaving on the table.
No referral pipeline from builders and realtors
Three general contractors in your area send window work to your competitor. You've done great work for two of them in the past but have no system to stay top-of-mind. When they need windows, they call whoever they remember — and that's not you.
AGENT SPOTLIGHT
See your agents in action.
Every window inquiry qualified and scheduled before you finish the current install.
A homeowner calls about replacing 12 double-hung windows in a 1985 colonial. The agent qualifies the lead — window count, style preferences (double-hung, casement, picture), frame material interest (vinyl, fiberglass, wood-clad), and whether they're interested in energy-efficient options. It checks your measurement calendar and books a site visit for Thursday morning. You get a briefing with the property details before you arrive.
Measure at 10am. Three-tier proposal sent by noon.
You finish measuring a 16-window replacement job. You log the measurements and note the homeowner wants vinyl double-hung with Low-E glass. The agent builds a Good/Better/Best proposal — standard vinyl, premium vinyl with argon fill, and fiberglass with triple-pane — each with per-window and total pricing, energy savings estimates, and the applicable tax credit. Sent as a branded PDF with financing options before the homeowner finishes lunch.
Manufacturer delays at 6 weeks. You know at 6 weeks and 1 day.
You have 9 window orders across Andersen, Pella, and Marvin. The Order Tracking Agent monitors each order status weekly. When Andersen pushes the Johnson order from 8 weeks to 11 weeks, you get a notification the same day — with a suggested customer communication already drafted. The homeowner hears it from you first, not when they call asking where their windows are.
YOUR AI TEAM
6 agents. Built for window installers.
Front Desk Agent
Handles all window and door inquiries 24/7 — replacement consultations, storm damage claims, new construction bids, and warranty service requests. Qualifies by window count, style, frame material preference, and project timeline. Detects high-value indicators like whole-home replacements and new construction projects for priority routing.
Quoting Agent
Builds window and door replacement proposals from your price book — per-unit pricing by style, frame material, glass package, and hardware. Generates Good/Better/Best tier presentations with energy savings calculations and applicable tax credits. Includes installation labor, trim work, and disposal. Follows up at day 3, day 7, and day 14.
Order Tracking Agent
Monitors manufacturer order status for every signed contract — from order placement through production, shipping, and delivery. Tracks lead times across all your manufacturer partners. Alerts you to delays the day they're reported. Drafts customer communications for timeline changes. Coordinates delivery scheduling with your installation calendar.
Installation Scheduler
Manages the installation calendar based on material delivery dates, crew availability, and job complexity. Sends homeowner notifications at 1 week before, day before, and morning of installation. Handles weather-related rescheduling. Runs the post-install checklist — photos, customer walkthrough, warranty registration, and final inspection scheduling.
Collections Agent
Manages the payment lifecycle for window projects — deposit at contract signing, progress payment at material delivery, and final payment at installation completion. Sends invoices with payment links automatically. Handles financing application routing. Follows up on overdue balances with escalating reminders.
Marketing Agent
Runs seasonal campaigns — spring replacement season, pre-winter energy efficiency, and storm damage response. Reactivates past customers who received quotes but didn't convert. Manages builder and realtor referral relationships with periodic check-ins. Promotes energy efficiency incentives and tax credits in targeted outreach.
PRICE BOOK
Pre-loaded. Customizable. Ready to quote.
Your window & door price book comes pre-loaded with industry-standard pricing. Customize every line item to match your rates.
15+ items pre-loaded. Fully customizable.
See what Sterling saves window & doors
Enter your numbers below to see projected annual savings.
Your business today
Adjust the sliders to match your situation
Number of technicians in the field
Calls that go to voicemail or are missed
Typical revenue per completed job
Percentage of quotes you currently follow up on
Time spent on scheduling, invoicing, follow-ups
$4,567/mo in new revenue
$20,300/yr value
$5,832/yr recovered
$1,800/mo revenue
Frequently asked questions
Can the Order Tracking Agent monitor orders across multiple manufacturers simultaneously?
Yes. Configure your manufacturer accounts and the agent tracks every open order — Andersen, Pella, Marvin, Milgard, or any other supplier. You see all orders in one dashboard with delivery dates and status updates.
Does the Quoting Agent include energy efficiency tax credits in proposals?
Yes. Configure the applicable federal and state incentives, and the agent automatically includes them in every qualifying proposal — showing the customer their effective cost after credits.
Can it handle both replacement and new construction quoting?
Yes. Replacement quotes include removal, disposal, and trim work. New construction quotes use your builder pricing tiers and can be formatted as bid proposals with takeoff quantities.
How does it handle manufacturer lead time changes mid-order?
The agent checks order status weekly. When a lead time changes, you get an immediate notification with the new expected date and a pre-drafted customer communication you can review and send.
Can it generate Good/Better/Best proposals with different frame materials?
Yes. Configure your product tiers and the agent builds multi-option proposals — for example, vinyl vs. fiberglass vs. wood-clad — each with per-unit and total pricing, energy ratings, and warranty details.
Does it track permits and HOA approvals?
Yes. Flag job types that require permits or HOA approval, and the agent tracks the status of each. It won't schedule installation until all approvals are confirmed.
Can my installers use it on mobile for job-site documentation?
Yes. Installers get a mobile view with their daily schedule, job details, photo capture for before/during/after documentation, and a completion checklist. Works as a PWA — no app store install required.
How is this different from generic CRM software?
Generic CRMs don't track manufacturer order lead times, generate Good/Better/Best window proposals, or calculate energy efficiency credits. Sterling is built specifically for the measure → order → wait → install workflow that defines the window business.
Can I import my existing customer and order data?
Yes. CSV import with column mapping for customers, and manual or bulk entry for open orders. Most window companies are fully set up in under an hour.
Is there a free trial?
Yes. 14-day free trial with full access to all agents. No credit card required.
Your next whole-home replacement lead is waiting for a callback.
Sterling Window answers it, qualifies it, measures it, quotes it in three tiers, tracks the order, and schedules the install. You focus on the craftsmanship.