Windows, Doors & Siding
Connect your CRM, sales app, measurement tools, manufacturer orders, and accounting so you can see which leads, reps, and installs actually produce net sales. Cass & York builds custom AI-assisted document processing and software integrations that connect signed sales, product orders and installation margins, with human review for uncertain records.
Window, door, and siding replacement companies running sales teams in the home and several install crews or showrooms, including manufacturer dealers and operators that have grown through acquisition.
Show Us Your Workflow[01] Where systems separate
Where gross sales and net sales drift apart.
- 01Gross sales look strong until cancellations, rescissions, and credit declines are counted, and no single report shows all three
- 02Measurements from the sales visit get remeasured, and remakes from wrong sizes are tracked in email with the manufacturer
- 03Lead cost is known, but net sales per lead issued isn't, because leads, appointments, and contracts live in different systems
- 04Manufacturer order confirmations, ship dates, and backorders sit in a dealer portal, outside the install schedule
- 05Lead safe work records for homes built before 1978 are kept on paper by each crew
- 06Each acquired company brings its own CRM, price book, and lender list
[02] The software in place
The systems we usually find.
Replacement contractors run strong sales tools. The gaps open after the contract is signed, between the lender, the manufacturer, the crew, and accounting.
Sales app and job management
Leap SalesPro and Leap CRM
Estimates from manufacturer pricing, financing applications, and contracts signed at the kitchen table, then job tracking after the sale. We come in when that data has to meet orders, installs, and accounting.
CRM
MarketSharp and improveit 360
Lead management, appointment setting, and sales tracking at many replacement contractors. Net sales only show up once cancellations and finance declines are tied back to the lead.
Measurements
Hover
3D models with siding and opening measurements from photos, which should match the order sent to the manufacturer and the crew's materials list.
Manufacturer pricing and orders
FeneVision
Window and door manufacturer pricing that sales apps pull from. Order status and ship dates have to be matched back to the install schedule.
Homeowner financing
GreenSky
One of several lenders reps apply to from the sales app. Approvals, declines, and funding need to be matched to each contract.
Accounting
QuickBooks
Where deposits, lender funding, manufacturer bills, and installer pay land, usually without the lead or the rep attached.
[03] Questions worth answering
Numbers window and siding company owners ask for that no single system can answer.
- 01Net sales per lead issued
- Contracts signed minus cancellations, rescissions, and credit declines, divided by leads issued, by source and by rep.
- 02Demo rate and close rate by rep
- Appointments run, full presentations given, and contracts signed, so sales managers coach on the step where deals are lost.
- 03Cancellation and finance decline rate
- Deals lost after signing, split by rescission, credit decline, and cancellation before install, by lender and lead source.
- 04Remake and reorder cost
- Units remade for wrong size or damage, traced to the measurement, the order, or the install, by crew and by product line.
- 05Installed margin per opening and per square
- Contract price against product, labor, and installer pay for each window, door, or square of siding.
[04] What we build
Keep the sales tools. Build what's missing around them.
We start with the sales or production report your team rebuilds every week, then build the connections needed to make it reliable.
01
Lead to net sale reporting by source and rep
Dashboards & Reporting →02
Cancellation, rescission, and finance decline tracking
Dashboards & Reporting →03
Manufacturer order status tied to install scheduling
Systems Integration →04
Measurement to order to install reconciliation
Systems Integration →05
Lead safe work record tracking for older homes
Dashboards & Reporting →06
Combined reporting across acquired companies
Unified Data Platforms →07
AI-assisted processing of manufacturer orders, measurements and installation records, with validation and exception review before updating source systems
Document Intelligence →
[05] In practice
What this looks like in practice.
The net sales meeting
The sales manager reports gross sales every Monday, then finance adjusts for cancellations at month end. We tie each contract to its lead, lender decision, and cancellation status so net sales by rep and source are current every morning.
Waiting on the manufacturer
Install crews get scheduled before product arrives. We pull order confirmations and ship dates into the schedule, so jobs are booked when the windows are actually on the way.
The remake bill
Remakes are absorbed as a cost of doing business. We trace each remake to the measurement, order line, and crew involved, so the pattern behind them shows up.
[06] Relevant work
Work that shows how we approach it.
[07] A practical starting point
Connect the systems. Unify the data. Build the workflow.
01Connect
Pull leads, appointments, and contracts from the CRM and sales app, measurements and orders from Hover and manufacturer portals, lender decisions, and costs from accounting.
02Unify
Match homeowners, contracts, order lines, and jobs across systems, agree on what counts as a net sale, and flag contracts whose order or install doesn't match.
03Build
Deliver the net sales dashboard, order tracking, or workflow your team asked for, with every number traceable back to the source contract.
[08] Questions
Windows, Doors & Siding: common questions
Do we need to replace Leap or our current CRM?
No. Leap and your CRM keep running appointments and sales. We connect them to manufacturer orders, financing, and accounting so net sales, cancellations, and installs are reported together.
Can you combine reporting across window and siding companies we've acquired?
Yes. We map each company's leads, products, price books, and lenders to shared definitions so net sales and margin can be compared and rolled up.
How do we track net sales per lead instead of gross sales?
We join leads, appointments, contracts, cancellations, and lender decisions by customer. Net sales per lead issued then comes from one place, by source and by rep.
Can you connect window manufacturer order status to our install schedule?
Yes, when the manufacturer offers a portal export, EDI, or an API. We match each order to its contract and job so the schedule reflects real ship dates.
Can you help us keep EPA lead safe work records for older homes?
Yes. We build a simple workflow that captures the required RRP records for each job on a home built before 1978 and stores them with the job.
Can AI automate manufacturer orders, measurements and installation records for windows, doors & siding?
Yes. Cass & York can build a workflow that extracts structured details from manufacturer orders, measurements and installation records, matches them to records in Leap SalesPro and Leap CRM and MarketSharp and improveit 360 and accounting, and flags missing or ambiguous information for staff review. The integration can connect signed sales, product orders and installation margins without requiring replacement of your existing core systems.
[09] Start with the process
Show us the workflow your existing software can't handle.
You don't need a technical specification. Walk us through the process, the systems involved, and where your team is losing time.
Book a Workflow Call →