Help

Sign in, learn the buttons at the top of the Dashboard, and the golden rule.

Find customers, read a customer card, and know which customers you can see.

Fill in the New customer form correctly and avoid duplicates.

Open the calculator from the right card and get a map of the calculator.

Set install code, colours and accessories once, so every new line starts right.

Add a window line: quantity, location, style, size and hinge side.

Multi-unit combos, overall size, splits and shaped windows.

Pick a patio door SKU, and add an entry door with its supplier spec.

Cut-outs, bay/bow build, capping, blinds and custom items.

L1, L2, L3, Additional Discount ($), the 60% cap and the deposit.

Owner-set promo offers: apply one in a tap, compare options side by side and show the customer a clean view.

Price other options on the same card without losing the main quote.

U-factor, ENERGY STAR, NRCan certification and the MNBC program.

Which document to send, how to generate it, and why a contract can be blocked.

Send for signature, what the lock means, and what the office does next.

Financeit, deposit rules, payments received, invoices and door spec files.

Ask good questions, read the answer, and know when to escalate.

When the customer installs the windows themselves: how the price, deposit and papers change.

Make the installer's Recheck / Measure Form from a signed contract — on the quote page or the customer card.