Cheat sheet

Window Master Academy

Window Master — the sales flow on one page

Golden rule: every job starts with a customer card.

The sales flow

  1. 1. Customer card — Search Customers first. New customer only if none exists.
  2. 2. Quote — On the card: New quote. Pick the right job site.
  3. 3. Defaults — Install Code, colours, accessories → 💾 Save Defaults.
  4. 4. Lines — + Window / + Combo / + Patio Door → ✓ Add to Quote. Whole inches, check hinge.
  5. 5. Extras — Presets by qty or + Add custom. Removal & disposal is already included.
  6. 6. Discounts — L1 / L2 / L3 + deposit. Check Net and TOTAL → 💾 Save Quote.
  7. 7. Offers — Grey = unmet minimums; × restores your numbers. $2,500 needs 8 windows + $10,000 list; $250/unit counts windows and patio doors, not + Add Door (min 4, cap $5,000).
  8. 8. Compare — L2/L3 may stack only when allowed; $250/unit can't combine. Ended promo blocks contract/signature on unlocked quotes. Switch to Customer view first; compare final prices with tax.
  9. 9. Alternatives — Duplicate as alternative. Customer chooses → Make main.
  10. 10. Documents — Quote PDF sells. Contract closes. Full Report is internal.
  11. 11. Signature — ✍️ Send for Customer Signature → send the link.
  12. 12. Office PO / lock — Office assigns PO, quote locks. Changes = Create Change Order.

Discount limits

  • L1 — Base: 0–40% (starts at province default, 30% today)
  • L2 — Salesman: up to 30%
  • L3 — General Manager: up to 10% (after the General Manager's verbal OK)
  • L1 + L2 + L3 never above 60%
  • Additional Discount ($) above $1,500: owner (or admin) approval unless an offer sets it (up to its amount)
  • Cascading: 30% then 10% = 37% off. Trust the Net.

5 golden rules

  1. One customer = one card.
  2. Never create a duplicate card.
  3. The Contract is the only signing document.
  4. Locked = Change Order.
  5. Don't guess — ask the HTR Assistant or the office.

Who to contact for what

  • L3 discount: General Manager (verbal approval)
  • Additional $ over $1,500: Owner (or admin) approval unless an offer sets it (up to its amount)
  • Customer owned by another rep: Office
  • PO, lock, job system, invoices: Office
  • Rebate amounts, answer not in the assistant: Office (Send to the office)
  • Password / account: Administrator