Window Master Academy

Chapter 9 of 19

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1.Welcome: sign in and find your way 2.Customers — your CRM in Window Master 3.Create a new customer card 4.Start a quote from the customer card 5.Project defaults 6.Adding windows 7.Combos and special shapes 8.Patio and entry doors 9.Project extras 10.Discounts and deposit 11.Offers & Compare 12.Alternatives — give the customer options 13.Energy ratings and rebates 14.Documents: Quote, Contract, Full Report 15.E-signature, quote lock and handing the sale to the office 16.Financing, payments, stage invoices and job files 17.The AI assistant — how to ask and when to trust it 18.Supply Only quotes (no installation)19.Generate Recheck

Chapter 9

Project extras

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

2:30

4 steps

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Step by step

1

Project Extras

Click Expand to see the preset extras: CUT OUTS, BAY/BOW BUILD, CAPPING and BLINDS/SHUTTERS.

2

Presets by quantity

Type a quantity next to an item, for example Window Capping (per window) × 6. The price shows under it.

3

+ Add custom

For a one-off item, click + Add custom and fill in Name, Price ($) and Description (optional).

4

Before the discount

Extras go into the Gross subtotal, so L1, L2 and L3 come off them too. Price extras with that in mind.

WATCH OUT — Removal & disposal of old units is already listed under What's Included on the contract — never add it again.

Quiz

1. Are extras discounted?

No, neverYes — they are added before the discount, so L1/L2/L3 come off themOnly L3

2. Should you add removal & disposal of old units?

Yes, alwaysNo — it is already included on the contractOnly for basements

3. How do you add a one-off extra?

Click + Add custom and enter a name and priceAdd another customerChange the window width

4. What goes into the Gross subtotal before discounts?

Only windowsProject Extras as well as linesOnly tax

5. How do you set a preset extra such as Window Capping?

Type its quantityEnter a new quote numberAsk the customer to sign