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Win more jobs

Win more jobs with clear quotes and online signatures

Build quotes from your own price list, offer up to three options and get them signed online. Then follow every lead and sale in one place.

Card required · nothing is charged for 7 days · cancel anytime in the app

📝 Quotes with online signature

Send a clear quote and get it signed from any phone.

Build a quote from your own price list, offer up to three options in one quote, and send it by email. The homeowner compares the options, picks one and signs on their phone, and the signed quote becomes an order automatically.

  • Good / Better / Best options side by side
  • Discount, sales tax and deposit on every quote
  • Signed online with name and signature
  • The accepted option becomes the order — no retyping

🗂 Product catalog & price list

Your products and prices, ready for every quote.

Save the windows and doors you sell with your prices, colors and glass options. Your team picks from the list instead of typing, so every quote is consistent.

  • Your own products and prices
  • Faster quotes with fewer mistakes
  • Update a price once, use it everywhere
  • Works for every salesperson the same way

📊 Sales pipeline & leads

See every lead, its stage and what it is worth.

Every lead sits on one board, from new to won or lost. Add a deal value and see what each stage is worth, then open a quote straight from the lead.

  • Stages: New, Contacted, Appointment, Quoted, Won, Lost
  • Deal value per lead and per stage
  • Website bookings arrive automatically
  • Reason recorded when a lead is lost

📅 Online booking for estimate visits

Homeowners book a free estimate from your website.

Share one link on your website or social media. Homeowners pick an open time, you get an email, and the visit lands on your calendar and in your pipeline.

  • Your days, hours and visit length
  • Several visits at once if you have several estimators
  • Confirmation email to the homeowner
  • Each booking becomes a lead automatically

🤝 Referral rewards

Turn happy homeowners into new customers.

Homeowners can refer friends and neighbors from their portal. You decide the reward, and ImpactDesk tracks each referral and reminds everyone until the reward is paid.

  • Fixed amount or a percentage of the job
  • Every referral linked to the person who sent it
  • Reminders while a reward is pending
  • Turn it on or off at any time

⭐ Review requests

Ask for a Google review at the right moment.

When an installation is complete, the homeowner gets a friendly email with your review link. If they don’t open it, ImpactDesk sends up to two polite reminders.

  • Sent automatically after completion
  • Your own Google review link
  • You can see when the link was opened
  • Send a request manually anytime

💳 Financing pre-qualification requests

Know which homeowners want to pay over time.

Homeowners can send a short pre-qualification request from their portal. It reaches you as a lead so you can follow up with your financing options.

  • Short form inside the client portal
  • Arrives in your leads right away
  • No credit check from ImpactDesk
  • Sensitive details are deleted automatically after 30 days

Explore more of ImpactDesk

Run every job

Follow every order from signed quote to final inspection: manufacturer status, delivery and installation dates, permits, documents and notes.

Field crews

Installers and drivers see only their own jobs on their phone, with directions, products, the customer’s phone, and photo proof with GPS and time.

Happy homeowners

Automatic emails at every step and a project portal for each homeowner, so clients always know where their job stands — with fewer phone calls.

Your team

Add office staff, installers and drivers, choose exactly what each role can see and do, and train your people with online courses.

Your business

The behind-the-scenes tools that keep your company organized — in English and Spanish, in any browser, on any device.

Software built for impact window and door dealers

Software for impact window and door dealers: quotes with online signatures, order and permit tracking, an installer app and automatic homeowner updates. English and Spanish.

The job app your installers and drivers will actually use

A phone app for window and door installers and delivery drivers: daily job list, directions, photos stamped with GPS and time, install checklists and customer signatures.

Made for contractors who install impact windows and doors in hurricane zones

Run impact window and door projects in hurricane zones: permit and inspection tracking, install checklists, photo proof with GPS, homeowner updates and bilingual crews.

See it on your next job.

Start free for 7 days. Cancel anytime in the app.

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