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