Tip
Choose Appearance in your avatar menu: System follows the light or dark setting of your device, Light and Dark force one. The choice also themes your portal pages and the surveyor field app, and nobody else's screen...
Learn moreNew
A supported Bluetooth laser meter sends each width and height straight into the survey item on the phone, so no size is misread or mistyped. It works in Chrome or Edge, on Android or on a computer.
Learn moreDid you know?
The Sketch tab of Design Pilot reads a window drawn by hand: the frame, the bars and a mark in each opening pane. Check what it read, tap a pane to change its opening, and apply it to the frame. No AI and no API key...
Learn moreTip
When a colour row of the system offers extra sections, pick one per bar on the bar's card in the designer. The drawing takes its face width, and the cut list takes its product and steel and corrects the lengths...
Learn moreTip
Set the pin on the opportunity's Customer Location tab first. It is copied to every request, quotation and order of the job, so the surveyor, the delivery crew and the installers drive to the same point.
Learn moreDid you know?
The Technical Work tab is the same on an opportunity, a quotation and an order. It raises survey, drawing and fabrication requests and shows where each one stands.
Learn moreDid you know?
With Site QC, a failed mandatory check blocks the installation action, raises a snag on that opening and can re-open the earlier actions that must be redone.
Learn moreNew
Select a frame in the designer and press Design Pilot: it lists the layouts of your library, and the saved designs of other order lines, that fit that size. Apply one, check the drawing and save; only saved designs...
Learn moreTip
Each person picks their own language on the Preferences tab: English, Arabic, French, Spanish and more. A right-to-left language turns the whole interface around, and nobody else's screen changes.
Learn moreTip
A work package cannot be handed over while any of its snags is still open, so the snag board is the list of what stands between the job and its signature.
Learn moreDid you know?
On the customer portal your customers review and sign quotations, read their orders and invoices, follow their installation opening by opening and raise service requests, without phoning your team.
Learn moreDid you know?
A surveyor needs no WindoorERP seat and no laptop. They sign in on their phone, see their day plan, measure every opening where it stands and collect the customer's signature.
Learn more