WindoorERP Documentation
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Learn how to quote, design, manufacture, install and support windows and doors with WindoorERP.
New to WindoorERP? Walk the guided journey: 1- First Time Log in System
Guided journeys
All journeysPopular tasks
What are you working on?
Lead & Pipeline Management (CRM)
Track contractor inquiries, manage sales pipeline stages, schedule site measurements, merge duplicates, and forecast fabrication revenue.
- Work the sales pipeline: stages, won and lost, rotting deals, and merging duplicate enquiries
- Qualify leads and convert them into opportunities linked to the right customer account
- Plan follow-ups: schedule activities, read the leads calendar, and book meetings on a deal
- Forecast the pipeline: expected revenue, predicted probability, and prorated value by month
Sales, Quotations & Commercial Contracting
Manage window quotations, PDF quote builder submittals, progressive milestone invoicing, pricelists, and margin analytics.
- Create a quotation
- Build a quotation: customer, expiry, designed lines, sections and Confirm
- Quotation expiry: where the Expiration date comes from and what it actually blocks
- Work the Quotations list: its filters, its seven views, and what the pivot really counts
Window & Door Design
Configure dimensions, profiles, glass, hardware and opening options.
- Set frame dimensions and sashes
- Choose a profile series
- Add decoration bars to glass
- Understand automatic hardware selection
Accounting & Financial Management
Customer and BOQ progress invoicing, vendor bills, collections and follow-ups, journal entries and fixed assets, financial statements, tax screens, Smart Insights, and the accounting configuration.
- Ways to create customer invoices
- Create a standard customer invoice
- Send a pro-forma invoice
- Bill contract progress with a BOQ invoice
Production & Factory Operations
Manage factory planning, profile cutting optimization, shop floor terminal execution, quality assurance, and machine maintenance.
- Monitor the factory from the Overview dashboards
- Try factory layouts in the Factory Planner
- Work a production order
- See production commitments on the calendar
Project & Milestone Management
Manage architectural projects, technical engineering submittals, master project tasks, personal workflows, customer ratings, and stage configurations.
- Track a contract on its project record
- Follow the technical project behind an opportunity
- Work with project tasks and their stages
- Work your assigned tasks and log the hours
Purchase, Raw Materials & Sourcing
Manage raw material procurement: RFQs, purchase orders, receipts, vendor bills, vendor pricelists, replenishment and spend reporting for aluminium and glass fabrication.
- Run the RFQ pipeline: request, send, and confirm
- Plan and chase requests for quotation
- Manage confirmed purchase orders: receipts, bills and locking
- Track purchase order arrivals and vendor reliability
Technical Tasks & Site Survey
Manage technical engineering requests, CAD shop drawings, pre-quote and production laser site surveys, field portal sync, and survey master dropdowns.
- Read the technical office dashboard
- Raise, assign and track technical requests
- Work your own request queue
- Watch the backlog: Overdue, This Week and the analysis views
Installation & Site Operations
Manage installation projects, field tasks, site dispatch, warranty certificates, snagging lists, and Site Quality Control audits.
- Monitor installation from the dashboard and analysis views
- Run an installation project on site
- Dispatch installation crews and plan their site days
- Record a pre-quote site survey
After-Sales & Warranty Services
Manage service tickets, warranty claims, technician dispatch, Annual Maintenance Contracts (AMC), and customer satisfaction.
- Log a service request
- Monitor after-sales service from the dashboard
- Handle a service order from complaint to close
- Manage Annual Maintenance Contracts (AMC) and recurring preventative site visits
WhatsApp Business Integration
Manage customer WhatsApp conversations, automated message templates for quotes and invoices, accounts, and routing teams.
- Answer WhatsApp conversations as a team
- Get your WhatsApp message templates approved by Meta
- Connect your WhatsApp Business number and organise teams
Employees & Human Resources
Manage employee master profiles, department rosters, technical skills inventory, training certifications, working shift schedules, and onboarding.
- Build the employee register: people, departments and locations
- Record skills, certifications and training
- Set the shifts, the onboarding plans and the HR policies
Timesheets & Labor Tracking
Track employee project hours, factory fabrication timesheets, site installation time, labor utilization analytics, and billing types.
- Log hours against projects and review the company's timesheets
- Read utilisation and decide which hours are billable
Contacts & Partner Directory
Manage master contacts directory, customer tags, industry sectors, partner bank IBAN accounts, and geographic localization.
- Keep one contact record per company, person and site
- Record bank accounts, countries, states and country groups
Momentum Productivity & Insights
Boost workforce productivity with daily inspiration, achievements, leaderboards, user statistics, tips, and AI insights.
Documents, Reports & Submittals
Comprehensive guide to all printable PDF documents: elevation drawings, cutting optimization plans, quotations with design drawings, survey reports, QC dossiers, invoices, statements, and company document branding.
- Print elevation diagrams, profile cutting optimizations, glass cutting lists, and work order travelers
- Print quotations with drawings, survey reports, and delivery documents
- Print invoices, purchase orders, employee documents, and company branding
Customer & Mobile Field Portal
Customer self-service portal for approving quotes and paying invoices, combined with mobile field operations for site surveyors and installation crews.
- View live orders, approve quotes, track milestone invoices, and submit service requests
- Measure on site from the surveyor's phone
Website, CMS & Digital Experience
Explore public marketing portal pages, architectural solution showcases, CMS content management, visitor analytics, menus, and SEO redirects.
- Put up the public pages that produce enquiries
- Run the website: pages, visitors, menus and redirects
UTM Link Tracking & Marketing Attribution
Generate trackable campaign URLs with UTM parameters to measure lead conversions and digital marketing ROI.
Custom BI Spreadsheets & KPI Dashboards
Build executive spreadsheet dashboards and custom KPI visual command centers synced with live ERP data.
Apps & Module Management
Install, upgrade and uninstall WindoorERP modules, refresh the apps list, and import data modules.
Calendar Scheduling & Personal To-Do
Coordinate meetings, meeting reminders, personal checklists, and activity feeds across teams.
User Manual & Knowledge Base
The app that holds this manual: writing and publishing articles, guided journeys and their shelves, process maps, reader analytics, and syncing the corpus to every tenant.
System Engineering, Hardware & Parametric CAD
Maintain profile systems, glass layups, hardware brands/sets, RAL colors, WebCC design analyses, and CAD JSON field mappings.
Settings, Technical Architecture & System Administration
Comprehensive technical documentation of General Settings, Multi-Company architectures, ORM Database structures, QWeb views, Security record rules, and background Crons.
- Configure General Settings, company details, languages, and Quick Feedback
- Audit database models, custom fields, decimal accuracy, system parameters, and sequences
- Manage window actions, server actions, QWeb views, menu hierarchies, and paper formats
- Understand access rights, record rules, user devices, and privacy tools
Discuss, Team Channels & Live Collaboration
Collaborate across project channels, canned responses, chatter mentions, voice/video meetings, and screen sharing in WindoorERP.
- Talk in channels, groups and direct messages
- Store canned responses and insert them with a shortcut
- Hold a voice or video call, and share your screen
- Control Discuss notifications, and use roles to reach a whole team