Capture a prospect — lands in CRM, triggers follow-up

Onboard a contractor partner — routes to CRM

Spec sliding doors, request vendor quotes

Browse installs, share curated sets with customers

Price installs by hardware and complexity

Hardware specs, finishes, vendor mapping

File a return when an install can't be completed

Open and complete post-install adjustment tickets

Tools and supplies every installer should have on the truck

Tools and supplies every estimator should have on every appointment

For the showroom team — product knowledge, demos

For the back office — processes, systems

For the production team — shop drawings, ordering