FIELDFOLIO
New window install
- Opening framed
- Flashed
- Window set plumb
- Shimmed & fastened
- Sealed
- Interior / exterior trim
Pick the job you are on. Run down the steps. Print this page for the truck. In the app, pick window and door as your trade and these jobs load as your checklist, next to your before, during and after photos.
New install
Door install (new)
- Plumb / square
- Hinges / strike
- Weatherseal
- Hardware
- Swing clear
- Demo to customer
Sliding / patio door install
- Sill pan
- Frame set
- Panels in
- Adjusted
- Sealed
- Lock tested
Storm door install
- Frame fit
- Mounted
- Closer set
- Latch & lock
- Swing tested
- Cleanup
Replace / 1-for-1 swap
Window replace
- Opening measured
- Old unit out
- New unit set
- Sealed / flashed
- Operate / lock
- Interior trim
Door replace (1-for-1)
- Old door out
- Opening checked
- New door set
- Hardware
- Weatherseal
- Swing & lock tested
Glass / pane replace
- Broken glass removed safely
- Stops removed
- New glass set
- Glazed / sealed
- Cleaned
- Photos
Repair / service call
Door install / adjust
- Plumb / square
- Hinges / strike
- Weatherseal
- Hardware
- Swing clear
- Demo to customer
Window repair (won't open / lock)
- Issue found
- Balance / hardware fixed
- Operates smooth
- Locks
- Sealed
- Customer shown
Drafty window / door fix
- Leak found
- Weatherstrip replaced
- Caulked
- Adjusted
- Draft checked
- Customer shown
Renovation / remodel
Whole-house window replacement
- Windows counted & measured
- Old units removed
- New units set
- Sealed
- Trim
- Walkthrough
Widen / add opening
- Header sized
- Opening cut & framed
- Unit installed
- Flashed
- Trim & patch
- Cleanup
Inspect / maintain
Window / door measure & quote
- Openings measured
- Styles chosen
- Photos
- Notes
- Quote sent
- Schedule set
Use these as a base. You know the job best, so add or skip steps to fit it. You are responsible for the work and the customer info you collect. See the Terms and Conditions.