The Business Process
Management Software
for Window Pros
bpmPro is your all-in-one solution to digitize operations, manage the customer journey from lead to payment, generate proposals quickly, and automate routine communications.
Why Window Contractors Choose bpmPro
Eight powerful advantages that transform how you run your business
Cash Flow Recovery
Increase profitability through enhanced productivity and streamlined operations.
Competitive Edge
Data-driven insights, real-time KPIs, and comprehensive reporting at your fingertips.
Business Growth
Boost productivity across lead management, sales, and project execution.
Workflow Optimization
Automate quotes, orders, inventory tracking, and project management.
Process Automation
Handle routine tasks and communications, freeing your team for strategic work.
Customer Experience
Track interactions and deliver timely updates throughout the customer lifecycle.
Scalability
Adapts to businesses from small dealerships to large enterprises.
Control & Efficiency
Centralize automation capabilities to drive productivity gains.
CPQ & Quoting
Generate Accurate Quotes in Minutes, Not Hours
If your estimators are still building quotes in spreadsheets or word processors, you are losing deals. Every manual quote takes time, introduces errors, and delays the sale. Impact window and door quoting is complex — county-specific tax rates, product configurations, labor calculations, margin targets — and spreadsheets were never built for it.
bpmPro's built-in CPQ (Configure, Price, Quote) engine handles the complexity so your estimators can focus on selling. Quotes that used to take an hour now take minutes — with fewer errors and consistent margins.
How It Works
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1
Select products from your catalog
Choose window and door models, sizes, glass types, and hardware options from your configured product library.
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2
Pricing calculates automatically
Material costs, labor, markup, county sales tax, and permit fees all compute in real time. No formulas to maintain.
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3
Generate a branded proposal
One click produces a professional PDF with your company branding, itemized pricing, and terms — ready to send or present on-site.
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4
Convert to contract with one click
When the customer says yes, the quote becomes a contract. No re-entry, no duplicate data. The project is created automatically.
Real-World Example
A South Florida impact window dealer was spending 45 minutes per quote using Excel. With three estimators running 6–8 quotes daily, that was over 20 hours a week on quoting alone. After switching to bpmPro's CPQ, each quote takes under 10 minutes. The same team now quotes 30% more jobs per week with fewer pricing errors — and their close rate went up because proposals look professional and arrive faster.
Reduction in quoting time
Spreadsheets to maintain
Quote-to-contract conversion
Production Scheduling
Know Exactly Who Is Where, Doing What, and When
Scheduling installation crews with whiteboards, text messages, or shared calendars breaks down the moment you have more than a handful of active jobs. Crews show up at the wrong address. Materials arrive before the permit is approved. Two jobs get booked on the same day for the same team.
bpmPro's production scheduling connects your project pipeline directly to your crew calendar. When a contract is signed, the job enters the scheduling queue. You see every crew, every job, and every dependency in one view.
How It Works
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1
Jobs auto-populate from signed contracts
No manual entry. The moment a quote converts to a contract, the job appears in your scheduling queue with all details attached.
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2
Assign crews by availability and skill
See which crews are available, which jobs need specific certifications, and schedule accordingly — no double-booking.
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3
Track dependencies and milestones
Permits, material deliveries, inspections — each milestone is tracked. The schedule adjusts when dependencies shift.
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4
Field crews get mobile updates
Schedules sync to the Salesforce mobile app. Crews see their assignments, job details, and customer info without calling the office.
Real-World Example
A window dealer managing 15 active installations was coordinating everything through group texts and a dry-erase board in the warehouse. The operations manager spent the first hour of every day just figuring out who was going where. With bpmPro, the schedule is built as contracts close. The ops manager now opens one dashboard and sees every job, every crew, and every open dependency. What used to take an hour of calls and texts now takes five minutes.
Project Accounting
Know Your Real Profit on Every Job — Before It’s Too Late
Most contractors don't know whether a job was profitable until weeks after it's done — if they ever find out at all. Costs are scattered across QuickBooks, spreadsheets, and receipts in a truck console. By the time someone adds it all up, the crew has already moved on to the next job.
bpmPro tracks job costs in real time, from the moment a contract is signed. Every material purchase, labor hour, and change order flows into the project record. You see gross profit per job, per crew, per month — and you can act on it before margins erode.
What You Can Track
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Budget vs. actual per project
Set your budget at contract signing. Track actual costs as they happen. Spot overruns early.
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Gross profit by job, crew, and time period
Know which jobs make money, which crews are most efficient, and how margins trend month over month.
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Payment milestones tied to project stages
Deposits, progress payments, and final payments are linked to project milestones. You know exactly what's been collected and what's outstanding.
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QuickBooks sync for clean books
Project accounting data flows to QuickBooks automatically. No double entry. Your accountant gets clean data without chasing you for receipts.
Real-World Example
A glazing contractor running $3M in annual revenue discovered through bpmPro's project accounting that two of his most popular product lines were actually losing money after factoring in installation labor and warranty callbacks. He had been pricing based on material cost plus a flat markup — without accounting for the extra labor those products required. After adjusting his pricing model in bpmPro, his gross margins improved by 8 points in the next quarter.
Payments & Collections
Get Paid Faster Without Chasing Customers
Chasing payments is one of the most expensive activities in a contractor's office — and the least productive. Phone calls, follow-up emails, handwritten invoices, checks that get lost in the mail. Every day a payment is late costs you money in cash flow, admin time, and stress.
bpmPro integrates directly with Stripe so your customers can pay by credit card or ACH — from a link you send by text or email. The payment records automatically in the project, and your books stay current without anyone touching a spreadsheet.
How It Works
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1
Contract triggers payment milestones
When a contract is signed, bpmPro creates the payment schedule automatically — deposit, progress payment, final balance — based on your terms.
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2
Send a payment link by SMS or email
One click generates a secure Stripe payment link. Send it via text message or email — no app download required for the customer.
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3
Customer pays online — card or ACH
Customers click the link, see the amount and job details, and pay in seconds. No checks to deposit, no cash to track.
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4
Payment records automatically
The payment posts to the project record, updates the balance due, and syncs to QuickBooks. No manual data entry anywhere in the chain.
Real-World Example
A window installation company was averaging 18 days to collect final payments. Their office manager spent 2–3 hours daily on collection calls. After implementing bpmPro's Stripe integration, the average collection time dropped to 4 days. Most customers pay the same day they receive the link. The office manager now spends that time on scheduling and customer service instead of collections.
Automated Communications
Keep Customers Informed Without Lifting a Finger
The number one complaint from homeowners during a window or door project: “Nobody tells me what's going on.” And the number one time-waster for your office staff: answering “Where is my job?” phone calls. Both problems have the same root cause — manual communication that depends on someone remembering to send an update.
bpmPro automates customer communication at every stage of the project. When an order ships, the customer gets a text. When installation is scheduled, they get an email. When the job is complete, they get a satisfaction survey. Your team doesn't have to remember — the system handles it.
Automated Triggers Include
- Contract signed — welcome message with next steps
- Order placed with manufacturer — estimated delivery timeline
- Materials received at warehouse — scheduling notification
- Installation date confirmed — appointment reminder
- Job completed — final invoice and satisfaction survey
- Payment received — automatic receipt and thank-you
Real-World Example
A window dealer's front office was receiving 15–20 “Where is my order?” calls per day. Each call interrupted someone's work for 5–10 minutes. After turning on bpmPro's automated SMS updates at each project stage, those calls dropped by over 80%. Customers stopped calling because they already knew the status. The office staff reclaimed hours every week — and customer satisfaction scores went up because people felt informed throughout the process.
Contractor revenue managed
Production subscriber orgs
Operational savings per client
In the construction industry
Built on Salesforce
bpmPro is a Salesforce-native managed package, which means you get the reliability, security, and scalability of the world's #1 CRM platform.
- Cloud-based access from any device, anywhere
- Automatic updates and maintenance
- Seamless integration with other Salesforce apps
- Robust reporting and analytics
- Multi-user collaboration in real-time
- Mobile app for iOS and Android
Enterprise-Grade Security
Your data is protected by Salesforce's industry-leading security infrastructure, including SOC 2 Type II compliance, encryption at rest and in transit, and regular security audits.
Ready to see bpmPro in action?
Schedule a personalized demo and see how bpmPro can transform your business.