PATH | WD: BUILT FOR WINDOW AND DOOR DEALERS

One System. Everything Connected.

Most dealerships run on a patchwork — quoting in one tool, scheduling in another, service tracked on sticky notes and whiteboards, customer communication scattered across inboxes. Every gap between those systems is where information gets lost, work gets duplicated, and mistakes get made.

PATH replaces the patchwork. Here's how it works across your entire operation:

SALES

Build and send branded quotes in minutes.

No more re-entering data.

Legally binding e-signatures from any device.

Document version control.

ORDERING

POs generate automatically from approved quotes.

Acknowledgments are processed automatically.

Every open order is visible in real time.

Pricing discrepancies are discovered early.

WAREHOUSE

Receiving is guided and confirmed at the dock via scan.

Know exactly where every unit is and which job it belongs to.

Scheduling only moves forward when product is confirmed received.

Accurately track every item from receiving through jobsite delivery.

DELIVERY

Schedule crews, jobs, and deliveries in one place.

Crews leave with everything they need.

Delivery documented on-site.

Customers get the experience that earns referrals.

INSTALLATION

Field documentation happens in real time.

On-site issues are addressed directly by the service team as soon as they're identified.

Managers and coordinators see job status without calling anyone.

Customer sign-off collected on-site.

SERVICE

Every service issue has its own complete record.

Open cases stay visible until they're resolved.

Customers get real answers immediately.

Warranty claims tracked from submission to reimbursement.

ACCOUNTING

PATH integrates with QuickBooks Online to eliminate manual data entry for your bookkeeping team.

Require deposits before orders are placed — enforced automatically, not by memory.

Sales orders flow to accounting automatically from the signed contract — fewer errors, faster invoicing.

COMMUNICATIONS

Log customer touchpoints and schedule follow-up reminders — all in one place.

Email from within PATH or attach emails from your existing system directly to job and service records.

Automated notifications keep customers informed and take work off your salespeople and field techs.

Tag teammates and keep every conversation attached to the job or service it belongs to.

LOOKING AHEAD

Built for Today. Ready for What's Next.

Most dealerships don't have a software problem — they have a fragmentation problem. Every new tool, spreadsheet, and workaround adds another crack. PATH replaces the patchwork with one purpose-built foundation, coordinating every department, job, and customer interaction from quote to completion.

The longer you run on PATH, the more it pays off.

PATH captures every quote, job, and customer interaction — and builds on it. Your workflows get tighter. Your reporting gets sharper. And when the platform evolves, everything you've built evolves with it.

Made for Window and Door Dealers since 2015, and we're just getting started.

Comfortable old office in a window and door dealer with wooden desk covered in stacked file folders, clipboards with handwritten notes, a rotary card catalog, a telephone, and a calculator, with filing cabinets and shelves of windows and doors in the background.

Modern wooden desk inside a warehouse office with a curved monitor showing PATH | WD window and door dealer operations software, keyboard, mouse, small plant, and lamp, overlooking shelves stacked with premium windows and doors.

THE PATH DIFFERENCE

Are you ready for the future?

See what PATH makes possible.

VISIBILITY

See What's Happening

Job status. Installation timelines. Schedule conflicts. Revenue forecasts.

The information you need to run your business shouldn't require interrupting someone to find it or compiling information from three spreadsheets and a whiteboard.

PATH puts real-time operational data where you can see it — so leadership stays informed and your whole team stays focused.

Always have the right answer.

ACCURACY

Prevent Rework

Order mistakes cost time, margin, and credibility.

PATH reduces errors by enforcing required fields, tracking every revision, and ensuring nothing leaves your office incomplete. Customizable guardrails, approvals, checklists, and sign-offs make it easy for everyone to get it right. And custom reports help you spot issues before they become costly problems.

Run the jobs. Not the chaos.

MARGINS

Protect Every Dollar

Margin leakage doesn't happen all at once.

It happens in pricing overrides, missed approvals, undocumented discounts, and change orders that never get billed. In warranty repairs for products not actually covered. In ordering a left-handed door when you needed a right. In timelines delayed because product wasn't ordered before a seasonal price increase.

Fill in the gaps where margins leak out.

Want the sharpest operation around? Let's go.

Your call won't be with a sales rep reading a script. It'll be with someone who knows exactly what it means to manage sales teams, service techs, and install crews — to run window and door jobs from sale to completion.

Tell us what you're trying to solve. We'll talk through in concrete terms how PATH can be a useful tool for that, or we'll tell you it's not the right fit. Either way, you'll get real information to help you move forward.

Book your call