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.
- Manage project inquiries, sales pipeline stages, and merge similar opportunities
- Convert incoming leads into qualified opportunities and link architectural accounts
- Schedule and coordinate lead site visits, surveys, and appointments on the calendar
- Analyze expected revenue, stage probabilities, and prorated manufacturing pipeline
Sales, Quotations & Commercial Contracting
Manage window quotations, PDF quote builder submittals, progressive milestone invoicing, pricelists, and margin analytics.
- Create a quotation
- Create parametric fenestration quotations, organize floor sections, and manage optional upsells
- Enforce quotation validity deadlines and track expiration dates on the sales calendar
- Analyze quotation pipelines, stage velocity, and conversion pivot matrices
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
Manage progressive customer tax invoices, BOQ progress certificates, vendor bills, debt collections, financial statements, VAT returns, smart insights, and Chart of Accounts.
- Issue progressive customer tax invoices, BOQ progress certificates, and batch runs
- Process customer credit notes, register multi-currency receipts, and manage customer accounts
- Manage multi-level payment follow-ups, customer disputes, promises to pay, and write-offs
- Monitor aging analysis dashboards, customer risk score trends, and automated cash flow forecasts
Production & Factory Operations (MRP)
Manage factory planning, profile cutting optimization, shop floor terminal execution, quality assurance, and machine maintenance.
- Monitor factory production KPIs, throughput, and control alerts
- Schedule manufacturing batches and balance machine capacity with Factory Planner
- Track and execute manufacturing orders (MOs) for window and door openings
- Schedule fabrication deadlines and delivery milestones on the production calendar
Project & Milestone Management
Manage architectural projects, technical engineering submittals, master project tasks, personal workflows, customer ratings, and stage configurations.
- Manage master architectural projects, milestone schedules, and budget allocations
- Coordinate technical engineering projects, structural calculations, and CAD submittals
- Plan and supervise master project tasks across all departments and stages
- Manage personal tasks, track timesheets, and execute daily engineering deliverables
Purchase, Raw Materials & Sourcing
Manage raw material procurement, RFQs, blanket orders, 3-way matching, vendor pricelists, and spend analytics for aluminium and glass fabrication.
- Create Requests for Quotation (RFQ), manage supplier bidding, and compare vendor tenders
- Track procurement schedules, vendor response times, and RFQ analytical matrices
- Manage confirmed Purchase Orders, blanket supply contracts, and 3-way matching control policies
- Audit purchase order fulfillment, supplier on-time delivery KPIs, and spend matrices
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.
- Monitor technical engineering queues, drafting cycle times, and team workloads
- Submit, assign, and track technical engineering requests and CAD drawing queues
- Execute assigned individual technical tasks and manage personal drafting queues
- Analyze overdue drafting requests, weekly delivery commitments, and engineering timesheets
Installation & Site Operations
Manage installation projects, field tasks, site dispatch, warranty certificates, snagging lists, and Site Quality Control audits.
- Monitor site installation KPIs, team velocity, and project milestones
- Manage installation projects, job cards, and floor progress milestones
- Schedule installation dispatch routes, mobile crews, and transport logistics
- Record a 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 tickets, first-response times, and customer satisfaction
- Process service tickets, diagnose defect root causes, and schedule technician visits
- 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.
- Manage multi-agent WhatsApp live chats, customer inquiries, and lead captures
- Design automated Meta-approved message templates for quotations, delivery notices, and invoices
- Configure business phone accounts, routing teams, and auto-reply bots
Employees & Human Resources
Manage employee master profiles, department rosters, technical skills inventory, training certifications, working shift schedules, and onboarding.
- Manage employee master profiles, department rosters, work locations, and job roles
- Track technical certifications, fabrication skills inventory, and training attendances
- Configure onboarding checklists, working shift schedules, departure reasons, and HR settings
Timesheets & Labor Tracking
Track employee project hours, factory fabrication timesheets, site installation time, labor utilization analytics, and billing types.
- Log employee project hours, fabrication time entries, and review company-wide timesheets
- Analyze timesheet utilization by employee, project, task, billing type, and configure rules
Contacts & Partner Directory
Manage master contacts directory, customer tags, industry sectors, partner bank IBAN accounts, and geographic localization.
- Manage unified master contacts directory, customer tags, and industry sectors
- Configure partner bank IBAN accounts, financial banks, countries, and federal states
Momentum Productivity & Insights
Boost workforce productivity with daily inspiration, achievements, leaderboards, user statistics, tips, and AI insights.
- Boost team performance with daily inspiration, achievements, leaderboards, and productivity insights
Documents, Reports & Submittals
Comprehensive guide to all printable PDF documents, elevation drawings, cutting optimization plans, QC dossiers, ZATCA tax invoices, and handover certificates.
- Print elevation diagrams, profile cutting optimizations, glass cutting lists, and work order travelers
- Generate bilingual PDF quotations with CAD drawings, site survey reports, and delivery slips
- Print ZATCA electronic tax invoices, BOQ progress certificates, purchase orders, and employee badges
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
- Execute mobile site surveys, installation checklists, quality audits, and surveyor tracking
Website, CMS & Digital Experience
Explore public marketing portal pages, architectural solution showcases, CMS content management, visitor analytics, menus, and SEO redirects.
- Explore public portal homepage, industry solution pages, interactive pricing, and lead forms
- Manage website pages, visitor telemetry, analytics reporting, navigation 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
Manage addons, update apps list, import modules, and apply scheduled database upgrades.
Calendar Scheduling & Personal To-Do
Coordinate meetings, meeting reminders, personal checklists, and activity feeds across teams.
Knowledge Architecture & User Manual Engine
Comprehensive administration of the documentation engine, process maps, guided journeys, telemetry, and federation.
System Engineering, Hardware & Parametric CAD
Maintain profile systems, glass layups, hardware brands/sets, RAL colors, WebCC design analyses, and CAD JSON field mappings.
- Configure aluminum profile series, glass layups, hardware brands, handles, and RAL powder colors
- Execute WebCC design analyses, discover JSON mapping parameters, and configure system drawings
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 company profiles, multi-branch structures, user accounts, and language localization
- Audit database models, custom fields, decimal accuracy, system parameters, and sequences
- Manage window actions, server actions, QWeb views, menu hierarchies, and paper formats
- Enforce model access rights (CRUD), row-level record rules, trusted devices, and privacy logs
Discuss, Team Channels & Live Collaboration
Collaborate across project channels, canned responses, chatter mentions, voice/video meetings, and screen sharing in WindoorERP.
- Collaborate across public channels, private project groups, direct messages, and pinned chatter
- Configure Canned Responses and keyboard shortcuts for rapid customer and team messaging
- Host voice and video meetings, share CAD architectural drawings, and audit call history
- Configure notification policies, channel moderator roles, and desktop push alerts