WindowFlow Packages for Window Treatment Install Teams
Pick the Flow for You
Whether you're a solo independent or running a full crew, we have a package built around your operation — without breaking the bank.
Designer Package
Are you a designer looking to provide the software for your contractors? Take a look at our specialty Designer Package, built just for you.
Included Logins
- 1 Designer/Admin Login
- Up to 5 Installer Logins
What's Included
- Send & receive Install Requests
- Schedule within the portal
- Chat feature
- Inventory tracking
- Customizable price sheet & time allotment guides
- Designer Feedback
- Quote Builder
- Measure sheets
- Designer customer database
- Final Job Reports
Bronze Package
Best for the independent installer who wants designers and clients to have one information-feeding system for a complete install experience.
Included Logins
- 1 Installer/Admin Login
- Up to 5 Designer Logins
What's Included
- Send & receive Install Requests
- Schedule within the portal
- Chat feature
- Inventory tracking
- Customizable price sheet & time allotment guides
- Designer Feedback
- Quote Builder
- Measure sheets
- Designer customer database
- Final Job Reports
Silver Package
For medium-sized crews looking to grow their business, the Silver Package allows you to work with up to 10 designers.
Included Logins
- 2 Installer Logins
- 1 Admin Login
- Up to 10 Designer Logins
What's Included
- Send & receive Install Requests
- Schedule within the portal
- Chat feature
- Inventory tracking
- Customizable price sheet & time allotment guides
- Designer Feedback
- Installer tracking
- Quote Builder
- Measure sheets
- Designer customer database
- Final Job Reports
- Message Automation
- Equipment Check-Out
- Vehicle fleet management
- Installer efficiency tracking
- Bonus tracking
- Warranty Uploads
Gold Package
Built for established crews ready to scale. Handles complex multi-installer operations and a large designer network with ease.
Included Logins
- 5 Installer Logins
- 2 Admin Logins
- Up to 15 Designer Logins
What's Included
- Send & receive Install Requests
- Schedule within the portal
- Chat feature
- Inventory tracking
- Customizable price sheet & time allotment guides
- Designer Feedback
- Installer tracking
- Quote Builder
- Measure sheets
- Designer customer database
- Final Job Reports
- Message Automation
- Equipment Check-Out
- Vehicle fleet management
- Installer efficiency tracking
- Bonus tracking
- Warranty Uploads
- Quickbooks Invoicing Integration
Platinum Package
The full WindowFlow platform for large-scale operations with a dedicated sales team and maximum installer capacity.
Included Logins
- 1 Ownership Role
- 10 Installer Logins
- 2 Admin Logins
- Up to 5 Sales Team Member Logins
What's Included
- Send & receive Install Requests
- Schedule within the portal
- Chat feature
- Inventory tracking
- Customizable price sheet & time allotment guides
- Designer Feedback
- Installer tracking
- Quote Builder
- Measure sheets
- Designer customer database
- Final Job Reports
- Message Automation
- Equipment Check-Out
- Vehicle fleet management
- Installer efficiency tracking
- Bonus tracking
- Warranty Uploads
- Quickbooks Invoicing Integration
- SMS Texting Capabilities
A La Carte Options
Add exactly what you need. No bundled features you'll never use.
Additional Installer
Have a helper or second installer for your smaller sized company who needs app access? Add a seat without jumping to the next package.
Receive Payments with Stripe
Collect card payments onsite directly through the WindowFlow platform, powered by Stripe.
SMS Texting Capabilities
Keep your customers updated with automated text and email appointment confirmations and reminders through the WindowFlow app.
Quickbooks Billing Integration
Sync your WindowFlow jobs directly with QuickBooks for seamless invoicing and billing management.
Live Admin & Scheduler
Looking to take the day-to-day tasks off your plate? Our industry-trained administrative and scheduling associates are here to receive and review install requests, call and schedule customer installations, and return finished job packages to your designers. Our US-based team will coordinate a shared calendar with you and your crew. They're focused on the details, you can focus on the task at hand.
*Service only available to Bronze & Silver Packages
All packages include onboarding support. Questions? Talk to our team.