Send a $28,500 quote for 14 whole-home window replacements with U-factor and SHGC and utility rebate math built in. Dispatch the install crew and finish carpenter across 3 install days. Track which Boston Eversource rebate paid for the $1,800 net.
Start for $1 →$1 for 14 days, then $19/mo. Card required. Cancel any time.
The $1 trial is Starter. Dispatch, two-way texting and job costing are on Crew ($39/mo).
The 5 things that decide whether you book the $28,500 whole-home job or watch it go to Pella's showroom, on-site whole-home quoting with U-factor and SHGC and rebate math, field-verified rough opening records, install crew and finish carpenter dispatch, photo records for utility rebate paperwork, and Google Ads ROI on $40-a-click window keywords. All in one app. Built for the tech who's replaced 14 single-pane Boston brownstone windows in 22° wind.
Walk all 4 elevations. Photograph every existing window and door and measurement. Customer picks vinyl ($585/window installed), fiberglass ($885), wood-clad ($1,250). Build the quote in 18 minutes with 14 vinyl windows plus 1 entry door and 1 patio door and capping and permit minus Eversource rebate of $1,800 for a net of $26,700. Customer signs digitally and pays a 20% deposit before you back out of the driveway.
Add custom fields to the job for each rough opening, measured to 1/8 inch tolerance on the iPad instead of a paper worksheet. Place your Andersen, Pella, Marvin, or Provia order straight from those field-verified numbers instead of someone's handwriting. No "this window is 1/2 inch too big" at 7am Day 2.
Day 1: install crew demos 5 windows and sets 5 new units. Day 2: install 5 more windows and the patio door. Day 3: install last 4 windows and entry door and finish carpenter does interior trim and caulking and paint touch-up. Claver assigns the install crew and the finish carpenter to the right days. No "where's the trim guy?" at 7am Day 3.
Build a checklist for the install so every tech photographs the same proof points: pre-job with the U-factor sticker visible, new window installed with U-factor sticker visible, completed install and caulking and manufacturer warranty cards. Export the photo report as a PDF and attach it to the rebate application yourself, with less digging for the paperwork the utility asks for.
Window keywords cost $30 to $60 per click. Claver captures the click ID and follows it through quote to signed contract to final payment. Say "replacement windows Boston" generated 12 clicks, 8 quotes, and 3 signed jobs worth $28,500 retail each, while "window installer near me" generated 78 clicks, 1 quote, and $4,800 in jobs. Now you know which keyword to push and which to cut.
Starter is $19/mo. Texting, AI and dispatch start on Crew at $39. The phone line and AI receptionist are on Business at $79.
Door and window installation is a high-ticket residential trade with three concurrent pressures: the manufacturer's 4 to 6 week lead time, the AHJ permit and inspection, and the utility's energy-efficiency rebate paperwork. Whoever quotes on-site with all three built into the same number wins, because the customer's biggest fear is the company that quotes $28,500 and does not mention the $1,800 rebate she could have gotten.
The shops that win two things differently: they quote on-site with the rebate amount subtracted so the customer sees the $26,700 net price and not the $28,500 retail, and they keep field-verified rough openings on the job record so the manufacturer order isn't delayed by re-orders.
The on-site whole-home quote is the engine. Field-verified measurements are what protect the install schedule.
Say you're walking a 1925 Boston brownstone on a Saturday morning. The quote builds itself in the app. Photograph every existing window, 14 single-pane wood frames, lead paint indicators, original brass hardware, plus the front entry door with rotted threshold and shot weatherstripping, plus the rear patio door with single-pane sliding glass and condensation between panes. Measure every rough opening to 1/8 inch tolerance, front parlor at 32 1/4 inch by 60 1/8 inch, second-floor bedroom at 30 7/8 inch by 56 3/4 inch, and save each one as a custom field on the job. Customer picks Andersen 100 Series vinyl at $585 installed per window and a Therma-Tru fiberglass entry door at $1,250 plus an Andersen patio door at $2,800. Build the quote: $28,500 for windows at $8,190 plus entry at $1,250 plus patio at $2,800 plus capping and permit and 3-day install and 18% margin, minus the Eversource MassSave rebate of $1,800 for a net of $26,700. Customer sees the breakdown. She signs digitally and pays a $5,340 deposit. You place the manufacturer order Monday straight from the field-verified measurements on file.
The manufacturer order is where most door and window shops slip. You measure the rough openings on the field measure visit. The office staff tries to read your handwriting from the worksheet. They order Andersen 100 Series in nominal sizes. Day 2 of install brings "This unit is 1/2 inch too big, the rough opening is 30 7/8 inch, but the unit ordered was for 31 1/4 inch." Record each rough opening as a custom field on the job from the measurements you took on the iPad, no transcription error, no nominal-size guesswork, and place the order to Andersen, Pella, Marvin, or Provia straight from that record. You stop eating re-order costs and schedule slip from a wrong-size unit.
Install and finish carpenter dispatch is what makes the 3-day install feel like 3 days. Day 1: 2-person install crew demos 5 windows in the front parlor and den and foyer half-bath, sets the 5 new Andersens, capping and caulking. Day 2: install crew demos and sets 5 more windows in the second-floor bedrooms and master and patio door. Day 3: install crew demos and sets last 4 windows in attic-bonus and sunroom and entry door. Finish carpenter arrives Day 3 afternoon for interior trim work and caulking and paint touch-up. Assign the install crew across all 3 days and the finish carpenter for Day 3 on the dispatch board, with the address and scope on the job. No "where's the trim guy?" at 7am Day 3.
Photo documentation is what makes the rebate paperwork easier to file. Build a checklist for the install so every tech captures timestamped photos at each stage: pre-job photo of each existing window with the U-factor sticker visible as proof of what is being replaced, during-install photos of each new window's U-factor and SHGC and Energy Star sticker as proof of what is installed, post-install photos of each completed window and caulking and manufacturer warranty card. Export the photo report as a PDF and attach it yourself to the rebate application for Eversource MassSave or whichever utility program your customer is using. Complete documentation on hand means less digging for paperwork when the utility asks for it.
And here is where most window shops fly blind: marketing spend. You are paying $30 to $60 per click on Google Ads for keywords like "replacement windows [city]" and "Andersen window installer." Some clicks become $28,500 jobs. Some become nothing. Claver captures the Google click ID when someone visits your site and tracks it through quote to signed contract to final payment. Say "replacement windows Boston" generated 12 clicks, 8 quotes, and 3 signed jobs, while "window installer near me" generated 78 clicks, 1 quote, and $4,800 in jobs. Now you know which campaign to grow and which to cut.
Cancel anytime. 20-minute migration from your current tool.
$19/mo to start. $39/mo for growing teams. $79/mo for the full toolkit. AI summaries, app phone line, on-site whole-home quoting, field-verified rough opening records, install and finish carpenter dispatch, photo records for rebate paperwork, Google Ads ROI. Same plans as every Claver page, no door and window upsell.
Every plan includes unlimited jobs, quotes, invoices, and Stripe payments. Texting, AI, dispatch and job costing start on Crew. The phone system and full back office are on Business.
Starter: $1 for 14 days, then $19/mo. · Cancel anytime · Your data exports as CSV
No marketing dance. The questions door and window installers ask before they sign up.