Ask any window dealership office manager what causes the most friction during the week, and the answer is almost always the same: getting incomplete, illegible, or disjointed job packets from field sales reps.
Reps take notes on scraps of cardboard, send fifteen uncaptioned photos over WhatsApp or SMS, and jot down measurements like "37 x 50 living room slider" without noting track count, swing direction, or buck rot.
The office estimator then spends two days playing detective—calling the rep back, texting the homeowner, and guessing at elevations.
Everything Windows and Doors solved this breakdown by engineering a two-stage field pipeline: Roughnote™ for live field notes and capture, and Eyewall™ for takeoff curation.
Stage 1: Roughnote™ (The Live Field Notes & Chat App)
Roughnote™ was engineered specifically for the physical reality of the job site: 95-degree South Florida heat, high glare, and concrete homes with zero cellular reception.
Rather than forcing a rep into complex CAD drafting while standing in a homeowner’s garden, Roughnote™ operates as an intelligent field notes and chat application:
- Live Site Notes: Reps record room-by-room observations and live context directly as they inspect the property.
- Photo-to-Opening Pairing: Photos stay with the opening they belong to.
- Categorized Pre-Turn-In Checks: Roughnote™ checks the job is complete before it's turned in.
- The Rep Review Summary: Before leaving the driveway, the rep reviews their complete job notes in a simplified, categorized format, taps sign-off, and turns in the reviewed package.
Stage 2: Eyewall™ (Curating Notes into Data)
Once Roughnote™’s package is turned in, Eyewall™ takes over at the desk or on a laptop. Eyewall™ is the curation engine.
Instead of an estimator retyping Roughnote™’s notes into a blank spreadsheet, Eyewall™ ingests the Roughnote™ field packet and provides an interactive canvas:
- Snap the Walls: The estimator traces the exterior building footprint (or imports the county appraiser sketch).
- Drop Openings: Roughnote™’s categorized openings appear in a ready-tray. The estimator clicks each wall to snap the corresponding window or door in place with correct orientation.
- Quality Control Validation: Eyewall™ catches common layout mistakes.
- Export Pristine Data: Eyewall™ hands the office a clean job, ready to quote.
The Power of Curated Data
Because Eyewall™ structures the field observations into clean, validated data, the job is ready for instant quotation in Quote Converter Pro™. There is zero duplicate data entry, zero guesswork, and zero delay.
The End of the Hand-Off Telephone Game
When your field team uses Roughnote™ and your takeoff desk runs Eyewall™, the classic "he said / she said" between sales reps and estimators vanishes.
Every job arrives in a standard, predictable format—documented with paired photos, reviewed dimensions, and categorized field flags—ready for the office.