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Window & Siding Company: A Knack Case Study

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Window and Siding Sales: A Knack Builders Case Study

Hey folks, Dave Parrish here at Knack Builders coming at you with another topic. Today, I want to delve into a recent project we completed for a window and siding company. It's been a while since I did one of these case studies, so let's dive right in.

Building a Seamless Sales Pipeline

The project focused on developing an integrated system to streamline the sales process for our client. They sell and install windows and siding, and needed a solution to manage leads, track sales, handle job management, and facilitate commission payments. Enter Knack database apps.

Efficient Lead Management

Our system tracks all incoming leads and assigns them to respective sales representatives. Each sales rep has a personalized portal where they can access their assigned leads and manage them efficiently. From taking notes to creating proposals, our platform empowers sales teams to effectively nurture leads into opportunities.

Seamless Transition to Active Jobs

Once a lead is converted into a job, our platform seamlessly transitions it to an active job status. This ensures that sales reps can focus on selling while the system takes care of the administrative tasks. Whether it's managing materials, creating invoices, or outsourcing installations, everything is handled with ease with the Knack app.

Comprehensive Job Tracking

With our system, managing active jobs becomes a breeze. Sales reps can track the progress of each job, from material orders to work orders for installation contractors. They can even add photos of the job site for reference, ensuring clarity and transparency throughout the process.

Service Calls

Beyond sales, our platform also supports the service department. Service calls can be logged and assigned to the appropriate team members for resolution. This ensures prompt and efficient service delivery, enhancing customer satisfaction.

Insightful Reporting and Analytics

Our system provides comprehensive reporting and analytics capabilities, allowing our client to gain valuable insights into their sales performance, lead sources, and customer behavior. This data-driven approach enables informed decision-making and strategic planning for future growth.

Cost-Effective and Efficient Implementation

Despite its robust features, implementing our solution was a fast-track process. In just a month, we were able to develop and deploy the system, requiring only 25 hours of work. This cost-effective solution delivers serious results, revolutionizing our client's sales operations.


In conclusion, the project for our window and siding company client exemplifies how Knack Builders can transform sales operations through innovative technology solutions. From lead management to job tracking and beyond, our platform empowers businesses to streamline processes, enhance efficiency, and drive growth. If you're looking to elevate your sales game, Knack Builders has got you covered. Thanks for tuning in!

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