What Should a Window Replacement Contract Include?

Written By

Corey Mann

Published On

A window replacement contract built into Leap sales software

What Should a Window Replacement Contract Include?

A window replacement contract must include many important details to ensure a homeowner can trust your work and your business. Overall, the contract should provide clarity to your customers about every aspect of the job. This will not only help you build reputation in your community, but also help you close more deals and schedule more jobs. Let’s dig deeper into the sales journey and learn why contracts can make or break a potential deal.

A window replacement contract built into sales software.

Key Elements in a Window Replacement Contract

Are you struggling to close more jobs? Furthermore, are you facing delays or common errors that are costing your business time and money? If so, you may want to evaluate your sales process, training, and operations.

One key area to consider is the flow of information within your business and contract details. For example, every window replacement contract should include:

  • Overview: A scope of the project with product details, item descriptions, notes, and more.
  • Materials and Pricing: An outline of the products and costs.
  • Packages: An outline of different packages and pricing options to select from.
  • Thumbnails: Window images that can auto-populate on your documents.
  • Validation Fields: Initial fields to have the customer validate certain products or information requiring their attention.
  • Work Schedule: A timeline that explains when the work will be done and how long it will take.
  • Changes Policy: A clearly defined process for making modifications to the original plan.
  • Licenses and Insurance: Proof of licensing and liability insurance coverage.
  • Warranties: This should be clear in the contract to prevent future issues.
  • Termination Clause: Protects both the contractor and the homeowner.
  • Payments and Financing: An outline that includes down payment and payment schedule.

As you can see, there are a lot of details that need to go into every contract. This protects your business and gives the customer a complete understanding of the job.

There are also different types of contracts to consider, such as a fixed price contract or a time and materials contract. Fixed price contracts are more popular with homeowners, as they provide an all-inclusive look at the cost of the job at a fixed rate. Time and materials contracts are subject to change depending on what the project needs over time.

Unfortunately, many companies don’t have robust contracts and often commit errors with paperwork. It’s common for sales reps to use outdated pricing, order the wrong materials, or even create confusion due to “chicken-scratch” handwriting.

Better Contracts Equal Better Results

As the industry moves forward, many windows and doors companies are transitioning to sales software instead of traditional product sheets, samples, and paper contracts. In fact, sales automation is the industry trend that is making a huge impact at the moment. It’s eliminating common errors that cut into your margins and cause your business to lose potential jobs.

With sales software, you can carry all your customer and job information in one easy-to-use application. You can also add, edit, or remove products when necessary and update pricing as needed.

Every step of the sales process is tracked to ensure each job is done correctly. Furthermore, business owners can use the data to analyze the success of every sales rep and make adjustments.

Digital contracts are also an important benefit of this transition to sales software. Your window replacement contract can now be signed and sent digitally. You no longer have to worry about illegible handwriting or paper mistakes that cost you time and money to fix.

Better yet, required fields are built into the software to ensure your sales reps don’t forget to fill out key information. It’s easy to forget all the details when you are out on the job. Therefore, the software prevents any mistakes that can cause problems later in the job.

The Industry’s Transition to Digital Contracts

According to Window + Door, technology and automation are two of the greatest opportunities for the industry in the year ahead. Due to the difficult economy, companies are looking for new ways to improve their close rates and schedule more work. Software helps to maximize your sales potential and provide a better experience for customers.

With Leap, our window sales software provides an automated contracting engine that creates all the necessary documentation for you. And you can offer financing directly through the software with one of our partners.

It’s a powerful tool that makes the way your team sells a job more consistent. And with digital signatures, your contracts are more professional and easily organized.

To learn more about Leap, fill out the form below and schedule your very own demo with one of our experts. You can provide a better, more secure window replacement contract with the help of sales software.

[leap_form_3 url=’http://go.leaptodigital.com/l/492601/2021-02-23/415qz4′]

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