Door and window schedules on the estimate

Every window, walk door and garage door on the estimate as an editable schedule, tagged on four elevations, with the base price and this job's price side by side — change one there and the 3D model follows.

The operating system built exclusively for post-frame and barndominium builders.

Part of The Pricing Engine
What it is

The estimate gets a Schedules card: one tab each for Windows, Walk doors, Garage doors and Sliding doors, identical openings on one line with a quantity, and every line editable in place — size, sill and head, style, glass, hardware, swing, colour, quantity and markup — with what each piece costs and the customer price. It edits the same design the 3D builder reads, so a change on the estimate is a change in the model. Elevations draws the four walls with each opening's mark (W1, D1, G1), and clicking a mark opens its line. Under it, Line items, grouped shows the whole estimate four ways — by estimate section, by trade, by part of the house, and in rolled-up groups like Doors & windows (windows + walk doors + garage doors + their trim) — each group with its own markup, and every view adding up to the estimate's total to the cent. Prices live in three places and they are one price: the ? in the 3D builder, Change prices… on any schedule line, and Settings → Builder prices → Doors & windows all open the same dialog with This estimate only or Base price — every estimate.

Also called: door schedule · window schedule · garage door schedule · opening schedule · elevation tags · W1 D1 G1 · estimate grouped by trade · estimate by part of the house · base price vs job price · change a door on the estimate · doors and windows total

See it, piece by piece
01

A schedule you edit on the estimate

Schedules lists each kind of opening on its own tab. Identical openings share a line — W1, W2 · 3′ × 3′ · 2 — with a stepper for the quantity, the markup and the customer price. Open the line to change its size, sill, head, glass and colour; the 3D builder reads the same design, so the next time it opens the change is there, as one undo step.

The estimate's Schedules card: two identical windows on one line, opened to edit size, sill, head, glass and colour, with markup and the customer price
Windows: two identical windows on one line, opened to edit. Real screen · sample data.
Without it

Changing one window meant re-opening the 3D builder, finding it, and hoping the estimate re-read it.

Why we built it

The person pricing the job can change a window without leaving the estimate — and the model can never disagree with it.

Sound familiar?“the customer asks how many windows are in the quote”
02

What every choice on a door costs

A garage door's line opens to its size, style, windows, insulation, lift and colour, with What one costs listing each piece — the door at its size, then every option — at its base price. Change prices… opens the price dialog for that door.

A garage door on the schedule: size, style, windows, insulation, lift and colour, with what each one costs
Garage Door 1 on the schedule, with what each choice costs. Real screen · sample data.
Without it

Door option prices sat in a price book nobody opened during the sales call.

Why we built it

When the customer asks what the insulated door adds, the answer is on the line.

Sound familiar?“I have to open the 3D builder to change one door”
03

Elevations tagged with the same marks

Elevations draws the front, back and both sides with every opening's mark — G1, W1, W2, D1 — the marks the schedule uses. Click a mark and its schedule line opens.

Four elevations on the estimate with door and window marks G1, W1, W2, D1
Four elevations with the schedule's marks. Real screen · sample data.
Without it

"Which one is W2?" took a phone call and a screenshot.

Why we built it

Customers and suppliers read openings off a wall, not a list — the marks tie the two together.

Sound familiar?“my supplier wants a door and window schedule”
04

The estimate four ways, all to the cent

Line items, grouped shows the whole estimate by estimate section, by trade, by part of the house (foundation & slab, frame & structure, roof, walls & siding, windows, walk doors, garage doors…), or in rolled-up groups like Doors & windows. Each group carries its own markup, every line sits in exactly one group, and every view adds up to the estimate's total to the cent.

Line items grouped by part of the house, each group with its markup and customer price, adding up to the estimate's total
Grouped by part of the house: ten groups that add up to the estimate's total. Real screen · sample data.
Without it

An estimate readable only by material category can't answer "what does the roof cost?"

Why we built it

The same numbers, sorted the way the question is asked — by the bank, the sub or the customer.

Sound familiar?“the window price in settings doesn't match the estimate”
05

Rolled-up groups

A rolled-up group gathers what a customer thinks of as one thing: Doors & windows is every window, walk door and garage door plus their trim and install, each line with its share of the markup.

Rolled-up groups: Doors & windows opened to show every window, walk door, garage door and their trim
Doors & windows opened: every opening and its trim. Real screen · sample data.
Without it

The doors were in one section, the windows in another, the trim in a third.

Why we built it

"What are the doors and windows costing me?" has one number.

Sound familiar?“show me what the doors and windows cost together”
06

One price, three places to change it

The price dialog opens from the ? beside a price in the 3D builder, from Change prices… on a schedule line, and from Settings → Builder prices → Doors & windows. Each piece shows its base and this estimate's price; set it for This estimate only, or as the Base price — every estimate. All three read and write the same prices, and a sent estimate keeps the prices it was sent with.

The price dialog on This estimate only: every piece of a walk door with its base price and this estimate's price
The price dialog on This estimate only: a walk door's pieces with base and job prices. Real screen · sample data.
Without it

A door price changed in Settings and a different one on the estimate — and nobody knew which the customer saw.

Why we built it

A price is changed once, where you happen to be, and it is the same price everywhere.

Sound familiar?“group the estimate by trade for my subs”
07

The base prices in Settings

Settings → Builder prices → Doors & windows lists the base price of every window, walk door, garage door and sliding door, the garage doors by size, and the door options — the same numbers the builder and the schedule show as base. The garage-door line there is the one used when no size row on your service list matches the door's size and insulation, and a door part nobody has priced reads $0 — set your price.

Settings, Builder prices, Doors & windows: the base price of every window, walk door, garage door and sliding door
Settings, Builder prices, Doors & windows. Real screen · sample data.
Without it

Base prices were spread across the price book, the door options and the service list.

Why we built it

Base costs live in one place an owner can audit.

How it works
  1. 1Turn on Schedules, elevations and grouped views on the estimate in Settings → Beta features.
  2. 2Open an estimate's Summary: Schedules lists every opening by kind, identical ones on one line.
  3. 3Open a line to change its size, sill and head, style, glass, hardware, swing, colour, quantity or markup — the 3D builder opens with the same change in it.
  4. 4Change prices… shows what each piece costs; set a price for This estimate only, or as the Base price — every estimate.
  5. 5A garage door is charged once: from your service list's size row when one fits its size and insulation, otherwise from the price book's garage-door line — and the schedule shows the one it used.
  6. 6A walk door's parts — sidelites, transoms, jamb depths, sills and hinge upgrades — start at $0 — set your price until you set one; a part at $0 writes no line.
  7. 7Elevations shows the four walls with the marks; click a mark to open its schedule line.
  8. 8Line items, grouped switches between sections, trades, parts of the house and rolled-up groups, with a markup per group.
  9. 9A sent estimate's schedule is read-only — what the customer saw stays what they saw.
  10. 10The Academy has lessons for it: Door and window schedules on the estimate, Price a door or window: this estimate or every estimate and See the estimate grouped your way.
Why we built it

Windows and doors are where a post-frame or barndominium quote moves most between the first number and the signed one, and they are the part a customer asks about by name. When they only exist as icons on a 3D model and as lines buried in a materials list, nobody can answer "how many windows, what size, at what price" without opening the builder. A schedule is how architects and suppliers already list them, so the estimate now carries one — editable, tied to the model in both directions, tagged on the elevations, and priced at the same number wherever you look at it.

The problem
  • Window and door counts that can only be read off the model
  • Changing an opening means re-opening the design
  • A price set in one place and different in another
  • Estimates that can only be read one way, by material category
  • Elevation drawings with no link back to the price
What you get
A schedule per kind of opening, editable in place
Changes on the estimate and in the 3D builder are one change
Four tagged elevations, each mark one click from its line
The estimate grouped by section, trade, part of the house or rolled-up group
Markup per group, and every view ties to the total to the cent
One price dialog from the builder, the estimate and Settings
Sent estimates are never re-priced
ESTIMATE SYSTEM

See door and window schedules on the estimate
on one of your own jobs.

Thirty minutes with Keith — your building, your numbers. Bring the job where “the customer asks how many windows are in the quote” — we will show you exactly where that stops.

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