Quote the entry, sell the upgrade, get paid fast.
Entry and patio doors are high-margin when the presentation is sharp. Revcore helps you show options, lock the spec, and collect payment the day the door swings.
14-day free trial, no credit card required.
What doors contractors need from software
Door installers need software that presents entry, patio, and storm door options clearly, keeps slab, glass, swing, and hardware specs on the job for the order, and collects payment when the door is hung. Revcore Pro handles the quote, the tiered proposal, the signed spec, the install schedule, and field payment in one login. It works for single door installs and for door packages sold alongside windows.
Where doors jobs get stuck.
The same few things cost doors crews time and money on every job. This is what Revcore takes off your plate.
- 01
Hardware and finish options overwhelm buyers
Present a clean set of door, glass, and hardware choices with clear pricing.
- 02
Custom orders with no paper trail
Keep every spec on the job file so the manufacturer order matches the quote.
- 03
Chasing the final payment
Bill on install completion and collect with card or ACH on the spot.
How a doors job runs in Revcore.
From the first call to the final payment, every step happens on the same job record, so nobody retypes anything and nothing waits on the office.
Doors job, example
Capture the inquiry
1/7
Website forms and qualification surveys become leads on the pipeline, and two-way texting lets you reply right away. Tag the source so you know whether the showroom, your site, or a referral brought in the entry door jobs.
CRM and pipelinePhotograph the existing door, the jamb, the threshold, and any rot at the sill. Record the rough opening, the swing, and handing, and note whether the frame can stay or the whole unit is coming out.
Job tracking and photosPrice a steel, fiberglass, and upgraded fiberglass package from saved line items, with sidelites, transom, glass, and hardware as options. Each tier shows its margin, and the estimate goes to the homeowner's phone for review.
EstimatesThe homeowner picks a package, signs, and pays the deposit in one step from their phone or at the door. Custom orders get the deposit up front, and the approved estimate becomes the job without retyping the spec.
EstimatesPlace the manufacturer order from the style, size, swing, glass, finish, and hardware saved on the job. The homeowner can see the timeline and signed paperwork in their portal while the door is being built.
Homeowner portalWhen the door arrives, drop the install on the crew board and let the homeowner know by text. Automations send the appointment reminder before install day, and the installer gets directions to the stop on their phone.
SchedulingTake after photos of the door, the hardware, and the trim, then invoice the balance from the job. Charge the card on file on the porch or send a text-to-pay link, and payouts land in 1 to 2 business days, or instantly for eligible accounts.
PaymentsSet up for the way doors jobs run.
Tiered proposals
Good, Better, Best door packages homeowners approve from their phone.
Spec and order tracking
Door style, glass, and hardware tied to the job from quote to install.
Photo documentation
Before and after shots of every opening stored on the customer record.
Field payments
Charge the card on file or send a text-to-pay link before you leave the porch.
What to look for in doors software.
Take this list to any demo or trial, ours included. If a tool cannot show you each of these on a real job, keep looking.
Specs down to handing and swing
A door ordered with the wrong handing is a costly mistake. The job file should hold size, swing, handing, glass, and hardware from the signed estimate.
Options without overwhelm
Door buyers can drown in finish and hardware choices. Look for tiered packages that present a few clear options with the add-ons priced beside them.
Deposits on custom orders
Custom entry doors are ordered to size and cannot be returned. Collect the deposit at signing in the same step as the e-signature, before the order goes out.
Before and after photos
Photos of the old jamb and the finished install protect you on warranty questions and make good proof for the next homeowner who is on the fence.
Field payment on install day
The best time to collect is when the door swings clean. A text-to-pay link or the card on file lets the installer close the invoice before leaving.
Room to sell windows too
Many door installers also sell windows or storm doors. Your estimates should handle mixed openings on one job without a second quote.
Simple pricing for a small team
Door shops often run one or two installers and an office. Look for plans with seats included so adding a helper does not change your bill.
The whole platform comes standard.
Quoting is the start. Every doors account runs the full job, from the first lead to the final payment, in one login.
- CRM and pipelineEvery lead and job on one board
- Estimates and proposalsGood, Better, Best, signed on the spot
- Scheduling and dispatchCrews on one shared calendar
- CommunicationsTexts, calls, and email in one thread
- Invoicing and paymentsDeposits and finals, paid online
- Service agreementsRecurring work, tracked
- AutomationsFollow-ups that send themselves
- ReportingRevenue and close rate at a glance
Comparing doors software?
Honest side-by-sides with the tools doors crews weigh most. Every plan is one flat price with crew seats included. See pricing.
- Revcore vs JobberPopular field service app for quoting and scheduling. Revcore adds tiered in-home proposals.
- Revcore vs Housecall ProService business app for small teams. Revcore adds deposits on custom orders and change orders.
- Revcore vs LeapIn-home sales tool for exterior work. Revcore keeps the sale, install, and payment together.
- Revcore vs CompanyCamPhoto app for contractors. Revcore stores door photos on the job with the spec.
- All comparisons →
“We quote right on the property and the homeowner has real options before we pack up. Deposits clear before we leave the driveway.”
Composite operator based on early-access usage. Outcomes are illustrative; individual results vary.
Doors questions, answered.
Still deciding if Revcore fits your crew? Talk to our team.
What is the best software for door installation companies?
It depends on your mix of work. Door installers need clear tiered quotes, spec tracking down to swing and hardware, a deposit on custom orders, scheduling, and field payment. Revcore Pro handles that in one login with seats included. Jobber and Housecall Pro are common with smaller installers focused on quoting and scheduling, and LEAP is used by companies selling doors in the home.
How do I keep door specs straight from the quote to the order?
Every option on the signed estimate, from the slab and glass to the swing, handing, finish, and hardware, carries onto the job file. Your office orders from that record, and the installer sees the same spec on their phone. Photos of the existing opening sit on the same record, so the office can double check the rough opening before the order goes out.
Can I quote entry doors, patio doors, and storm doors on one estimate?
Yes. Each opening can be its own line or package on the same estimate, and you can present Good, Better, Best options for the main entry while adding a storm door or patio slider as separate items the homeowner can accept.
Should I take a deposit on custom doors?
Most installers do, because a custom door is built to size and cannot go back. In Revcore the homeowner signs and pays the deposit in the same step, so the order can go out as soon as the contract is signed.
Can the installer collect payment on the porch?
Yes. The installer can charge the card on file on install day or send a text-to-pay link for card or ACH. The payment is logged on the job, and payouts land in 1 to 2 business days, or instantly for eligible accounts. Any deposit collected at signing is already credited, so the installer only collects the balance.
How do I document a door install for warranty?
Take before photos of the old door and jamb and after photos of the finished install, marked up with notes if needed. Store the manufacturer warranty on the job file so it is there when the homeowner calls about a sticking latch years later.
Can the homeowner approve an added sidelite or hardware upgrade after signing?
Yes. Price the upgrade and send it through the homeowner portal as a change order. The homeowner approves and signs from their phone, and the change order rolls onto the final invoice so nothing is missed. If the upgrade changes the order, the updated spec is already on the job for the office to send to the manufacturer.
Does it work on my phone in the field?
Yes. Revcore runs on the web, iOS, and Android, so doors crews can open the job, add photos, take a signature, and collect payment from the site.
How fast can we switch over?
Most crews are live within a week. Paid plans include hands-on onboarding: we import your customers and pricing, set up your proposal templates, and add your team, then check in until it sticks.
What does Revcore Pro cost for doors?
Plans start at $249/mo billed monthly ($207/mo on annual billing, 2 months free) with crew seats included, plus CRM, estimating, scheduling, and invoicing. Every plan includes a 14-day free trial with no credit card required.
