Eliminate Manual Processes
Spreadsheets, paper forms, and duplicate data entry are holding your business back. bpmPro digitizes everything so you can work smarter.
The Hidden Cost of Manual Processes
Most window contractors don't realize how much time and money manual workflows are costing them every month.
Duplicate data entry across spreadsheets and systems
Manual calculations leading to pricing mistakes
Admin inefficiency for a 10-person contracting team
Whiteboard-based tracking slowing project transitions
From Manual Chaos to Digital Clarity
How bpmPro Eliminates Manual Work
Six core capabilities that replace spreadsheets, whiteboards, and paper-based workflows with a single connected platform.
Automated Quote Generation
Generate branded PDF proposals with automated pricing, tax calculations, and price anchoring — no more copying formulas in Excel.
- Automatic pricing with tax and discount calculations
- Professional branded PDFs sent directly to customers
- Clone and modify previous quotes in seconds
Digital Project Tracking
Replace whiteboards and sticky notes with the Projects Board — a visual, color-coded dashboard that tracks every job from sale to installation.
- Drag-and-drop Projects Board with color-coded stages
- Traffic light dashboard for at-a-glance status
- Automatic notifications when projects change stage
One-Click Order Processing
The Close Deal Wizard moves a signed quote to a production order in a single click — no re-entering data, no missed steps.
- Close Deal Wizard automates the quote-to-order handoff
- Automatic stage progression and status updates
- Full audit trail from quote to completed installation
Paperless Documentation
Upload site photos, permits, and inspection reports directly to each project record. Everything is stored in the cloud and accessible from any device.
- Photo uploads tied to specific project records
- Permit and inspection tracking with reminders
- Cloud storage accessible from office or field
Automated Invoicing & Payments
Send Stripe-powered payment links, track invoices, apply credits, and automatically record payments — no more chasing checks or manually updating spreadsheets.
- Stripe-powered payment links sent via email or text
- Automatic payment recording and invoice tracking
- Credit management and partial payment support
Commission & Reporting Automation
Set up rule-based commission structures and let bpmPro calculate payouts automatically. The Command Center dashboard gives you real-time KPIs at a glance.
- Rule-based commission calculations with chargeback support
- Command Center dashboard with real-time business KPIs
- Customizable reports for sales, revenue, and pipeline
Built for Window Contractors, by Window Contractors
bpmPro was created by a team that has been in the home services, construction, and real estate industry since 2003. We understand the daily challenges of running a window and door contracting business because we've lived them firsthand.
“bpmPro reduced our administrative workload by 80%. What used to take our team hours of manual data entry now happens automatically.”
Verified Results
Real numbers from real window contractors using bpmPro
Ready to go digital?
See how much time you'll save by eliminating manual processes.