FIELDFOLIO
New window install
- Opening framed
- Flashing lapped to shed water
- Window set plumb
- Shimmed and fastened
- Sealed
- Interior and exterior trim
Checklists by trade
Window and door job checklists
New window install, door install, sliding / patio door install, storm door install and more. Here are the common steps for 13 window and door jobs.
Pick the job you are on. Run down the steps. Print this page for the truck. In the app, pick window and door as your trade and these jobs load as your checklist, next to your before, during and after photos.
New install
Door install (new)
- Plumb / square
- Hinges / strike
- Weatherseal
- Hardware
- Swing clear
- Demo to customer
Sliding / patio door install
- Sill pan or flashing set
- Frame set
- Panels in
- Adjusted
- Sealed
- Lock tested
Storm door install
- Frame fit
- Mounted
- Closer set
- Latch & lock
- Swing tested
- Cleanup
Replace / 1-for-1 swap
Window replace
- Opening measured
- Old unit out
- New unit set
- Sealed and flashed
- Operates and locks
- Interior trim
Door replace (1-for-1)
- Old door out
- Opening checked
- New door set
- Hardware
- Weatherseal
- Swing & lock tested
Glass / pane replace
- Broken glass removed safely
- Stops removed
- New glass set
- Glazed / sealed
- Cleaned
- Photos
Repair / service call
Door install / adjust
- Problem found (sag, rub, gap)
- Hinges tightened or shimmed
- Strike and latch aligned
- Weatherstrip checked
- Swing and lock tested
- Customer shown
Window repair (won't open / lock)
- Issue found
- Balance / hardware fixed
- Operates smooth
- Locks
- Sealed
- Customer shown
Drafty window / door fix
- Leak found
- Weatherstrip replaced
- Caulked
- Adjusted
- Draft checked
- Customer shown
Renovation / remodel
Whole-house window replacement
- Windows counted & measured
- Old units removed
- New units set
- Sealed
- Trim
- Walkthrough
Widen / add opening
- Header sized
- Opening cut & framed
- Unit installed
- Flashed
- Trim & patch
- Cleanup
Inspect / maintain
Window / door measure & quote
- Openings measured
- Styles chosen
- Photos
- Notes
- Quote sent
- Schedule set
Use these as a base. You know the job best, so add or skip steps to fit it. You are responsible for the work and the customer info you collect. See the Terms.
Not sure which photos to take? See the window and door job photo checklist. Want these as a print-ready book with a sheet per job type? That is a trade pack, on the pricing page.