Survey & Product Specification
Measurements, window and door schedules, custom sizes, frame and glass selections, hardware, screens, finishes and customer approvals.
Premium contract paperwork for U.S. window replacement and door installation contractors working directly with homeowners. Built around the decisions, site conditions and installation details that can affect scope, schedule, cost and final payment.
Measurements, window and door schedules, custom sizes, frame and glass selections, hardware, screens, finishes and customer approvals.
Retrofit or full-frame work, rough openings, sills, framing conditions, flashing, sealants, weatherproofing, trim and making good.
Special-order products, lead times, substitutions, concealed conditions, added work, change orders and project timing.
Choose the project state and use the state-specific edition, built from contractor experience and strengthened with attorney knowledge.

Keep professional window and door installation paperwork ready for the next homeowner. Fill in the project details, product schedule and selections, personalize it for your business and make proper paperwork part of your normal workflow.
The main state-specific homeowner agreement, ready to edit for each installation.
Trade-specific wording ready to use with the estimates, quotes and proposals you already send.
A professional way to record agreed changes, opening corrections and additional work.
A replacement project is a chain of measurements, product decisions, existing conditions and installation details. The paperwork should understand the job from survey through handover.
Good window and door paperwork needs to understand the interface between the product, the opening and the building — not just what is written on the invoice.
Opening measurements, product type, custom sizing, frame material, glass package, grids, finish, handing, hardware, screens and homeowner selections.
Insert or retrofit replacement, full-frame installation, flush-fin applications where used, removal method and the work expected around the existing opening.
Flashing, sealants, water-resistive barrier interfaces, sill conditions, perimeter sealing and interior air-seal considerations where applicable to the installation.
Where relevant to the sale, product information can include NFRC-rated performance such as U-factor, Solar Heat Gain Coefficient, Visible Transmittance and air leakage.
Out-of-square openings, deterioration, framing or sill conditions and other concealed issues that may only become clear after the existing unit is removed.
Interior and exterior trim, caulking and making good, operation, hardware adjustment, screens, cleanup, punch-list items and final homeowner handover.
Most contractors do not buy a contract because they expect every job to become a dispute. They use one because the easiest disagreement to deal with is the one that was already addressed while everyone was still on the same page.
Straight answers about the agreement, the installation process and why trade-specific paperwork matters for U.S. window and door contractors.
Residential window replacement contractors, door installers, glazing and fenestration businesses working directly with homeowners across the United States.
Replacement windows, retrofit or insert installations, full-frame replacement, residential exterior door installation and related window and door work where the contractor is contracting directly with the homeowner.
Yes. The included Window & Door Estimate & Proposal Terms and Conditions are designed to work alongside the estimates, quotes and proposals you already use.
Yes. Personalize it for your business, complete the project-specific information for each customer and reuse the document set on future suitable residential projects.
The project details can record product specifications and selections while the wider agreement addresses ordering, lead times, availability, substitutions and changes.
Existing units can conceal deterioration, framing issues or opening conditions that were not reasonably visible at survey stage. The agreement is built with those situations in mind and works with the included Change Order Form when additional work is agreed.
Yes. Trade-specific areas include rough openings, flashing, sealants, water management and perimeter sealing where relevant to the chosen installation method.
Where relevant to the project, the product schedule can identify the selected units and performance information used in the sale, including recognized fenestration ratings and specifications.
Yes. The agreement gives the project a clear framework for the contract price and payment structure, subject to the requirements of the selected state edition.
A Window & Door Change Order Form is included so agreed changes, additional work and price or timing adjustments can be documented professionally.
Window replacement can fall within EPA Renovation, Repair and Painting requirements in applicable pre-1978 housing. The agreement recognizes project compliance as part of professional delivery, while the contractor remains responsible for the certifications, notices and work practices that apply.
Yes. Choose the state where the work is being carried out and use the state-specific edition for that project.
The aim is not to expect a dispute. It is to think about the situations that cause them before installation starts — measurements, selections, product availability, existing openings, additional work, timing, finish expectations and payment.
A window and door installation contract needs more than legal language. It needs an understanding of the project itself. We bring contractor experience together with attorney knowledge so the paperwork reflects both sides.
Real project experience identifies where survey, product selections, openings, installation conditions, delays and homeowner expectations can turn into disputes.
Built from the realities of doing the work.Professional legal knowledge helps turn practical trade risks into a clear, structured agreement for the contractor and homeowner.
Trade knowledge strengthened through legal expertise.Large companies have legal departments, contract managers and layers of administration. Independent window and door contractors have skill, experience and businesses worth protecting. That is who we build for.
Window and door installation has its own language, workflow and recurring pressure points. Survey, custom products, rough openings, water management, installation method and final adjustment are not generic construction details. The paperwork should understand them.
Feedback from small business owners using Construction Companion agreements.
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