Expert Flags
Review intelligence for the details that matter. CrossWing surfaces the high-risk items so reps focus where it counts.
CrossWing connects lead discovery, plan-set takeoff, rep review, CRM / OMS handoff and dealer-specific learning in one operating workflow.
The System
Click any module to explore how it connects.
The Workflow
Three modules in sequence. One learning layer underneath.
Learning Layer · Always Active
Learns from every correction. Improves accuracy on your catalog, your architects, your plan formats. Gets better with every job.
Scout helps window and door dealers capture permit-driven opportunities, rep-uploaded leads, builder relationships and customer context in one workflow, then route and track the work before it becomes a quote.
Scout turns noisy signals into a managed pipeline — not just a permit scraper.
Takeoff reads window and door plans, extracts structured product details, links every item to the source evidence, flags issues, tracks revisions and gives reps the packet they need to quote faster without guessing.
Reps see exactly where each output came from — trust the data, don’t guess.
Bridge takes reviewed CrossWing data and supports CRM enrichment, quote artifact attachment, audit logging and OMS-ready outbound order packets through approved dealer workflows — reducing duplicate entry without replacing the dealer’s CRM or OMS.
Bridge does not bidirectionally sync or replace your CRM/OMS — it reduces duplicate entry by pushing reviewed data downstream.
Core captures the dealer’s corrections, rules, mappings, approvals and workflow outcomes so CrossWing becomes more accurate, more specific and more useful with every plan and opportunity processed.
Core is not a separate dashboard — it’s the invisible intelligence layer that improves Scout, Takeoff and Bridge over time.
Review intelligence for the details that matter. CrossWing surfaces the high-risk items so reps focus where it counts.
Trust the output because you can see the source. Every value links to plan evidence; corrections and approvals are tracked.
Revised plans without the full restart. CrossWing compares versions and surfaces added, removed and changed items.
One workspace for the work reps actually do. Manage assigned jobs, stage progress, bottlenecks and workspace health.
“Reps get out of the blind plan-hunting grind and into a faster review workflow that produces a packet they can actually quote from.”
From the first signal to the quote-ready handoff — and smarter on every job after.