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Built for premium window & door dealers

Quote more jobs.
Win more revenue.
Same team.

CrossWing runs the plan-to-quote workflow for premium window and door dealers: Scout captures and qualifies the work, Takeoff extracts the plan details, Bridge prepares the CRM/OMS handoff, and Core learns from every correction. Your reps review, approve, and stay in control.

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Human-reviewed Evidence-linked Your systems stay in place
The Problem

Your reps are capped — and so is your growth.

A rep only has so many hours. Every one spent on manual takeoff, chasing scattered leads, and re-keying between systems is an hour not spent selling, following up, or growing the builder relationships that win jobs. You don’t grow by working faster — you grow by giving reps their selling time back.

A rep’s week
where the selling hours actually go
Capacity: maxed
No selling time left
Deal cycle — plan to quote sent: days
Manual takeoff~3–4 hrs / job Re-keyingevery system, twice Lead chasingpermits, emails, texts Plan detailspage by page
Sell
Manual work — hours per plan set, before revisions
Selling

Selling time, gone

Senior reps lose days to manual takeoff instead of working deals.

More work than reps can reach

Opportunities pile up past what the team can quote and follow up on.

Relationships starve

No time left to grow the builder accounts that drive repeat revenue.

The ceiling isn’t demand. It’s how much of your reps’ time the manual work eats.

The Workflow

How every deal gets worked.

Three tools in sequence. One dealer-specific learning layer underneath.

01

Scout

Capture. Qualify. Prioritize.
Scout Queue24 new
Beachside Hotel92
Oak & 4th Apartments81
Riverside High School74
Maple Grove Offices61
Qualified & routed to rep
02

Takeoff

Read plans. Pull details. Ready to quote.
Doors18
Windows32
Glass Panels56
Sidelites24
124 items extracted
Plan details → quote-ready data
03

Bridge

Connect the quote. Move the work.
CrossWingApproved
Quote Q-10472
Beachside Hotel
Total$124,680
CRM enrich + update OMS-ready outbound
Quote connected to your systems
Core
The learning layer that powers it all.
Captures every correction as data
Learns patterns across every deal
Improves dealer-specific rules & mappings
Better rules for every job
Scout · Capture & Qualify

Turn scattered lead activity into owned dealer pipeline.

Scout finds, scores, and routes every opportunity in a single pass. Reps then work the deal inside Scout — notes, follow-up, and landing the plans — before handing the landed plans to Takeoff.

  • Lead intake from permits, rep uploads & manual entries
  • Find, score & route — in one pass
  • Territory-aware assignment to the owning rep
  • Rep workspace to work the deal & land the plans
  • Landed plans hand off to Takeoff · manager visibility throughout
Scout turns noisy signals into a managed pipeline — not just a permit scraper.
Pipeline routingfinds · scores · routes — one pass
Routed
Owner rep · West
Assigned · Terr. 7
ROUTED
Prioritized lead queue
1Kitchen Expansion92
2New Build – Windows88
3Multi-Family Doors76
PermitsUploaded leadsBuilder matchCRM context
Rep works the deal in Scout — lands the plans→To Takeoff
Takeoff · Read & Quote

From plan set to review-ready packet in minutes.

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.

  • Extracts window & door schedules from plan sets
  • Floor-plan reading & cross-checking
  • Evidence-linked review UI
  • Expert Flags: missing dimensions, conflicts, non-standard sizes, tempered glass
  • Revision & change tracking
  • Quote-ready packets, with optional price drafts where configured
Reps see exactly where each output came from — trust the data, don’t guess.
Plan readerextract · evidence-link · flag
Scanning
Extracted itemsEvidence linked
W01Window · Great Rm
6'0"×5'0"96%
D01Door · Primary
2'8"×8'0"97%
W07Window · Bed 2
flagged88%
Tempered glassEgressMissing dimension — flagged
Bridge · Connect & Sync

Prepare the reviewed handoff.

Bridge prepares reviewed CrossWing data for CRM enrichment and OMS-ready outbound packets. Your CRM and OMS stay the system of record.

  • Mapped field transformation & validation
  • CRM account & opportunity enrichment
  • Opportunity line-item creation
  • Attachment of quote PDFs & artifacts
  • OMS-ready outbound order packets
  • Audit logging & exception handling
Bridge doesn’t bidirectionally sync or replace your CRM/OMS — it reduces duplicate entry by pushing reviewed data downstream.
Verified handoffenrich CRM · OMS-ready outbound
Connected
Approved · verified
Reviewed quote packet · Q-10472
18 pages · rep-approved · $124,680
CRMopportunity enriched
enrich + update
Order systemOMS-ready outbound packet
→ outbound only
EnrichedPacket attachedAudit logged · rep · version · time
Core · The Learning Layer

Every job makes CrossWing more yours.

Core captures each dealer’s corrections, rules, mappings, approvals, and workflow outcomes — so CrossWing becomes harder to copy with every plan and opportunity processed. The more your team uses it, the more it reflects how your dealership actually quotes, routes, reviews, and hands off work.

  • Capture of rep corrections & approvals
  • Dealer-specific rules & mappings
  • Confidence scoring & calibration
  • Benchmarked against verified plans
  • Version & revision memory
  • Scout, Takeoff & Bridge learning
Core is not a separate dashboard — it’s the invisible intelligence layer that improves Scout, Takeoff and Bridge over time.
Learning loopfewer repeated corrections, job over job
Learning
Correction
Job #142
Correction
Job #168
Clean
Job #204
Pre-cleared
Job #231
Learning ledgerImproving
Correction capturedopening size
Rule reinforcedrouting
Repeat correction decline↓ improving
Feeds fromScoutTakeoffBridgeDealer-specific
Details that reduce risk

Built to reduce missed-item and stale-revision risk — while keeping your team in control.

CrossWing handles the manual work without taking control away from your team or your systems.

Human-reviewed

No quote leaves without a rep’s approval.

Audit-logged

Every change logged — rep · version · time.

Your systems stay in place

CRM and OMS remain your system of record.

Evidence-linked

Every extracted item traces back to the plan.

Outbound-only to OMS

Reviewed data pushed downstream — never silent writes.

Pricing stays yours

Quote-ready packets; price drafts only where you configure them.

No quote leaves without a human. No system gets replaced. No number is published until it’s real.

Value for every role

What every role gets back.

CrossWing isn’t just a faster takeoff — it changes how each role works.

Sales reps

More selling time, less keying.
  • Win more without manual takeoff
  • One board for every lead & follow-up

Sales managers

Pipeline visibility & control.
  • See every deal’s stage & score
  • Coverage without chasing reps

Ops & support

Clean handoffs, fewer errors.
  • Evidence-linked, audit-ready data
  • No re-keying between systems

Owners & finance

Capacity without headcount.
  • Grow output with the team you have
  • Reduce missed-item risk
Questions & objections

The questions dealers actually ask.

+Does this replace our CRM or OMS?
No. CrossWing prepares and delivers reviewed data; your CRM and OMS stay the system of record.
+Is the system sending quotes on its own?
No. Reps verify and approve every packet before anything moves downstream.
+How accurate is the takeoff?
Every item is evidence-linked to the plan and flagged when uncertain — a rep confirms the rest.
+What happens with revisions?
Tracked and versioned. Changes are surfaced so reps quote the current set, not an old one.
+Do our reps have to change how they work?
They work inside one board. The manual parts get handled behind them — same team, more output.
+What about pricing?
Pricing depends on plan volume, workflow complexity, and implementation scope. We scope it after a workflow review, because every dealer’s systems, quoting process, and plan volume are different.

See CrossWing run on your workflow.

From the first signal to the quote-ready handoff — and smarter on every job after.

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