# Window sales software for the sit and the cancel

You need window sales software when replacement is sold in the home and an install cancel still has to come off the rep. Knockdesk is field sales software for that visit. It does not measure the opening or model energy savings. Home improvement, as a broader crew, is a separate page.

## How window crews sell in the home

Window sales door to door is a one-sit close or a two-sit close, then an install that can still fall off. Vinyl window sales software that only stores a quote misses the chargeback.

**One-sit.** The decision happens on that visit. Log the outcome before you leave.

**Two-sit.** The return is a follow-up on the same deal.

**Install cancel.** The windows never went in. The sale should not keep paying.

## Problems managers run into

A window replacement canvassing app is wasted when the canvass booked the sit and the vendor chargeback arrived with no knock to match.

**Chargeback, no visit.** The vendor reversed pay and the original sit is not on the pin.

**Quote without a measure.** The rep still measures. The desk does not pretend to size the opening.

**Two sits, one owner.** The second rep cannot see what the first sit already promised.

**Energy claim.** A savings story that was never logged becomes the dispute.

## How Knockdesk is set up for this crew

Name outcomes for sit, one-sit sold, two-sit return, install set, and install cancel. Outcome stages are configured by a manager, not applied as a preset. Draw the territory, cut turf, one vendor on the pack, and import addresses by CSV or Excel. Full desk is on the pricing page. A free trial is not open.

| Piece | What the manager does |
| --- | --- |
| Outcomes | Add those stages. Follow-up holds the second sit or the install day. |
| Territory and turf | Cut canvassing turf for the first knock, and keep return sits on that deal. |
| Vendor | The window vendor's saved rate is what confirmation uses. |
| Measure | Opening size stays a rep task. Log that they sat the house. |
| Full desk | Full desk is on the pricing page. |

## Coach the replacement sit

A window replacement canvassing app here asks for consent before any file. Skip Recording keeps the outcome. Paste the lines into Coach. The product scores opening, rapport, discovery, presentation, objections, and close, and it does not import the script.

1. Name the rooms and what is failing on the current windows.
2. Walk the openings with them. You measure. The desk does not.
3. Close one-sit, or book the two-sit return as a follow-up.
4. Recap that an install cancel still has to be logged on this deal.

## Head to head on sits that install

Pair two reps in Head to head on sits that actually install, not on quotes. An admin or sales manager sets the prize and makes it live. Knocks are allowed before onboarding finishes. The contest can still require finished onboarding.

**Pair.** Two reps, one window, sits that reached install.

**Not a model.** The score is the logged install, not an energy graphic.

**Other formats.** Sprint, Marathon, Team battle, Custom Team Challenge, Territory War, Survivor, Achievement race, and Bracket stay available. Territory War is admin-only.

## Commissions, vendors, and install chargebacks

A vendor chargeback is a void when that commission should reverse. Confirmation already used the vendor rate, then the organization default. Knockdesk does not sync the vendor file. You export knocks and match them yourself.

| Job | What Knockdesk does |
| --- | --- |
| Vendor rate | The rate at confirmation is the vendor rate saved for that moment. |
| Organization default | Only if that vendor has no rate. If both are missing, the amount stays empty. |
| No invented rate | Nothing is filled in from memory. |
| Void | A reversal is the existing amount times negative one. |
| Dispute | The ledger stays until confirm or void. |

## Compliance for window replacement

This is general information, not legal advice. Knockdesk logs how the team recorded the visit.

**In-home.** Log the sit on the address. Cooling-off forms are yours to carry.

**Recording.** Ask, then record, or skip. The outcome remains the one they logged.

**Do Not Contact.** Skipped homes stay off the knock list and out of coverage.

**No energy module.** Do not tell the desk to calculate savings. It will not.

## Keep going from windows

- [Industries](/industries): Windows next to the other home-service crews.

- [Canvass](/canvass): The first knock that books the sit.

- [Full desk](/pricing): Full desk is on the pricing page.

- [Siding crews](/industries/siding): Curb appeal and install pay on the next page.

- [Gutter crews](/industries/gutters): A shorter neighborhood cycle beside the roof.

- [Home improvement](/industries/home-improvement): The broader crew, when the job is not only windows.

## FAQ

### What does window sales software do here?

It logs the in-home replacement visit, the one-sit or two-sit close, and the install cancel. Knockdesk is field sales software. It does not measure the opening.

### Is vinyl window sales software a design tool?

No. Vinyl window sales software on this page is the turf, the sit, and the chargeback. Glass choice stays with the rep.

### What is a window replacement canvassing app?

A window replacement canvassing app books the sit from the door and keeps that knock on the address.

### How do window sales door to door handle a vendor chargeback?

Export the knocks, match the vendor file by hand, and void the sale when pay should reverse. There is no live vendor sync.

### Where is the broader home-improvement page?

Open the home improvement industry page for the wider crew. This URL stays on windows.

### How much does Knockdesk cost for a window crew?

Full desk is on the pricing page. A free trial is not open. There is no second Knockdesk tier.