TradepilotUSA Business Operations Suite
Business Software for Window Installation Companies
Track window leads, dealer submissions, installation orders, customer invoices, and partner commissions without juggling multiple tools.
One System for Every Window Installation Workflow
Window installation companies depend on dealer networks, direct customer inquiries, and repeat service relationships. TradepilotUSA connects your dealer portal, CRM, invoicing, and commission tracking so your team can focus on installs, not administrative chaos.
The Problems This Solves
Dealer leads and direct customer inquiries are tracked in completely separate places
Quote-to-invoice conversion takes too long and loses customers
Tracking which dealer gets commission for which job requires manual reconciliation
Tools Built for the Work
Dealer Network Management
Manage all dealer partners from one portal with individual logins, tracking links, and order submissions.
Lead-to-Order Workflow
Move window leads from inquiry through quote, job scheduling, and invoicing without switching apps.
Commission Automation
Calculate and display dealer commissions automatically from submitted orders.
Customer Invoice System
Send professional invoices with payment links and track balance status in real time.
Material Cost Tracking
Log window materials and hardware costs against each job using receipt uploads.
Website Visitor Intelligence
See live website traffic and identify potential customers browsing your product pages.
How It Works
Dealer Submits or Customer Inquires
All incoming opportunities land in your CRM regardless of source.
Job Tracked Through Install
Update order status and log material costs as the job progresses.
Invoice and Settle Commission
Bill the customer and automatically credit the referring dealer's commission balance.
What You Gain
Frequently Asked Questions
Can I manage both dealer orders and direct customer jobs?
Yes. TradepilotUSA separates lead source types while keeping everything in one CRM view.
Do dealers see their own commissions?
Yes. Partner portal shows each dealer their pending and paid commissions.
Can I track window product costs per job?
Yes. The receipt OCR and materials modules track costs and can be linked to individual jobs.
How do customers pay invoices?
Invoices include Stripe payment links — customers can pay online from any device.
Connect Your Dealer Network to Your Back Office
TradepilotUSA brings window installation CRM, invoicing, and dealer commissions into one streamlined system.
Start Free Trial