Why

At $1M+ in window and door sales with Andersen / Pella / Therma-Tru certifications, your bottleneck isn't capturing leads — emails and estimates are flowing. The pain is that once a job is sold, progress lives on a whiteboard and in someone's head, so installers, office staff, and the owner can't see status without asking. A traditional CRM (HubSpot, Salesforce) won't fix that — it ends at "Closed-Won". You need a job/project tracker that picks up where the estimate ends.

What you actually need

1. JobTread or JobNimbus ($79–$200/mo) — built for remodeling and exterior contractors, tracks jobs from estimate through install with status stages, photos, and a shared schedule. JobNimbus integrates natively with Andersen and is used heavily in the windows/doors trade.
2. A shared job board view — replace the whiteboard with one screen in the office showing every job by stage: Measured → Ordered → Received → Scheduled → Installed → Punch List → Closed. Same data, but installers can see it from their phone.
3. A habit — the 8am stand-up at the board — every morning, 10 minutes, whoever's in the office walks through every job in "Ordered" or "Scheduled" and updates status. No one leaves until the board matches reality.

Do this today

Go to jobnimbus.com, start the free trial, and create stages matching your actual workflow: Estimate Sent → Sold → Measured → Ordered (Andersen) → Ordered (Pella) → Ordered (Therma-Tru) → Received → Scheduled → Installed → Punch List → Paid. Then enter your 10 most active current jobs with their real stage. By end of day you'll see — for the first time — every open job on one screen instead of a whiteboard.

What to ignore

Skip HubSpot Sales Hub ($20–$100/seat/mo) and Salesforce — both are built for sales pipelines, not job execution, and you'll spend $15K/year solving the wrong half of your problem. Ignore anyone pitching you monday.com or ClickUp as a "flexible" answer; flexible means you'll build it yourself for six months and abandon it. Stay vertical-specific.

What doing nothing costs you

On $1M+ in revenue, even one mis-ordered window per month or one install crew sitting idle a half-day because product wasn't confirmed received is real money — easily $20K–$50K/year in rework, restocking fees, and lost crew hours that nobody's currently counting because it's all verbal.

Where this leaves you

You've got the diagnosis: job tracking, not lead tracking. The plan sequences it as (1) owner picks JobTread vs JobNimbus this week based on Andersen integration depth, (2) office manager owns data entry for two weeks, (3) lead installer owns mobile status updates from the field — and the signal it's working is when you stop walking to the whiteboard to answer "where's the Johnson job?"

When to revisit this

When your installers are updating job status from their phones without being asked, then layer a real CRM on the front-end for estimate follow-up.