Your project, clearly defined

Window project planner

Start with what you know and add detail as you learn it. Leave with a brief an estimator can use, and a clear way to compare the written quotes you receive.

Ready for the measure? Get a quote →

Use this planner to prepare your notes for the measure visit. Prices in the comparison come from the written quotes you enter.

01 Outline the project

A rough count is enough. You can leave it blank if you are still deciding.

Whole number, 1–200. Count each window unit, not individual glass panes; one opening may contain several units.
02 Refine the scope

These are preferences for discussion. Frame condition and opening details still need an on-site assessment.

Changing openings, disturbing older painted surfaces, and replacing bedroom windows can introduce requirements beyond choosing a product. Keep these items in your written scope.

03 Compare quotes optional

Enter values from two actual proposals. Add only allowances that are outside the quoted base. Blank means unknown; enter 0 only when confirmed.

Use dollars without commas or symbols. Both amounts are needed for each subtotal. Tax and unpriced work remain excluded unless included in your entered figures.

Quote A
Quote B

A lower subtotal is not necessarily a better quote. Compare the same window count, product, installation method, finish work, warranties and exclusions.

How to use the brief

  1. List every opening. Use one identifier per opening in your notes, photo filenames and proposals; record the number of window units within it.
  2. Label sizes as preliminary. Rough notes explain scale; the contractor verifies order dimensions. See the measurements and photos guide.
  3. Share the same brief with each estimator. Download the text brief and share it yourself.
  4. Compare actual quotes. Enter base prices and only the allowances outside them; blank means unknown. Compare scope notes before subtotals using the quote comparison guide.

Your complete brief

Updates as you change your answers. This is the same brief used for printing and the text download.