You install windows and doors and want work from builders or dealers. Show what you install, similar jobs you have completed, and who handles the handoff. Window and door installer marketing should help the buyer check your scope before asking for a price.
Build your message around the work you want. A new-home opening package, full-frame replacement, and a door adjustment need different scope descriptions. Use the plan below to explain those differences. Confirm technical details against the exact product and project documents.
Identify who buys your installation work
Prepare separate introductions for builders, remodelers, and dealers arranging installation. Ask each prospect who buys installation labor, who orders the units, and who handles follow-up. Do not assume the person choosing a product also hires your crew.
Builders FirstSource describes window and door specialists working with builders, remodelers, and homeowners on requirements, ordering, and delivery. That describes one supplier’s service. It does not mean every dealer hires independent installers.
Ask a dealer whether it uses outside installation businesses and what its qualification process requires. Ask a builder whether the opening package includes supply, installation, or both. Check whether the job fits before sending a general price sheet.
Use subcontractor marketing to builders for the wider business-development process.
Define the package on your service page
List the work you actually include. Describe opening checks, handling, setting, flashing, air sealing, hardware, operation checks, and return work only where you perform them. Identify the parts another trade or the buyer provides.
Use this table to discuss the scope:
Scroll to read all columns.
| Question | Information to show or confirm |
|---|---|
| Which installations? | The project and unit types you have completed |
| Who supplies units? | Supply-only, labor-only, or an agreed combined scope |
| Who checks openings? | The measuring and release responsibility |
| Who owns flashing? | Sill, jamb, head, and wall-interface responsibility |
| Who supplies accessories? | Product-specific flashing, fasteners, sealants, and hardware |
| Who finishes the opening? | Interior trim, cladding, paint, and repair boundaries |
| Who returns? | Adjustment, punch, and reported-defect contact |
PNNL says flashing responsibility should be assigned in the appropriate trade’s contract. State who handles flashing. Do not leave the buyer to guess from the phrase “complete installation.”
Photograph details before they are covered
A finished elevation can show appearance. Pair it with permitted progress images that explain your installation role. Keep images from the same opening together when possible, and label the stage.
The Copyright Office explains that a photographer generally owns the image, so confirm photo rights before publishing work someone else photographed.
PNNL describes flashing integrated with the wall drainage plane and recommends visual inspection before siding. Plan photos around those visible flashing details. Do not present a portfolio photo as proof that the entire assembly complies.
Recommended photo subjects include:
- The opening condition before your work.
- The sill treatment before the unit is set.
- The unit’s location and installation stage.
- Visible shimming and anchorage, documented against the product instructions.
- Jamb and head transitions before covering.
- The interior perimeter treatment where your scope includes it.
- The finished threshold and adjoining work.
- The completed opening with a caption identifying your role.
Select details that match the exact installation system. Do not pair generic fastener spacing or sealant instructions with photos of a different product. Keep the manufacturer’s applicable guide with your private job records.
The construction portfolio guide provides a structure for captions, role descriptions, and permissions.
Give builders evidence they can discuss
Prepare a short project summary. Name the unit type, project type, your scope, and the handoffs you managed. Explain who performed the work and who answered field questions. Use a reference only with the person’s permission.
The FTC’s endorsement guidance requires honest, nonmisleading endorsements and disclosure of material connections when applicable.
Ask the prospective buyer which details matter for its project. A large door package may raise different handling and access questions from standard windows. Do not use one installation to claim experience with every unit type.
Provide the credential and insurance information requested through the buyer’s process. Avoid implying a manufacturer certification or authorized dealer relationship unless you can document the exact status. Keep expired credentials out of current marketing.
For a Raleigh project, the city’s framing inspection guidance calls for windows and doors to be set and opening flashing visible. Confirm with the builder what must stay exposed for that inspection. Confirm other jurisdictions’ requirements directly.
Separate product and workmanship warranties
Separate the product warranty from your proposed workmanship warranty and the buyer’s service process. Link to the relevant manufacturer’s document. State your own terms only after the company approves them.
Andersen lists warranty documents by product family and directs claims to the specific product’s procedure. Do not borrow a term from one product line for every window you install. Do not promise labor coverage based on the brand name alone.
Ask these warranty questions:
- Which exact product document applies?
- What does your company promise about its installation work?
- What is the reporting route for a leak or operation problem?
- Who investigates whether the issue concerns product, installation, or adjoining work?
- Who coordinates access and any required repair?
- Which exclusions and owner responsibilities need explanation?
Keep the answers with the proposal and closeout records. Ask the manufacturer, supplier, and your adviser about uncertain terms. Do not publish a blanket lifetime promise without confirmed documentation.
Make the first dealer or builder inquiry useful
Ask for the project context, location, opening schedule, unit information, and intended installation window. Ask the buyer how to obtain the available drawings. Identify missing information before preparing a quotation.
Use site readiness to structure questions about opening condition, delivery, access, storage, and the site contact. Separate a delivery estimate from permission to mobilize the crew.
Confirm who approves corrections to an opening and who pays for changed work. Agree how you report a damaged unit or a mismatch with the opening schedule. The trade handoff guide helps organize that conversation.
Keep the marketing record current
Review your scope, service area, contact, and project examples when the business changes. Remove claims you can no longer support. Keep a record of where each image is used and who approved it.
Track inquiries by buyer type and actual package. Use the record to see whether your message attracts the installation work you want. Clarify your scope before paying to reach more buyers.
Separate a damaged unit from an installation change
Agree how the buyer wants a damaged or incorrect unit reported. Identify the unit, opening, visible condition, and supplied documentation. Ask the responsible contact whether to replace the unit or take another action before the crew alters it.
Record any instruction that changes the installation package, handling, or return visit. Keep the original delivery issue and the approved remedy together. Use that record in the follow-up conversation. You can also discuss the process with prospective builders without claiming that problems never occur.
Where Cercha fits
Cercha’s trade tags, profile description, Portfolio, and Gallery can show the installations your business performs. Builder and sub endorsements provide context about work completed together. Use direct messaging to discuss the package, then confirm products, readiness, scope, and warranty terms with the buyer.