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Windows & Doors project guide

Know what matters. Plan windows & doors clearly.

Follow the five phases that make windows & doors work easier to describe, verify, approve, and document. Field conditions and requirements are still confirmed by the professional.

Trade know-how

Understand the job before it starts.

Window and door work depends on the opening, frame and surrounding wall—not only the unit being installed. Use these five phases to describe the work clearly. The professional still verifies field conditions, requirements, and the final scope.

How this work starts

Details first; a visit when needed

  1. Name the result

    • Choose repair or replacement, list each opening, desired operation and material.
    • Note whether the concern is function, water, air, security, finish, or efficiency.
  2. Document what is visible

    • Record count, approximate opening dimensions, current frame, sticking or failed operation.
    • Also record visible water damage, exterior finish, trim, access, labels, and photos.
  3. Use the honest review path

    • A known same-size unit can start with complete details.
    • Water entry, hidden rot, damaged framing, changed openings, egress, structural, or complex flashing conditions need field measurement.
  4. Approve the written scope

    • Confirm exact unit and rating, measurements, installation method, flashing and water management.
    • Also confirm trim and finish, hardware, patching, disposal, permit, testing, and warranty.
  5. Keep one project record

    • Continue in Completa with opening and product details, measurements, approved finish work.
    • Also keep installation proof, operation and water checks, warranty, and changes.

From request to accepted work

Know what happens at each decision.

You provide what can be observed. Completa organizes it into a project request. Whether that request can be estimated remotely depends on the facts, and a professional reviews the real project before any agreement is accepted.

  1. 01 · Scope

    Build the scope from observable facts.

    Record the address, requested work, measurements, safe photos, condition, access, timing, and anything still unknown.

  2. 02 · Estimate or field review

    Estimate what is defined; review what is not.

    Supported work with enough reliable detail can receive a scope-based estimate. Unresolved site facts require field review first.

  3. 03 · Choose and review

    Choose a pro; the pro reviews.

    Where matching is available, review the connection and decide whether to continue. The pro reviews the actual request before agreement.

  4. 04 · Accepted work

    Accept only the reviewed work.

    The reviewed scope, price, and terms both sides approve become the project record—not the unreviewed request by itself.

What field review means

A field review resolves facts a screen cannot safely confirm.

A professional checks site conditions that answers, photos, or remote measurements cannot establish. This protects both sides from pricing undefined work; it does not guarantee acceptance or a particular price, and Completa does not fill unknown scope with an invented number.

No submitted estimate becomes accepted work until a professional reviews the project and both sides agree to the scope, price, and terms.

Accuracy references

Official guidance supports the safety, permit, and inspection notes on this page.

Take the details with you

Continue the project in Completa.

The app asks the windows & doors-specific questions and keeps photos, scope, approvals, milestones, and the project record together.

Continue in Completa