Window and door installer software and CRM
RegiaPro is software for window and door installers who sell and fit windows, doors, awnings and fly screens: business software for quotes, installation contracts and payments, and a CRM for the people who walk into the showroom and then think it over. In the setup below the window installer trade is already selected; you choose what to switch on.
Built for more than 50 trades: this one is already set up for yours
Site visit booked
mileage and tolls already worked out
Today in RegiaPro
Example with made-up data
14
Enquiries
+4 this month
6
Site visits
this week
5
Quotes accepted
+2 this month
Site visit booked for Thursday at 9:30
5 min ago
Quote sent for the bathroom
yesterday
Deposit received
yesterday
- Free for 14 days, no card needed
- Works in the browser, on your phone too
- Calendar synced with Google and iCloud
- WhatsApp messages already written
- Invoices from your Fatture in Cloud, from the Pro plan
- Public prices, the same for everyone
Type of work
What do you do? If you can’t find yours, the last option is just fine.
What do you need? The basics for window and door installer software and CRM are already on. Switch on what you really need: we pick the plan from here.
Your RegiaPro is ready.
Tap a plan: below you see what is inside.
There is only one price list. Photo galleries come with every plan: if you don't deliver photos you simply don't open them, and the price stays the same. Compare all the plans
What you get with
The menu
An enquiry record
The fields of your trade are highlighted
The stages of the job
Where every job stands, at a glance
Months go by between measuring up and fitting a window: quotes redone for a colour, a contract, manufacturing, the deposit and the balance. RegiaPro, the software for window and door installers, keeps every home in one record, with measurements, photos and documents, and costs from €19.90 a month.
What you’ll find inside RegiaPro: from site visit to invoice
One program for enquiries, quotes, jobs and payments. Tap a card to see how it works.
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One record per client
Calls, quotes, contracts and payments in date order: when they call back six months later, you know at once where you left off.
The Lead module -
Who to call back today
Every morning, the list of people to get back to, with the WhatsApp message already written. It goes from your own number, when you decide.
Follow-ups and messages -
Quotes from your own template
The PDF with your logo, sent as a link: you know when it was opened. If there is no reply, the program brings it back to you after 3, 7, 14 and 30 days.
The quote -
The contract without retyping
It comes from the accepted quote, with the details already in, and comes out as a PDF ready to sign. From the Pro plan.
Which plans include it -
The site visit
It is a stage of the job, with its own date; the travel cost is worked out on the real route.
The costs of each job -
Maintenance contracts
The draft invoice for each period gets ready on its own. From the Pro plan.
Fees and renewals -
Deposit, balance and invoice
Deposit and balance are recorded separately, each with its own date. The invoice comes out of the record with numbering that carries on by itself: from the Pro plan, with the XML file from the Studio plan.
The plans compared -
The calendar you already have
Appointments and jobs in your phone’s calendar: RegiaPro connects to Google Calendar and iCloud.
The connected calendar -
What is really left
A job’s costs come off that job, the business costs off the year: in December you know what is left, not just what came in.
The figures of each job -
From your phone, on site
It works in your phone’s browser: open the client’s record and attach photos and documents, up to 15 MB each.
How it works
RegiaPro up close: the real screens
This is what the program looks like inside. Sample data: the clients, the jobs and the amounts are made up.
Software for window installers: windows, doors, awnings and fly screens
RegiaPro works well for the installer who resells and fits products from one or more suppliers, has a showroom or visits clients at home, and personally handles the survey, the quote and the site.
Window replacement
The core job: seven or eight windows in a flat, measurements to get right, weeks of manufacturing and one or two days of fitting.
Security doors and front doors
A choice made in the showroom between models and finishes, a site visit to check the opening, a quote the client compares carefully.
Awnings and pergolas
Spring enquiries, often urgent, and prices that change with fabric and motor.
Fly screens and shutters
Small jobs that come on their own or with new windows, and mustn’t get lost among the big ones.
Three types of software for window sellers
On 14 September 2026 we searched for window installer software with quotes: at the top were quoting tools that calculate prices from manufacturers’ price lists and business systems that also handle orders, stock and production. None of the three pages we opened showed a price; all of them offered a demo or a trial.
| Quoting tool with price lists | Production and stock management system | RegiaPro, business software and CRM | |
|---|---|---|---|
| Useful for | Those who need to price hundreds of configurations quickly | Companies that manufacture or order in large quantities | Resellers and installers who follow each client from survey to final payment |
| Works on | Price lists, price matrices, configurations, discounts | Supplier orders, stock, production, sites | Visits, measurements, quotes, installation contracts, deposits, invoices, follow-ups |
| Price | On request or after the trial | On request, with a demo | From €19.90 a month, on the website |
Window installer and showroom: the CRM for visits and quotes
A client who walks into the showroom for windows comes back, if all goes well, three weeks later. In RegiaPro’s CRM none of these journeys is left halfway.
Logging who comes into the showroom
The couple looking at the uPVC samples leave a phone number: you open the record at the counter, with name, contact details and how they heard of you, from a leaflet to word of mouth.
Keeping the window measurements together
The photographed survey sheet, photos of the old windows and roller shutter boxes, notes room by room: all in that home’s record.
Remembering who still has to choose their windows
The quote went out a week ago and nobody has replied. Their name comes back up on RegiaPro’s home screen three days later, and then three more times until a month has passed since the offer.
Giving time to those choosing the colour
If the client tells you they still need to decide with the rest of the family, set the record to negotiating: the automatic reminders stop and you set the next contact yourself.
Knowing when the windows go in
The confirmed job has the day and time of fitting and, if you connect Google Calendar or iCloud, you see it on your phone too.
Checking who still has to pay for the fitting
Deposit and balance sit on the record with date and method, and the home page adds up everything still to come in.
Replacing the windows in a flat: three visits from survey to fitting
A window installer’s most typical job, told through the three times you go into the client’s home. Davide, Irene, the dates and the amounts are an invented example.
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First visit, 5 October: surveying eight openings
Davide and Irene have bought a 1980s flat with seven windows and a French window to replace. They got in touch after seeing the windows you fitted for his brother-in-law. At the flat you measure every opening, check roller shutter boxes and sills, and decide where fly screens are needed. In the evening you open the record with “word of mouth” as the source, note the measurements room by room and attach photos of the old windows and the survey sheet. From the town, RegiaPro works out what each trip there costs you, once your firm’s Google Maps key is entered: with three visits and two days of fitting, a figure worth keeping in mind.
The figures of each job -
Between the two visits: white uPVC or wood and aluminium
On 8 October you enter €9,600 and generate the quote for the white uPVC version: in the note you list the eight openings with their measurements, low-E glass, tilt-and-turn hardware, subframes, removal and disposal of the old windows, installation and two pleated fly screens. Then you change the amount to €13,900 and generate the wood and aluminium version. The two PDFs go out by email and the record moves to quote sent.
The quote from your template -
Davide and Irene go quiet in mid-October
On 11 October the record comes back among the clients to follow up, and you wait. On 15 October it reappears: this time you send one of your WhatsApp texts and Irene replies that they’d like to see the colours in person. The record moves to negotiating, with the follow-up on 22 October.
Follow-ups and messages -
Second visit, 23 October: anthracite grey and signing
Davide and Irene drop into the showroom and choose uPVC in anthracite grey outside. The amount rises to €10,100 and you generate the final version of the quote. Then, from Pro, you fill in the contract from the showroom template: in the text you’ve written that manufacturing starts once measurements are confirmed, that the colour can’t be changed after signing, and how many days delivery takes. RegiaPro fills in name, town, fitting date, total, deposit and balance. They sign, and on 26 October a €4,040 bank transfer arrives: you mark it as the deposit, confirm the job and set the fitting for 14 December, from 8am to 6pm.
The contract, from the Pro plan -
The weeks while the supplier makes the windows
In the important note you write “confirm delivery with the supplier and order the trims”. On 7 December, a week before fitting, it’s there among your tasks. Meanwhile the record sits there with measurements, photos, quotes and contract, if Irene rings to ask how things are going.
The quote from your template -
Third visit, 14 and 15 December: fitting the windows
Fitted by two people. On the record you note the fitter who helped you, €700, and under out-of-pocket costs the supplier’s windows, €5,300, with a note. When fitting is done you attach photos of the new windows. Irene pays the €6,060 balance by bank transfer on 16 December: you record it, and the record has nothing left to collect.
Invoices and payments in the plans
The three visits in a table (example with invented figures)
| When | At home or in the showroom | In the record |
|---|---|---|
| 5 October | Survey of eight openings | Measurements in the notes, photos of the sheet and the old windows |
| 8 October | No visit | Two quotes: uPVC €9,600, wood and aluminium €13,900 |
| 11-22 October | The client thinks it over | Two follow-ups, WhatsApp message, negotiating |
| 23-26 October | Choosing the colour and signing | Final €10,100 quote, contract, €4,040 deposit |
| 7 December | Manufacturing nearly done | Reminder for delivery and trims |
| 14-15 December | Fitting by two | Fitter and windows in the costs, photos of the finished job |
| 16 December | Balance | €6,060 recorded, nothing left to collect |
How to measure windows and where to keep the measurements
A one-centimetre error in the survey costs you a remade window. The method is yours; RegiaPro makes sure those measurements don’t get lost between survey and order.
One window, one line of notes
In the record’s notes you write the openings one by one, with the room name: width and height of the opening, wall thickness, opening direction, roller shutter box, sill. When you reopen the record a month later, you know straight away which window is meant.
The window survey sheet
If you measure on paper, you photograph the sheet and attach it to the record as soon as you leave the house. Photos of each window, inside and out, go alongside.
Final measurements to send to production
When the measurements become the ones to send to production, you note it with the date of confirmation. In the contract you start the delivery time from there.
The roller shutter that needs replacing years later
If the client calls for a new fly screen or a roller shutter to replace, you search their name and find the measurements and photos of the whole house.
Window quotes from the business software: every window described in the note
The client compares window quotes from three different firms, and the one they understand best wins. In RegiaPro you prepare a clear document from the home’s record.
The window total, front and centre
The agreed amount sits on the record and is the big figure on the PDF, with the showroom logo. If you charge VAT, RegiaPro works the tax out of the price while keeping the total you quoted.
Openings and work involved
In the note you list openings, measurements, material and colour, glass, hardware, subframes, removal and disposal, fitting. If the client also asked for fly screens or shutters, you add them at the bottom.
uPVC, aluminium and wood versions
uPVC, aluminium, wood and aluminium: one version per material, each with its own number. The client receives them all and you keep exactly what they read.
Quote validity with suppliers’ price lists
In the quote you can state how many days the offer is valid, with a number you set once in Settings: handy when suppliers’ price lists change during the year.
Want to see it with your own work?
Fourteen days with the Full plan features, no card needed. Then you decide.
Free photos from Pexels and real screenshots of the software, with made-up data.
Window installation: contract, delivery times and payments
Weeks go by between signing and fitting, while the client asks questions, worries and perhaps changes their mind. A well-written contract and recorded payments head off half the arguments.
The window supply and installation contract
With Pro you generate it from the home’s record, using the text you prepared once. In it you state when the delivery time starts, what happens if the client changes colour or size after signing, and who handles building work and disposal. Client name, town, fitting date and amounts go in by themselves. It’s printed, signed on paper and stays attached.
The building firm or block of flats that pays for the windows
If a building firm or a block of flats is paying, you link it as the billing party: the documents show the payer’s company name and tax code, while you keep dealing with the person running the job.
Deposit on signing and balance after fitting
Deposit on signing, balance after fitting, or an instalment when materials are delivered: every payment with date and method, and on the record the amount still to come in.
The fitting invoice
On Pro you prepare the fitting invoice straight from its record, numbered after the last one. The XML file for Italy’s SdI system and the year’s package for your accountant come with the Studio plan.
Subcontracted fitters and supplier windows
On the record you note the subcontracted fitter with their cost and the value of the windows bought from the supplier. The “Report” takes these items, and travel, off the month’s takings.
A RegiaPro screen with made-up amounts: here you record showroom rent, the van and sample ranges. Windows ordered for a client, on the other hand, are noted on the record for that fitting.
Quotes for fly screens and awnings: the small jobs in the CRM
Fly screens, awnings and roller shutters bring in little per job, but plenty of clients. With a record each, they don’t get lost in the busy seasons.
The awning needed for summer
In May the client wants the awning by June. Record, terrace measurements and photos of the front of the house; quote with fabric, frame and motor in the note; fitting date on the calendar as soon as they confirm.
Fly screens after the windows
People who changed their windows in winter call you back in May for fly screens. You search their name: the measurements are already in the notes, and you send the quote in ten minutes.
Ten awning quotes a month, or unlimited
Start has a limit of ten quotes a month; in spring, when awnings multiply, Pro makes them unlimited.
The fly screen paid on fitting
For a fly screen paid on fitting you record the amount as received with the method, card, cash or bank transfer, and the record closes.
How to start: three steps, no card needed
You sign up, try it on your real work, and only decide at the end.
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Sign up in a minute
Your name, your business name and your email. We don’t ask for a credit card: access starts when you confirm your email.
Start the trial -
Set it up for your trade
Menus, record fields and job stages speak your language. You connect the calendar you already use.
Choose your trade here -
Try everything, then choose
Fourteen days with the Full features. At the end you choose a plan, or you stop: nothing renews on its own.
See the plans
Window quoting software: what RegiaPro costs
The price list is on the website. To choose, think about how many quotes you make and which documents you need.
Start, €19.90 a month or €199 a year: unlimited client records, quote follow-ups, WhatsApp texts, up to ten quotes a month.
Pro, €34.90 a month or €349 a year: unlimited quotes, installation contracts and numbered invoices for every window of the year.
Full, €44.90 a month or €449 a year: Pro with extra space for photos and videos to deliver.
Studio, €59.90 a month or €599 a year: adds the XML file for e-invoices and the year’s accounts in a single file, ready for your accountant.
The trial lasts fourteen days, with the complete Full plan and no card. You leave your email, confirm it, and access opens by itself. Then you decide whether to carry on and on which plan.
Why you can trust it: your data stays yours
What matters before you put your clients into a new program.
Your data stays in Europe
On servers in Europe. Each business sees only its own data: the database itself enforces the separation.
If you stop, your data stays yours
The account goes read-only and nothing is deleted unless you ask. We send you a copy in a readable format.
Prices written up front
A public price list, the same for every trade: you can read it on the pricing page before you sign up.
You talk to a person
Born in a studio in Tuscany, not in an office. Write to info@regiapro.it or use the contact page.
Software for window installers: frequently asked questions
Where do I write the measurements for all the windows in a house?
In the record’s notes, one opening per line with room, width, height, wall thickness and opening direction. If you measure on paper, attach the photo of the survey sheet. When the client comes back years later, you find it all by searching their name.
Can I send several versions of the quote, by material or colour?
Yes: from the same record you generate one version per material, changing the amount and the note. Each has its own number and stays saved; you send it by email and the client compares them at their leisure.
How do I record the deposit on signing and the balance after fitting?
You record the deposit when it arrives, with the date and payment method. You mark the balance at the end of fitting, split into instalments too if the client asked. The record always shows the amount still to come in.
What goes in the installation contract?
In your template you write the terms that matter for windows and doors: when the delivery time starts, what happens if colour or size changes after signing, building work and disposal. RegiaPro fills in name, town, fitting date, total, deposit and balance.
The subcontracted fitter and the windows bought in: where do I record them?
On the record for that job: the fitter with their fee, and the supplier’s windows under out-of-pocket costs, explained in a few words. In the “Report” both items are taken off the month’s takings.
Can I use it in the showroom and during the survey?
Yes, it opens in the browser on the showroom computer and on your phone. During the survey you upload photos from the room you’re in, and at the counter you find the same record open.
Do fitting dates show on my phone’s calendar?
By connecting Google Calendar or iCloud, every confirmed fitting appears with day and time. If you move it on your phone because the supplier is running late, a few minutes later the date has changed in the record too.
Can I tell whether the showroom brings in more than word of mouth?
Yes, by noting the source on every record: showroom, leaflet, a client’s brother-in-law, website. The “Report” splits jobs, takings and margin by source, and at the end of the year you see where the windows you sold came from.
Rechecked on 14 September 2026: we tested every feature this page talks about in RegiaPro. Davide and Irene are an example with invented figures, and the software table comes from what the makers wrote on their websites on that date. If you spot a sentence that doesn’t match the software, the address to tell us is info@regiapro.it.
Window installer software: try it on your next survey
With the next client who asks you to measure up for windows, open a record and follow it through to fitting and final payment. Fourteen days with Full switched on are enough to see whether RegiaPro keeps pace with your showroom; then you choose the plan.
Other building trades: building contractor software, painter and decorator software. All the trades are gathered on the professionals page.