Project Header
Job name, address, project number, and client contact information so the file can be located and associated with permits or invoices.
A complete installation document reduces disputes, supports permit and inspection workflows, and preserves warranty entitlement while creating an auditable record of work performed.
Use this document whenever a fiberglass window is replaced, installed, or when warranty registration or permit closeout requires written confirmation.
Job name, address, project number, and client contact information so the file can be located and associated with permits or invoices.
Manufacturer, model, SKU, glass type, U-factor, SHGC, and serial numbers to support warranty validation and energy-code compliance.
Rough opening sizes, finished opening sizes, sill and head conditions, and notes on trim or adjacent materials for accurate installation.
Stepwise method including flashing, sealants, fastener spacing, shimming practice, and rough-in tolerances to ensure consistent workmanship.
Permit numbers, inspection dates, inspector name, and pass/fail status so municipal compliance is documented and traceable.
Installer signature, contractor representative, and customer acceptance block with date, plus fields for digital signature and optional notary entry.
| Field | Configuration |
|---|---|
| Signer Order | Installers then homeowner then warranty admin |
| Authentication | Email link or SMS code for homeowner |
| Required Fields | Make measurements, model, and acceptance mandatory |
| Copy Distribution | Send completed PDF to installer, homeowner, and project archive |
Ensure the platform you use meets your company's security, retention, and integration needs and preserves signed copies for audits and warranty claims.
Submit before work; municipal response varies by jurisdiction.
Manufacturer lead times typically 1–6 weeks depending on options.
Single-window jobs often complete in one day; multi-window projects take several days.
Inspector availability often 3–14 days after request.
Register within manufacturer deadline, commonly 30–90 days after install.
Confirm product, place order, and note expected delivery date.
Protect interior/exterior, confirm access and safety measures.
Install units, perform weatherproofing, and complete cleanup.
Customer signs acceptance; submit signed record to archive.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
On multi-unit retrofits we completed standardized signing on mobile devices to record acceptance and defects quickly.
They adopted a standardized installation template for repeated window types.