3 Documents You Should Always Provide Your Door And Window Business Clients

A door and window business owner discusses paperwork with a client. We can see the hands of two individuals over clipboards. One holds a calculator, and a tiny model house sits next to them.

Your door and window business can stand out from the competition if you do just a few easy things. One of those things is to be diligent about proper paperwork. Now, we don’t think we’ve ever seen anyone jump for joy about paperwork, but we have seen a few people cry. There’s no need to do the latter. Prioritize your paperwork. Not sure what you should prioritize? Here are three documents you should always provide your door and window business clients. 

Contractor’s Contract 

One of the absolute priorities when it comes to paperwork for your door and window business is the contract between you and your clients. Simply put, it would be dangerous to attempt any job without a written agreement to protect not only you, but also your client. Your contract is where you’ll lay out the expectations of both parties, and it’s also what will require you both to be honest and follow through. You promise to do a certain job or installation for your client, and they promise to pay you a certain amount of money. Without a contract, you or your client could be taken advantage of, so it’s much easier to always require a written contract agreement. 

Cost Estimations

Another essential piece of paperwork for your door and window business clients is a detailed cost estimate. The title for this document is pretty self-explanatory. It’s wise to provide as detailed a list of cost estimates as you can. It’s a great way to build trust with your clients who might be looking to hire you again or tell their friends about your door and window business. And, if you offer contractor financing, then your detailed list of costs can help you and your clients both understand the benefits of window or door contractor financing.

People like to know exactly where their money is going. And when you know where that money is going, too, you become a better contractor. You can understand price fluctuations in the market as well as how your material use affects your business. It’s really a win for everyone. 

Construction Drawings

A contractor drawing for a door and window business sits under a pencil and a drawing compass.
Include construction drawings for all your door and window business clients.

And our last suggestion for documents you absolutely need to include is construction drawings. One of the biggest reasons that any relationship fails is because of communication issues. Construction drawings are literal drawings that show a visual of the final completion of your project. Visualization is a great way to ensure that everyone is on the same page when it comes to the design. No one wants to realize they’ve miscommunicated two-thirds of the way through the project. Work smarter and include construction drawings for every job. 

Contractor Financing

And speaking of working smarter, door contractor financing and window contractor financing is another absolute necessity for your door and window clients. If you’re not already offering the best contractor financing for your customers through HFS Financial, then you need to make that change today. 

By offering contractor financing through HFS Financial, you can boost your business and help your clients. We eliminate stage funding completely! And your customer’s loan for their project funds 100% upfront, so you can do what you do best. We also make your clients just like cash buyers with a quick 60-second inquiry application. So, apply with HFS Financial today to start a beautiful business partnership. With HFS Financial, “You Dream It, We Finance It.”

3 Documents You Should Always Provide Your Door And Window Business Clients

HFS Financial solely operates in the home improvement lending space which means we can confidently say that we are THE HOME IMPROVEMENT LOAN EXPERTS. When you apply at HFS Financial you will get a customized loan experience tailored to ensuring you get the best personal loan to meet your home improvement loan needs.