The workflow intelligence layer for premium window & door dealers.
CrossWing turns leads, plans, quotes, corrections, and outcomes into a faster, rep-verified dealer workflow — compressing the quote week instead of adding one more tool. Reps approve before anything is final.
| Mark | Type | Qty | W | H |
|---|---|---|---|---|
| A | Casement | 02 | 3'-4" | 5'-0" |
| BB | Fixed/Awning | 03 | 12'-0" | 12'-0" |
| CC | Casement | 01 | 11'-0" | 5'-0" |
The CrossWing platform: Scout, Takeoff, Bridge, and Core.
Scout, Takeoff, and Bridge run the workflow. Core learns from the approved work underneath them.
Scout
- Finds connected permits and lead signals
- Flags existing customers and known builders
- Routes to the right rep and drafts the next action
- Builds a morning queue and feeds outcomes into Core
Takeoff
- ExtractReads schedules, floor plans, and relevant pages
- VerifyOrganizes output level-by-level, in plan-walk order
- PrepareCreates structured quote data for the CRM and OMS-ready packet
- Makes reps faster, not blind
Bridge
- Verified takeoff data, rep-approved
- CRM update (e.g. Salesforce)
- OMS-ready packet
- OMS validation — CRM and OMS stay the systems of record
Core
- Learns from approvals, corrections, rules, and outcomes
- Tuned to your dealership over time
- Sharpens Scout, Takeoff, and Bridge
- Accuracy compounds with every verified job
From signal to verified handoff.
Scout finds and routes the signal. Takeoff extracts the plan data and creates the quote-ready review packet. Expert Flags surface quoting risk. Reps approve or correct. Bridge moves verified data into CRM workflow and OMS-ready handoff. Core learns from every approval and correction.
Your reps are busy all day — and barely selling.
A rep’s day fills with measures, manual takeoff, spreadsheet quotes, chasing dimensions, and CRM/OMS entry. When CrossWing structures that into a rep-review workflow, the same day fills with revenue work.
Manual takeoff takes hours
Quotes take days
Revisions require rework
CRM / OMS re-entry
Leads & permits get missed
See the workflow inside CrossWing.
One platform, four connected pieces. Switch between them to see how a job moves from signal to verified handoff.
Takeoff turns a plan set into a quote-ready review packet.
Takeoff extracts openings, organizes them by level and room, captures specs, surfaces Expert Flags, and shows revision changes so the rep can review, correct, and approve the quote-ready packet.
- Extracts size, type, handing, glass, grid
- Surfaces Expert Flags for rep approval
- Shows only changed openings on revisions
| Mark | Type | Qty | Width | Height | Notes |
|---|---|---|---|---|---|
| Windows · 33 items · 62 units | |||||
| A | Casement | 02 | 3'-4" | 5'-0" | Alum. clad wood |
| AA | Casement | 01 | 3'-0" | 4'-6" | Alum. clad wood · Tempered |
| B | Casement | 01 | 8'-0" | 5'-0" | Alum. clad wood |
| BB | Fixed / Awning | 03 | 12'-0" | 12'-0" | Tempered & mulled |
| C | Casement | 02 | 10'-4" | 5'-0" | Alum. clad wood |
| CC | Casement | 01 | 11'-0" | 5'-0" | Egress window |
| D | Casement | 01 | 8'-0" | 5'-0" | Alum. clad wood |
Scout scores and routes the right work.
Scout monitors approved lead sources, permits, CRM activity, and uploaded plans, then matches each signal to your dealership, scores fit, and routes it to the right rep with a drafted next action.
- Watches permits, leads, CRM activity & plans
- Scores fit and matches existing customers & builders
- Routes to the right rep with a drafted next action
Bridge moves verified job data into the handoff.
Bridge takes rep-approved Takeoff data and prepares it for CRM workflow and OMS-ready handoff. It keeps the customer, project, opening schedule, revision changes, approvals, and source-linked evidence organized for the next step.
- Prepares verified data for CRM workflow
- Packages approved job details for OMS-ready handoff
- Keeps CRM and OMS as the systems of record
Takeoff data Bridge CRM workflow OMS-ready handoff
Core turns rep corrections into workflow memory.
Every approval, correction, rule, flag, and outcome is logged so future Scout routing, Takeoff extraction, and Bridge handoffs get more accurate for your dealership.
- Dealer-specific memory, tuned to you
- Source-linked, auditable corrections
- Accuracy compounds with every job
| Verified event | What Core remembers | Improves next time |
|---|---|---|
| Rep corrects an opening size | The right value for that sheet pattern | More accurate Takeoff extraction |
| Rep approves an Expert Flag | Which conditions truly need review | Sharper, less noisy flags |
| Rep sets a routing rule | Who owns which builder & territory | Better Scout routing |
| A job reaches a clean handoff | The fields ops actually needs | Cleaner Bridge packets |
Designed around premium dealer workflows — not generic construction software.
CrossWing is shaped around how high-end window & door teams actually work — permits, plan sets, takeoff, rep review, quoting, revisions, CRM updates, and OMS handoff.
Built for dealers that
- Quote a high volume of custom window & door projects
- Have reps spending hours on takeoff and quote prep
- Run CRM and/or OMS tools that don’t talk cleanly
Not built for
- Tiny shops quoting a handful of projects a month
- Dealers looking for a basic PDF takeoff utility
- Teams that want fully automated ordering with no human review
Start scoped. Prove the workflow. Expand after it earns it.
CrossWing is built through controlled dealer pilots: a scoped workflow review and pilot first, then expansion only after the workflow is validated with your team. Your CRM and OMS stay in place the whole way.
Begin with one real workflow — a workflow review, then a pilot, then validation. No big-bang rollout.
CRM and OMS remain the systems of record. OMS-ready packets are available now; deeper OMS connection depends on approved validation and access.
Rep approval gates, role-based permissions, audit logs, and source-linked evidence — with scoped systems access.
Prepared workflow. Rep-approved output. Controlled handoff. Role-based access, audit logging, and data-retention controls are part of rollout planning. Deeper OMS integrations require approved technical validation, scoped access, and agreed integration rules.
See where your quoting workflow is leaking revenue.
In a workflow review, we map one real quote path: lead/permit → plan set → takeoff → revision → CRM/OMS handoff → follow-up — then show where CrossWing removes manual drag without replacing your systems.