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Pilotiko for door and window companies
Weeks can pass between measuring and install. That gap is where customers get restless and details go missing.
Pilotiko helps a Quebec door and window company follow each project stage by stage (measuring, quote, order, install, adjustments), book install crews into genuinely free slots and draft quotes that a person approves. It also keeps track of the paperwork a homeowner needs for grants and rebates.
In short
- A window project goes through five stages, each with an owner and a date in the virtual office.
- The install is scheduled once the order is confirmed, with the right crew and the right number of days.
- Rénoclimat offers up to $300 per replaced window under the new rules published in October 2026.
- RBQ subclass 8.0 covers doors, windows, curtain walls and skylights.
Why is a window project so hard to keep track of?
Because the product is made to measure: the job depends on a factory order, and the customer waits between signing and install day.
A window replacement starts with a site visit: opening sizes, operating style (slider, casement, single-hung, fixed), frame material, the state of the sill and the siding around it. Then comes the quote, then the order with whatever lead time the manufacturer confirms. Install follows, often with a return visit for interior trim and hardware adjustments.
Each stage has its own trap: a mis-noted measurement, an order sent with the wrong frame colour, a customer who no longer knows which day the crew is coming. The office ends up spending the day answering "where's my order?"
The year follows the weather. Spring and fall carry most window installs, because homeowners would rather not open their walls in deep cold. Winter is for selling and ordering for spring, plus the urgent calls: an entry door that won't latch, a fogged sealed unit, a patio door with a broken roller.
| Stage | What happens | What Pilotiko tracks |
|---|---|---|
| 1. Measuring | Openings and materials recorded | The appointment, the estimator, the address |
| 2. Quote | Price, models, options, terms | The quotes agent's draft and its approval |
| 3. Order | Custom manufacturing at the supplier | A dated task based on the confirmed lead time |
| 4. Install | Tear-out, install, caulking, trim | The crew, the number of days, the truck |
| 5. After install | Adjustments, finishing, grant paperwork | A follow-up task and a list of documents to hand over |
Which rules apply to door and window installation in Quebec?
The RBQ lists subclass 8.0, Contractor – Doors and windows, among specialized contractor licences [1]. Its French-language fact sheet says the subclass covers doors, windows and glazed curtain walls, as well as skylights, storefronts, sunrooms, industrial doors, power door openers, opening mechanisms, locks and caulking. No licence is needed to repair a screen or to replace a single handle or lock in an existing building [2].
On energy efficiency, Natural Resources Canada tells buyers to ask for the model information and look it up in the searchable list of ENERGY STAR certified products, so they don't end up with an older model that's no longer certified. The same guide says to keep the ENERGY STAR labels until the rebate claim goes through, and to collect all of them before the job is finished if the installers remove them [4].
| Requirement or expectation | Reference | What Pilotiko does |
|---|---|---|
| RBQ subclass 8.0 | RBQ [1] [2] | Your licence number shown on your hosted website |
| A certified ENERGY STAR model the customer can check | NRCan [4] | The model number written on the quote |
| Labels kept until the rebate is paid | NRCan [4] | A "labels handed over" checkbox in the end-of-install task |
| Licensed contractor and signed form for Rénoclimat | Government of Quebec [3] | A paperwork task added to eligible projects |
How much does Rénoclimat pay for windows in 2026?
Under the rules in force since October 1, 2026: $300 per window, up to $4,500 for a house and $6,000 for a duplex, triplex or multi-unit residential building.
Quebec has simplified Rénoclimat: the pre-retrofit evaluation is now optional, and work must be done by a contractor holding the appropriate licences and detailed on a compliance form filled out and signed by the contractor [3]. The new measures table lists window replacement; for doors, check the participant's guide (in French) before promising anything.
For your office, that means every eligible project ends with paperwork you have to sign. Better to make it a visible task than something someone has to remember.
How does Pilotiko set up an installer's office?
The Home services template gives you Reception, Quotes, Dispatch, Warehouse for products received and waiting to be installed, Vans and fleet and Accounting. The Management room shows what is waiting for your sign-off.
Installing 12 windows isn't booked like a 30-minute visit: you enter the real length of the service, and only slots free for the whole crew are offered. A trailer or a lift can be set up as a resource, so it can't be promised to two sites at once.
Assignment suggests an installer based on skills, free hours and workload. A commercial curtain wall can require a specific skill; anyone without it is refused unless a manager knowingly overrides the match.
How do you handle the usual objections?
- "Why six weeks before install?" Because the product is made to measure. Put the manufacturer's confirmed lead time on the quote; the install date follows from it.
- "Are my windows really ENERGY STAR?" Give the model number: the customer can check it in NRCan's list [4].
- "Your crew threw out the labels." An end-of-install task makes sure they go to the customer, as NRCan recommends [4].
- "I only need the lock changed." A single lock replacement needs no licence [2]: make it a small service people can book online.
What doesn't Pilotiko do yet?
Where should you start?
Create your services with their length (measuring, single window install, patio door install, adjustment), your installers and their skills, then open measuring visits to online booking. Useful reading: the quote, the work order and our guide to reducing missed appointments.
Related trades: insulation, renovation and locksmiths. Plans are on the pricing page.
Frequently asked questions
Which RBQ licence do you need to install doors and windows?
Subclass 8.0, Contractor – Doors and windows. It also covers curtain walls, skylights, storefronts, sunrooms and power door openers. No licence is needed to repair a screen or change a single lock in an existing building.
How much does Rénoclimat pay per window?
Under the rules in force since October 1, 2026, $300 per window, up to $4,500 for a house and $6,000 for a duplex, triplex or multi-unit building. The work must be done by a licensed contractor who signs the compliance form.
How can a customer check that a window is ENERGY STAR certified?
Natural Resources Canada suggests asking the vendor for the model number and searching for it in the list of certified products. That avoids buying an older model that is no longer certified.
Should homeowners keep the labels on new windows?
Yes. NRCan recommends keeping the ENERGY STAR labels until the rebate claim has gone through. If the install crew removes them, they should collect all of them before the job ends.
Does Pilotiko place orders with the manufacturer?
No. Pilotiko tracks the order stage as a dated task, using the lead time you enter. The order itself is placed in your supplier's system.
Can customers book a measuring visit online?
Yes, if you open that service. They only see genuinely free slots of the length you set, and the appointment lands in the estimator's calendar.
Sources
- Régie du bâtiment du Québec, Specialized contractor's licence subclasses (accessed on October 15, 2026).
- Régie du bâtiment du Québec, Sous-catégorie 8.0 – Entrepreneur en portes et fenêtres (accessed on October 15, 2026).
- Gouvernement du Québec, Nouveautés Rénoclimat en vigueur depuis le 1er octobre 2026 (accessed on October 15, 2026).
- Natural Resources Canada, Buyer's guide when shopping for windows and doors (accessed on October 15, 2026).
Read next
How to automate a service business in Quebec: the complete guide
Bookings, dispatch, follow-up, reminders, Law 25 and CASL: what a Quebec service business can automate, what should stay human, and where to start.
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