Windows & doors job descriptions
Every role a $20M business in this industry hires for: 21 Role Blueprints, from leadership to the field. Open any role for its full template and a free Word file.
Leadership 4
Chief Executive Officer
A window and door chief executive officer picks the markets the company sells in, the window and door lines it carries, and the pace of growth.
Chief Operating Officer
A window and door chief operating officer owns the work that follows each sale: ordering, receiving, crews, trucks and service.
Chief Financial Officer
A window and door chief financial officer owns the budget, the cash and the reports for a company that takes deposits in the home and orders custom units before each install.
General Manager
A window and door general manager runs the daily work of one branch or division: in-home sales, installs, service and the office.
Managers 8
Field Supervisor
A window and door field supervisor visits each install crew during the day, checks the openings against the maker's instructions and your standard, and settles problems before the crew leaves the house.
HR Manager
A window and door HR manager recruits installers, in-home sales reps and office workers, and tracks the safety training and lead-safe certificates crews must hold.
Marketing Manager
A window and door marketing manager keeps the sales team booked with in-home consultations for replacement windows plus entry and patio doors.
Office Manager
A window and door office manager runs the front office: final invoices, job files and the paperwork that follows each order from sale to install.
Operations Manager
A window and door operations manager assigns install crews to jobs each day, checks job sites for safety and quality, and reworks the schedule when units arrive late or the weather turns.
Production Manager
A window and door production manager owns installation: the crews, the written install method, materials coming from the warehouse, and code and safety checks.
Sales Manager
A window and door sales manager leads the reps who run in-home consultations, sets the price book and approves deals that fall outside it.
Warehouse Manager
A window and door warehouse manager receives custom units from the makers, stores them so glass and frames come through unharmed, and stages each job's order for the install trucks.
Office and sales 6
Customer Service Representative
A window and door customer service representative takes homeowner calls, sets up in-home consultations and install dates, and confirms each visit the day before.
Dispatcher
A window and door dispatcher builds each install crew's day, confirms the units are in the warehouse before a date is promised, and keeps homeowners posted when a crew runs late.
Bookkeeper
A window and door bookkeeper records customer deposits, pays the window makers and suppliers, and squares the bank and card accounts with their statements each month.
Inventory Specialist
A window and door inventory specialist checks in custom units from the makers, tags each to its job, and stocks supplies like flashing tape, foam and shims.
Sales Representative
A window and door sales representative runs in-home consultations, measures each opening and prices replacement windows and doors with the homeowner.
Rehash Specialist
A window and door rehash specialist reaches homeowners who sat through an in-home consultation without signing, asks what held them back, and books a return visit when that can be fixed.
In the field 3
Apprentice / Helper
A window and door installer helper carries units and tools, protects the inside of the home, pulls old sashes and trim, and cleans up so the installers can keep setting openings.
Installer / Technician
A window and door installer takes out old windows and doors and sets replacement units in homes, one opening at a time, then flashes, insulates and trims each one so it works smoothly and keeps water out.
Lead Installer
A lead window and door installer runs the crew at each house: checks every opening against the order, takes the hardest units, and seals off the work area with plastic on pre-1978 homes.
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Used it to hire 8 people in the past 2 weeksRyan Johnson, Thee Window Ninjas
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