Case Study: Window Fix scales a family window business and launches franchising with FieldPulse

A FieldPulse Case Study

Preview of the Window Fix Case Study

Window Fix saves 15–20 hours a week with FieldPulse

Window Fix, a 50-year-old family-owned glass and window installation business, was struggling to grow due to inefficient workflows on their previous platform, ServiceTitan. Their challenges included a significant loss of job context between the field and office, a "black hole" of over 300 jobs on hold, and a manual invoicing process that severely hampered cash flow and consumed countless hours of administrative time.

By implementing FieldPulse, Window Fix automated its invoicing and payment processing, organized its job statuses, and built custom workflows. This saved the company 15-20 hours per week, eliminated the backlog of on-hold jobs, and improved client payment terms. These efficiencies provided the foundation for growth, allowing Window Fix to open a new franchise location and structure three parallel FieldPulse accounts to manage its corporate, franchisee, and franchisor operations seamlessly.


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