Case Study: Lakeshore Windows and Doors automates project management and contract workflows with Softr

Lakeshore Windows and Doors automates contracts and project management with Softr, eliminating 0 manual steps between quote approval and installer handoff

Lakeshore Windows and Doors, a Canadian company specializing in custom windows, faced operational challenges as its business grew. Managing quotes, project details, and communication across spreadsheets, email, and a CRM led to delays, errors, and version mix-ups. Owner Colin Kirbyson needed a system from vendor Softr to automate contract generation, provide real-time information access to clients and installers, and eliminate manual administrative work.

Using Softr, along with Airtable and Make, the company built an end-to-end operational platform that automated over seven key workflows. The solution automatically generates and signs contracts, provides personalized client and installer portals, and syncs all data in real time. This resulted in a 100% automation rate for contracts, eliminated all manual steps between quote and installer handoff, and provided a scalable, professional foundation for growth.

Lakeshore Windows and Doors