// Building products distributors · Special orders
Special order windows and doors, checked from the manufacturer's quote to its acknowledgment.
Your window and door desk configures each unit in the manufacturer's quoting software, enters the special order, and reads the acknowledgment when it comes back, before the factory builds something that can't be returned. In a free AI proof of concept, AI does that paperwork again on copies of 20 to 30 orders your desk already placed: special order lines drafted from the quote, and every acknowledgment line compared with what was quoted. Your reviewer, the person who knows your special orders best, sets each draft beside what your team actually caught.
- Orders tested
- 20 to 30, already placed
- Sent to a manufacturer
- Nothing
- Before any quote file
- An NDA
// The one job
From a configured quote to an acknowledgment someone has checked
A builder's window package starts as a schedule on the plans. Someone on your desk rebuilds each opening in the manufacturer's software, choosing size, operation, handing, glass, grilles, finish and hardware, then keys the special order into your ERP and sends the PO. Days later the acknowledgment arrives, and the same person reads it line by line against the quote.
For the test, AI reads copies of those quotes, POs and acknowledgments and drafts two things: the special order lines your ERP needed, and a check sheet marking every acknowledgment line that differs from the quote, with the field and both values. Nothing is ordered, changed or sent. Your reviewer compares the check sheet with what your desk flagged at the time, and with any unit that later arrived wrong.
against the quote
// The hard parts
Where a special order goes wrong
Three sizes for one opening. Andersen's A-Series double-hung tables give each size a call number such as ADH2830, a window dimension measured outside frame to frame, and a minimum rough opening three quarters of an inch wider than the window. In ADH2830 the 28 and 30 are that rough opening, 2 feet 8 inches by 3 feet, so the window itself is smaller, and custom sizes come in eighth-inch steps. A plan schedule may list rough openings, the quote call numbers and the acknowledgment frame sizes. The draft converts every line to one convention before comparing, and marks any opening where the three disagree.
Left and right depend on where you stand. Andersen hands all its windows and patio doors from the exterior of the home. Marvin labels outswing casements FCL or FCR, from the curb left or right, also read from outside. A builder's schedule or a superintendent's markup is often read from inside the room, so one casement can be called left on the plan and right on the quote. The draft states each unit's handing in the manufacturer's own terms and marks any line where schedule, quote and acknowledgment don't agree.
Glass changes more than glass. Andersen marks which A-Series double-hung sizes meet a clear opening of 5.7 square feet, 20 inches wide and 24 inches high, and warns that triple-pane or art glass can limit sash travel, so a glass upgrade on a bedroom window can shrink its clear opening. Local egress handouts built on the residential code use those minimums, with 5 square feet allowed at grade floor and a sill no higher than 44 inches. Glass beside a door is another trigger: Boulder County's safety glazing guide requires it where glazing sits within 24 inches of a door and less than 60 inches above the floor. The draft marks every bedroom unit whose glass or size changed and every lite the schedule calls tempered. Whether a unit meets code stays with your people.
Doors come as kits or as units. Epicor's BisTrack page for door and millwork shops, pre-hung door fabricators among them, describes tracking door slabs, jambs and hardware kits as separate components. A prehung exterior door is commonly ordered with a 4-9/16 inch jamb for a 2x4 wall or 6-9/16 for a 2x6 wall, and a jamb that doesn't match the plan's framing means extension jambs or a remake. Some systems take factory quotes straight in: DMSi says Agility interfaces with suppliers such as Ellison, Andersen and Marvin and with configurators such as Millwork Development, and can give each custom item its own number. Either way, the draft keeps the manufacturer's line and option codes beside your item number, so your reviewer can trace every line.
The acknowledgment is the deal. Kolbe's published terms of sale, effective March 1, 2019, say its order acknowledgment is its acceptance of the purchase order, and that after acceptance it may charge for changes to completed drawings or special work, and for materials already bought. That makes this check the last cheap moment. Your reviewer, usually the window and door desk lead or the millwork manager, watches handing, sizes in mixed conventions, glass and tempered lites, jamb widths, interior and exterior finishes, grille patterns, and ship dates that slip past the builder's schedule.
// What you send
What the test needs from your window and door desk
20 to 30 placed orders
For each one, the quote from the manufacturer's software as an export or printout, your PO, the special order lines your team keyed, and the acknowledgment. Include a few with change orders.
What your desk caught
Marked-up acknowledgments, emails to the rep, and any unit that arrived wrong and had to be remade. That record is the answer key.
The builder's schedules
Window and door schedules or plan pages for those jobs, so each quote line can be traced back to its opening.
NDA first, no portal logins
The NDA comes before any file. We never sign in to a manufacturer's quoting software, a dealer portal or your ERP. If real orders can't leave, your reviewer helps us build look-alikes with the same traps in them.
// Before it starts
Agreed before the first acknowledgment moves
A difference only counts if your desk would have called it one, so the owner settles that definition first.
- Your reviewer
- Named by the owner, often the window and door desk lead or millwork manager
- Mismatch rule
- Which differences count, such as a finish name a factory spells its own way
- Code calls
- Who on your team rules on egress and safety glazing
- Success criteria
- Written and agreed, for drafted lines and for the check sheet
- Sample
- Picked by your reviewer, remakes and change orders included
- Price
- A range for running special orders live
- NDA
- Signed before any quote or acknowledgment is shared
// How it's judged
The check sheet beside what your desk caught
| On the same 20 to 30 orders | What your desk did | The AI draft |
|---|---|---|
| Special order lines drafted from the quote | Read from your orders | Read from your orders |
| Each quote line matched to its acknowledgment line | Read from your orders | Read from your orders |
| Sizes compared in one convention | Read from your orders | Read from your orders |
| Handing and swing in the manufacturer's terms | Read from your orders | Read from your orders |
| Glass, tempered lites and grilles as quoted | Read from your orders | Read from your orders |
| Bedroom units with changed glass or size, marked | Read from your orders | Read from your orders |
| Jamb width, finishes and hardware | Read from your orders | Read from your orders |
| Price and ship date against the quote | Read from your orders | Read from your orders |
// After a yes
About 30 days on new quotes and acknowledgments
Once your reviewer says yes against the success criteria, the same job runs on new quotes and acknowledgments for about 30 days.
A person on your desk approves every special order before it goes to a manufacturer and decides what to do about each flagged acknowledgment line. Code questions still go to the person your owner named.
The live run's price is fixed before you sign, and any next job is priced on its own.
// What could come next
Possible next jobs, ranked
- 01Next
Interior door and trim packages
Doors, casing and base counted from the plan's door schedule for each house, ready for your door shop or a supplier.
- 02Then
Remakes and service requests
Units that arrived damaged or wrong written up for the manufacturer with the quote, acknowledgment and photos attached, for your desk to file.
- 03After that
Ship dates against the build schedule
Open special orders listed against each builder's schedule, with any acknowledgment whose date slipped marked for a call.
// One hard limit
It never places, changes or cancels an order.
During the test nothing reaches a manufacturer, a rep or a builder, and no one signs in to a quoting tool or dealer portal. The draft marks what differs; your desk decides what to do about it. Egress, safety glazing and energy questions belong to the person your owner names, and nothing on this page is code advice.
Special orders are priced as one job: a range before the test, then a fixed price before you sign.
The range depends on how many special orders your desk places in a month, how many manufacturers' lines you sell, and how many units a typical order carries.
// Questions
Questions from window and door desks
Do you log in to the manufacturer's quoting software?
Will the AI decide whether a window meets egress?
Some acknowledgments reach us as scans or faxes. Is that a problem?
We pre-hang doors in our own shop. Can that be tested?
Which manufacturers does it work with?

Rob Eason, founder
// Book a call with Rob
Bring one acknowledgment your desk marked up.
Thirty minutes with Rob. Expect three questions: your company and your role, the job you'd test, and about how many special orders your desk places each month. Quotes and acknowledgments stay put until the NDA is signed.
- Co-owned a 60-employee financial services firm and sold his share to his partner.
- Ran GOSO Technologies, a Boston solar company rated 5/5 across 24 Google reviews.
- 5/5 across 83 reviews in HighLevel's Certified Admin Directory.
- 4.3/5 from 6 Google reviews of Massmarket AI.
- Every directory and Google review, critical ones included, is shown word for word at massmarket.ai/reviews.
- Takes every proof-of-concept call himself.
