What is a window and door installation contract?
Replacement windows and doors are made to measure, so the risky moment is the order: once the factory starts, changes are expensive and the products can't be resold. A good contract makes the customer sign off sizes, colours, glass and hardware first, and is clear about who measured and what happens if the opening turns out to be in poor shape.
This template lists the windows and doors, records who took the measurements, with a clear rule if the customer supplied them, and an optional date for final order approval. It covers the expected lead time, days on site, never leaving an opening unsecured overnight, weather and delivery delays, removal and disposal of old frames, the finishing included, and a show-and-price rule for rotten lintels or damaged sub-frames, with safe methods if lead or asbestos may be present. It covers building approvals, access and protection of the rooms, the price, deposit and balance on completion with a fair holdback for small outstanding items, cancellation after ordering, and product and installation warranties.
- Best for
- Window, door and glazing installers
- Signed by
- The installer and the customer
- Warranties
- Manufacturer product warranty plus installation warranty in years
- Length
- About 3 pages, initialled on every page
When to use a window and door installation contract
- Replacing all the windows in a house with double or triple glazing
- Fitting a new composite front door
- Installing sliding or folding patio doors in a new opening
- Replacing windows in a rental property between tenants
- Shopfront doors and windows for a small business
What you fill in
20 blanks, then the name and email of each person who signs: installer, customer.
1 The parties
- Date of agreement*
- Installer (your business)*
- Your phone or email*
- Customer*
- Customer phone or email*
- Address of the work*
2 The products
- Windows and doors*
- Measurements* taken by the Installer at a survey visit before ordering · already taken by the Installer, as shown in the attached schedule · supplied by the Customer
- Customer approves the final order by
3 Schedule
- Expected lead time (weeks after order)*
- Expected days on site*
4 Installation
- Old windows and doors* removed and disposed of by the Installer, included in the price · removed by the Installer and left on site for the Customer · none — new openings
- Finishing included*
- Building approval* the Installer handles any building permit, approval or certification needed, included in the price · the Customer obtains any permit or approval needed, for example in a listed, historic or managed building · no permit or approval is expected
5 Price
- Currency*
- Contract price (supply and fit)*
- Deposit on order
6 Warranties
- Product warranty*
- Installation warranty (years)*
- Governing law*
7 Who signs
- Installer signature and date, job title, initials on every page · The window and door business supplying and fitting the products.
- Customer signature and date, initials on every page · The property owner, or a business.
What the window and door installation contract covers
- The products
- Lead time and schedule
- Installation
- Price and payment
- Warranties
- General
Using the window and door installation contract, step by step
1 List the products
Describe each window and door with material, colour, glass and hardware, choose who measured, and add the final order approval date.
2 Set the schedule
Enter the expected lead time in weeks and the days on site.
3 Cover the installation
Choose what happens to the old windows and doors, edit the finishing included, and choose who handles any building approval.
4 Price, warranties and send
Enter the price and deposit, the product warranty and the installation warranty in years, add the governing law and send.
Tips before you send it
- Always do your own survey before ordering. If the customer measures, the contract puts the risk on them, but a wrong-size order still costs everyone time.
- Get the opening direction of every sash and door confirmed in writing at order approval.
- Check whether the building is historic, listed or in a managed development before ordering. Extra rules may apply.
- Leave care instructions. Adjusting hinges and lubricating locks as instructed helps keep the products working well.
Sign it online in minutes
- Fill in the blanks. Names, dates and amounts go straight into the agreement — the preview shows exactly where.
- Name who signs. Tick “This is me” for your own part. FileIt builds the PDF with every signature, date and initials box on the right line, and you can check or move anything before sending.
- Send it. Each signer gets a secure link and signs from any device — no account needed. The signed PDF, with an audit trail and a Certificate of Completion, is filed in your vault and emailed to everyone.
Window and door installation contract: frequently asked questions
What happens if the measurements are wrong?
If the installer measured, it remakes or adjusts any product that doesn't fit because of its measuring error at no extra charge. If the customer supplied the measurements, the installer isn't responsible if the products don't fit because of them, and remaking or adjusting them is priced separately.
What if it rains on the fitting day?
Fitting may be postponed for rain, high wind or extreme temperatures that would affect sealing or safety, and is rebooked at the earliest suitable date. Openings are never left unsecured overnight.
Can the customer cancel after ordering?
Any cooling-off or cancellation right under consumer law applies. After that, if the products have been ordered, the customer pays for them and any costs the installer can't recover, because made-to-order products can't be resold.
Can the customer hold back money for a missing handle?
Yes. If a small item is still outstanding at completion, the customer may hold back a fair amount for it until it's fitted.