Project Overview
This scope covers window replacement including old window removal, new window installation, flashing, insulation, and interior/exterior trim. Applicable to residential and commercial window projects.
Typical Projects Include:
- Whole-house window replacement
- Single window replacement
- Insert (pocket) window installation
- Full-frame window replacement
- Window upgrade for energy efficiency
- Storm window installation
Scope of Work
Removal & Prep
| Task | Description |
|---|---|
| Interior Protection | Protect interior floors, furniture, and window treatments near the work area. |
| Old Window Removal | Remove existing windows, trim, and hardware. Remove interior and exterior casing for full-frame replacement. |
| Opening Inspection | Inspect the rough opening for damage, rot, or out-of-square conditions. Repair as needed. |
| Flashing Prep | Prep the opening with flashing tape or membrane per manufacturer requirements. |
Installation
| Task | Description |
|---|---|
| Window Setting | Set the new window in the opening. Shim for level and plumb. Verify the window operates properly. |
| Fastening | Secure the window to the rough opening per manufacturer specifications. |
| Insulation | Insulate the gap between the window frame and rough opening with low-expansion foam or backer rod. |
| Exterior Sealing | Flash and seal the exterior with compatible caulk or flashing tape. Integrate with house wrap. |
Trim & Finish
| Task | Description |
|---|---|
| Exterior Trim | Install exterior casing, brick mold, or J-channel around the new window. |
| Interior Trim | Install interior casing, stool, and apron. Match existing trim profile. |
| Touch-Up | Touch up paint or stain on interior and exterior trim (if in scope). |
| Walkthrough | Demonstrate window operation — lock, tilt, and clean features. Walk all windows with the client. |
Timeline & Milestones
Window installations are typically quick — 30-60 minutes per window for insert replacements, longer for full-frame.
| Phase | Duration | Description |
|---|---|---|
| Removal & Prep | 1-2 days | Old window removal and opening preparation. |
| Installation | 1-3 days | Window installation, insulation, and sealing. |
| Trim & Finish | 1-2 days | Interior and exterior trim and touch-up. |
Roles & Responsibilities
Property Owner
- •Select window style, material, and glass options
- •Clear window areas of blinds and decorations
- •Provide access to interior and exterior
- •Process payments per the agreed schedule
Window Contractor
- •Remove old windows and prep openings
- •Install new windows plumb, level, and weathertight
- •Flash and seal all windows properly
- •Install interior and exterior trim
- •Demonstrate window operation
Materials & Equipment
Windows
- •Replacement windows (specified brand, style, glass)
- •Sash packs or full-frame units
- •Screens
- •Hardware and locks
Installation
- •Flashing tape and membrane
- •Low-expansion spray foam
- •Caulk (interior and exterior)
- •Shims and fasteners
Trim
- •Interior casing and stool
- •Exterior brick mold or casing
- •J-channel (for vinyl or siding)
- •Paint or stain for touch-up
Quality Control Standards
Weathertight
Windows sealed against water and air infiltration. No drafts around the frame.
Operation
All windows open, close, lock, and tilt smoothly. No sticking or binding.
Level & Plumb
Windows are level, plumb, and centered in the opening with consistent reveals.
Safety Protocols
Glass Handling
Handle glass carefully with gloves. Dispose of broken glass safely.
Fall Protection
Use proper fall protection when working on upper-story windows from the exterior.
Lead Paint
Follow EPA RRP Rule for homes built before 1978. Lead test before disturbing old window trim.
Project Documentation
- Signed contract and scope of work
- Window schedule (sizes, styles, glass options)
- Product specifications and energy ratings
- Before and after photos
- Manufacturer warranty information
- ENERGY STAR certification (if applicable)
Financial Terms
Payment Structure
Window projects are typically billed with a deposit at order, balance at installation.
Terms & Conditions
- •Deposit due at contract signing (typically 50%)
- •Balance due at completion of installation
- •Window materials require upfront payment due to custom sizing
- •Rotten framing repair is a change order
- •Financing may be available for whole-house projects
Acceptance Criteria & Sign-Off
The project is considered complete when the following criteria are met:
- 1All windows installed level, plumb, and weathertight
- 2Flashing and sealing complete at all windows
- 3All windows operate smoothly — open, close, lock, tilt
- 4Interior and exterior trim installed
- 5No drafts or air leaks around frames
- 6Client walkthrough and demonstration completed
Frequently Asked Questions
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