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Horizon window installation

Measuring, sill pan flashing, shimming and squaring, fastening, insulating and the final checks that keep a window operating for decades.

Step

Measure and order

Every bad install starts with a bad measurement.

Horizon windows are built to size, so the opening dictates the order. Measure each opening individually — even openings that look identical rarely are.

  1. 1

    For pocket replacements, measure width at top, middle and bottom inside the existing frame and use the smallest number.

  2. 2

    Measure height at left, center and right from the high point of the sill to the underside of the head, and use the smallest number.

  3. 3

    Deduct 1/4" from width and height for pocket replacements so there is room to shim and square.

  4. 4

    For new construction, size the unit 1/2" narrower and shorter than the rough opening.

  5. 5

    Check the opening for square by measuring both diagonals; note any difference over 1/4" on the order.

Pro tip: Measure every opening separately and label each unit by room and elevation before delivery.

Step

Opening prep and sill pan

Build the drainage path before the window goes in.

Water that gets past the glazing or the frame must have a way out. A sloped, flashed sill is what turns a window from a leak into a detail.

  1. 1

    Remove sash, stops and old hardware; scrape the opening clean and repair any rot or soft framing.

  2. 2

    Confirm the sill slopes to the exterior; add a beveled shim or sill pan if it is flat or pitched inward.

  3. 3

    Install a sill pan or flexible flashing that runs up the jambs a minimum of 6" and turns out over the exterior face.

  4. 4

    Apply a continuous bead of sealant on the exterior stop or nailing flange contact area — leave the sill bead open at the center to drain.

  5. 5

    Dry-fit the unit to confirm clearance before committing to any sealant.

Pro tip: Never run a continuous sealant bead across the full sill. Leaving it open lets incidental water weep out.

Step

Set, shim and square

Plumb, level, square — in that order.

A fusion-welded frame is rigid, but it will still bind if it is racked. Shimming at the balance and lock points keeps the sash operating for the life of the unit.

  1. 1

    Set the unit into the opening from the outside and press it into the sealant bed.

  2. 2

    Shim under the sill at each end and at the center of any unit wider than 3 ft to support the frame.

  3. 3

    Plumb the jambs, level the head and sill, then check the diagonals — they must be within 1/8".

  4. 4

    Shim behind the jambs at the lock and balance locations so the frame is not bowed.

  5. 5

    Operate the sash and lock before fastening: it should tilt, glide and latch with no drag.

Pro tip: Never shim only at the corners on wide units. Unsupported sills sag and the sash stops locking.

Step

Fasten and insulate

Secure the frame without distorting it.

Fasteners hold the frame to the framing; insulation seals the gap. Getting either wrong shows up as drafts, condensation or hard operation.

  1. 1

    Fasten through the jambs or nailing flange 3" from each corner, then every 12–16" on center into solid framing.

  2. 2

    Drive screws snug, not tight — over-driving bows the jamb and binds the sash.

  3. 3

    Fill the perimeter gap with low-expansion window and door foam or backer rod and sealant.

  4. 4

    Re-check operation after fastening and insulating; adjust shims before the foam cures if anything drags.

  5. 5

    Trim excess foam flush once cured and install interior stops or extension jambs.

Pro tip: Standard high-expansion foam will bow the frame. Use low-expansion window foam only.

Step

Exterior finish and checks

Tie the window into the wall.

The exterior seal and the siding transition are what keep the assembly dry. Finish the flashing lap sequence bottom-up so every layer sheds onto the one below.

  1. 1

    Flash jambs first, then the head, lapping over the jamb flashing and under the water-resistive barrier.

  2. 2

    Install J-channel or brickmould so the head piece drains to the front of the opening.

  3. 3

    Seal the exterior perimeter at the head and jambs; leave the sill unsealed so the opening can drain.

  4. 4

    Clean glass and frames, verify weep holes are clear, and remove all protective film.

  5. 5

    Operate, lock and tilt every sash; record serial numbers for the warranty registration.

Pro tip: Blocked weep holes are the most common warranty call. Confirm they are open before you leave.

Tools

What to have on site

  • 4 ft and torpedo levels
  • Composite and tapered shims
  • Cordless driver with clutch
  • Low-expansion window foam
  • Flashing tape and sill pan
  • Caulk gun and exterior sealant
  • Utility knife and pry bar
  • Gloves and eye protection

Best practices

Rules that save callbacks

Rough opening size

New construction: 1/2" larger than the unit in both directions. Pocket replacement: order 1/4" smaller than the smallest measurement.

Sash operation is the test

If the Duo-Tilt lock does not engage smoothly, the frame is racked. Fix the shims — never force the hardware.

Drainage first

Sloped sill, back dam, open weeps. Every install detail should move water toward the exterior.

Temperature

Sealants and flashing tapes need surfaces above 40°F and dry. Warm the tape and the substrate in cold weather.

Questions

Window installation FAQ

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