Here in California, most new homes have vinyl windows. Since
these units are only a few inches deep, the drywaller or finish
carpenter must bridge the gap between the window and the inside
face of the wall. On moderately priced homes, this is done by
returning drywall into the rough opening and butting it to the
window. But on the high-end homes I trim, it means installing
wood jamb extensions and then casings.
Early in my career as a finish carpenter, I used wood shims to
align jamb extensions with the window. But I stopped using them
after learning a trick from an older finish carpenter. At the
time, we were installing rabbeted stools across the bottom of
window openings that were to be finished top and sides with
drywall returns.
Neat Trick
Instead of supporting the stools with shims, the carpenter I
was working with installed them over the heads of drywall
screws sunk partway into the rough sill in a straight, level
row. His method of preshimming stools was much faster than
using shims. The method I use now to shim jamb extensions is
based on that stool shimming trick — the difference being
that I have to preshim all four sides with screws. To do this,
I set screws around the inside perimeter of the rough opening
so that the heads are in line with the outer edges of the
window.
The photos in this article are from a house containing vinyl
windows with 1 1/4-inch-wide jambs. The extensions are made
from 3/4-inch fir. We build the jamb extensions to the same
outside dimensions as the windows so there will be a 1/2-inch
reveal where they butt to the vinyl.
We don't trim anything one at a time; we measure all the
windows and then prebuild all the jamb extensions. On this job
we picture-framed the casings, so the extensions were
four-sided frames butted and screwed at the corners.
While one carpenter measures windows and builds jamb
extensions, the other preshims all the rough openings with
drywall screws.
Aligning Screws
We set screws so their heads are in line with the outside edge
of the window jamb. The idea is to put them as close as
possible to the window but still get them in straight. The
width of the screw gun prevents us from putting them much
closer than 1 1/2 inches away; we can't get them nearer without
putting them in at an angle. I don't worry about shimming the
opposite edge of the extension because it will be secured by a
casing.
We start by sinking a row of screws along all four sides of the
opening — one screw at each end, one in the middle, and
enough in between so no two are more than 12 inches apart (1).
Using a square-cut block of wood as a measuring device, I align
the bottom screws first. I put the edge of the block against
the jamb and land the end of it on the screw (2). If the screw
is installed correctly, the end of the block will be flush to
the edge of the jamb. If the block is too high, I drive the
screw deeper; if it's too low, I back the screw out. A screw
gun works well for the initial installation, but a screwdriver
is better for fine adjustments.


Once the heads of the end screws are aligned with the jambs, I
place a straightedge (in this case a level) on top of them. I
then raise or lower the rest of the screws (3) so that their
heads just touch the bottom of the straightedge. The screwheads
now form a straight line that is aligned with the edge of the
window. It's great if the line turns out to be perfectly level,
but more important that it be parallel to the jamb. If the
screws read badly out of plumb or level, I know the window was
poorly installed. If the window is seriously out of whack, the
framer needs to come back and reset it so it's plumb, level,
and square.
The next step is to repeat this process up one side of the
window (4). This window was too tall for a 4-foot level to work
as the straightedge, so we used a straight piece of wood
instead (5).
If the window was installed correctly, the level will read
plumb when placed against the straightedge (6).
Spacing Across
Although it's possible to set the remaining screws to the other
two edges of the jamb, it's faster and more accurate to set
them by "measuring" off the screws that are already in. We
don't actually measure; we use spacers that are exactly as long
as the extension is wide and high. The spacers are made from
off-rips of the jamb stock; since most houses contain multiples
of the same windows, we can often use the same spacers over and
over.
To set the spacing, we put one end of the spacer against a
screw that has already been aligned and run it across to the
screw on the opposite side of the opening (7). The spacer
should just barely slip between the screwheads (8). If it
doesn't, then we have to run the screw on the side that has not
been aligned in or out until the spacer fits.
We repeat this process all the way up the side of the opening.
When we're done, the screws on the second side will be
perfectly parallel to those on the first side and exactly as
far apart as the extension unit is wide.
We adjust the screws at the top of the opening by spacing off
the screws along the bottom. A quick and easy way to make the
adjustment is to place the bottom end of the spacer on a bottom
screw and swing the top end of the spacer off to the side of
the protruding screw above. It's a simple matter to run that
screw in or out by hand (9) until the spacer just slips by
(10).
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Once this has been done with all the screws at the top of the
opening, the jambs are ready to be installed.
Installing the Jambs
At this point, the screwheads around the opening form straight
lines that are aligned with the outside edges of the window
jamb. To install the jamb extension, we simply fit it between
the screwheads (11).
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If the jamb stock is straight, the jamb unit will slip right in
and there will be no slop between it and the screwheads. If the
jamb stock is bowed, we might have to tap the unit into
position.
Usually it's a perfect fit, but if a screw is high the jamb
extension will encroach on the 1/2-inch reveal. We fix this by
putting a block over the high spot and hitting it with a
hammer, slightly burying the screwhead in the back of the
extension.
Our last step is nailing off the jamb extension. Since we want
to nail near the screwheads, we mark their locations in pencil
on the jamb. That way, we won't accidentally nail where there
is no "shim."
Quick and Simple
Shimming with drywall screws may sound complicated, but it's
actually quite simple. In the time it takes to read this story,
I could preshim a jamb extension.
The process takes about 20 minutes per window, which is less
time than it used to take me to install jamb extensions over
wood shims. It's nice not having to buy or haul around a bunch
of shims of questionable dryness. All I need are a
straightedge, a block of wood, a screw gun, a screwdriver, and
some 11/4-inch and 2-inch drywall screws in my pouch.
This same basic method can be used with wood windows, though in
most cases those units come with the jamb extensions already
attached. One thing you will have to adjust for is butting to a
narrower jamb. The screwheads might have to be set deeper to
obtain the desired reveal.
Laser Method
Sometimes we set the screwheads to a laser line rather than to
a block. With single windows, using a laser is no faster than
using a block; but with clustered (ganged) windows, it's a
significant time-saver.
Although clustered windows are rarely installed in perfectly
straight lines, the jamb extensions on these units must be
perfectly aligned; if they're not, variations will show up in
the casing reveal. Since the laser beam can span multiple
windows at the same time, we use it to align adjoining jamb
extensions.
To begin, we set up the laser so that the horizontal beam lands
on — or just clips — the bottom edge of a jamb. The
beam represents the top of the screwhead and the back of the
jamb extension. If the windows are not perfectly level or
aligned, the beam will be high in some places and low in
others. We adjust its height until we have a compromise that
works for all the windows. Then we set screwheads to this line
across the bottom of the openings — much as we do when we
use a block, except now we're gauging the height of the heads
with a laser.
The trick is to make sure that the beam always has something to
land on; otherwise it won't be visible. For example, if the
screwhead is below the beam and the window jamb is above it,
the beam will disappear into the gap below the window. When
that happens, we hold a piece of paper — in this case a
window label — behind the screw so that we can see the
beam.
We then raise or lower the screwhead until it splits the beam
(12). The lower half of the beam will hit the screwhead and the
upper half will be visible on the paper. We repeat this process
up the side of the window (13).
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Frank Caputo is a finish-carpentry contractor
in Cool, Calif., and a presenter at JLC Live. Special thanks to
John Bynes for help with the photography.