AI Sales Automation for Window and Door Companies
Everyquotefollowedup, untilit’sayesorano.
AI that replies to every window and door inquiry instantly, books the measure or showroom visit, and follows up every quote so high-value jobs don’t go quiet.
Not ready to talk? Score yourself in 2 minutes
- Thu 9:15 pmHomeowner requests a quote for eight windows and a back door on your website.
- Thu 9:16 pmThey get a text with measure times for next week. They pick Tuesday at 5 pm.
- Tue 9:00 amReminder with the rep’s name and photo. The appointment holds.
- Tue 7:30 pmQuote arrives with product options and monthly financing figures.
- Next 3 weeksCheck-ins with energy savings info and an answer to their question about install time.
- HubSpot
- Pipedrive
- Salesforce
- Jobber
- ServiceM8
- Quoting and configurator tools
- HubSpot
- Pipedrive
- Salesforce
- Jobber
- ServiceM8
- Quoting and configurator tools
Sound familiar?
The leak01 / 03
01
Big quotes, long decisions
A whole-house window job is a major purchase. Homeowners take weeks to decide, and most companies stop following up after one email.
The leak02 / 03
02
Measure visits that don’t happen
Leads book a measure, then don’t show or don’t answer the door. Nobody confirmed or reminded them.
The leak03 / 03
03
In-home sales vary by rep
One rep closes half their appointments, another closes a fraction of that. The difference is how they handle price and “we’ll think about it”.
Workflows for Window and Door Companies
Each one runs on the software you already use, or as custom code you own.
Instant reply and measure booking
Every inquiry gets a reply in under a minute with times for an in-home measure or showroom visit, plus reminders before the visit.
Quote follow-up
Each quote gets a recap, product comparisons, financing options and check-ins over the weeks the homeowner is deciding.
Showroom to sale
Showroom visitors who don’t buy that day get a follow-up with the products they looked at.
Install updates
Order, delivery and install dates go out automatically, so the office stops fielding “where are my windows?” calls.
In-home sales practice
AI roleplay for price objections, “we got a cheaper quote” and the close, so every rep sells like your best one.
See how each workflow works
One lead, start to finish.
An example journey. Timing and messages are set up around how your business works.
- Thu 9:15 pmHomeowner requests a quote for eight windows and a back door on your website.
- Thu 9:16 pmThey get a text with measure times for next week. They pick Tuesday at 5 pm.
- Tue 9:00 amReminder with the rep’s name and photo. The appointment holds.
- Tue 7:30 pmQuote arrives with product options and monthly financing figures.
- Next 3 weeksCheck-ins with energy savings info and an answer to their question about install time.
- SignedOrder confirmation, then delivery and install updates without anyone in the office lifting a finger.
No new software to learn.
We build on the tools you already pay for and connect the places your leads already come from. Need something they can’t do? We custom-build it, and you own the code.
Software6 tools
- HubSpot
- Pipedrive
- Salesforce
- Jobber
- ServiceM8
- Quoting and configurator tools
Lead sourcesEvery one answered
- Website forms
- Google Ads
- Houzz
- Angi
- hipages
- Showroom walk-ins
- Home shows
They’re promising Q4. We ship Thursday.
- 01
Free audit
A 15-minute call. We map where your leads and quotes leak today.
- 02
We build it
No six-month project. We ship your first workflow fast, on your existing tools or as custom code you own.
- 03
Runs every month
We watch the numbers and keep improving it. You keep the jobs.
Questions from Window and Door Companies
01Does it work with my quoting software?
Usually, yes. Quotes stay in the tool you use today. We connect the follow-up to when a quote is sent and when it’s accepted.
02Can it reduce no-show measure appointments?
Yes. Confirmations and reminders with the rep’s name and arrival window go out before every visit, and easy rescheduling keeps the slot from going empty.
03How long do you follow up a quote?
As long as it makes sense for your buyers, often several weeks for larger jobs. Every sequence ends with a polite close-out so your pipeline stays honest.
04Do you train in-home sales reps?
Yes. Reps practice the full in-home conversation with an AI homeowner, including price pushback and competing quotes, and get scored after each session.
05Do I own what you build?
Yes. If we build on your existing tools, the workflows live in your own accounts. If we custom-build, the code lives in your own repository and is yours to keep, and you can change it later yourself with AI coding tools like Claude Code or ChatGPT.
Your team does the selling. AI does the chasing.