AI for window and door companies.

Set the appointment, run the demo, chase the proposal, wait on the order, schedule the install. We set up AI on every step between the lead and the last screw.

Appointment settingProposal follow-upOrder trackingInstall schedulingWarranty and service callsWindow & door installersAI implementation for the tradesAppointment settingProposal follow-upOrder trackingInstall schedulingWarranty and service callsWindow & door installersAI implementation for the trades
Where the hours go

Where window and door companies lose hours

Not the work itself. The admin around it. These are the tasks we see eating the day at window and door companies, and each one is a place AI gives hours back.

01

Appointment setting

Leads need calls, confirmations and reminders, and no-shows waste a rep’s afternoon.

02

Proposal follow-up

The homeowner needs to think about it and nobody calls Tuesday like they said.

03

Order tracking

Custom windows take weeks and customers call asking when.

04

Install scheduling

Deliveries, installers and homeowners all have to line up.

05

Warranty and service calls

Post-install issues get lost between sales and service.

What we set up

What we set up for window and door companies

Four routines that usually pay off first. All of them run in the software you already have. When something custom is the right answer, we build that too.

All services →
01

Appointment engine

Leads get instant replies, confirmations and reminders; no-shows get rebooked automatically.

02

Proposal follow-up in your voice

A series that answers common objections and tells the rep when to call.

03

Order status updates

Customers get updates as orders move from factory to warehouse to install.

04

Service intake

Warranty issues are logged, triaged and scheduled without bouncing between departments.

Software window and door companies already run

Keep it. We set up the AI features inside JobNimbus, Buildertrend and the rest of your stack, and tighten the handoffs between them. If one tool is genuinely holding you back, our software consultation helps you decide what to do about it.

JobNimbusBuildertrendMarketSharpSalesforceLeadPerfectionHoverQuickBooks
A typical first rollout

Call to running in four weeks

Window and door companies usually start with appointment setting and proposal follow-up, since both directly move closed revenue. Order updates come next to cut inbound calls.

How it works →
Week 1

Discovery

One call, then we sit with your office and field team and map where the hours go.

Week 2

Plan

One page: what changes, which tools, what it saves. Fixed price.

Weeks 3–4

Roll out

Set up in your tools and trained with your team on real jobs.

Ongoing

Improve

Monthly check-ins and the next use case. Month to month.

Straight answers

Questions window and door companies ask us

All FAQs →

We run a one-call close. Does follow-up matter?

Nobody closes everyone. AI follows up on the ones who walked and brings back the ones who were close.

Does this work with MarketSharp or LeadPerfection?

Yes. We work inside the CRM you have.

Can AI handle our confirmation calls?

It handles confirmations by text and email and flags the ones that need a human call.

Related trades

More trades we work with

All 44 trades →