Systems that run your window replacement business.
Leads, quotes, follow-up and booking, set up once and running every day. Blue-collar built.
What we'd build first
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I don't get back to quotes in time
Every quote gets followed up by text and email on a schedule you set, so you never have to remember.
Automated follow-up · Email & text workflows
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Leads come in from everywhere and some slip through
Calls, texts, web forms and messages land in one list, so every window replacement lead gets an answer.
Lead & quote intake systems · Website forms connected to your business software
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Customer info is a mess, or it's all in my head
Every customer, job, photo and note in one place your whole crew can find.
CRM setup & cleanup
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I miss calls while I'm on a job
Every caller gets an answer or a text back in seconds while you're working, and gets asked what you'd ask.
AI-assisted customer response systems · Lead & quote intake systems
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My website doesn't bring in work
A site that answers what your customers ask and sends every request straight into your system.
Website builds that support the system
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Scheduling eats my evenings
Customers pick an open time themselves and get reminders without you, so your evenings stay yours.
Appointment booking systems
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I can't see how the business is doing at a glance
New leads, quotes out, jobs booked and reviews on one screen, so you know where your window replacement business stands.
Internal dashboards
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My crew calls me with the same questions
Your crew looks up answers in one place, written the way you'd explain them, instead of calling you.
Knowledge bases
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Every new hire learns the job differently
Your way of doing each job, written down step by step, so every new hire learns it the same way.
Employee SOP systems
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Too much office work after hours
The texts, emails and paperwork that eat your nights get handled for you, and you check what matters.
Simple AI agents · Email & text workflows
What happens after the call
Follow one job from the first call to the review, one step at a time.
The call comes in.
You're on a job when a customer calls about a price on 12 drafty original windows. Your system answers or texts back in seconds and asks what you'd ask.
Systems in this step:
What the customer sees Your business
- Missed call
- Your business: Thanks for calling! We're on a job right now. A few quick questions so we can help:
- Your business: Can you text a few photos of the windows?
- Your business: Do you know the sizes? No problem if not.
- Customer: Sure, here's everything.
What you see Notification
New lead: 12-window replacement
- Texted back in seconds
- Her answers are coming in
Booked in 30 seconds.
It texts the next open times. She taps one, and her measure appointment is booked for Thursday at 10 AM.
Systems in this step:
What the customer sees Your business
- Your business: Thanks! Here are the next open times for your measure appointment:
- Open times:
- Thu 10:00 AM (tapped)
- Thu 1:30 PM
- Fri 9:00 AM
- Your business: You're booked for Thursday at 10 AM. See you then!
What you see Calendar
Measure appointment
- Thursday, 10:00 AM
- Booked by text, added to your calendar
Warmed up.
The night before, she gets a reminder, a photo of who's coming and a few jobs you did nearby.
Systems in this step:
What the customer sees Your business
- Your business: Reminder: we'll see you tomorrow at 10 AM for your measure appointment. Here's who's coming:
- Your business: Crew photo
- Your business: And a few jobs we did near you:
- Your business: Nearby jobs
- Customer: Great, see you tomorrow!
What you see Notification
Reminder sent
- Crew photo and nearby jobs sent
- She confirmed
Walk in ready.
Everything she sent sits in one customer record, and a starting estimate is drafted for you to check.
Systems in this step:
What the customer sees Your business
- Your business: We're on our way. See you at 10!
What you see Customer record
12-window replacement
- Request
- A price on 12 drafty original windows
- Answers
- All saved here
- Visit
- Measure appointment, Thu 10:00 AM
- Estimate
- Draft ready for you to check
Yes, and it's on the schedule.
She says yes, and the job lands on the crew calendar with the notes and the job checklist.
Systems in this step:
What the customer sees Your business
- Customer: Looks good. Let's do it!
- Your business: Great! You're on the schedule for Monday at 8 AM.
What you see Calendar
12-window replacement
- Monday, 8:00 AM, crew calendar
- Notes and job checklist attached
Follow-up and reviews.
A thank-you text goes out. If she's happy, she gets a review link. If not, you hear about it first.
Systems in this step:
What the customer sees Your business
- Your business: Thanks for choosing us! How did everything go?
- Customer: Great, thank you!
- Your business: So glad to hear it. Would you leave us a quick review?
- Your business: Leave a review
What you see Notification
Happy customer
- Review link sent
- Unhappy replies come straight to you
Your week at a glance.
New leads, quotes out, jobs booked and new reviews, all on one screen.
Systems in this step:
What the customer sees Your business
Nothing goes to the customer at this step. This one is just for you.
What you see Dashboard
This week
- New leads
- 12
- Quotes out
- 7
- Jobs booked
- 5
- New reviews
- 3
Example numbers
How it works
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Free call
We map how leads and jobs flow through your business today.
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We build it
The system gets set up inside the tools you already use where possible.
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It runs
Your system works every day, and we keep it running.
