What the agent handles
- Books in-home consultations
- Explains product options
- Logs warranty service calls
- Schedules installation dates
- Answers rebate questions
Trades and industrial
AI receptionist for windows and doors
Books in-home consultations and measures, explains product and rebate questions from the company's own info, and logs service calls for drafty or broken units.
CallerThere's frost on the inside of our windows every morning. Is that the window or something else?
CallerOur patio door won't lock anymore. Do you repair or just replace?
CallerAre there any rebates for energy-efficient windows right now?
Where calls go
SalesMeasure and installServiceOffice
Warm transfer: When a homeowner is ready to review a quote and sign, the agent warm-transfers to their sales consultant.
What it books
Consultations, measures and installs
Why window and door companies miss calls, and what an AI receptionist changes
Window and door companies get their biggest wave of calls when the weather turns. The first cold mornings of the fall put frost on the inside of old sliders, drafts show up around patio doors, and every homeowner who picked up a brochure at the home show decides it's time. Meanwhile your sales consultants are two hours into a kitchen-table presentation, and the installers are pulling out a bay window with the house open to the cold.
A RealVoice AI receptionist for window and door companies books those in-home consultations and measures. It asks how many openings, which styles (casement, slider, double-hung, bay or bow, patio and entry doors), how old the current units are and what's bothering the homeowner: drafts, condensation, fog between the panes or a lock that won't catch. It explains your product lines, double versus triple glazing and your warranty from your own information, and answers rebate questions only from the program details you've given it.
When a homeowner is ready to review a quote and sign, the agent warm-transfers them to their sales consultant with a short summary first. Warranty and service calls are logged with the install date, the unit and what's wrong, and booked for a service visit. It doesn't tell anyone the frost on their glass is normal or that a window has failed, and it never promises a rebate amount or an install date before measure.
Example call, start to finish
- CallerHi, our patio door won't lock anymore. The handle just spins. Do you repair those or only replace them?
- AI receptionistWe do repairs as well as replacements. Did we install the door, and do you remember roughly when?
- CallerYes, you did the whole house in River Heights about six years ago. Patrick something sold it to us.
- AI receptionistThanks. I'll log it as a service call on your original order. Is the door still closing properly, or is it open to the cold?
- CallerIt closes, we've just got a broom in the track. Oh, and one of the bedroom windows has gone foggy between the glass.
- AI receptionistThat's worth adding. Fog between the panes is something our service tech checks against your warranty. I can book one visit for both, Wednesday morning between 8 and 12 or Friday afternoon. Which works?
- CallerWednesday morning.
- AI receptionistYou're booked Wednesday between 8 and 12 for the patio door lock and the foggy bedroom window. I'll text you the confirmation now.
After the call: The service team gets the visit in the RealVoice schedule with both problems, the install year and the original salesperson noted, so the tech brings the right lock parts and checks the warranty on the sealed unit. The homeowner has a confirmation text, and the summary and recording are in the portal.
How it fits your day
- The first frost
- October and November bring condensation, drafts and frozen locks. Every caller is booked for a consultation or a service visit while your team is out in homes.
- Home show follow-ups
- People who took a brochure in the spring call weeks later. The agent books their consultation and notes what they looked at so your consultant can pick up where the booth left off.
- Install season
- Callers asking about their install window get it from the RealVoice schedule, and new installs are booked once the measure is done.
- Warranty calls
- Failed seals, sticking sashes and broken hardware are logged with the order details and booked, instead of becoming a voicemail nobody matches to the original job.
Your software
Today it books consultations, measures and installs into the RealVoice schedule in the portal, keeps service logs, call summaries and recordings there, and texts each homeowner a confirmation. If your company runs JobNimbus, AccuLynx, JobTread or ServiceTitan, the team can set up a connection to it; custom integrations are quoted separately.
What a missed call costs
Replacing fourteen windows and a patio door can come to $25,000 or more. If a sales team closes one consultation in four and the phones miss two consultation requests a week through the fall, that is roughly a whole-house job lost every two weeks. The missed-call calculator on our homepage shows what your own close rate and job size add up to.
Questions window and door companies ask
Can it answer questions about rebates?
Only from what you give it. If you list the programs you work with and what they require, it explains them. It never promises a rebate amount and sends detailed questions to your office.
Will it tell a homeowner whether condensation is normal?
It can share your explanation of indoor humidity versus a failed seal, but it doesn't diagnose a window. It books a service visit or consultation so your tech can look.
Can it reach my sales consultant during a presentation?
It tries the consultant you name. If they don't pick up, the homeowner's details go to them by text and email right away and the caller is told when to expect a call.
How are warranty calls logged?
The agent takes the homeowner's name, address, install year, the unit and the problem, books a service visit and keeps the record in the RealVoice portal.
Does it work for French-speaking homeowners?
It speaks French and English, and many other languages besides. When a caller seems to prefer another language, it asks before switching.
Hear it as your own window and door company's front desk
Request a free demo call and the agent will phone you, set up as a business like yours.