Foggy glass and broken locks logged against the order
A patio door handle that spins and a pane fogged between the glass are two problems, one visit, and a tech who needs the right parts. The agent finds the original order and books it that way.
A past customer calls about fog between panes, a lock, a sticking sash, a draft or a broken screen.
Finds the order, takes which unit and what's wrong, asks for photos, books the service visit.
A service visit on the original job, with the unit, the install year and the parts list started.
How it works
- Finds the original order
By name, address or phone: the install date, the product line and the salesperson.
- Pins down the unit
Which room, which style, and what's happening. Fog between the panes, a handle that spins, a crank that slips.
- Asks for photos
A text link for a photo of the unit and the label on the frame, so the tech can order the right sealed unit or hardware.
- Checks if it's urgent
A door that won't close or lock, or broken glass, goes to the top of the service list.
- Books the visit
One visit for everything they mention, in the service schedule, and a text with the window.
- Leaves warranty to the tech
It reads your warranty terms if you've given them, and the tech decides what's covered.
Example call
- CustomerHi, our patio door won't lock. The handle just spins. Do you repair those?
- AI agentWe do. I see we did your windows and that patio door in 2019 in River Heights. Is the door still closing all the way?
- CustomerIt closes, we've got a broom handle in the track for now. Also one bedroom window has gone foggy between the glass.
- AI agentThanks, I'll add that. Could you send a photo of the foggy window and the label on its frame? I'll text you a link.
- CustomerSure.
- AI agentThe service tech has Wednesday between 8 and 12 or Friday between 1 and 5 for both. Which works?
- CustomerWednesday morning.
- AI agentBooked for Wednesday 8 to 12, patio door lock and the foggy bedroom window. You'll get a text confirming it.
After the call: The tech's Wednesday visit shows the 2019 order, the patio door handset and the sealed unit in the bedroom, with the frame label photo attached, so the right lock comes on the truck and the glass is ordered.
What your team gets
- Service calls matched to the original order
- Unit, room and problem on every visit
- Frame label photos before the tech drives out
- Urgent doors and broken glass moved to the top
- Callbacks tracked by product line
Questions
Will it say whether it's under warranty?
It reads your warranty terms if you've given them. The tech confirms what's covered on the visit.
What if we didn't install the window?
It says whether you service other brands, from your policy, and books it or kindly says no.
Can it handle a door that won't close in January?
Yes. It treats it as urgent and puts the homeowner through to your on-call service person if you have one.
Hear it on your phone
Request a demo call and the agent phones you, set up for windows and doors like yours.