For window and door companies
More in-home appointments set. More window and door quotes signed.
You're measuring openings, running an in-home presentation or on an install when the next homeowner calls. Selectlogiq answers, books the appointment with every decision-maker home, follows up on every quote, and keeps customers posted while their order is built. An experienced team sets it up and runs it with you.
New lead
3 new
Appointment set
2 active
Quote given
4 this week
Installed
—
Reviewed
—
What changes
What windows & doors owners get back
Appointments with everyone at the table
The caller who wants new windows gets booked for a time when both homeowners can be there — so you're not presenting to half the decision and coming back next week.
Quotes that survive "we'll think about it"
Replacement windows are a big spend, and homeowners collect quotes. They keep hearing from you, with answers about frames, glass and install, until they're ready to sign.
Fewer "where are my windows?" calls
Custom orders take weeks. Updates when the order is placed, when it arrives and before install day keep customers calm and your office phone quieter.
A day with the system running
Saturday morning
Homeowners call when they're home and feeling the drafts. Every caller is answered, asked about openings and frame type, and booked with every decision-maker present.
2 weeks after the quote
They're comparing you with a big-name brand. A check-in answers their question about glass packages and gets your rep a second visit.
Install day wrap-up
The last window is in, the trim is caulked and the old frames are hauled off. That's when the review request goes out.
The work it books for you
Trained on the windows & doors jobs you actually sell, so every call is sorted and booked into the right slot, the way you want it.
- Full-home window replacement
- Single window replacement
- Sliding & patio doors
- Entry doors
- French doors
- Storm & screen doors
- Bay & bow windows
- Retrofit & full-frame installs
- Fogged glass & IGU replacement
- Screen repair & replacement
- Door hardware & weatherstripping
The system, mapped to windows & doors
Two systems, one loop. Capture & Convert covers the first three steps; Reputation Manager covers the fourth.
- 1
Answer
Replacement inquiries answered 24/7
Capture & Convert
- 2
Follow up
Quote follow-up while they collect bids
Capture & Convert
- 3
Book & remind
In-home appointments and install days, with reminders
Capture & Convert
- 4
Review
Review request after install
Reputation Manager
Growth playbook
The Windows & Doors Playbook
5 plays built for how windows and doors actually sell — in-home appointments, big quotes and long lead times.
01 Set the appointment the right way
An in-home presentation with only one homeowner often ends with "let me talk to my spouse." The system answers every call and text, asks how many openings, what's there now and what's driving the project — drafts, noise, looks, getting ready to sell — and books a time when every decision-maker can be there.
Plays we set up
- Every inquiry answered, day or night
- Openings, frame type and goals captured up front
- Appointments set with every decision-maker home
- Openings
- 12 windows, 1 slider
- Current
- Single-pane aluminum
- Decision-makers
- Both home Tuesday
02 Follow up after the presentation
Most homeowners don't sign on the first visit. They collect quotes, read about vinyl versus fiberglass and talk it over. The system checks in after the appointment and after the quote, answers common questions your way, and stops the moment they reply.
Plays we set up
- Check-ins after the appointment and after the quote
- Frame, glass and warranty questions answered your way
- Handed to your rep when they're ready to talk
03 Keep customers calm through the lead time
Custom windows and doors take weeks to arrive, and silence makes customers nervous. Updates go out when the order is placed, when it lands and before install day, with reminders to clear the sills and pull back the curtains.
Plays we set up
- Updates at order, delivery and install
- Install-day reminders with prep steps
- Every call and text in one timeline per job
You don’t have to build any of this. Every play comes set up, and our team tunes it to your business with you in your first week.
Hear it answer a call04 Ask for the review after install
Measure day is paperwork, and install morning is old frames coming out. Reputation Manager waits until the install is done and cleaned up, or until the invoice is paid, then sends a one-tap link. Every homeowner gets the same chance to review.
Plays we set up
- Request timed to install completion or payment
- Replies to reviews on your main profiles, in your voice
- Reviews that mention the crew and the cleanup, not just the product
★★★★★
“The house is so much quieter, and the crew left zero mess.”
Homeowner · sample
Reply drafted ✓05 Get found for "window replacement near me"
Homeowners search "window replacement near me" and "door installation near me", and they compare reviews before they call anyone. A complete Google Business Profile — the right primary category, windows and doors listed as services, your real service area, photos of real installs — plus fresh reviews is what puts you in that list.
Plays we set up
- Google Business Profile optimization — available now
- Listings cleaned up so your name, phone and website match everywhere
- New Visibility tools included as they launch — early adopters
Sample Window & Door Co.
★★★★★ sample
Window installation service · Open now · Serves San Diego County
Profile complete ✓Conversations, names and reviews in the panels above are sample data, not client results.
It talks like your business
During setup we train the system on your services, your prices, your rules and the words your customers actually use. For windows & doors, that means it’s at home with:
- retrofit
- full-frame
- new construction
- vinyl
- fiberglass
- Low-E
- dual-pane
- argon fill
- fogged glass
- IGU
- sash
- sill
- rough opening
- U-factor
- egress
- lead time
Keep the software you already use
Selectlogiq handles the front end — calls, texts, follow-up, reminders and reviews. Your job, booking and accounting software stays where it is. Here’s how we fit with the tools windows & doors businesses use most.
Leap
Connects through ZapierIn-home sales and CRM for contractors
MarketSharp
Connects through ZapierCRM for home improvement companies
New leads can flow in.
improveit 360
Runs alongsideCRM for home improvement companies
Keep running sales there while we handle calls, follow-up and reviews.
Hover
Connects through Zapier3D measurements from phone photos
CompanyCam
Connects through ZapierJob photo documentation
JobNimbus
Connects through ZapierExterior contractor CRM
QuickBooks Online
Connects directlyAccounting and invoicing
A paid invoice can trigger the review request.
“Connects directly” means a built-in integration. “Connects through Zapier” means the tool has a public Zapier app; that can require a Zapier account of your own, and we set it up with you. “Runs alongside” means there’s no public connector, so we work next to it and send your team the details.
Connects directly with
What it can replace
- A separate answering service
- A missed-call text-back app
- A website chat widget
- An appointment-reminder app
- A review-request app
- A contact spreadsheet or basic CRM
Run the whole playbook without hiring anyone.
Everything above comes with Capture & Convert and Reputation Manager — set up with you by an experienced team and backed by live humans 24/7.
No contracts · No setup fee · Cancel anytime
Questions from windows & doors businesses
Do I have to stop using Leap or MarketSharp?+
No. Keep running sales there. Both connect through Zapier, so new leads can move into them. Selectlogiq handles the calls, the follow-up, the reminders and the reviews.
Can it make sure both homeowners are there?+
Yes. It asks who's making the decision and offers times when everyone can be home. You set the rules.
Can it answer questions about glass and frames?+
Yes, the way you tell it to. When it isn't sure, it offers a callback, texts you the details or live-transfers the caller.
When should a window company ask for a review?+
After install, when the old frames are gone and the homeowner can see and hear the difference — or once the invoice is paid. You choose, and the request waits until then.
Does it work in Spanish?+
Yes. It handles English and Spanish, including callers who switch between the two mid-call.
More home services playbooks
HVAC
No-cool calls in a heat wave get a tech on the way, and replacement quotes stop going cold.
Plumbing
Burst pipes at midnight get answered, and water heater quotes get a decision.
Electrical
Outage calls get answered, and panel upgrade and EV charger quotes get followed up.
Roofing
Storm weeks turn into booked inspections, and estimates stop dying in silence.
Landscaping & Lawn Care
Spring estimate requests get booked, and recurring routes stay full through fall.
Tree Service
Downed-tree calls get answered first, and removal quotes get a decision.
Pest Control
One-time bug calls turn into recurring plans, and techs stop showing up to locked gates.
House Cleaning
Quote requests turn into booked cleans, and first-time clients become recurring ones.
Pool Service
Green-pool calls get booked, and new weekly accounts land on the right route days.
Garage Doors
Broken-spring calls get a tech on the way, and new door quotes get a decision.
Handyman
Small jobs stop slipping into voicemail, and your week fills with full days instead of scattered trips.
Painting
Estimate requests get a walkthrough on the calendar, and bids get followed up until the colors are picked.
Flooring
Measure requests get booked, and quotes get followed up while the samples sit on their floor.
Pressure Washing
Quote requests get answered while the lead is hot, and last year's customers come back every season.
Solar
Solar inquiries get a consultation on the calendar, and long proposals stay warm until the homeowner signs.
Fencing
Fence calls get an estimate on the calendar, and customers stay posted from utility marking to the last post.
Concrete
Driveway and patio inquiries get a bid walk, and pour days stay on schedule.
Appliance Repair
Broken-fridge calls get a service window, and repairs waiting on parts actually get finished.
Locksmith
Lockout calls get answered at 2 AM, and every caller knows exactly who's on the way.
Your next lead is calling right now. Let us make sure someone answers.
Book a 30-minute call. We will show you exactly where you are leaking money and how fast we can plug it. No pitch, no pressure — if it is not a fit, we will tell you.
Rather hear it first? (619) 859-7171 — it answers 24/7.
Pick a time that works
Select a 30-minute consultation window directly on our calendar.
Zero pressure: 30 minutes focused on your phone process & lead intake.
Live demonstration: Hear how the AI system answers and books appointments — or try it yourself right now.
Live in as little as 72 hours: We build everything around your existing business. Texting follows once the carriers approve it.
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