Incomplete replacement requests
The office receives a price question but cannot tell how many openings or which products the customer is considering.
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AI Office Manager for Window & Door Installers Capture more installation inquiries
Zweelie is your AI office manager that answers window and door inquiries, organizes opening photos and customer preferences, and keeps estimate callbacks on track.
Customer work for window & door installers
Zweelie helps window and door installation businesses organize replacement inquiries before the measuring visit. A customer may want one entry door, several windows, or a whole-home replacement. Keep photos, preferences, and contact details together so your estimator can prepare a useful conversation without treating a customer's rough dimensions as an order.
Built around the work of: window and door company owners, replacement-window estimators, installation sales coordinators.
Mobile app + web platform
Run your business from anywhere.
Answer calls, qualify leads, follow every opportunity, collect payments, and keep customer work organized from wherever the day takes you.
When a request gets lost, the work can follow.
The customer communication problems that window & door installers need to solve.
What's at stake
Measure visits need preparation
Photos, access details, and style preferences are missing when the estimator contacts the homeowner.
Quote revisions lose context
Changes to glass, finishes, or door style get separated from the original conversation.
From the first inquiry to an owned next step
Connect each inquiry with the person and information needed to move it forward.
Understand the replacement request
Collect the property address, approximate opening count, window or door type, and customer preferences through intake.
Prepare for an accurate measure
Keep opening photos and rough customer notes with the contact. Assign the opportunity to an estimator who confirms the visit and final measurements.
Follow up on the chosen option
Record the customer's questions and selections as notes, set the next callback, and send an agreed payment link only after your team confirms the quote.
Capabilities
One customer history, from inquiry to follow-up
Give your team calls, forms, opportunities, files, notes, and payments that share customer context. Features and usage allowances depend on your plan.
Calls and SMS
Configure your receptionist and call routing. Keep customer texts, call summaries, and request details available for your team's response.
We want to replace six windows. Can I send photos before a measuring visit?
Thanks, Stella. Taylor will follow up with you.
Six-window replacement quoteAssigned to Taylor Brooks
Thanks, that works for me.
Taylor has your request.
SW
Stella Wright
1 call
Stella sent photos of six window openings. Confirm style preferences before arranging measurements.
Opportunities
Review potential work from calls, texts, and forms. Assign a responsible person and follow-up reminder so the next customer conversation has an owner.
Six-window replacement quote
Stella Wright
Files
Link customer-provided photos and documents to contacts and opportunities. Give the person handling the request the materials needed for review.
SW
Stella Wright3 files
Drop files hereFiles for six-window replacement quote
window-openings.jpgStella Wright · Six-window replacement quote
Photodoor-style-reference.jpgStella Wright · Six-window replacement quote
Photocustomer-preferences.pdfStella Wright · Six-window replacement quote
DocumentForms
Build an intake form around installation address, window or door type, approximate opening count. Accept relevant files and connect submissions to customer opportunities.
Birchview WindowsWindows and doors quote
Tell our team what you have in mind.
Form submitted
Six-window replacement quote
Payments
Your team can send an agreed payment link and view payment activity alongside the customer history. Stripe and Square connections are available; provider capabilities vary.
Birchview Windows$6,800Six-window replacement quote
- Customer
- Stella Wright
- Status
- Draft link
Notes
Keep your team's observations and agreed next steps attached to the customer or opportunity, ready for the next conversation.
TB
Six-window replacement quote
Stella sent photos of six window openings. Confirm style preferences before arranging measurements.
Stella WrightSix-window replacement quoteIn progressOG
Front entry door installation
DraftMalik chose an entry-door reference. Review opening details and finish preferences with the estimator.
Malik JohnsonFront entry door installationOpenIntegrations
Works with the tools you already use
Zweelie connects with Stripe, Square, and Google Calendar so payments and dates end up where your team already looks.
Don't see an integration here? We can build it.
Keep every inquiry moving
Keep window photos, style preferences, and customer questions ready for your estimator. Assign a follow-up so your team can arrange measurements, discuss the product options, and confirm an installation proposal.
Zweelie brings customer communication, intake, and follow-up ownership together on web and iOS. Explore our privacy policy or talk through your workflow in a demo.
Pricing
Simple plans that grow with your business.
Capture new inquiries, stay on top of opportunities, and automate routine work as your business grows.
Small Business
$49/ month
Capture every lead with your business team.
- 2 team members per business
- 1 business phone line
- 75 call minutes monthly
- 100 text messages monthly
- Up to 100 contacts
- Up to 15 open or in-progress opportunities
- Activities, contacts, opportunities, calendar, files, and notes
- Spam call filtering
- Contact blocking
- Notifications
- Call forwarding in the mobile app
- Caller ID in the mobile app
- Multilingual receptionist
- Products, services, and tax rates
Business
$129/ month
Handle more inquiries and keep every opportunity organized.
- 2 team members per business
- 1 business phone line
- 300 call minutes monthly
- 250 text messages monthly
- Up to 500 contacts
- Up to 50 open or in-progress opportunities
- Activities, contacts, opportunities, calendar, files, and notes
- Spam call filtering
- Contact blocking
- Notifications
- Call forwarding in the mobile app
- Caller ID in the mobile app
- Multilingual receptionist
- Products, services, and tax rates
Business Pro
$499/ month
Automation and collaboration for the whole operation.
- Up to 3 team members
- 3 included business phone lines
- Unlimited call minutes*
- Unlimited text messages*
- Unlimited contacts
- Unlimited opportunities
- Multi-location support (up to 3 locations)
- Dedicated onboarding specialist
- All products, including conversations, forms, and reports
- Spam call filtering
- Contact blocking
- Notifications
- Call forwarding in the mobile app
- Caller ID in the mobile app
- Multilingual receptionist
- Products, services, and tax rates
*Unlimited call and SMS usage is subject to our Fair Use Policy.
Questions from window & door installers
Can Zweelie collect window photos before a measuring appointment?
Yes. An inquiry form can accept photos and the details your estimator requests, with calls and messages kept alongside the customer. Your staff arrange the measuring visit, verify dimensions, and prepare the product and installation proposal.
How does Zweelie help my team follow up?
Keep window photos, style preferences, and customer questions ready for your estimator. Assign a follow-up so your team can arrange measurements, discuss the product options, and confirm an installation proposal.
Can our owner and office team work from the same customer history?
Yes. Zweelie connects calls, texts, contacts, files, notes, and opportunities so the people handling a request can review its history. Assign opportunities and follow-up reminders to your team. Team access and product availability depend on your plan and permissions.
Related industries
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