Windows & Doors — Replacement Estimate
Inbound inquiry for window or door replacement. Captures quantity, type, and energy efficiency goals.
When this runs
classifies this work type when the caller says things like:
How the call goes
3 surface rules tied to missing field definitions. Urgent first.
Ask if any windows are broken or boarded up now — that's an expedited track.
urgent“Are any of the windows currently broken or boarded up?”
Field: Any broken or boarded up now
Get an approximate count — whole-home replacements vs. one or two windows have very different pricing structures.
important“Approximately how many windows are you looking to replace — just a few, or the whole house?”
Field: Approximate number of windows
Ask why — energy savings, aesthetics, and damage drive different product recommendations.
important“What's the main reason — are the windows old and drafty, is there damage, or are you looking to update the look?”
Field: Reason (energy / aesthetics / damage / age)
Extracted without a dedicated prompt
extracts these from the transcript in real time. If the caller does not mention them naturally, staff can confirm them during wrap-up.
Guardrail signals
If staff says anything matching one of these examples, an urgent warning surface is created.
Quote per-window pricing before measuring and assessing.
Guarantee specific energy savings percentages.
Pressure them into a same-day decision.
When the call ends
Before staff can end the call, walks them through a wrap-up checklist, then prepares the captured fields for the work record.
Wrap-up checklist
- Confirm service address
- Confirm callback number
- Schedule in home estimate
- Send confirmation
Then creates a appointment encounter with:
- Caller name
- Callback number
- Service address
- Windows, doors, or both
- Approximate number of windows
- Number of doors
- Reason (energy / aesthetics / damage / age)
- Current window type (single pane / double / vinyl / wood)
- Any broken or boarded up now
- Approximate home age
- Financing interest
- Preferred appointment window
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