Incomplete replacement requests
The office receives a price question but cannot tell how many openings or which products the customer is considering.
Backed byCustomer Intake & Follow-Up for Window and Door Installers Installation inquiries,
Customer Intake & Follow-Up for Window and Door Installers Installation inquiries,
clearly organized.
Keep replacement-window and door inquiries ready for your estimator. Connect opening photos, customer preferences, site visits, and follow-ups with Zweelie.
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.
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
Example workflow for window & door installers; your staff confirm scope, timing, and any professional decisions.
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, rather than in separate personal notes.
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 your specialist tools. Connect the customer conversation.
Retain your measurement, product configuration, supplier ordering, installation scheduling, and warranty systems. Your team verifies dimensions, performance requirements, prices, and installation dates; Zweelie keeps the customer conversation connected.
Zweelie brings customer communication, intake, and follow-up ownership together on web, iOS, and Android. Review your team's requirements and available plan features before moving a workflow. Read 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
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
Business Pro
$499/ month
Automation and collaboration for the whole operation.
- Up to 3 team members
- 3 included business phone lines
- High-volume calls and texts, subject to fair use
- Unlimited contacts
- Unlimited opportunities
- Multiple locations
- All products, including conversations, forms, and reports
Questions from window & door installers
Can Zweelie collect window photos before a measuring appointment?
Yes. An intake form can accept photos and the details your estimator requests, with calls and messages kept alongside the customer. Staff arrange the measuring visit and verify dimensions. Zweelie does not convert photo uploads or customer estimates into manufacturer-ready measurements or orders.
What should window & door installers keep in their existing systems?
Retain your measurement, product configuration, supplier ordering, installation scheduling, and warranty systems. Your team verifies dimensions, performance requirements, prices, and installation dates; Zweelie keeps the customer conversation connected.
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. This page is written for window and door company owners, replacement-window estimators, installation sales coordinators.