Quote follow-up automation for window fitters
Windows and doors are big decisions. Timely check-ins keep your quote useful while the customer decides.
The moment a quote goes out, your Autopilot starts an agreed follow-up schedule. A friendly nudge a few days on and a check-in the week after keep the conversation moving in your voice. You keep pricing jobs while each customer gets an easy route to decide or ask for a call.
A sent quote becomes a won job for window fitters
- 01
You send the quote as normal
Email, WhatsApp or your quoting app: the Autopilot logs it and starts the schedule around your existing process.
- 02
It follows up, politely and on schedule
A friendly “any questions?” goes out a few days in, followed by a check-in the week after. Each message stays in your voice and on schedule.
- 03
A reply becomes a won job
The moment the customer answers, it captures the yes and books the job or hands the conversation to you. The sequence closes as soon as the answer is settled.
Hands-off for you. Fully yours and in your control.
You approve every launch
You approve the plan and build before it touches your business, then sign off the launch.
It hands control back when unsure
If it’s unsure, it routes the decision to a person with the context attached.
It frees your team for valuable work
AI handles the busywork; your people handle the judgement and the relationships.
Guides on exactly this
Clear reads on how it works, what it costs, and where to start before you commit to anything.
Every step, on the record.
Every aircraft carries a black box that records the whole flight. It’s what investigators trust. Your Autopilot has one too: every action logged, backed up and reversible. You keep a clear view of every job it handles.
- Every action, loggedEach step the Autopilot takes is written down with a timestamp: a full flight record you can read.
- Backed up before it actsA backup is saved before each change, preserving the previous state of your data.
- Undo anythingA restore point on every step means any action can be rolled back to the saved state.
- 08:59:14Autopilot · engagedsession opened
- 09:41:02invoice #1183 · reminder sentbackup written
- 09:41:57enquiry “Priya K.” · replied + bookedlogged
- 09:42:10Monday report · delivered to 3 inboxeslogged
- 09:43:33duplicate contact · mergedrestore point saved
Questions from window fitters
The nudges are short, polite and written in your voice: the message you would send yourself. A friendly check-in often helps the customer decide, and you approve every message before launch.
Get started
Automation you can track, then trust.
Tell us what you want to automate. You get a free plan and a fixed quote to approve before anything gets built.
Fixed price you approve firstYou own everything we buildPause or cancel anytime