Secure the shattered slider tonight, then win the whole-house replacement next month.
Window and door work comes in two speeds. A broken pane or a forced entry door needs someone today, while a house full of drafty, fogged windows is a big, slow decision made at the kitchen table after a measure. Our job is to give a window and door company the site, the phones and the customer records to handle both speeds, with every customer and referral partner kept on a list you own.
- “window replacement near me”
- “foggy window glass repair”
- “sliding glass door repair near me”
- “broken window repair same day”
- “replace front entry door”
- “egress window installation basement”
- “impact windows near me”
- “do new windows qualify for a tax credit”
Urgent glass calls, slow replacement sales, and a signed contract the buyer can still cancel
Window and door customers call in two very different moods. The urgent ones have a pane cracked by a storm-blown branch or a stray baseball, a slider that jumped its track, or an entry door forced in a break-in. They want the opening secured before dark, and many need a written estimate for an insurance adjuster, plus a police report number when there was a burglary. The planned buyers have lived with drafts, fog between the panes, soft sills or sashes painted shut for years until something tips them: a heating bill, a home sale, a remodel, or a line in a home inspection report. Those buyers often invite more than one company to measure and take days or weeks to decide.
A good share of this work starts with another trade. Siding and roofing crews find rotted trim around windows during tear-off, painters push a screwdriver into soft sills, remodelers need doors hung, and home inspectors write up failed seals in reports that buyers read before closing. Those referrals carry no per-lead fee and arrive warm, because someone the homeowner already hired vouched for you. A marketplace lead is a stranger who may have asked several companies to come out, and every in-home visit costs a salesperson an evening. Angi's annual report for fiscal 2025 says a pro's match fee is charged even when that pro never does the job.
Sales closed at the kitchen table come with a federal cancellation right. The FTC's Cooling-Off Rule covers most sales of $25 and up that a seller makes in the buyer's residence, and generally gives the buyer three business days, ending at midnight, to change their mind. The seller must hand over a completed receipt or contract with a cancellation notice and a cancellation form in duplicate, and must refund payments within 10 business days of a valid cancellation (16 CFR 429.1). State law can add more home-sale rules, and contractor licensing and permits vary by state and locality, so check your state's requirements, read the contractor license guide, and have a lawyer review your contract. This is general information, not legal advice.
Older houses add paperwork. EPA's RRP program covers most paid jobs that disturb painted surfaces in a house, apartment, preschool or day care building that dates from before 1978. The firm must be certified, its workers need lead-safe training (as certified renovators or on the job from one), and some states run the program themselves under EPA authorization. The rule's exemption for small jobs leaves out any work that involves window replacement (40 CFR 745.83), so even a one-window job in a 1950s bungalow can't fall back on that exemption.
Climate changes what people ask for. In cold regions, frost on the glass and condensation puddling on sills in January prompt calls, and owners want low heat loss. In hot regions, the complaint is a west-facing room that bakes every afternoon. ENERGY STAR sets U-factor and, where it applies, solar heat gain limits separately for four climate zones (Northern, North-Central, South-Central and Southern), and both ratings appear on the NFRC label, so the right glass depends on where you install. Along the Gulf and Atlantic coasts, hurricane season brings questions about impact-rated glass and shutters, and opening-protection rules come from the building code your area enforces.
Pages that answer the glass, frame and older-home questions before the measure
Replacement buyers research for weeks. They compare frame materials, read about glass coatings and wonder whether your crew will respect the trim in a 1920s house. Urgent callers want proof that you can come today. The site has to serve both.
Broken glass and board-up page
Written for a phone in someone's hand at 10 PM: what to do with the broken pane right now, whether you secure openings after hours, and a call button at the top. If you replace fogged glass units without replacing the whole window, say so here.
Replacement windows by style and frame
Double-hung, casement, slider, picture, bay and bow, each with plain notes on where it fits, plus the frame materials you install and how each one handles your summers and winters.
Glass and energy ratings page
How to read the NFRC label, what U-factor and solar heat gain mean in your ENERGY STAR climate zone, and which glass packages you recommend for north-facing and south-facing walls where you work. Explain the ratings and skip promises about utility savings.
Entry, patio and storm door page
Steel, fiberglass and wood entry doors, sliders and hinged patio doors, storm doors, and lock and hardware upgrades, shown in photos of your own installs. Doors sell on looks and security, so cover both.
Older homes and lead-safe work page
How you handle houses built before 1978: the firm certification you hold, containment, cleanup and the Renovate Right pamphlet. Owners of older homes also worry about original trim and plaster, so describe how you protect them.
Basement and egress window page
Enlarging an opening in a foundation wall for a basement bedroom involves the building code, often a window well outside, and the permit and inspection steps your city or county sets. Walk through your process in order so the homeowner knows what to expect.
Warranty and project gallery
Spell out the manufacturer coverage on glass and frames, your own labor warranty, and what voids each (see the warranty policy guide), next to before and after photos labeled with the house style and town.
Know in the first ten seconds whether it's a board-up or a sales appointment
A new caller usually needs one of two things: an opening secured now, or a replacement estimate. Your AI receptionist greets callers with your company name, sorts each call into one of those two, rings your on-call tech for broken glass and forced doors, and books measures into your salespeople's calendars with what they need to know: how many openings, the year the house was built, and who will be home.
How AI reception worksA CRM that follows every opening from measure to final caulk
A window job is a chain of handoffs: lead, in-home measure, signed contract, cancellation period, factory order, delivery, install, punch list and warranty. One wrong width on an order sheet can mean a remade unit and a second trip. We build the CRM so each opening has its own record inside the job.
Opening-by-opening measure sheet
Room, location, width and height, style, operation, grid pattern, glass package, inside and outside color, and photos for every opening, with flags for openings that need safety glass under your local code and for basement egress openings.
Order check before the factory builds it
The order is generated from the measure sheet, so the office can compare the manufacturer's confirmation line by line before approving it. Ship date, delivery, damage check and staging follow on the same job.
Cancellation-period tracker
For sales signed in the customer's home, the job stores the contract and cancellation notice, counts business days (the FTC rule leaves out Sundays and federal holidays) and shows the deadline, so you can hold the factory order until it passes if that is your policy.
Pre-1978 lead-safe file
Year built on every property. For an older home, the job asks for the Renovate Right acknowledgment or certificate of mailing (the rule allows delivery up to 60 days ahead of the start), the certified renovator assigned and the cleaning verification, and keeps them for the 3 years 40 CFR 745.86 requires.
Set, sat, sold and kept
Every lead source is tracked from appointment set to appointment run, to sale, to sale still standing after the cancellation period, so you judge a source on contracts that held.
Unit-level warranty records
Manufacturer, product line, order number and install date stored for each opening, so when a seal fails years later the office can file the claim without sending someone out to identify the unit.
Emergency glass and board-up dispatch
An on-call rotation for after-hours calls, a job type for temporary securing, and a linked follow-up job for the permanent glass or door, with fields for the claim number, the adjuster and the police report when there is one.
Ladder and access notes
Second-story openings, tight side yards and windows over a porch roof or deck flagged at the measure, so the install crew arrives with the right ladders or staging. OSHA requires fall protection at six feet in construction work; see the job site safety guide.
Market to phased projects, neighbors and the trades that refer you
Windows last a long time, so the same household seldom buys a full set from you twice. Repeat revenue comes from phased projects (the front of the house this year, the back next year), doors after windows, neighbors who watched your crew, and the trades that send you work. That list belongs to you, and reaching it carries no per-lead fee. Text only people who opted in, as the texting rules guide explains.
| When | Campaign | Why it works |
|---|---|---|
| January and February, cold regions | Phase-two and draft check | Customers who replaced part of the house notice the difference between old and new rooms on the coldest nights. A short note offering to measure the rest puts spring installs on the calendar. |
| First warm weeks of spring | Screens, sliders and storm doors | When windows open for the first time, people find torn screens and sliders that drag. Offer screen repair, roller and track service, and storm door installs to past customers and their streets. |
| Spring, Gulf and Atlantic coasts | Impact window and shutter consults | NOAA lists June 1 as the start of the Atlantic season, with the peak around September 10. Booking consults in spring leaves time to measure, order and install before the busiest weeks. |
| Early summer, hot regions | The room that bakes | Invite past customers to name the room that overheats in the afternoon, then show glass packages rated for your climate zone with the NFRC numbers explained in plain words. |
| Late summer | Last order date of the year | Tell your list the last day to order and still install before the holidays or hard cold, based on your manufacturers' current lead times, so fall buyers don't miss the window. |
| Every quarter | Trade partner check-in | Send siding crews, roofers, painters, remodelers and home inspectors a short note with recent jobs and the easiest way to refer. They see failed seals and rotted sills first. The partnerships guide covers realtors too. |
Windows & Doors, answered.
Can the AI receptionist tell a board-up call from a sales appointment?
Yes. It asks early whether anything is broken or unsecured. Urgent calls ring your on-call person under the rules you set, and replacement estimates are booked into a salesperson's calendar with the opening count and the year the house was built.
Will it give callers a price?
Only figures you approve. Window and door prices depend on size, style and glass, so we usually set it to explain that and book the measure, and it can repeat any starting prices you choose to publish.
Does the CRM make us compliant with EPA's lead rule?
No software can. Firm certification, trained renovators and lead-safe work are your responsibility; the CRM stores the paperwork on each pre-1978 job and flags what is missing. In some states a state agency runs the program instead of EPA, so check which applies to you.
Customers ask about tax credits for new windows. What should we tell them?
Per IRS guidance on the 2025 tax law, a window, skylight or exterior door placed in service after December 31, 2025 no longer qualifies for section 25C, the federal credit that used to cover them. Point customers to the IRS or their tax preparer and don't promise a credit; we set the receptionist to stay out of tax advice.
Can the CRM handle the three-day cancellation period on in-home sales?
It counts the deadline for each sale signed in the home and can hold the factory order step until it passes. State law may add its own requirements for sales made in the home, so have a lawyer review your contract and cancellation forms.
Sources
- Angi Inc. Form 10-K for fiscal year 2025, SEC, 2026
- Cooling-off period for sales made at home or certain other locations, Federal Trade Commission, read 2026
- 16 CFR 429.0, definitions (door-to-door sale, business day), Legal Information Institute, read 2026
- 16 CFR 429.1, the Cooling-Off Rule, Legal Information Institute, read 2026
- Lead Renovation, Repair and Painting Program, U.S. EPA, read 2026
- 40 CFR 745.83, definitions (minor repair and maintenance activities), Legal Information Institute, read 2026
- 40 CFR 745.84, information distribution requirements, Legal Information Institute, read 2026
- 40 CFR 745.86, recordkeeping and reporting requirements, Legal Information Institute, read 2026
- Residential windows, doors and skylights, ENERGY STAR (U.S. EPA), read 2026
- ENERGY STAR Version 7.0 residential windows, doors and skylights specification, U.S. EPA, 2022
- Energy performance label, National Fenestration Rating Council, read 2026
- Tropical cyclone climatology, NOAA National Hurricane Center, read 2026
- Fall protection, Occupational Safety and Health Administration, read 2026
- FAQs for modification of sections 25C, 25D, 25E, 30C, 30D, 45L, 45W and 179D under Public Law 119-21, IRS, 2025
- Energy Efficient Home Improvement Credit, IRS, updated 2026
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