The WindowEdge platform

Every part of the job. One platform.

From the first ring to the final install, WindowEdge runs the work. Jump into the feature areas below.

01

Sales & Front Office

Answer every homeowner in seconds, qualify them, and book the appointment. Your front office, running itself around the clock.

AI Sales Agents

Your 24/7 sales, service, and support team

Voice and SMS agents that answer every call and text instantly, qualify homeowners, book appointments, and follow up until the job is won.

  • Answers in under 30 seconds, day or night
  • Qualifies and books straight to your calendar
  • Follows up and rehashes every open lead
Explore AI Sales Agents→

Survey Agents

Turn every appointment into an honest answer

An AI agent texts every customer after their appointment, captures real sentiment, and flags unhappy homeowners to your team before a bad review ever happens.

  • Automatic post-appointment surveys
  • Real-time sentiment and negative alerts
  • Satisfaction trends by rep and channel
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Rehash Agents

Recover the jobs you almost lost

An AI agent re-engages every non-sold appointment, gets the homeowner to raise their real objection, and escalates the hot ones straight to your closer.

  • Re-engages every non-sold appointment
  • Surfaces the real objection, like price
  • Auto-escalates hot leads to your rep
Explore Rehash Agents→
02

Quoting & Proposals

Turn a walkthrough into a priced, professional proposal before you leave the kitchen table.

Private preview

Smart Quote

Quote any job in minutes, not hours

AI-powered estimating built for window and door dealers. Speak the home, and the quote builds itself in your pricing, e-signature ready.

  • Voice-driven takeoff on the job site
  • Your catalog, your margins, your brand
  • Signed on the glass, on the spot
Explore Smart Quote→
03

Operations & CRM

One AI-native system of record and action, keeping every job moving from first call to final install.

Accounts & Contacts

One unified record for every homeowner

Every call, text, appointment, note, and website touch on one timeline, with attribution and full context, so anyone on your team knows the whole story in seconds.

  • Full activity timeline: calls, SMS, appointments, notes
  • Marketing attribution and website touchpoints
  • Projects, appointments, and documents in one place
Explore Accounts & Contacts→

Project OS

Every job, orchestrated end to end

From sold to installed, WindowEdge runs the workflow: AI-automated handoffs, follow-ups, and tasks that keep measure, order, and install moving without anyone chasing it.

  • AI-automated handoffs between every stage
  • Tasks and follow-ups that never get dropped
  • Internal and customer workflow in one place
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Homeowner Portal

A branded portal your customers love

Homeowners track their project, review and sign quotes, read documents and warranty info, ask questions, and reach their rep, all under your brand.

  • Live project schedule and status
  • Review and sign quotes, view documents
  • Message their rep and see warranty info
Explore Homeowner Portal→
04

Marketing & Attribution

Know exactly which ads, listings, and campaigns make the phone ring and book jobs, then put your budget where it pays.

Call Tracking & Attribution

Know what makes the phone ring

Every call is automatically tagged to the ad, listing, or campaign that drove it. See which marketing actually books jobs, and stop paying for what does not.

  • Static numbers and dynamic number pools
  • Automatic channel and campaign tagging
  • Attribution across contacts, calls, and reports
Explore Call Tracking & Attribution→

See the whole platform in action

A 20-minute demo on your real numbers. No slides, no pressure, just the features running your kind of job end to end.

Book a DemoCall 425-651-6556