Close rates
Close more of the appointments you already run
Quote in minutes instead of days, and put an AI agent on every deal that did not close on the spot.
The problem
Running the appointment is the expensive part. Losing it to a slow quote, a pricing error, or a follow-up that never happened is where close rates quietly die. Days of quote turnaround give homeowners time to cool off and competitors time to move, and most non-sold appointments never hear from anyone again.
The WindowEdge answer
WindowEdge increases close rates with two levers. First, speed and accuracy at the quote: Smart Quote turns a walkthrough into a priced, professional, e-signature-ready proposal in minutes, in your catalog and your margins, so the homeowner can sign while the decision is hot instead of waiting days for paperwork.
Accurate pricing also stops the margin leaks and re-quotes that kill trust late in the deal.
Second, resurrection: Rehash Agents automatically re-engage every appointment that did not close, draw out the homeowner’s real objection, and escalate the warm ones straight to your closer. Deals you would have written off come back to the table without adding a rehash department.
How WindowEdge delivers it
Smart Quote
Turns the walkthrough into a priced, e-signature-ready proposal in minutes, in your catalog and margins, so homeowners can sign on the spot.
Rehash Agents
Re-engages every non-sold appointment, surfaces the real objection, and escalates hot leads straight to your closer.
What you get
- Quotes go from days of turnaround to minutes at the kitchen table
- Proposals are e-signature ready, so decisions close while the homeowner is engaged
- Your catalog, your pricing rules, and your margins on every quote
- Every non-sold appointment gets automatic, personalized re-engagement
Questions dealers ask
How does faster quoting increase close rate?
Speed compresses the decision window. When a homeowner can review and sign a professional proposal during or right after the appointment, you close while interest is at its peak. Every day of quote turnaround is a day for cold feet, competitor visits, and price shopping.
What is a Rehash Agent?
An AI agent that follows up with every appointment that did not end in a sale. It re-opens the conversation naturally, gets the homeowner to say what actually held them back (usually price, timing, or spouse alignment), and hands the live ones to your salesperson with full context.
Does Smart Quote use my products and pricing?
Yes. Smart Quote builds proposals from your own catalog, price book, and margin rules, presented under your brand. It is not a generic estimator; it is your pricing, produced faster and without manual math errors.
We already do rehash manually. Why automate it?
Manual rehash is the first thing that gets dropped when the team is busy, and it is usually staffed as an afterthought. Automating it means one hundred percent of non-sold appointments get worked, every time, and your people only spend time on the ones that respond.
See close rates on your own numbers
A 20-minute demo, no slides, no pressure. Bring your real call volume and we will show you exactly how this works for your business.