Lead management for window & door companies

Why window enquiries go cold

A homeowner replacing windows rarely contacts one installer. They often fill in three or four quote forms in an evening, so a prompt, helpful reply gives you a better chance of getting on the doorstep.

For most installers the delay is not laziness — it is that the people who could reply are surveying, fitting or driving. An enquiry that arrives at 4pm on a Friday often gets its first response on Monday, by which time two competitors have already booked their surveys.

What a window enquiry actually needs before a survey

"Interested in new windows" is not a lead. Before you send a surveyor out you want to know the products, how many units, the material, the colour, whether it is a replacement or a new opening, the property type, the postcode and the timescale.

Collecting that by phone tag takes days. FollowUpPro asks for it conversationally, one question at a time, and stores each product as its own line on the enquiry so your surveyor sees the job at a glance.

Booking the survey while they are still interested

The moment a homeowner is most likely to agree to an appointment is while they are typing. FollowUpPro offers slots that genuinely exist in your diary — respecting your working hours, appointment length, travel buffer, notice period and time off — and confirms the survey with reminders on both sides.

If it cannot answer something, or the homeowner asks for a price, it hands the conversation to your team rather than guessing. Window prices come from a survey, not from a chatbot.

Keeping the follow-up going without nagging

Some homeowners simply get busy, which is why consistent follow-up matters. Automatic email and SMS follow-ups keep the conversation alive until the homeowner replies, books, or opts out — and an opt-out is recorded permanently for that channel.

Everything sits in one shared inbox with a "Needs you" queue, so your office team can see at a glance which homeowners actually need a person.

What gets captured

• Name, phone and email
• Postcode and property address
• Windows, doors, conservatory or porch
• Number of units
• Material — uPVC, aluminium, timber, composite
• Colour and style
• Replacement or new opening
• Property type
• Timescale
• Access notes
• Photos (via the conversation link)
• Preferred survey times

An example enquiry