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Windows & Doors

You don't have to learn how to use AI in your window and door company. We build it into the software you already run.

You don't have to understand AI to stop finding out on install day that the order never went in. ChatGPT isn't in your factory queue. Cortex builds agents into the CRM, ordering, and scheduling tools you already pay for.

Get your free auditSee how it works
Two installers fitting a new window into a brick wall

Agents watching

  • Quote and measure watch
  • Factory and schedule
  • Money on the job

Does this sound familiar?

The stalls we hear in this trade every week.

01

Measures do not become orders

What was sold and what was ordered don't match. Install day is when you find out.

02

Factory dates are a rumor

The office thinks six weeks. The vendor thinks nine. The customer has the first date.

03

Install days slip with no call

Weather, a missing unit, a crew still on yesterday's job.

04

Final payments sit after the install

The job looks done. The office is still chasing a signature.

05

Service after install is a text to the owner

A leak, a bad seal, missed trim.

What agents can handle

Examples. Your list comes from the audit, not a template.

Quote and measure watch

Agents track quotes and measures that never became factory orders.

  • Stale quotes
  • Measure vs order
  • Rep queue

Factory and schedule

Factory delays and installs at risk.

  • Slip flags
  • Customer update drafts
  • Ready-to-install queue

Money on the job

Missing deposits and final payments nobody asked for.

  • Missing deposit
  • Completion sign-off
  • Aging by job

After-install

Callbacks and vendor claims on the same file.

  • Callback codes
  • Vendor claim flags
  • Punch remaining

A day with Cortex

What a day looks like with agents on

An example day. The agents work inside your phone line, CRM, field software and books. Anything that spends money or makes a promise waits for a person.

Windows & Doors · example company

Today · Activity log

Agents on

7:42 AM

Missed call

New customer called while the team was on a job

Caller said: wants six drafty windows replaced. Agent texted back, got the address, and booked the 10:30 slot.

Done

9:15 AM

Estimate #2041 · $8,400

No reply from the customer in 3 days

Agent wrote a follow-up in your voice. It goes out when you tap approve.

Waiting for your OK

11:30 AM

Review

Job closed, customer happy

Agent sent the review request with a link to your Google profile.

Done

2:10 PM

Job #3318 · $2,480

Marked complete, but no invoice in QuickBooks

Agent flagged it to the office so it gets billed today.

Sent to your team

6:00 PM

Daily summary

Your end-of-day report

6 jobs booked, 2 estimates waiting on you, $2,480 to invoice. Sent to your phone.

Done

Example activity. Every action is logged, and you choose what agents can do without asking.

Built around the software you already use.

Examples of systems we commonly evaluate for integration. Window and door companies mix a contractor CRM with factory ordering tools. Measure, photos, and QuickBooks sit beside that. Agents watch the gaps between them.

CRM and production

JobNimbusAccuLynxProLineHouzz Pro

Measure and photos

HoverCompanyCam

Factory / dealer

WindowmakerFenetech

Money and demand

QuickBooksGoHighLevelGoogle AdsGoogle My BusinessMetaTikTok

Named tools are examples we see in this trade, not a certified integration list. What we can connect depends on APIs, vendor access, and the audit. We do not replace these systems.

How we set it up

Audit, design, build, test, then keep it running. Your existing software stays in place.

  1. 01
    Audit

    Understand the operation

    Software stack, repetitive paths, follow-up that depends on memory.

  2. 02
    Design

    Design the system

    Which agents, which systems, what they may do, and what requires a person.

  3. 03
    Build

    Connect and build

    Agents around those paths, connected to the tools you already use.

  4. 04
    Deploy

    Test with your team

    Permissions, approvals, testing.

  5. 05
    Manage

    Keep it reliable

    Monitoring, connectors, improvements.

Other industries we serve

Auto ServicesHVACPlumbingElectrical ServicesRoofingHome ServicesPest ControlConstruction & ContractingSmart HomeCleaningConcreteDrywallExcavationFencingFlooringGarage DoorHandymanJunk & Waste RemovalLandscapingLawn CareMasonry & HardscapingPaintingPaving & SealcoatingPool ServicesPressure and SoftwashingProperty ManagementTilingTransportation & HaulingTree RemovalWaste ManagementWelding

Find out what AI could take off your plate.

Start with a free 30-minute audit. You don't need to understand AI. We'll show you what's worth building into the software you already run, and what isn't.

Get your free audit