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2 min read Window Installation & Repair

GoHighLevel for Window Installation & Repair Services: Automate Quotes, Scheduling and Follow-Ups

Window installation and repair companies can use GoHighLevel to handle lead capture, quotes, calendar bookings, and customer follow-ups in one streamlined platform. No more missed appointments or lost jobs.

TL;DR

  • Create quote forms with window types, materials, and dimensions
  • Auto-schedule installs based on crew size and availability
  • Send reminders, prep instructions, and progress updates
  • Manage payments and offer upsells like tinting or insulation
  • Collect reviews and run seasonal promos (e.g., winter insulation checks)

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Why Window Contractors Use GoHighLevel

Window jobs can be complex—from custom glass orders to multi-crew installations. GHL helps you:

  • Capture detailed lead info with job-specific forms
  • Schedule visits by job size and team load
  • Track job progress and client communications
  • Automate review, upsell and maintenance reminders

Key CRM Features for Window Services

1. Lead Forms & Quote Builder

  • Form fields for window type (bay, casement, etc.), material, size
  • Upload area photos or floor plans
  • Auto-calculate quote based on specs
  • Route to sales rep or installer calendar

2. Smart Scheduling & Calendar Tools

  • Assign crews based on number of windows, location and availability
  • Schedule in phases (measurement > delivery > install)
  • Sync with Google Calendar or iCal

3. Job-Day Automation & Client Comms

  • SMS/email reminders with what to expect
  • On-route notifications for installer arrival
  • Update job status (e.g., delivery pending, install complete)

4. Invoicing, Payments & Upsells

  • Send invoice with deposit option or payment link
  • Add upsells like tinting, UV filters, or security bars
  • Follow-up with seasonal offers or referral requests

5. Review & Retarget Campaigns

  • Post-install review flow with photo upload
  • Win-back campaign for past clients
  • Reminder to schedule inspections for older installs

Real-World Use Case: Residential Window Crew

Before GHL:

  • Manual estimates via PDF
  • Missed follow-ups for upsells or issues
  • No-show clients and double bookings

After GHL:

  • Clients submit dimensions and preferences online
  • Jobs auto-assigned to crew calendar
  • Review requests and seasonal check-ins generate repeat business

Smart Automations to Use

  • Lead form + quote calculator + booking in one flow
  • Job complete = auto-send review + ask for referrals
  • Post-sale: offer tint upgrade or insulation check
  • Weather-based SMS: promote storm window services

📍 Try GoHighLevel to streamline your window business
📓 Join the Bootcamp and set up your installation funnel

FAQs

Can I build quote forms that calculate based on size and type? Yes. Use custom fields and logic to calculate rough estimates.

Can I assign teams based on job size or location? Absolutely. Use calendars and automations to assign jobs by team and region.

How do I reduce cancellations or no-shows? Use automated reminders, prep messages and on-route alerts.

Can I upsell services like tinting or insulation? Yes. Add them to forms or use follow-up campaigns post-install.

Does it support multi-stage jobs? Yes. You can schedule measuring, delivery, install and inspection separately.

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