Window replacement estimate form template
Window companies quote by the opening, so a lead without a window count is an unpriced appointment. This flow counts the windows, scopes whole-home versus partial, and screens the service area, producing estimates a rep can price on the drive over. The generator assembles it into your account on request.
AI builds it from the recipe below in about 60 seconds
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AI builds this one for you
The recipe below is already specced. Press generate and AI assembles your copy of it, on your branding, with the logic wired in.
What's inside this template
Four scoping answers, one contact step. Count and scope land mid-flow where commitment is already built, following the contact-last shape the 34% platform average is drawn from.
- 1
ZIP code
Footprint screening up front, before the visitor invests in the longer questions.
zip_qualificationengagement_first - 2
Window count
Bands from 1-2 to 10-plus. The count is the quote, and buyers pay differently across the bands.
buyer_qualification - 3
Project scope
Whole home, one floor, or a single room separates the $2,000 job from the $20,000 one.
buyer_qualification - 4
Timeline
Ready-to-schedule routes to booking; researching routes to nurture.
intent_captureconditional_routing - 5
Contact details, verified
The homeowner closes with name, email, and phone, live-checked, consent above the submit.
email_verifyphone_verifytcpa_consent
Built to deliver qualified leads
Same ad spend. Capture 2X the qualified leads. Window Nation built a replacement-lead machine on exactly this scoping logic, and the reason is arithmetic: counted, scoped jobs close at full appointment value. Across platform funnels, this scoping-first shape shares in the 34% average conversion lift.
Priced before the visit
Count and scope arrive structured, so reps walk in with a real number instead of a pitch.
Lead scoring →Big jobs to senior reps
The 10-plus band can route to your closers while small jobs feed the standard queue.
Distribution & routing →Confirmed homeowners on the line
Verification at capture protects the appointment-setting call that follows.
Lead verification →Home services consent notes
Wired in when the flow generates:
- Consent language above submit for the installer or network that follows up
- TrustedForm and Jornaya support when window leads sell to aggregators
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Frequently asked questions
Where does this template come from?
The generate button. AI builds the flow from this spec straight into your account, ready to publish or edit like any funnel.
What makes a window lead qualified?
A qualified lead is one with a verified email, a verified phone, enriched data, and a Contact Score above your threshold, checked before the visitor leaves the page. Window count and scope carry the job's value alongside.
Can two-window repair traffic be filtered out?
Yes. The count answer can score below threshold or route to a repair partner, so replacement crews only see replacement jobs.
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