To prepare the measuring visit, you receive the openings, surfaces or areas involved and the customer’s observations. Your receptionist distinguishes windows, siding and insulation, records measurements as provisional, and offers a visit within the time slots you have approved.
$39 CAD / month · 50 Standard calls · 1 local number
The measurer receives a file with six numbered openings, a photo and a provisional dimension for each, the attic zone to assess, and an eligibility-to-be-validated note. The visit is there to confirm, not to discover.
Tuesday, 4:30 p.m. The measurer is on a job site. A man calls to replace windows before winter, and brings up a rebate.
ReceptionistEnveloppe Cormier, good afternoon. Let me take your name and a callback number first, in case we get cut off.
CallerDenis Ouellet, 819 555-0155. I want six windows replaced and my attic insulated. I hear there is a rebate.
ReceptionistPrograms do exist for insulation, but I cannot confirm your eligibility or an amount: that is validated at the energy assessment. For the six windows, can you tell me which rooms they are in?
CallerTwo in the living room, three upstairs, one in the bathroom. I measured them myself with a tape.
ReceptionistGood, I am numbering all six and noting that you took the dimensions with a tape — the measurer will confirm them on site. You can text me a photo of each opening; I will attach them to your file.
She records how many openings, where they are, the provisional dimensions with the method used to take them, the material and finish wanted, and whether the old unit has to be removed. Every opening stays identifiable in the file.
A full project or a damaged section, the number of storeys, the access, the existing cladding. This is a spring-to-fall trade: she records what the caller is aiming for this season and prepares the measuring visit.
Which area, what problem is showing — a cold room, a draft, condensation, high bills — and the age of the building. She captures the project and the zone, without recommending an R-value or a type of insulation.
A gutter torn loose and hanging, a section of siding lifted, water actively getting in. This is the one real emergency in this trade: she flags the call and reaches you right away.
Three ways of counting, one call. She identifies the speciality before counting the way the trade counts.
She takes the name and callback number before knowing which speciality is involved.
She takes it first, before knowing whether the call is about a window, siding or insulation.
She gives every opening a stable identifier, with its photo and its provisional dimension.
That is what prevents the worst accident in this trade: two windows swapped between the file and the order.
She records the material and finish wanted, and whether the old window or door has to be removed.
The details that tell a correct order apart from one that needs fixing.
She reminds the caller that the final measurement stays a decision for the measurer, not for her.
She prepares that work; she does not replace it.
She records whether it is a full project or a damaged section, the number of storeys and the access.
The context that prepares a useful measuring visit, not a blind one.
She explains that a price per foot is given after measuring, not over the phone.
Footage and access change the cost too much to be guessed at a distance.
She records which area, what problem is showing — a cold room, a draft, condensation, high bills — and the age of the building.
The context that guides the visit, without ever naming an R-value over the phone.
She explains that rebate programs exist, without guaranteeing eligibility or the amount.
The exact wording you want her to use is configured on your profile.
A gutter torn loose and hanging, or water actively getting in through the siding, triggers an immediate alert.
The one real emergency in this trade — a hanging section can fall.
Each of these options is added separately, when it is useful to you.
She prepares your envelope estimate in versions, freezes the approved one and follows up until she gets an answer.
An envelope project is compared and revised over weeks — you approve every send. Assisted estimates
She knows where each request came from — a referral platform or a direct contact — and which one ends in an order.
Many envelope requests arrive through platforms. Knowing which one converts changes what you pay. Lead capture and sales follow-up
She helps a website visitor specify windows, doors, siding or insulation before passing on the request.
Optional web channel: the right speciality is identified before the first call ever happens.
She attaches Hover measurements for each opening to its file, with their provenance.
Window-group order is not guaranteed in the export — reconciling with your own survey stays essential. Hover
She opens the client file and the envelope request in Jobber, once the connection is proven on your account.
The model is documented on the product side. What is missing is proof of writing on a real account. Jobber
She flags a request from RénoAssistance as referred, without confusing it with a direct call.
The partner publishes no confirmed write-back for now. The contact rule is still being qualified with it. RénoAssistance
She answers from the calls, requests and business information you are allowed to access. A question about an option only applies once you have switched it on.
The questionWhich enquiries concern openings, and which concern insulation?
She uses the stated speciality and recorded areas. She does not infer the building’s performance.
Which torn gutters or leaks did I get after the last storm?
She reads the alerts sent and the requests flagged urgent in your requests.
Which envelope estimates sent this month have had no reply?
Add-onWith Assisted estimates: the last follow-up and the current version of each file. Without the option, she does not track estimates.
How many of my requests come from a referral platform?
Add-onWith Lead capture and sales follow-up: the source of each request and its outcome. Without the option, she knows the call, not where it came from.
Your specialties, your service area, your season, the windows you keep for measuring visits, and what triggers an alert. All of it changes from the app, including in the middle of the season.
Name and callback number first. Then the specialty and the elements involved, the quantities with an identifier per opening or per zone, the dimensions and how they were taken, the materials and target performance, the existing condition and the installation constraints.
You get a request where every element has its identifier, its photo and its provisional dimension. Your measurer confirms on site, and the approved version is the one that goes to order.
A receptionist who answers for you, in both languages, and sends you a written request. No setup fee, and you keep your number.
She recommends no R-value, no insulation type and no window model over the phone.
This is included in your base plan. She answers using the calls, requests and business information you are allowed to access.
Talk to your receptionistA question you can ask
Which enquiries concern openings, and which concern insulation?
She uses the stated speciality and recorded areas. She does not infer the building’s performance.
Beyond the base plan. Each one is added on purpose, separately from the base. None is switched on unless you choose it.
You can add a channel so she can continue the conversation with your customers. Any action she takes follows the same rules and the options you have chosen.
Optional customer channel
Help website visitors specify windows, doors, siding or insulation before passing on their enquiry.
The transactional messages provided by your base plan and your own questions to the receptionist remain included.
Check the actions supported, connection requirements and how to work when your software cannot perform the requested action.
Exterior measurements and window groups are documented; group order is not guaranteed, so reconciling with the field survey stays essential.
Client, request and quote model documented; writing each object still has to be proven on a real account before it is announced.
Requests referred by a platform: no public write-back is established, and the contact rule has to be qualified with the partner.
A building envelope is sold three ways that have nothing in common. Windows and doors are ordered by opening, one at a time, with dimensions that have to be right. Siding and gutters are calculated in surfaces and linear feet. Insulation is sold by zone and by target performance. One call can contain all three.
Your receptionist first identifies what she is dealing with, then counts the way the trade counts. Every opening gets a stable identifier, with its photo and its provisional dimensions. Every insulation zone gets its description. That is what prevents the worst accident in this trade: two windows swapped between the file and the order, discovered on installation day.
She also knows the final measurement is not hers. The measurer confirms the dimensions and the constraints, the lead validates technical properties and substitutions. She prepares that work; she does not replace it.
The other lines of work in this section run on the same engine, with their own requests and their own rules.
Trades & maintenanceBy giving every opening a stable identifier on the first call, with its photo and its provisional dimension. That is the documented failure case in this trade: when identifier, photo and dimensions stop agreeing, the order is blocked and the correction goes back to the measurer.
Yes, within the availability you allow and on the windows you reserve for visits. She places the visit, sends the confirmation and the reminder. You arrive with the file already built.
She raises them carefully and promises nothing. Programs exist for insulation, but eligibility and amounts depend on the assessment and on the program in force. What you want her to say, word for word, is configured on your profile.
No. The insulation and siding presets rule out a price per foot as firmly as a fixed quote: the amount depends on the real surface, the condition of the substrate, the access and the storeys. She captures the request and books the measuring visit.
Yes: a hanging section can fall, and water actively getting in through the cladding after a storm cannot wait. It is the one real emergency in this trade, and your rule is what defines it.
Start your free trial with your email. Your website can help prepare your business information, but it is optional. Confirm the facts, choose a first task and test your receptionist. You can try options too, starting with the ones you need.
Keep my phone numberWindows, doors, siding and insulation
