AI intake for window and door installers
Porto learns how many openings, the frame material, the home and the goal, so your sales reps arrive at the measure with the right samples.
Clearview Windows and Doors
AI assistant
Hi, I’m the AI assistant for Clearview Windows and Doors. What would you like to replace?
All 14 windows. They’re original aluminum from the 1970s and the house is drafty.
Window count already covered
So it moves on to materials
Thanks. Do you have a frame material in mind, and are any doors part of the project?
What Porto does for window and door installers
Porto replaces the quote request form on a window and door installer’s website with a short AI conversation. It learns the number of windows or doors, the current frames, the home, the goal and the timing, and sends your sales rep a brief before the in home measure.
What Porto works out in the conversation
These are the topics, not a script. Porto asks only what it still needs, so a visitor who mentions their timeline in the first message never hears that question.
Openings
How many windows and doors, and which rooms
Frames
Current material and what they want next
Goal
Energy, noise, security, style or repairs
Home
Age, stories and any historic district rules
Timing
When they want the work done
The brief your team gets
Every conversation ends with a one page summary and a fit score, sent to the tools you connect. Your team reads it before the first call.
See how it works
LEAD BRIEF
Abernathy residence
80
Strong fit
Scope
14 windows, original aluminum from the 1970s
Goal
Fix drafts and lower energy bills
Frames
Leaning toward vinyl
Doors
Back patio door included
Questions from window and door installers
Can Porto quote windows?
No. It collects what your rep needs and tells the homeowner when to expect a measure.
What about a single broken pane?
If you don’t take glass repairs, Porto lets the visitor know kindly and can point them elsewhere.
Can it offer measure appointments?
Yes. When you connect a calendar, Porto can offer visit times.
See Porto set up for window and door installers
Bring what your team asks on a first call. We’ll set up the conversation around it and show you on the demo.
Book a demo