1Overview#
For double glazing, window and door companies. Customers choose the job (replace, new, repair), products, how many, storeys, frame material, glazing, extras and their timeline, with photos.
New, replacement or repaired windows and doors: products, how many, storeys, frame material, glazing, extras and photos.
2What your customers are asked#
The form has 2 steps plus photos, then sending. Everything below can be renamed, hidden or made optional in Settings → Form fields.
Your Windows & Doors
| Question | Type | Options & notes |
|---|---|---|
| What do you need?Required | Pick one | Replace old onesNew opening / extensionRepair or new glass units Hint shown: "Misted or cracked glass can often be replaced without changing the frame." |
| Which products?Required | Pick several | WindowsFront / back doorPatio / sliding doorBi-fold doorsFrench doorsConservatoryRoof lantern / skylight Hint shown: "Pick all that apply." |
| How many windows and doors?Required | Dropdown | 1 item2 to 3 items4 to 6 items7 to 10 itemsMore than 10 items Customers can also type an exact number; hint shown: "Count each window or door once. Know the exact number? Type it." |
| How many storeys?Required | Dropdown | 1 storey2 storeys3 storeys4 storeys Customers can also type an exact number; hint shown: "Upstairs windows may need extra access." |
| Property typeRequired | Pick one | HouseApartment / flatBusiness premises |
| Frame materialOptional | Pick one | uPVCAluminiumTimberCompositeNot sure, advise me |
| GlazingOptional | Pick one | Double glazingTriple glazingNot sure |
| Anything else?Optional | Pick several | Privacy (obscure) glassNoise reduction glassUpgraded locksNew sillsRemoval of old framesIntegrated blinds Hint shown: "Pick all that apply." |
| When would you like it done?Required | Pick one | As soon as possibleIn 1 to 3 monthsJust getting prices |
Photos of the Windows or Doors
Photo tiles: Outside view, Window or door close-up, plus extra photos. Tip shown to customers: Tip: one photo of the whole front or back of the property, plus a close-up of each window or door style.
Your Contact Information
| Question | Type | Options & notes |
|---|---|---|
| Full NameRequired | Short answer | |
| WhatsApp / PhoneRequired | Phone | Local numbers are turned into international format automatically |
| Email AddressOptional | ||
| Property AddressRequired | Address + map | |
| Preferred Survey DateOptional | Date picker | |
| Preferred TimeOptional | Pick one | Morning (9–12)Afternoon (12–4)Evening (4–8)Any time |
| Anything else we should know?Optional | Long answer |
Why these questions
- Products and number of items give you a first price range.
- Repair or new glass units are often smaller jobs: misted units can be replaced without changing the frame.
- Timeline separates ready buyers from people getting prices.
- Storeys affect access for upstairs windows.
3Set it up#
- Choose Double Glazing in the setup wizard. Already using another niche? Your niche → Change niche, then confirm by typing Double Glazing, with "Load this niche's starter texts" ticked.
- Settings → Form fields: remove frame materials and products you don't supply.
- Settings → Page texts: explain in the FAQ that exact sizes are measured at a survey before anything is made.
Recommended theme: Professional
Windows and doors are a considered, higher-value purchase. Professional's business-like form builds confidence.
4Page texts#
These starter texts are loaded with the niche. Make them yours in Settings → Page texts.
| Text | Starter wording |
|---|---|
| Banner title | Get a Free Double Glazing Quote |
| Banner text | Tell us which windows and doors you need and we'll send you a price, then confirm the sizes at a survey. No obligation. |
| Tagline | Windows · Doors · Conservatories |
| Header badges | Free Quote | No obligation Supply & Fit | Windows and doors Free Survey | Sizes measured on site |
| Why choose us | Windows, doors, bi-folds and conservatories uPVC, aluminium and timber frames Misted glass units replaced Old frames taken away |
Make them yours
- Only mention energy ratings or industry schemes you really have.
- Show your product ranges in Why choose us.
5Reading a request#
Each request opens with a quick assessment: coloured flags for what matters most in this trade.
- How many: flagged by size (anything above 3 items stands out).
- Job: any other answer is flagged as a bigger or more valuable job.
- Storeys: flagged by size (anything above 2 storeys stands out).
- Timeline: As soon as possible is flagged as a bigger or more valuable job.
- Products: Conservatory, Bi-fold doors is flagged as a bigger or more valuable job.
- Photos: green when every photo tile is filled, amber when only some are.
- Survey: highlighted when it is today or tomorrow, so you can plan quickly.
What to look at first
- More than 3 items and conservatory or bi-fold are bigger jobs.
- As soon as possible means a ready buyer.
- Just getting prices may need a friendly price range and a follow-up.
Statuses for this niche
New · Contacted · Quote sent · Survey booked · Completed · Lost / declined
6Pricing your quote#
Give a price range from the products and number of items, then confirm at a survey.
- A typical price per window and per door type in each frame material.
- Add for triple glazing, special glass and extras.
- Add fitting difficulty (upstairs, no access).
- Final price after measuring.
These are ways to think about price, not market prices. Use your own costs and local rates.
7Messages to customers#
Your quote message is filled in automatically when you send a quote on WhatsApp. This is the starter template (Settings → Page texts):
Price range and survey
8Get more requests#
- Run winter ads about warmer homes.
- Ask builders and extension companies to refer you.
9Launch checklist#
- Products and materials you don't supply removed.
- Survey process explained in the FAQ.
- Send one test request from your phone and check it arrives by WhatsApp and email.
Need the general setup steps? See the main user guide.