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The AI office for the trades

They said they’d think it over. Who’s following up?

Tendly checks in on the estimates your reps leave and asks for the deposit you set before you order. It also answers new leads in seconds and books in-home estimates into open times.

It works beside Leap, MarketSharp, your spreadsheet and QuickBooks. It doesn’t write into them. On the call we work out who enters what. Tendly takes the after-hours texts and the estimate check-ins off your plate.

Built for window, siding and gutter companies with more estimates out than anyone has time to chase.

Work order

Clearview Windows and Siding

Messages

This is Robin from Clearview Windows and Siding. You're on for Thursday between 5pm and 7pm at 2210 Oakwood Dr. Need to change it? Just reply here. Reply STOP to opt out.

Thanks. It’s the six windows on the north side.

Booked

What happens when Mark needs new windows.

  1. 1 Booked

    Sunday night, Mark searches for window replacement and finds your site. He books a Thursday evening estimate right there. A text confirms it.

    Schedule

    Mark Delgado on the schedule in the Tendly app: 5:00pm to 7:00pm with Dee, on the job Six north windows, marked done.Mark Delgado on the schedule in the Tendly app: 5:00pm to 7:00pm with Dee, on the job Six north windows, marked done.
  2. 2 Go ahead

    Your rep measures and quotes at the kitchen table. The estimate goes in the app. It goes quiet. Tendly checks in twice, then stops. Mark says go ahead.

    Inbox

    Mark Delgado’s thread in the Tendly app: the estimate text, Robin’s check-in and Mark’s answer: Let’s do it. Go ahead and order them.Mark Delgado’s thread in the Tendly app: the estimate text, Robin’s check-in and Mark’s answer: Let’s do it. Go ahead and order them.
  3. 3 Deposit

    Mark gets a request for the deposit you set.

    Inbox

    Mark Delgado’s thread in the Tendly app: the text with the link for the deposit and Robin’s thanks once it’s paid.Mark Delgado’s thread in the Tendly app: the text with the link for the deposit and Robin’s thanks once it’s paid.
  4. 4 Paid

    After the install, you send the invoice for the balance. Mark pays it and you mark it paid. One text asks for a review.

    Jobs

    The Six north windows job in the Tendly app: the invoice for the balance, paid, with the balance marked paid and the deposit paid through the link.The Six north windows job in the Tendly app: the invoice for the balance, paid, with the balance marked paid and the deposit paid through the link.

Your rep measured and quoted. You booked the install. Tendly did the texting in between.

Get back to them first, even when everyone is out on appointments.

New leads text and call at night, on weekends and while you’re out on an estimate.

Tendly texts them back in seconds, at night and on weekends too, with times a rep is open. If they pick one, the estimate is booked.

The company that answers first gets hired more often.

[P]ros who respond to a lead within thirty minutes are 25% more likely to get hired than those who respond within three hours.1

Clearview Windows and SidingSunday 3:40pm

Hi, our siding is cracked on two sides of the house and we’re thinking about replacing it. Can someone come out and give us an estimate?

Hi, it's Robin at Clearview Windows and Siding. We can send someone out for an estimate. I have Tuesday between 5pm and 7pm or Wednesday between 9am and 11am. Which works better?

It’s 9:00pm and a homeowner texts to move tomorrow’s estimate.

Tendly texts the confirmations and reminders. If a homeowner needs to move an estimate, it offers another time a rep is open.

Clearview Windows and SidingWednesday 9:06pm

Hi, can we move tomorrow’s estimate to Saturday? I want my wife there too.

Sure. I have Saturday between 9am and 11am or Saturday between 1pm and 3pm. Which works better?

Let them book the estimate right from your site.

Mark finds you on a Sunday night and books a Thursday evening estimate right on your site. It goes on your calendar and a text confirms it.

Already have a site you like? We add booking to it.

Clearview Windows and Siding

Windows, siding and gutters in Columbus

Book a visit

Pick a time

  • Thu 5:00pm
  • Fri 9:00am
  • Sat 9:00am

Book this time

Turn more estimates into jobs.

Your rep left the quote on the table. Then nothing. Tendly checks in twice with a plain question the homeowner can answer in a word, then stops. When Mark answers, with a yes or with a question for your rep, you see it in the app.

Work order

Clearview Windows and Siding

Messages

Hi Mark, it's Robin from Clearview Windows and Siding. The window replacement estimate went out Thursday. Go ahead, questions, or hold off for now? Any of those is a fine answer. Reply STOP to opt out.

Hi Mark, it's Robin from Clearview Windows and Siding. Last check-in on the window replacement estimate: go ahead, questions, or hold off for now? Whatever you decide, we won't text about it again. Reply STOP to opt out.

We talked it over and want to go ahead. Does the financing you mentioned still work?

Followed upThursday 10:00am

Appointment confirmations, estimate check-ins and deposit texts come off your plate, or your office manager’s.

Anything that needs a person, like an estimate visit nobody marked done, goes on a task list for you or your office manager. They can step into a conversation and take it over.

Office tasks

  • Rosa D.'s visit on Thursday is over and nobody has said how it went. Mark it done, missed, or needing another visit.

  • Kevin S. wanted to book a visit and there was no open time to offer. Call them to set it up.

Once the contract is signed, Tendly texts a request for the deposit you set before you order the windows. It uses the payment link you already have.

When a balance is past due, Tendly asks you first. Tap yes and the reminder goes out.

Clearview Windows and SidingFriday 6:15pm

Clearview Windows and Siding: the deposit for your job at 2210 Oakwood Dr is $2,500. You can pay it here. Reply here with any questions.

Home

Balance request

Send a balance request for $8,900 to Mark Delgado?

Yes, go aheadNo

Want to know which installs are on next week or whether Mark paid his deposit? Text your business number and ask.

Monday’s text tells you how many jobs got booked last week and which customers needed you. Reply to ask about any of them.

Monday, October 19

7:00

Tendlynow

Clearview Windows and Siding, week of Oct 12. Calls answered: 64 (after hours and overflow: 23) New requests: 19 Booked: 11 Handed to a person: 4 Estimates that got a yes: $18,600 Collected: $9,250 Average days from invoice to paid: 5 Tendly asked you 2 questions.

Numbers from our example shop, not a customer’s results.

A page for each job you do, from windows to gutters.

We build your website with a page for each job you do: window replacement, siding, gutters and gutter guards. Each page shows your name, address and phone exactly as Google has them.

We keep your hours and services current on Google. If you want ads, they run in your own ad account and you pay for the clicks directly. Our fee covers running them. Spending stays within the monthly limit you set.

No one can promise you a top spot on Google. Current pages, current hours and fresh reviews help earn one.

Homeowners check how recent your reviews are.

74% seek reviews written in the last three months.2

After an install, Tendly texts your review link. It drafts replies to your Google reviews and posts them when you approve.

You stay in control. We run it.

It never quotes a price you haven’t set. Estimates and invoices don’t go out until you say yes. You can step into a conversation and take it over.

We set it up, keep it running and tell you what happened. What the AI can’t handle comes to you as a question.

How getting started works.

On a 20-minute call we hear how your business runs and look at one job you’re still waiting on. We tell you whether Tendly fits and what it costs.

Then we set it up with you: your services, prices, hours and rules. You see the test texts before anything goes live. We turn things on one at a time, when you’re ready.

It’s a one-time setup scoped to your business, then a monthly managed service. It’s month to month.

Questions

What happens when nobody can pick up?

Forward those calls to your Tendly number: after hours, when the line is busy or all day. Robin answers the phone in your business’s name and books the caller into an open time or puts them through to your team.

Will my customers mind talking to an AI?

Some will. It goes by Robin and speaks for your business. If someone asks whether it’s a person, it says it’s an AI. Where the law requires it, it says so at the start of the call. A lot of its work is texts anyway: confirmations, reminders, estimate check-ins and deposit requests.

Can a caller get a real person?

Yes. It rings your team’s numbers in the order you set. If nobody picks up within 90 seconds, it takes a message and gives you a task to call back.

Does it work with my software?

Bookings go on your schedule in Tendly. If you connect your Google calendar, visits show up there too and Robin only offers times that are free on it. It doesn’t write into Leap, MarketSharp or improveit 360. On the call we work out who enters what.

What happens when it gets something wrong?

It will sometimes: a misheard address or a time that doesn’t suit. You can read its texts and calls in the app. Take over a conversation, pause part of the work or tap “This is wrong” in your activity log. A person at Tendly looks at it the same business day.

Am I locked into a contract?

No. It’s month to month and you can end it with 30 days’ notice.

Bring us one job you’re still waiting on.

We’ll show you what Tendly would do with it. At the end we tell you whether it fits and what it would cost.

Built for window, siding and gutter companies with more estimates out than anyone has time to chase.

20 minutes with Tendly

We reply the same business day.

Whichever you'd rather we use.
A few optional questions
What would you fix first?
When is a good time to call?
Optional. The software you use, how many people, what's not working.

We use this only to reach you about the call. It goes straight to the Tendly team by email and text.