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Projul AI Connect for Window and Door Replacement: A Complete Breakdown

Projul AI Connect lets your AI work inside your Projul account for window and door replacement jobs. Turn it on under "Settings" > "Projul AI Connect" by creating an API key and pasting it into your AI.

Contents

Leads and clients

Estimates and change orders

Scheduling and crews

Photos and files

Messages and call logs

Templates

What your AI cannot do yet

Where to start

Leads and clients

Your AI can add a client and lead, set the address and likelihood of sale, move it through your pipeline, and assign a rep or estimator.

Add a lead for [client name] at [address] for [12 double-hungs and a patio slider]. Set likelihood to [medium] and assign [rep name].

See Leads and follow-ups.

Estimates and change orders

Your AI can build an estimate with a line per opening (size, style, frame, glass), plus lines for labor, capping and disposal, each marked labor, material or other, with a tax rate applied. It can add a change order for scope such as a rotten sill. Both are created as Drafts for a person to send.

Build an estimate on [project name] for [8 double-hung windows, 36x60, vinyl] and [1 fiberglass entry door], with separate labor, capping and disposal lines, and apply [tax rate].

The estimate editor in Projul with the windows section expanded showing the priced line items your ai added to window replacement estimate

See Build a window and door estimate.

Scheduling and crews

Your AI can create the tasks a job needs (measure, order, delivery, install, walkthrough), put a multi-day window on an install, assign a crew, add a checklist, and move tasks when dates change.

Create install tasks for [project name]: a 2-day install starting [date] for [crew name], then a punch-list task 3 days later for [PM name].

See Schedule crews and jobs.

Photos and files

Your AI can find photos and documents already in a project and attach them to a task or an estimate line, such as a rotted-sill photo on the repair line. Uploading a new photo depends on the AI tool used.

Attach the photos in [project name] tagged [south elevation] to the [capping] line on the current estimate.

See the "Photos & Files" section.

Messages and call logs

Your AI can log a call, text or site visit on a lead, client, task or estimate, with the method and direction. It cannot send a message to a client.

Log an outbound call on [client name] today: left a voicemail about the delivery date moving to [date].

See the "Messages" section.

Templates

Your AI can build an estimate from a saved template, such as a standard double-hung replacement, and adjust counts and sizes for the job.

Create an estimate on [project name] from the [Standard double-hung] template, set the opening count to [10], and add [1 sliding patio door].

See Create an estimate from a template.

What your AI cannot do yet

Invoices and payments. Time tracking, timesheets and payroll. Purchase orders. Daily logs. QuickBooks sync. Publishing or sending a Draft estimate or change order. Full list: Which Projul features are not available to my AI yet?.

Where to start

To put this to work on your next job, follow these steps.

  1. Get your API key.
  2. the "Connect your AI" section.
  3. Check that it is connected.
  4. Quote one job.
  5. Run your next call through it.
  6. Lay out an install week.
  7. Keep prompts you like.

Questions? Let's Chat.
support@projul.com
(844) 776-5853