Send purchase orders to multiple suppliers via EDI through BlindMatrix with a single click, simplifying your ordering process.
Sales reps and installers can view all their appointments for the day, week, or even months in advance, allowing them to plan and begin customer visits accordingly. They can also create, edit, or reschedule appointments based on customer requests.
Appointments can also be auto-scheduled based on the sales rep’s assigned territory.
BlindMatrix ensures your sales reps are always on time, providing perfect route assistance by mapping all their appointments for the day. It directs them via the best and shortest route to each customer’s location.
Your sales reps and installers can effortlessly send notifications and updates to your customers via SMS and email. These alerts can be automated using pre-defined templates, ensuring your customers stay informed and engaged with timely updates on their appointments.
Sales reps can easily create or update jobs directly from the customer’s location using the mobile app. They can select products from the digital catalog, add measurements, materials, add-ons, and all necessary details. This simplifies obtaining customer approval and speeds up order processing.
Provide a quote right away at your customer’s location within minutes, along with product images, giving clear visuals of what they are buying. You can also add a ‘Pay Now’ button to receive payments instantly.
The BM mobile app provides a paperless solution, allowing you to easily obtain digital signatures. You can also include clear terms and conditions during the signing process, ensuring a smooth and compliant experience for both you and your clients.
Maintaining service records is simple with our system. Sales reps can upload images of the work, along with due dates, notes, and other details. This ensures a clear, organised record of every job, making it easy to reference past work and track service quality.
The BlindMatrix checklist ensures that your sales reps and installers don’t miss any tasks they need to complete onsite. It also provides the office with a report of all the tasks they have accomplished.
Send purchase orders to multiple suppliers via EDI through BlindMatrix with a single click, simplifying your ordering process.
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