Blind, Curtain, Awning & Shutter Software | Windows Covering Software

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Scheduling sales appointments

The BlindMatrix CRM has got a smart calendar feature for blinds businesses to schedule customer appointments. It makes it easier for the sales reps to reach out to the customer’s home for measurements and installations after checking on their schedules. This increases the chance of scheduling more appointments by maximising the utilisation of the sales reps. Also, the software shows you the appointments based on the nearest locations so that you can club the appointments in close proximities to further save travel time and accomplish more appointments in a short span of time.

Onsite quoting app

BlindMatrix has developed an intelligent onsite quoting app to provide on-the-spot quotations at customers’ homes. The best part about this app is, it also works even in dead zones where there is poor or no network connectivity.

Your sales reps will receive their appointments on their BlindMatrix onsite quoting app and check all their schedules for the day. Also, the app integrates with Google Maps to take the reps to the customer’s location accurately. The sales reps can also update their appointment progress statuses so that the office managers can get real-time appointment progress updates. The onsite app has got all the product information of your blinds business inclusive of prices, fabrics, components, extras etc. Hence, when your sales reps are out for measuring, they will measure all the windows and select the fabrics and extras which will generate accurate prices.

Thereafter, they can generate a professional quotation for your customer. Once the customer is happy with the quotation, you can take a deposit to confirm the order and provide an invoice to the customer instantly. Following this, you can take payments, digital signatures of the customers and capture pictures of the windows, before and after the installation and send purchase orders to the suppliers. Not only this, but you can also get your sales reps to go through the checklist to ensure they complete all the tasks without a miss. Thus, the onsite quoting app helps the sales reps and installers to a great extent in getting all their work done automatically by streamlining all your onsite tasks.

Sending purchase orders to suppliers

The BlindMatrix software allows you to send purchase orders to your suppliers electronically via EDI and manually via automated email. Nonetheless, the BlindMatrix software also integrates with major suppliers in the window blinds industry. Through the BlindMatrix software, you can transfer your purchase orders straight to the supplier’s software. The orders will be exported from BlindMatrix in multiple formats and sent to the supplier’s FTP folders so that they can import them directly into their software and process them. This increases the speed and accuracy of processing and delivering purchase orders.

Graphical Interface

Blindmatrix software has got a comprehensive job management solution. It gives you the ultimate visibility of your business essentials. You can keep an eye on an array of information required to manage all the jobs in the most efficient manner. You can create multiple views for different staff based on their job roles to make it easier for them to watch over information concerning their specified job roles solely. For instance, an accountant keeps track of the invoices sent, payments received and payments outstanding, etc. So, you can create an ‘accounts’ view with these aforementioned fields for easy and smooth tracking.

Likewise, office managers would be able to see the number of jobs converted, the number of jobs due for completion, the number of jobs scheduled for installations, etc. You can also allocate colors against the job statuses, order statuses and product statuses. You can see the list of jobs with different colors based on their statuses. So, you can see all the jobs through a bird’s eye view and get a quick grasp of your business.

Multiple views

The BlindMatrix software allows you to create an ‘n’ number of filters to get the accurate information you are looking for. For instance, you can create filters to see how many quotations are issued in the current week or how many orders are converted in the same week, the due date to get completed, etc. This gives enhanced visibility of your exact choices on viewing job statuses. You can also see the jobs based on the products’ list to track the status of every product, individually.

Moreover, you can see these views in visual graphical format, in dashboards. Thus, you can create multiple views & lists to create multiple dynamic dashboards for a complete graphical representation of your business.

Financial management

Suppliers can maintain their customer’s credit limit, credit balance, payments received and payments outstanding. BlindMatrix software can be integrated with multiple accounting software to transfer financial information. BlindMatrix software can completely control your business’s financial side. Starting from the product price calculations and tax calculations, to invoice creation and payment tracking (both received and outstanding) the software solely handles everything.

The best part is, BlindMatrix software integrates with multiple popular accounting software like Xero, Quickbooks, Sage, Uniconta, MYOB, etc. To avoid re-entering all the data manually, you can use the BlindMatrix software to transfer all your sales orders and payments into the above-mentioned accounting software directly. In addition, you can generate multiple financial reports to get information like revenue generated in a month, profits earned monthly, commissions, top revenue-generating customers, etc.

Installation

BlindMatrix software handles all the installation requirements effectively. From scheduling installation appointments with the customers to installing the selected products at the customer’s location, the software gets you covered with the real-time installation progress. The software enables the installers to capture the images of the windows after installation to maintain records. Also, the installers can see the checklists of products to ascertain that everything is installed perfectly, as per the sales order. Not only this, but the installers can also provide a delivery note to the customers as a formal confirmation of the product deliveries and installation of the same. They can also take the final payments once after the installation. Lastly, the installers will take the digital signatures as evidence of installation completion.

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