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Plan customer visits better
Use appointments, nearby-visit views and route optimisation to organise the day more efficiently and reduce unnecessary travel between customer locations.
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Arrive ready for every visit
See appointments, customer details, job information and history before you arrive, so your team has the context they need on site.
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Quote on-site without internet
Configure products, prepare quotations and include product images during the visit, helping customers review their options without waiting for the office.
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Send POs directly to suppliers
Send purchase orders directly from job requirements to your suppliers through EDI, reducing manual re-entry, ordering errors and time spent processing supplier orders.
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Keep working without internet
Continue key on-site work when internet access is unavailable, so poor connectivity does not mean switching back to paper, notes or other manual processes.
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Capture everything on site
Take photos, attach documents and drawings, record notes and collect digital signatures so important job information is captured where the work happens.
BM Copilot in On-Site App (Mobile & Tablet)
Know the job before you arrive with BM Copilot
Ask about upcoming appointments, customer details, job history or what still needs to be done before a visit. BM Copilot uses information already in BlindMatrix to give your team a quick answer and can prepare the next step for review when action is needed.
Do more on site without waiting for the office
Arrive with the full job picture
- View appointments, job details and consolidated job history.
- Access notes, documents and drawings while you are on site.
- Use tasks and checklists to make sure nothing is missed.
Build the quote with the customer
- Create and send quotations during the appointment.
- Include product images to make options easier to understand.
- Use the product visualiser to help customers picture their choices.
Capture what happens on site
- Take and store pre- and post-job photos.
- Collect customer signatures digitally.
- Attach supporting documents and drawings to the job.
Plan a more efficient day
- View nearby appointments and group visits by location.
- Use route optimisation to reduce unnecessary travel.
- Allow for travel time and appointment duration when planning the schedule.
Finish more before you leave
- Send invoices and order confirmations from the app.
- Contact customers directly by email or SMS.
- Send purchase orders without waiting to return to the office.
Frequently asked questions
The BlindMatrix On-Site App helps window covering sales teams manage appointments, customer information, jobs, quotations and communication while away from the office. Sales reps can configure products, prepare quotes, capture photos and signatures, and send purchase orders to suppliers or their workroom directly from the app, helping them complete more of the sales process during customer visits.
Yes. The BlindMatrix On-Site App allows sales reps to configure products and prepare quotations even without an internet connection. This helps window covering retailers continue quoting at customers' homes where Wi-Fi or mobile coverage is unreliable. Sales teams can prepare quotes during the visit without waiting until they return to the office.
Yes. The BlindMatrix On-Site App includes a Product Visualiser that helps customers see and compare window covering options during appointments. Sales reps can also include product images in quotations and configure products during the visit, helping customers understand their options before making a decision.
Yes. The BlindMatrix On-Site App allows sales reps and field teams to capture job photos, collect digital signatures and attach drawings or other documents to the relevant customer job. This keeps important information together and makes it easier for teams to refer to the details collected during site visits.
Yes. The BlindMatrix On-Site App helps sales teams manage customer appointments and automatically generate travel plans for the day. Using scheduled appointments and the sales rep’s live location, route optimisation can suggest an efficient order for customer visits and account for travel time between them. Appointment duration can also be calculated based on the work involved, helping reps plan their day more realistically and reduce unnecessary travel.
Yes. The BlindMatrix On-Site App gives installers and field teams access to relevant customer and job information while working away from the office. This helps them review the details needed before and during installations without relying entirely on printed paperwork or contacting the office for routine job information.
Yes. The BlindMatrix On-Site App allows sales teams to manage quotations, create and send order confirmations and invoices, and communicate with customers through email or SMS while away from the office. This helps them handle customer documents and sales communication without waiting until they return to their desks.