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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
Know the job before you arrive with BM Copilot
Ask about upcoming appointments, customer details, job history or what still needs doing 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.
