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A simple and easy-to-understand interface to see all of the important information about each job. View customer information, schedule and completed dates, measures and problems, and even see an activity history of all the updates made to this job throughout its lifecycle. Why is this important? There needs to be a way to digital track all of the information about a job that captures everything that would have originally been done using paper. |
Blinds Portal Job Details
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Linked JobsRelated jobs are automatically linked together so you never have to go searching for the matching measure to your install. You can also link jobs manually in case the big box stores forget to connect two jobs. It gives you a better idea of the history you have with this client. Why is this important? While on an install job, it is consistently necessary to use the measurements for each window to match up the product with the correct window location. Without easy access to the measure, your installer wastes time re-measuring and trying to figure out where each product goes, instead of installing the product and moving on to the next job. |
Blinds Portal Linked Jobs
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Archive JobAlso known as "key-rec'ing", this is how you tell your vendor partners that a job is complete and you are ready to get paid. Why is this important? Obviously a hugely important part of business is getting paid for that work. When everything is finished and you are confident in your work, with a click of a button you can notify your partner that the job is done. Assign JobAssign your jobs to individual installers or to a team of installers so that no job slips through the cracks. Why is this important? By assigning the job to a particular team or person, they will always be made aware of what the status of each job is, and they are kept accountable automatically. It then becomes almost impossible for jobs to get lost or to be dropped. Re-ingest JobWe are constantly checking for job updates automatically and can re-ingest the job information from your vendor for you. Why is this important? This keeps your jobs up to date so you don't have to worry about stale data. |
Blinds Portal Completed Jobs
Blinds Portal Assign Jobs
Blinds Portal Assign Jobs
CorrespondencesCorrespondences let you keep track of all the interactions you have with a customer in one place. Why is this important? This can really help you when you need to know the last contact you had with the customer or what you discussed with them on the phone. |