Workflow Manager
MANAGE ORDERS
ALTA EDI
SEND PO'S DIRECTLY TO MANUFACTURERS
MANAGE INSTALLATIONS
MANAGE REPAIRS
VIEW IN-DEPTH REPORTS
workflow manager
Orders
Convert quotes to orders while on-site with customer sign-off and MyBlindCo Pay.
Email a copy of the customer-signed order directly to your customer.
Include customized order disclaimers.
Track orders with Order Statuses for every step of the job.
Transfer orders directly to Quickbooks Online or Desktop.
WITH THE PUSH OF A BUTTON, SEND ELECTRONIC ORDERS DIRECTLY TO ALTA.
Don't waste time by manually sending purchase orders to Alta when you don't have to! With Alta E-Order, you can send orders directly to Alta within the MyBlindCo app or browser version. It's as easy as pushing a button. Track your Alta purchase order status with automatic updates from Alta, including 'In Processing', 'Shipped', and more! Plus, receive estimated ship dates & cost, directly from Alta!
Generate purchase orders directly from customer orders.
Don't waste time re-entering customer order data or manufacturer information.
Track purchase orders with an array of status options.
Manage Installations & Repairs
Schedule installations through the appointment calendar.
Provide your installers with all of the information they need, including payment history and remaining balance.
Easily create repair tickets and track the job all the way to completion.
Detailed Reports
View in-depth reports on Marketing, Sales, Customers, and Lead Management.
Better manage your business by staying up-to-date on all of your most important statistics.
