Workflow Manager

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.

*A 30 MINUTE ONLINE TRAINING MUST BE COMPLETED TO ENABLE ALTA EDI*

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.

Track your success

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.

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