Estimating Module for Domestic Customers £49.00

Enquiry Form

Kate, who answers the office phones, simply types in the customers details in the Enquiry Form. Postcode Software can be integrated to allow ease of use and address checking.


The Postcode Software which is integrated into the Enquiry Form is Quick Address Pro. It can be bought from any Quick Address supplier.

Kate checks the Measurer's Diary to see who is available to estimate & measure the customers window blinds.

Desktop Blinds Diary system can cater for as many measurers and fitters that your company requires.
At a Glance Kate can see that Joe is in Partick in the Morning at 9:00 am until 10:30 am.
Kate Types in the Lead No (Estimating No) at 11:00am and the software pulls through the Job Details onto the Measurers Diary.

Esimating Sheet

Kate Appoints Joe to measure and quote this Job at Springburn Glasgow.

The software knows that 7 blinds need measured and priced. Desktop Blinds diary System gives Joe 3 x ½ hour slots.

Joe has a Job in Partick that morning as well. The time slots can be overridden.

Kate Simply Prints off Joe's Estimating Sheet for 22/6/2011 Wednesday.

All Jobs are numbered and dated automatically.

Deposits Cash Book

Back at the office Kate now has Joe’s Estimating Form and now continues to take all deposit monies from Joe allowing her to record them in Desktop Blinds Estimating form. Kate simply looks at the Estimating number and finds it in Desktop Blinds using the Find buttons at the bottom of the form.
She finds Mr McAuley’s
Job by pressing the find by Lead No.
Kate then fills in the Sold Price, Deposit,
Deposit Date and Deposit Method. This is in effect the Blind Companies
Cash Book.

Daily Deposits

At the end of each day Kate prints off the daily deposit takings for Cash, Cheque,
Credit Card, Debit Card and Purchase Orders.

Order Processing for Domestic, Trade and Wholesale Customers
from £150.00

Order Processing

Kate now passes the Estimating form to Kim in Order processing.
Kim looks at the forms and starts entering them into Desktop Blinds Order Processing modules.
All blind types are available to be processed in Desktop Blinds which include:- Venetians, Verticals, Roller, Pleated, Woodweave, Romans Pleated and any Specials

Order Processing

All Kim does is click on Process New Order. The Order number and date
comes up automatically. Kim enters the Estimating number from the Printed form and all relevant details relating to that order are passed from the Estimating Form into the Order Processing form.
The only decision Kim has to make is whether the blinds can be made by the fitting date provided

Production Forecast

Each Module has a Production Forecast report to allow the Blindmaker to
work out how much Fabric and Headrail is required each day to manufacture.
The report is arranged in Fabric order and calculates the total fabric requirements.

Roller Blinds

Kim now only has to copy the details from Joes Estimating sheet into the Blind Maker appropriate module.

For Rollers Kim enters the details below which are in a new innovative spreadsheet format to enable rapid data entry.
The module can cater for millimetres or inches.

Production Forecast

Each Module has a Production Forecast report to allow the Blindmaker to
work out how much Fabric is required each day to manufacture roller blinds.

Venetian Blinds

Kim now only has to copy the details from Joes Estimating sheet into the Blind Maker appropriate module.
For Venetians Kim enters the details which are in a new innovative spreadsheet format to enable rapid data entry.
The module can cater for millimetres or inches.
Any type or Size of Venetian Blind can be entered.

Production Forecast

Each Module has a production forecast report to allow the Blindmaker to
work out how much Linear Slat is required each day to manufacture

Production Statistics

Kim can print off at any stage of the week or month the production figures for
the factory, giving the owners the much needed targeted results.

Delivery Note

Kim can print off an Invoice for Domestic, Trade & Wholesale customers including a delivery note if the goods are being posted or sent by courier.

Sales Invoice

Not normally required for the domestic market, however the Trade Blindmaker will require an Sales Invoice which is available within the Blindmaking module.
A different price table is used for Trade and Wholesale Pricing.

Fitters Work Diary

Kate now has to allocate a fitter to fit the blind orders for Monday the 27th of June.
She has all the Estimating sheets with the delivery dates on them and now can go to the Fitters diary and see who can do the fitting.

Fitters Work Diary

Kate goes to the Fitters Diary and sees at a glance that Howard is available on Monday the 27th June to fit Mr McAuleys blinds. She simply enters the Estimate Number and this posts Howards details to the Estimating Form. As we can see Howard is now booked to fit the blinds on order number B00001

She allocates Howard and prints out his work diary for Monday. The diary shows the Jobs and how much of a balance there is for him to collect from the customers.

Final Payments

Kate can also print off reports to tell her how much final payments have been collected between any two dates.

Vehicle Mileage Log

If Kate required a vehicle mileage log and the fitters diary she can choose which report to print in Desktop Blinds.