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.

Joe, the measurer, goes to his first job in Partick and then Springburn Glasgow.

Joe measures Mr McAuley’s blinds in Springburn and fills in the estimating sheet
with the correct blind types and sizes. He already knew from the estimating form,
filled in by Kate, where the blinds were located and type of blinds asked for by the customer.
Joe agrees with Mr McAuley on material selection and price.
Joe fills in the Estimating sheet with the correct blinds details and prices.
Joe and Mr McAuley agree on a total price of £240 with a deposit of £140 cash.
Joe gives Mr McAuley a receipt for the deposit quoting the Estimating number
on the receipt and signs and dates it.
Joe heads back to the factory
to hand in the Job Details and the Deposit to Kate.

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.

Sage Accounts is Fully Integrated with Desktop Blinds Estimating Module & Order Processing.
Microsoft Excel accepts exporting with Desktop Blinds Modules.
Pocket PC Integration, Automatic Website Leads from Shops or Area Salesmen

You won’t find any Blind Making Software better or cheaper!
Prices range from £49 to £1500 per year

Contact us now for a quote or to have your Desktop Blinds Software Installed via the Internet
Telephone: Mobile 077806 13157