The MOST ADVANCED Quoting System!

  • Quote Curtains, Blinds, Shutters, Security Doors, Screens, Flooring and more.
  • The easiest to use, Fastest quoting system avaliable.
  • 100% cloud-based, Work from any Android or Apple Tablet or any Macbook or PC anywhere any time.
  • Have complete control of your Discounts, Margins, Employee access, Products etc. home

Manage Your ENTIRE Business!

  • Schedule all appointment, Manage leads and orders, Manage order progress and process orders.
  • Integrates with Quickbooks, MYOB, Xero accounting software.
  • Know everything thats happening in your business with our full reports suite.
  • Manage quotes and employee performance using our opportunity pipeline.
 

Details About All of Our Features and Tools


 

Workflow Manager

Our comprehensive Workflow Manager provides your customer service department an all-in-one business tool for managing jobs from start to finish. With comprehensive filtering and searching functions your staff are able to easily and quickly manage huge amounts of orders.

  • Check measure booking system with automated reminders
  • Products Manager assures all product ordering has been completed
  • Install Manager handles install scheduling & prints install worksheets
  • Job Status Manager allows time stamped status updates and follow up info
  • Automated customer follow up form to send thank you messages with one click.
  • Payments Manager to assure all payments are recorded and paid in full status
  • Editing tools allow for edits to customer info, sizes or prices even after sale
  • Orders produced on the suppliers templates/form can be e mailed directly, printed or exported

Appointment Scheduling

Manage all your employees or contractors appointments from one place. Fully integrated with Google and with a built in Customer apointment reminder system, view and manage appointments anywhere

  • Schedule all sales, service and installs from one screen
  • Fully integrated with Google any changes are made live in real time and instantly sync with your employees or contractors phones, tablets and computers
  • Drag and drop feature to easily move jobs to different day, time or people
  • Remind hundreds of clients about their appointments instantly with a single click of a button, just choose the date range and click send
  • Completely customisable appointment reminders that include the clients name, time, address,and even a picture of the attending employee or contractor
  • Allows Day and Week viewing; multiple jobs can be scheduled for the same time
  • Allows multiple staff to be scheduled for same job as needed
  • Color Key assigns color code to each employee for easy visual reference
  • Manage unassigned quotes, measures and installations with ease and monitor job locations with Google Map integration

Contacts Manager

Import your existing contacts to instantly update your customer database and save time, new ones are automatically added from all new quotes and appointment bookings. Brilliant search filters to find the right client fast and easly.

  • Google automatic address makes sure you always have the correct information
  • Mandatory fields and e mail confirmation to guarantee a high quality database
  • View all customer history from sales and quotes instantly and with ease
  • Integrated with Google Maps to view location of each contact
  • Assign employees to individual contacts
  • Record how clients found your business, then view our reports to see this over time
  • A 2 click process to instantly book appointments for any contact.

Creating New Quotes

This is the heart of the Windoware Pro system and it's the best at doing it's job anywhere. Price Curtains, Blinds, Shutters, Roller Shutters, Screens, Doors, Flooring and more. The most comprehensive quoting system avaliable.

  • Automatically calculate prices with added options so nothings ever forgotten.
  • Reps can only choose from the avaliable products ensuring nothing is ever sold out of spec
  • Inbuilt Maximum size warning stopping goods being sold oversize
  • Simple copy & paste tool that instantly copies products to other rooms and re calculates the price
  • Drag and drop products for sorting any order
  • Manually enter items not currently in the system like bed spreads or extra installation
  • Use our comprehensive Curtain, Swag, Pelmet and Tieback tool to calculate fabric and making cost, which automatically generates workroom orders in custom templates
  • Produce Fabric orders and have the ability to edit the quantity of drops and fabric meterage per product easily
  • Ability to hide the sizes on the customers quote or give the reps the ability to decide to show or hide
  • Easily toggle between products for comparison quotes or product comparison.

Quote Editing Tools & Additional Features

Manage all your past quotes from one location.

  • View the costs of any Quote with just one click
  • Apply any type of percent discount or price override per quote or per product with the ability to set maximum discounts per employee
  • Capture a picture of each window with our simple capture/save feature
  • Professional looking quotes and orders display your company logo
  • Quotes display a break down of all options pricing per line item, with inbuilt filters so you can decie how your quote looks
  • Customers can sign directly on the tablet for their orders
  • Option to add install and check measure fees per product or as an overall price
  • Option to print and/or email quotes and orders to customers instantly from your tablet right in the clients home
  • Customer quotes and orders send as attached PDF for a professional look
  • Works flawlessly with Laser Measuring Devices like Disto

Sales Ledger

View all sales and keep track of your progress

  • Filter sales by date range to view sales for a specific time
  • Sort or filter sales by employee and view sales totals for each person
  • Edit/change the employee assigned to any job
  • Export tools to export sales reports for any date range

Opportunity Pipeline

All quotes generated through our system will automatically show here, providing the ability to record all customer follow up info and automatically schedule follow-up reminders.

  • Ability to verify that a quote or order was emailed to client
  • Ability to save notes with each quote for follow up tracking, set different statuses and report on each
  • Auto send preformatted messages to maintain contact with clients
  • Sort and filter quotes by sales rep to view individual reps quotes in progress
  • Hide/remove old quotes no longer needed to be viewed

Accounts Integration

Fully integrated with Quickbooks, MYOB, and Xero.

  • All quotes, sales, orders and payments instantly sync with your accounting system.
  • Simple and easy set up process
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Manage Your Products

The Products Manager is where all manufacturer's products are listed, allowing for product discounts and markups to be applied.

  • All products and prices are maintained by Windowware Pro as part of you monthly subscription.
  • Select and activate only the products and brands you want to show in your account
  • Ability to assign a manufacturers email address for sending orders direct to them
  • Adjust sell-for price points any time you want to run specials
  • Adjust discounts whenever you earn better discounts from your suppliers
  • Pricing preview for each product to verify correct pricing

Manage Employees

Assign employees unique user logins for access control within the system.

  • Admin maintains total control over employee access and settings
  • Employees can be restricted to specific user levels and information
  • Employees can be allowed to receive direct emails from clients
  • Employees can be set to view only their schedules
  • Employees can be set to view only their quotes
  • Managers can view all appointments and sort quotes and orders per employee
  • All notes saved to quotes and orders stamped with employee IDs

Account Settings

Here is where a lot of great features can all be set.

  • Upload your company logo and company info to display on quotes and orders
  • Ability to control the look of your quotes and orders along with many other functions in this process
  • Save preset template responses to send customers for orders, quotes, etc
  • Save custom e-binding text for display below customer signature on orders
  • Pre-set installation rates, hidden surcharges, etc if necessary
  • Settings to turn on detailed install instructions, hide sizes on orders, etc
  • Control all e mail reminder tempaltes for customer bookings through the scheduler

Access and Send Documents Anywhere

A Great location to store important information for installers and sales along with any information that you may want to send to clients with your quotes or orders.

  • Upload almost any document that your staff would need to access on the fly, from product specifications and terms and conditions to pictures, its always at your fingertips.
  • All documents uploaded to this section can be selected to send to your clients with their quote or order.
  • Have the ability to set "Default Documents" that are set to send by default when your clients place an order or recieve a quote.

Business Reports

One of our newest features is the reporting section. We provide the ability to generate detailed reports instantly, covering all areas of your business.

  • Filter all reports by date range to get the exact information you need
  • View reports in bar graphs, pie charts and grid form, with the ability to export to PDF and Excel
  • Report on Reciepts and Payables
  • Report on sales by product type.
  • Report on sales by product type, and by sales person to know the exact products each individual person is selling
  • Report on sales stats per person showing, sales, leads, conversion and discount.
  • Report on Store sales Performance including sales, leads, conversion and discount.
  • Report on a sales list showing each persons itemised sales with itemised discount.
  • Report on lead and order statuses
  • Report on Dead leads and Lead sources
  • More reports and features being added all the time, just ask.

Master Console for Multi Store Locations

If you have multiple retail locations then this tool is for you. Have a complete dash board view of over 20 core statistics for your business with the ability to display by any date range or comparison.

  • Access a huge range of reports that can be run for the overall company performance or by specific location
  • Know everything thats happening in your business on 1 screen and drill down to the speific store
  • Access all stores individual accounts instantly through the company manager for seamless access
  • Export the dashboard and all reports to pdf and excel

Sales: 08-8121-4198