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// CRM + CPQ FOR SHADE, SCREEN & AWNING DEALERS

You sell it. Your supplier builds it. Your crew installs it. Nobody re-keys it.

Painless is the operating system for dealers of made-to-measure home products. Quote with your suppliers' real pricing and rules, get it signed with a deposit before you leave the driveway, and send the same specs to the purchase order, the install crew, and the final invoice.

A dealer's neighborhood: leads fly from homes to the dealer's office, a rep quotes at a kitchen table, the deposit comes back, the purchase order flies to the supplier, a truck delivers to the warehouse, and the install crew finishes a home whose motorized shades and patio screen go up and down. SUPPLIERYOUR SHADE CO.SHADES · SCREENS · AWNINGSSAMPLESPIPELINE · LIVELEADQUOTESIGNEDORDERINSTALLRECEIVED$$NEW LEADSWEB · EMAIL · REFERRALDo you do motorized?PIPELINE · LIVE4 NEW · 2 SIGNED TODAYLIVE QUOTE · Q-11876 UNITS · 2 MOTORIZEDBLACKOUTMOTOR$8,420.00SIGNED ✓DEPOSIT PAID$4,210.00 · CARD VIA STRIPELet's do it!PO-3318 → SUPPLIERSENT BY API · IN PRODUCTIONRECEIVED6 UNITS · PO-3318INSTALL · J-0924THU 8:00 · 2 INSTALLERSPAID IN FULL ✓$8,420.00 · BALANCE $0Love the new shades!QUOTE RULES▸ width > 96″→ MOTOR REQUIRED· fabric: blackout→ SUPPLIER GRID· 6 units→ VOLUME TIER· margin < 50%→ FLAGGEDONE JOB RECORD▸ Q-1187→ SIGNED 10:47· deposit→ $4,210 PAID· PO-3318→ IN PRODUCTION· J-0924→ THU 8:00
Quote rules
width > 96″ → MOTOR REQUIRED
fabric: blackout → SUPPLIER GRID
6 units → VOLUME TIER
margin < 50% → FLAGGED
One job record
Q-1187 → SIGNED 10:47
deposit → $4,210 PAID
PO-3318 → IN PRODUCTION
J-0924 → THU 8:00
  • Supplier pricing in every quote
  • Signed and deposited on-site
  • Signed quote to supplier PO
  • Card payments & pay-over-time via Stripe
  • QuickBooks Online sync
001 // SOUND FAMILIAR

One job. Five different headaches.

Spreadsheet quotes, supplier portals, and payment apps don't just slow one person down. The same job causes a different problem at every desk it touches.

OWNER / GM

“Leads come in faster than we can call them back.”

Web forms, referrals, and showroom walk-ins land in five different inboxes. By the time someone calls, the homeowner has booked your competitor.

WITH PAINLESS

Every lead lands on one board, with its source.

Website forms, inbound emails, and webhooks create the lead with its source and campaign attached. Tasks and automations keep the follow-up from slipping.

SALES REP

“I can't give a price until I call the office.”

The price book is a PDF, the rules live in someone's head, and every quote waits on a callback. The homeowner says they'll think about it.

WITH PAINLESS

Price it right at the kitchen table.

Configure every unit with your supplier's real pricing and rules on a tablet. Invalid sizes and options get caught before the customer ever sees them.

OFFICE MANAGER

“Every order gets typed in twice. Usually at night.”

Measurements go from a notepad to a spreadsheet to a supplier portal. One transposed number and you eat a remake.

WITH PAINLESS

The signed quote becomes the purchase order.

Release the won deal and Painless drafts a purchase order for each supplier with every width, drop, fabric, and motor the customer signed for. It goes out by API or email, not by retyping.

INSTALL LEAD

“We got there and the motor wasn't on the truck.”

Crews roll out with a printed calendar and a phone number. Missing parts and wrong addresses cost you the morning.

WITH PAINLESS

Crews see the whole job before they roll.

Install jobs carry the signed specs, photos, notes, and checklist. Order status tells you the material is in before you schedule, and the day's route is planned.

BOOKKEEPER

“Deposits live in a spreadsheet and three inboxes.”

Checks, card terminals, and invoice apps don't talk to the deal. Month end is a scavenger hunt.

WITH PAINLESS

Every payment is on the deal, and in your books.

Deposits and balances are collected through Stripe on the deal itself, with sales tax calculated, then pushed to QuickBooks Online.

002 // ONE JOB

Follow one job from first call to final payment.

Click through a real job's life. At every stage, see what Painless handles on its own, and notice what nobody has to retype.

STEP 01 / 08 // LEAD

A homeowner reaches out.

A web form, an emailed inquiry, or a showroom walk-in. It lands on your lead board with the source attached, and the clock starts.

DONE AUTOMATICALLY
  • Lead created from your website form
  • Source, campaign, and landing page captured
  • Follow-up task on the rep's list
LEAD · L-2041 Website · Motorized shades
STEP 02 / 08 // APPOINTMENT

The consult gets booked.

Book the in-home measure on the team calendar, with conflict checks so nobody gets double-booked.

DONE AUTOMATICALLY
  • Booked on the rep's calendar
  • Confirmation emailed to the homeowner
  • Converted from lead to deal
DEAL · D-1187 Consult · Tue 10:00 AM
STEP 03 / 08 // QUOTE

The rep quotes it at the kitchen table.

Six windows, two motorized. Every unit priced from the supplier's grid, every option checked against its rules, with your margin visible.

DONE AUTOMATICALLY
  • 6 units priced from supplier grids
  • Invalid widths and options blocked
  • Margin checked before it's presented
QUOTE · Q-1187 6 units · $8,420.00
STEP 04 / 08 // SIGNED

They sign before you leave.

The quote becomes a branded proposal, with options if you offered them. The homeowner picks one, initials, and signs on their phone or your tablet.

DONE AUTOMATICALLY
  • Proposal and contract PDF generated
  • Signature and initials captured
  • Opens and views tracked on the deal
CONTRACT · C-1187 Signed 10:47 AM
STEP 05 / 08 // DEPOSIT

The deposit is in before the van starts.

Checkout follows the signature: card payment through Stripe, sales tax from the job address, and pay-over-time if you offer it.

DONE AUTOMATICALLY
  • 50% deposit collected through Stripe
  • Sales tax calculated by address
  • Receipt emailed automatically
DEPOSIT · $4,210.00 Paid · Visa ending 4242
STEP 06 / 08 // ORDERED

The supplier order writes itself.

Release the job for ordering. Painless drafts a purchase order for each supplier from exactly what was signed. Nobody opens a supplier portal at midnight.

DONE AUTOMATICALLY
  • One PO per supplier, drafted from the deal
  • Sent by API or emailed as a PDF
  • Tracked from submitted to received
PO · PO-3318 6 lines · Submitted
STEP 07 / 08 // INSTALLED

The crew installs it right the first time.

The install job was created with the order. Schedule it once material is in. The crew sees the specs and the route, and photos and a checklist close it out.

DONE AUTOMATICALLY
  • Install job created with the order
  • Specs, photos, and checklist on the job
  • Route planned for the day
JOB · J-0924 Thu 8:00 AM · 2 installers
STEP 08 / 08 // PAID

The balance is paid. The relationship isn't over.

Request the balance with a payment link. When they call about another room or a warranty question, the whole history is already there.

DONE AUTOMATICALLY
  • Balance requested with a payment link
  • Paid in full and pushed to QuickBooks
  • History kept for warranty and the next room
PAID IN FULL $8,420.00 · Balance $0.00
ONE JOB RECORD

One conversation becomes all of these.

Every document links back to the same deal. Nobody re-keys a thing along the way.

  1. LEAD L-2041
  2. APPOINTMENT D-1187
  3. QUOTE Q-1187
  4. SIGNED C-1187
  5. DEPOSIT $4,210.00
  6. ORDERED PO-3318
  7. INSTALLED J-0924
  8. PAID PAID IN FULL
003 // SUPPLIER-CONNECTED CPQ

Your suppliers' price books. Live in every quote.

Configured products don't fit a SKU list. Painless loads your suppliers' catalogs, price grids, and option rules, so every rep quotes the same way and nothing unbuildable gets signed.

01 Built and maintained for you

We build your suppliers' products, price grids, and rules, and publish updates centrally. Suppliers on Painless Manufacturing configure and price live.

02 Rules that say no

Max widths, required motors, fabric and color combinations. If it can't be built, it can't be quoted.

03 Your markup, your margin

Markups by supplier, by product, or by volume. Decide who sees cost: nobody, a pass/fail margin check, or full cost and profit.

LIVE QUOTE
UNIT 3 OF 6 · LIVING ROOM Roller Shade, Motorized
SUPPLIER GRID
Width 72 1/4″
Height 84″
Fabric
Light filtering Blackout Solar 3%
Lift
Cordless Motorized

Widths over 96″ require a motor on this fabric. Checked automatically.

THIS UNIT $1,184
Cost
$592.00
Markup
2.0×
Margin
50%
QUOTE TOTAL $8,420.00
005 // WHO IT'S FOR

Built for products made to measure.

If every job you sell has a width, a drop, a fabric, and a lead time, Painless was built for you, whether you're one truck or twenty locations.

Window coverings

Shades, blinds, shutters, and drapery. Dozens of units per job, each with its own size, fabric, and lift.

Roller & cellular Shutters Motorization

Screens & awnings

Motorized screens and retractable awnings, where one wrong projection or motor side means a remake.

Motorized screens Retractable awnings Solar shades

Outdoor living

Pergolas, patio covers, and enclosures with bigger tickets, longer projects, and staged payments.

Pergolas Patio covers Enclosures
01 → ESSENTIALS

Owner-operators

You sell, measure, and install. Painless does the follow-up, paperwork, and ordering so you can go home.

02 → PRO

Growing teams

Reps, office staff, schedulers, and installers on one system, with roles that decide who sees your costs.

03 → PRO · ENTERPRISE

Multi-location & franchise

Locations with their own pipelines and Stripe accounts, a shared catalog and numbering, and leads routed to the nearest branch.

006 // PRICING

Priced for the size of your shop. Payments included in every plan.

Start with the essentials, grow into the full platform, and add locations on one bill. Every plan includes supplier-connected quoting, proposals and e-signature, the customer portal, and Stripe payments.

SAVE UP TO 17% WITH ANNUAL BILLING

ESSENTIALS

For owner-operators and small teams at one location.

$299$249 / month
BILLED MONTHLY BILLED ANNUALLY · $2,988/YR
2 seats included +$59 / seat, up to 5
  • Leads, pipeline, tasks, and service tickets
  • Supplier-connected quoting with your markup
  • Proposals, contracts, e-signature, and the customer portal
  • Stripe deposits, payment links, and invoices
  • Appointments and the team calendar
  • Purchase orders to your suppliers by email
  • Core dashboard and pipeline reports
  • Monthly AI credits included

PRO

FULL PLATFORM

For established dealers running real operations, and adding locations.

$699$595 / month
BILLED MONTHLY BILLED ANNUALLY · $7,140/YR
6 seats included +$69 / seat, up to 30
Everything in Essentials, plus:
  • Electronic ordering with integrated suppliers
  • QuickBooks Online sync
  • Automations, webhooks, and inbound email leads
  • Customer text messages
  • Google Calendar sync
  • Job forms, checklists, and job costing
  • Advanced reporting and custom fields
  • More locations on one bill
  • A larger AI credit grant, with top-ups

ENTERPRISE

For large multi-location companies, franchises, and teams over 30 seats.

Custom
PRICED FOR YOUR ROLLOUT
Seats by agreement Every location on one agreement
Everything in Pro, plus:
  • Rollouts across many locations
  • Regions and territory lead routing
  • Rollups and benchmarking across locations
  • API access
  • An implementation project with rollout help
  • A named success manager and phone support
  • Negotiated AI credits
OPTIONAL SETUP HELP

Want a hand? Priced up front.

Never bundled into your plan, and quoted before you commit.

Catalog setup We connect your suppliers, set your markups, and check prices against real quotes.
Guided onboarding Working sessions on your settings, your first deal, and training your team.
Data migration Customers and open deals brought over from the system you're leaving.
Compare every feature
Feature ESSENTIALS PRO ENTERPRISE
SELL
Leads, pipeline, tasks, and notes Included Included Included
Supplier-connected CPQ quoting Curated catalog Included Included
Proposals, contracts, and e-signature Included Included Included
Customer portal Included Included Included
GET PAID
Stripe deposits, payment links, and invoices Included Included Included
QuickBooks Online sync Not included Included Included
ORDER & INSTALL
Appointments and team calendar Included Included Included
Purchase orders by email Included Included Included
Electronic ordering with integrated suppliers Not included Included Included
Google Calendar sync Not included Included Included
Job forms, checklists, and WIP board Basic work orders Included Included
Service tickets Included Included Included
AUTOMATE & REPORT
Automations, webhooks, and inbound email Not included Included Included
Customer text messages Not included Included Included
Job costing and cost analysis Basic margins Included Included
Custom fields Not included Included Included
Reporting Core dashboard Advanced + rollups Advanced + benchmarking
AI credits Monthly grant Larger grant + top-ups Negotiated
SCALE
Seats 2 included, up to 5 6 included, up to 30 By agreement
Locations 1 Add locations, one bill Multi-location rollouts
Regions and territory lead routing Not included Not included Included
API access Not included Limited Included
Support Help center and email Priority email and chat Named success manager

Prices in USD. Card payments run through your own Stripe account, connected during setup.

007 // FAQ

Straight answers.

What is Painless CRM?

An all-in-one CRM and CPQ for dealers of made-to-measure home products: window coverings, screens, awnings, and outdoor living. It runs the whole job in one system: leads, appointments, quoting with your suppliers' pricing, proposals and e-signature, deposits and payments, supplier orders, install scheduling, service, and the customer portal.

Where does supplier pricing come from?

We build and maintain your suppliers' catalogs, price grids, and option rules, and publish updates centrally. Suppliers that run Painless Manufacturing configure and price live. You set your markup on top, and invalid combinations are caught before the customer sees them.

Do we have to stop using QuickBooks?

No. Painless pushes customers, invoices, payments, and purchase orders to QuickBooks Online, so your bookkeeper keeps working where they already work without re-entering what was sold and collected.

Can our installers use it in the field?

Yes. Installers see only the jobs assigned to them, with specs, photos, notes, and checklists, in the browser on any phone or tablet.

Does it work with the suppliers we already buy from?

Yes. If a supplier runs Painless Manufacturing, quotes are configured and priced live and purchase orders go straight to them by API. For everyone else, we load their catalogs and price grids, and purchase orders go out as an emailed PDF.

Can homeowners pay over time?

Yes. Turn on pay-over-time and homeowners can choose Affirm, Klarna, or Afterpay at checkout, all through Stripe.

We have more than one location. Does it scale?

Yes. Each location runs its own pipeline, schedule, and Stripe account, with a shared catalog and document numbering, while owners and regional managers see across the network.

What's the difference between Essentials and Pro?

Essentials runs the whole sell-and-get-paid loop for one location: leads, supplier-priced quotes, proposals and e-signature, Stripe payments, scheduling, purchase orders by email, and service. Pro adds the operations depth: electronic ordering with integrated suppliers, QuickBooks Online sync, automations, customer texts, Google Calendar, job costing, advanced reporting, and more locations on one bill.

Do you charge for setup?

Setup help is optional and priced up front: catalog setup, guided onboarding, and data migration. If you carry a product line we don't support yet, building it is a scoped project we quote before you commit.

How long does it take to get running?

Most of setup is connecting your suppliers' catalogs and setting your markups. We'll give you a realistic timeline on the demo, based on the suppliers you carry and the data you're bringing over.

// BOOK A DEMO

Bring us your messiest job.

Tell us what you sell and which suppliers you buy from. We'll walk the whole job through Painless with your products and your pricing. No pitch deck.

Your suppliers · Your pricing · Your workflow