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// HOW IT WORKS

Everything a made-to-measure dealer runs on. Captured once. Used everywhere.

A lead becomes a quote with your suppliers' real pricing. The quote becomes a signed proposal and a deposit. The same specs become the purchase order, the install job, and the final invoice. Here's every piece.

001 // LEADS & FOLLOW-UP

Every inquiry lands in one place. With its source attached.

Speed matters in this business. Painless captures every lead with where it came from, and keeps the follow-up from depending on someone's memory.

  1. 01

    Website forms that track the campaign

    Drop-in forms capture UTM tags, ad click IDs, the landing page, and the referrer with every submission.

  2. 02

    Email and webhooks, not copy-paste

    Forward inquiry emails and AI reads them into leads. Connect anything else with an inbound webhook.

  3. 03

    Tasks and automations

    Follow-up tasks on every rep's list, and automations that notify, update, and create the next step when things happen.

  4. 04

    Routed to the right location

    Multi-location dealers can send each lead to the closest branch by driving distance or by territory.

LEADS
New this week 4 LEADS
Dana Reyes Website form Motorized roller shades · 9 windows spring-shades
Marcus Hill Inbound email Retractable awning · patio read by AI
Priya Shah Referral Plantation shutters · 4 windows from a customer
Tom Becker Website form Motorized screens · lanai google / cpc
Task created: Call Dana about her consult
002 // SUPPLIER-CONNECTED CPQ

Quote it right the first time. At the kitchen table.

Your suppliers' catalogs, price grids, and option rules are built into Painless, so every rep quotes the same way, every price is current, and nothing unbuildable gets signed.

  1. 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.

  2. 02

    Rules that catch mistakes

    Size limits, required motors, and fabric and color combinations are checked on every field. An invalid unit can't be saved.

  3. 03

    Your markup, your way

    Multipliers by supplier, overrides by product, and volume tiers that reprice as the unit count grows. Keep supplier promotions as margin or pass them on.

  4. 04

    Margin you control

    Choose what each role sees: nothing, a pass/fail margin check against your minimum, or full cost, margin, and profit.

PRICE GRID
ROLLER SHADE · BLACKOUT · SUPPLIER COST Width × height
72″ × 84″ → $398
Height 36″ 48″ 60″ 72″ 84″ 96″
48″ $212 $238 $266 $294 $322 $350
60″ $236 $266 $298 $330 $362 $394
72″ $258 $292 $328 $364 $400 $436
84″ $281 $319 $359 $398 $438 $477
96″ $303 $345 $389 $432 n/a n/a
COST $398.00
SELL $796.00
MARGIN CHECK Pass

Sizes marked n/a can't be built on this fabric, so they can't be quoted.

003 // PROPOSALS & E-SIGNATURE

Signed before you leave. Not next week.

Turn the quote into a branded proposal and contract the homeowner can sign on their phone or your tablet, with options when you want to offer them.

  1. 01

    Good, better, best

    Send several options on one deal. The homeowner picks one in the portal and signs that one.

  2. 02

    Contracts that hold up

    Your contract sections, required initials, terms, and photos, with an optional rep countersignature. Everything is saved as a PDF.

  3. 03

    Know when they look

    Email opens and proposal views are tracked on the deal, so you call at the right moment.

  4. 04

    Change orders, signed

    When the job changes after signing, send a change order the customer signs, with its own PDF.

PROPOSAL
Reyes Residence 3 OPTIONS
GOOD Cordless $5,960
BETTER ✓ 2 motorized $8,420
BEST All motorized $11,240
Customer signature SIGNED 10:47 AM
Initials DR × 4 Terms accepted PDF saved
004 // DEPOSITS & PAYMENTS

The money moves while they're still excited.

Payment is part of the same flow as the signature, not a separate invoice app and a phone call.

  1. 01

    Deposit at signing

    Set the deposit as a percentage or a flat amount per deal. Checkout follows the signature, by card through Stripe.

  2. 02

    Sales tax, handled

    Stripe Tax calculates the rate from the install address on every proposal.

  3. 03

    Pay over time

    Offer Affirm, Klarna, or Afterpay at checkout through Stripe, for bigger projects.

  4. 04

    Balances by link

    Request the balance or any partial amount with a payment link, and see every payment on the deal.

CHECKOUT
Better option · 6 units
$8,420.00
Sales tax (Stripe Tax)
$694.65
Project total
$9,114.65
DEPOSIT DUE · 50% $4,557.33
Pay by card Pay over time
AFFIRM · KLARNA · AFTERPAY · VIA STRIPE
005 // SUPPLIER ORDERING

The signed quote becomes the purchase order.

The specs your customer signed for are the specs your supplier receives. Nobody types them again.

  1. 01

    Release for ordering

    Release a won deal and Painless locks the specs, drafts one purchase order per supplier, and creates the install jobs.

  2. 02

    Sent the way each supplier works

    Suppliers on Painless Manufacturing receive the order by API. Everyone else gets a clean PDF by email.

  3. 03

    Status without phone calls

    Track every order from submitted to confirmed, in production, shipped, and received. Painless Manufacturing suppliers update it for you.

  4. 04

    Receive what actually arrived

    Receive line by line, record partial shipments, and close short with a reason.

PURCHASE ORDERS
PO-3318 Shade supplier on Painless · 4 lines
SENT BY API
Draft
Submitted
Confirmed
Production
Shipped
Received
PO-3319 Motor & controls supplier · 2 lines
SENT BY EMAILED PDF
Draft
Submitted
Confirmed
Production
Shipped
Received
Specs locked from the signed proposal · 0 fields retyped
006 // SCHEDULING & INSTALLS

Crews show up with everything they need.

Appointments, install jobs, and the people doing them, on one calendar that knows what's sold, what's ordered, and what's arrived.

  1. 01

    One team calendar

    Board, day, timeline, and month views with conflict checks, so nobody is double-booked.

  2. 02

    Jobs with the details

    Installs, remeasures, site checks, and inspections carry the signed specs, photos, notes, checklists, and field forms.

  3. 03

    Planned routes

    Optimize the order of the day's stops so crews spend more time installing and less time driving.

  4. 04

    Google Calendar

    Appointments land on each person's Google Calendar, and their busy time blocks double-booking.

THURSDAY
Install crew · 2 installers ROUTE OPTIMIZED
8:00 1
Reyes · 6 shades INSTALL Material received
11:30 2
Becker · lanai screens SITE CHECK Measure 3 openings
1:30 3
Hill · retractable awning INSTALL Motor side: left
4:00 4
Shah · shutters REMEASURE Bring the frame samples
007 // SERVICE & WARRANTY

When they call back, you already know the job.

Service lives on the customer, with the original deal and units attached, not in a second system.

  1. 01

    Warranty or billable

    Flag warranty work, or charge a service call fee and hourly labor. Parts come from your catalog.

  2. 02

    Return visits

    Schedule the follow-up visit, order replacement parts, and invoice the ticket when it's done.

  3. 03

    Full history

    Every proposal, signature, payment, order, and photo from the original job is one click away.

SERVICE TICKET
ST-0412 Living room shade not responding to remote
WARRANTY
ORIGINAL JOB J-0924 · installed Mar 12
UNIT Roller shade · motorized
RETURN VISIT Tue 9:00 AM
PART Replacement motor
· Signed proposal · Feb 21 · Deposit paid · Feb 21 · PO-3318 received · Mar 9 · Installed with 14 photos · Mar 12
008 // CUSTOMER PORTAL

Homeowners help themselves. Your phone rings less.

Every customer gets a link to their project: options to review, documents to sign, payments to make, and where things stand.

  1. 01

    Review and sign

    Pick an option, initial, and sign the contract and any change orders from a phone.

  2. 02

    Pay anytime

    Deposits and balances paid by card, or over time, from the same link.

  3. 03

    Know where it stands

    A status page that answers "when's my install?" before they pick up the phone.

Your Shade Co.
YOUR PROJECT 6 shades, 2 motorized
  1. Proposal signed
  2. Deposit paid
  3. Ordered from the supplier
  4. Install scheduled · Thu 8 AM
  5. Final payment
Pay balance · $4,557.32
009 // RUN THE BUSINESS

The owner's view. Without the spreadsheets.

Because every job runs through one system, the numbers are already there when you want them.

Reports owners use

Sales dashboard and rep leaderboard, win rate, weighted pipeline, work in progress, job margin, and lead source performance from lead to sale.

Roles that fit a dealership

Admin, member, sales rep, scheduler, and installer. Reps and installers see their own work, and your costs stay hidden unless you say otherwise.

Multi-location and franchise

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

QuickBooks Online

Customers, invoices, payments, and purchase orders pushed to QuickBooks, with product mapping and a sync report for anything that needs attention.

AI where it saves time

Turn meeting notes into tasks, read emailed inquiries into leads, build job forms, and optimize the day's route.

Your brand, not ours

Your logo and brand color on proposals, contracts, invoices, emails, and the customer portal.

// BOOK A DEMO

See your own job run through it.

Bring a recent job: the products, the supplier, and the price. We'll quote it, sign it, order it, and schedule it in Painless while you watch.

Your suppliers · Your pricing · Your workflow