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FOR SHADE, SCREEN & AWNING DEALERS

Sell it at the kitchen table. Run the job to paid in full.

Your suppliers' options and prices on the tablet, the signature and the deposit on the spot, the supplier order written from the signed quote, and one record that carries the job to the final payment.

Book a demo
001 // 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
002 // WHAT CHANGES

The next job, start to finish. Four things change.

The quote, the contract, the deposit, the supplier order, and the schedule all hang off one record. Here's what that means at the table and back at the office.

01

Priced at the kitchen table.

Your suppliers' real options and prices are on the tablet with your markup on top, so the rep quotes in front of the homeowner instead of calling the office.

WHAT PAINLESS DOES
  • Your suppliers' catalogs, price grids, and option rules, built and maintained for you
  • Sizes and options that can't be built are caught before the customer sees them
  • Your margin checked on every line, with cost hidden from reps if you choose
02

Signed and deposited before you leave.

The quote becomes a branded proposal. The homeowner signs on their phone or your tablet, and checkout follows the signature.

WHAT PAINLESS DOES
  • E-signature with initials, and the signed contract on the deal
  • Card deposits through Stripe, with sales tax from the job address
  • Pay-over-time through Affirm, Klarna, or Afterpay, if you turn it on
03

The supplier order is written from the signed quote.

Release the won job and Painless drafts a purchase order for each supplier with every width, drop, fabric, and motor the customer signed for. Nobody retypes it at night.

WHAT PAINLESS DOES
  • One purchase order per supplier, drafted from the deal
  • Your office reviews and submits it: by API to suppliers on Painless Manufacturing, by emailed PDF to everyone else
  • Tracked from submitted to received
04

Every job shows what it's waiting on.

No whiteboard and no status meeting. Open any job and the Next line says what has to happen next, and anything on hold says why and until when.

WHAT PAINLESS DOES
  • A Next line on every deal, from the first quote to the final payment
  • Holds with a reason and an expected release date
  • On Pro, the Work in progress board: every job by where it stands

Lead to install. One system.

BOOK A DEMO

See one of your jobs run on Painless. In 30 minutes.

Tell us what you sell and which suppliers you buy from. We'll walk one job from the kitchen table to paid in full, with your products and your pricing. We reply within 24 hours.

Follow one job

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