Curtain Quoting App

keyboard_double_arrow_right

Create an estimate on a smartphone

Some options may not be applicable depending on the fabric, but carrying around product catalogs for customer service can be cumbersome...

In such cases!

・Create estimates on your smartphone while assisting customers
・Print them out after creation and hand them to the customer
・Prevent option setting errors by ensuring that unavailable options cannot be selected

keyboard_double_arrow_right

Performing complex fee calculations quickly.

Due to the complexity of fee calculations, the customer's service time per person tends to be prolonged during estimate creation...

In such cases!

・Calculate the total amount each time a size change or option selection is made
・Increase customer turnover rate, leading to improved daily customer service and order numbers

devices

Introducing the App Screens

① List of estimates during customer service ② List of estimate details
In cases where customers want to create estimates with different fabrics but the same size as curtains previously purchased, it's possible to refer to or duplicate past estimates.
Since individual lines can also be duplicated, it's also possible to compare estimates for multiple curtains with different fabrics but the same size.

③ Fabric selection screen
Customers can narrow down the desired products by series (search by product order) or manufacturer (search by manufacturer part number), or select them using QR codes installed in-store.

④⑤ Estimate line configuration screen
Calculate the total amount each time the size is changed or an option is selected.
Utilize differences in amounts due to option availability in customer service.

library_books

List of Features

Functionality	Details
App
Change Settings	Configure Connection Settings. Check the box to automatically retrieve settings from the server.
Log In	Log in with your employee ID.
Log Off	Log off and return to the login screen.
Store Change	Change the current store being worked on
List of Estimates in Progress	Display estimates for customers currently being served
└Clear	Reset all content in the list of estimates in progress
└Settings	Display the list of details for estimates in progress
└Settings	Display the detailed view of the line item
└Duplicate	Duplicate the line item
└Delete	Delete the line item
└Sort Lines	Rearrange the line items
└Add Product	Display the fabric selection screen
└Shipping	Set whether to include shipping charges in the amount (Yes/No)
└Reference	Display the details of the estimate (for saved estimates only)
└Duplicate	Duplicate the estimate
└Delete	Delete the estimate (for estimates not yet saved)
└Print	Save and print the estimate (printing only for saved estimates)
└Customer	Select the customer currently being served
└Customer Search by ID	Search for a customer by ID
└Customer Search by Phone Number	Search for a customer by phone number
└Customer Search by Customer Code	Search for a customer by customer code
└Add by Estimate Number	Search for and add an estimate by estimate number to the list of estimates in progress
Add New Estimate	Create a new estimate
Fabric Selection	Select fabric for curtains
└Search by Manufacturer Part Number	Search for fabric by manufacturer + 4-digit part number
└Product Order Search	Search for fabric based on fabric type and series
└QR Code Search	Search for fabric using QR codes installed in-store
Fabric List	Search results of fabric selection - select quantity and add to estimate
Estimate Line Settings	Configure line items for the estimate
└Fabric Selection	Display fabric selection screen - select only one fabric to set for the estimate
└Room Type Settings	Select the type of room where curtains will be installed
└Rail Size	Enter the width and height of the rail
└Window Type	Select the type of window shape
└Pleats	Select the type of pleats for the curtains
└Opening Style	Select the opening style for the curtains
└Hooks	Select how hooks will be installed for the curtains
└Curtain Box	Select whether a curtain box is included
└Finished	Select whether to automatically calculate the finished length and width
└Shape Retention	Select whether to add a shape retention option to the curtains
└Lining	Select whether to add a lining option to the curtains
└Chain Weight	Select whether to add a chain weight option to the curtains
└Number of Windows	Select the number of windows
└Number of Tassels	Select the number of tassels
└Delete	Delete the currently edited line item

build

Customization Success Stories

Can orders be placed directly from the created estimates?
Is it possible to create estimates while taking measurements at the client's location?

ー Customization Details ー

① Add order form printing and ordering functionality

After saving and printing the estimate, add a feature to print the order form, reducing the steps required for order form creation.

Alternatively, add functionality to confirm orders based on the contents of the estimate directly from the device.

By enabling the creation of orders/order forms using estimate data, this will lead to an increase in the number of orders.

② Add off-site estimate creation functionality

Add functionality to create estimates on-site outside the store network, and send estimate PDFs to any email address.

By creating estimates on-site at sales locations while measuring rail sizes, it generates opportunities for orders.