Recent Topics
Supplier orders
Hi All, Is there a way on BM to show which customer orders have been placed, with what supplier, PO numbers and when etc? I'm currently using a paper list but there must be a time effective way on here ? Thanks in advance! :-)
Calendar block outs
Morning all, When we schedule an all day appointment, the calendar highlights a small tab at the top of the calendar to say its an all day appointment. Is it possible this could highlight & blockout the whole day so it's clearer? the tiny tab at the top
Worksheets with partially completed jobs
We find ourselves in situations where a job has 50 or more windows or blinds and customer has us do a part install, is there a way for the system to print either selected blinds in the worksheet and or leave out the blinds which ave a status of done made
Changing product type
Hi All, I'm new to BM so this may seem a a silly question. I've created a quote for a customer who now wants to change a product type. How do I do this please?
Report Spec Tool
Hi all, has anyone successfully managed to modify the Report spec for any of their products? When I render a quote for 89mm it misses out the chosen weight and chain choice of the customer. I’ve tried to add the weight and chain parameter to the quote
Manual
Does anybody know of a manual or step-by-step guide for Blind Matrix? training capabilities seem to be lacking a bit here. The videos are great however many times they are not up to date with current links. I am not really trying to do anything in particular,
Feature Enhancement - Archive Folder
We have enhanced in the Archive folder, you can now archive status the orders immediately based on status. You can configure this in Settings >> Application Setup >> Archive the orders after. Screenshot provided below for reference. You can select the
Marketing Source
How do I change the source codes for Marketing? I am watching videos and it says that there should be a Marketing setup screen however I do not see it on my screen.
Selling Components vs Whole Product
Hi all, Does anyone sell componentry alongside full/made-up products? We have recently acquired another company that sells a small level of stock components through an online portal linked to our accounting software. We're looking to see if we can do
Status Change - Automation - Auto Task Flow Chart Template
Hello Everyone! I created this flow chart for Auto Status Changes and Auto Tasking. I also created a whiteboard template in Canva to share with others. It's a way to plan out your workflow before going live with the automations. It's a work in progress.
Part fitted jobs
Hi, I don't know if this will be an issue for many of you but we live on a small Island and as such (due to short travel times) It is quite common for us to part fit a job. Say for example a customer has 2 different product types on order one with a lead
New version quotation flagging
Hi, Hope all are well! I'm just wondering if when I create a new version quotation of a job ie, original job ON1234, new version ON1234Q1/Q2 etc. If the jobs are linked in anyway? I'm trying to create reports for my sales staff to see what percentage
Google Calendar - Google Workspace - Perform Google Workspace Domain-Wide Delegation of Authority
It seems BlindMatrix needs to set up Google Authentication to login so the google calendars, email and other google products can sync with BlindMatrix. https://developers.google.com/admin-sdk/directory/v1/guides/delegation Perform Google Workspace Domain-Wide
Starter Pack/ user guides
Hi All, it's been a good 12 - 15 months but we're finally got BM sorted barring looking at it to create fitting worksheets and now taking on our first admin staff :) Do any of you have examples you could share of process maps or user guides on using
5 Benchmark Numbers to Make More Money in Less Time
I received this information from a business coach. It seems to be the benchmarks our industry is using. A report with these numbers would be helpful. I'm in the process of learning how to use the plethora of excellent data BlindMatrix collects. Does
Fitting costs
Hi all, For many years we have included fitting in our retail pricing. That's changing. We NEED to start charging for it or the customer can come get the blinds and fit themselves! Does anyone have a Product in BM for Installations? If so does it work
Feature Enhancement - Text Messaging Thread
The text message section has been enhanced now; you can now see the message thread by selecting the message count highlighted in the below screenshot.
New Feature added to desktop - Reference field added next to Phone number, alternate number and Mobile number Fields
This is a new feature which has been implemented to capture any additional reference in the order page for Phone number, alternate contact, mobile number. This is a text field where in you can type in any reference or information corresponding to the
New Feature Release - Customization of General Reports Structure
There a new feature which has been implemented on the Desktop by which now you can customize the structure of your General Reports Page. Note: This can be done only by the user who has Admin access - None of the basic or barcode user will have access
New feature release - Payment Surcharge on Desktop
This is a new feature which has been implemented to capture the surcharge which are levied by some payment partners like Visa, Mastercard. The surcharge for various payment method can be setup by following the below steps Open any order and go into the
Setup User Fields
I am setting up user fields and probably do not know what I'm doing. If you have set this up, I would like to see screen shots of how you have it.
Automatic Job Status change when a payment us taken
Is there a way to set up an automatic function of changing quotes to orders when a deposit is taken?
Calendley
Do any of you other users use Calendely which allows customers to book appointments from a website? We have just started this and it is working well but I wonder if it can be integrated with BM so the appointments can be dropped in to help reduce admin
Block Out Time Slots for Installation(Fitting)
Is there a way to assign an allowed installation/fitting time based off line item products. We have a guide we give our appointment scheduler to estimate that amount of time it will take to complete an installation. Example: 2" Faux Wood Blind - 10 minutes
Android update - Released
Dear BlindMatrix Users, We have released an update on Android platforms with few new features added and also resolving few internal issues: New features: Font - The font and few areas on the app has been made bold for easier user interface Attachments
New Feature added - Alerts
Dear BlindMatrix Users, Greetings! We have added a new feature to the application called "Alerts" - Moving forward all the latest updates and any outages will be informed or loaded into the Alerts section, so that all users aware of what improvements
New Release - Import Price table
Dear BlindMatrix Users, Here we go with another new feature added to our Desktop application on price import or updates to make life easier for all users. We have now created a new option in product set-up for the price section - You can now import price
New changes on APP - IOS - Add option consolidated
Dear Customers, The "ADD" option has been enhanced now and consolidated to be in single place. Please find the screenshots below: Note: These options has been already implemented on Android version. 1: From Task: You just need to click on the "+" at the
Shutters set up
Looking for some guidance on setting up shutters and other items priced per M3. Tried searching and cant find anythin
Quickbooks Transfer
Trying to set up Quickbooks. I believe we had this tested and working. Trying to go live. Your logo isn't displaying within Quickbooks online. We created our own authorization to sync other application. It is still live.
New UI changes on Desktop - Getting Released tomorrow - 9th of March
Dear BlindMatrix Users, We are happy to announce that we have implemented some new changes to the Design of the application and please find the video on Glimpse of the changes. Note: There is no changes to functionality of the system only the design and
Same Customer Multiple Order
Hi All, How do you go about dealing with customers that either: - Has split the order in two and keep track of now two orders but for the same customer? - A customer has come back to us after maybe a month or longer? As we have found we are having to
Calendar Appointments
Hi All, How do you create appointments for customers that are already in the system? Is it always existing and choose the customer/ QU number? As we have found when either re-measuring or changing products and choosing the customer on the app it brings
Same Customer Multiple Order
Hi All, How do you go about dealing with customers that either: - Has split the order in two and keep track of now two orders but for the same customer? - A customer has come back to us after maybe a month or longer? As we have found we are having to
Fitters worksheet/ Schedule
Hi All, We've finally got to the stage where BM is now fully done for quoting and surveying (he says :O) And we currently use excel spreadsheets to create our fitters daily fitting schedule. Have any of you used BM to create these and if so could you
RA Irwin fabric list and price bands
Hello, Does anyone have an excel list of updated RA Irwin fabric and price bands Thanks Cheryl
iOS App - New version releasing shortly
A new version of iOS App is going to release shortly. Below are the features which are being released with the new build. 1. Show Order Status in the Customer Page 2. Multiple Versions of Quotes can be created 3. User defined fields are shown in the
New feature release - Show Price Breakups in the order form
We are releasing a new feature to show the Price Breakups in the order form. At the moment, we see the total price of the product at the bottom as shown in the below screenshot. Infact, this price includes the price table price, accessories, extras, etc.
USA Region Customer Support New Phone Number
Please find our new USA support phone number below, Tel (US): +1 650 512 0772 Other regions support numbers remain the same, Tel (UK): +44 (0) 20 7096 1371 Tel (AUS): +61 (0) 3 8820 5501
QUICK QUOTE ALL PRODUCTS
Sometimes we get asked for a price in a number of products. It would be a really good option to be able to add a size and get a starting price for all products showing on one page. Eg. The customer asks for a price for a vertical. We add the sizes but
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