01
Map the handoffs from lead and site details through proposal, order, installation, and payment.
Buyer's guide
Know what your window-covering operations software needs to hold together.
A practical buyer's guide for window-covering dealers evaluating software for customer records, visual proposals, job tracking, crews, product progress, installation, and financial workflows.
02
Confirm how the software keeps product information, task ownership, field context, and financial documents tied to one job.
03
Separate must-have operational coordination from specialized manufacturer configuration or pricing requirements.
Frequently asked questions
Does JobDeck include manufacturer product catalogs or dimensional CPQ?
No. JobDeck supports operational product tracking and visual proposal workflows, but does not claim to replace manufacturer catalogs, dimensional pricing, or automated supplier ordering.
Can I start with a trial?
Yes. Teams can create a JobDeck workspace and start a free trial. High-consideration dealer workflows can also be discussed with JobDeck before rollout.