Measure, quote, and present blinds, shutters, and shades — then schedule the install before you leave.
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Window Treatments
Work order · RC-2083
Customer
J. Reyes Residence
Site
412 Birchwood Ln · Austin TX
Scope of work
Window treatment software that draws more closes
Status
Booked< 5 min
from a new lead to a presented quote for window treatment pros
Sample work order · Window Treatments crew · Apr 2026
01/Before vs after
Before · stitched-together stack
After · RevCore Pro
02/Built for window treatments
Show homeowners roller, Roman, cellular, plantation shutters, and motorization options with samples, light-filtering ratings, and pricing tiers.
Templates capture window count, dimensions, mount type, and motorization per room with automatic linear and square inch calculations.
Photograph each window with measurements written in. The install crew sees the same conditions the rep measured.
Customers confirm fabric and color selections per room, approve the quote, and pay their deposit before fabrication starts.
Automated messaging keeps homeowners updated through the typical 2–6 week fabrication window — no "where's my order" calls.
Track close rate by room count, motorization attach rate, and revenue per appointment to coach reps and tune pricing.
03/How it works
Step 01
Build accurate window treatments estimates in minutes with trade templates, catalogs, and Good / Better / Best tiers.
Step 02
Walk homeowners through options with branded iPad presentations. Show before / afters, explain scope, close at the table.
Step 03
Collect approvals, signatures, and deposits through the client portal. Same-day payment with homeowner financing readiness on Scale.
04/Built for window treatments
Room-by-room quoting with motorization attach built in
Templates capture window count, dimensions, mount type, and motorization per room with automatic calculations. Measurement photos pin to the job record, the homeowner confirms fabric per room in the portal, and the deposit captures through RevCore Payments before fabrication is ordered.
05/vs ServiceTitan
| Capability | RevCore Pro | ServiceTitan |
|---|---|---|
| Window Treatments-specific quote templates | ||
| iPad sales presentations | ||
| Good / Better / Best pricing tiers | ||
| Automated follow-up sequences | Manual only | |
| Photo documentation included | ||
| Monthly-payment preview on every quote | ||
| Flat pricing, no per-tech fees | ||
| Live in 1–2 days |
ServiceTitan at five techs averages $500–$800/mo with a multi-year contract and three-month onboarding. RevCore Pro Starter starts at $187/mo billed annually, includes iPad presentations, and is live in 1–2 days.
06/Window Treatments software FAQ
07/Related industries
Remodeling
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Read morePainting
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Read moreFlooring
Present material options, quote multi-room installs, and close more flooring projects.
Read moreBuilt for your trade
Every trade we build for shares the same thread — lead in the morning, signed by lunch, paid by the afternoon. Open the trial and run it on a real job this week.
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