Measure sites and prepare quotes

Record site surveys and measured openings for curtains, blinds and installations, then prepare a quote.

1. Create a site survey

   Go to Measurements and choose New site measurement. Enter the client label and the property or installation site, then Create site survey.

2. Measure each opening

   Choose Add measured opening for each window or space, with the treatment (curtain, sheer, blind or shade), count and field notes.

3. Prepare the quote

   When the survey is complete, Prepare unpriced quote. It waits for approved pricing before it goes to the client.