Appointment Scheduling and Automated Reminders.
From the first appointment to installation and final payment, Quoterite gives you everything you need for a seamless, mistake-free experience.
Appointment scheduling and automated reminders for your staff and customers have never been easier.
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Appointments Made Easy
Appointment scheduling and setting automated reminders have never been so easy.
View and manage appointments; and measure & install sheets, and processing payments, all from the appointment screen. You can even set up automated booking reminders for clients whose response will automatically change the appointment status.
Quorterite provides an easy, customizable interface designed to reflect the way you do business.
- A fast and easy drag and drop Scheduling tool, with filters and controls to customize the view to each individual user
- Start quotes directly from the appointment card to link all information to their quote
- Export daily, weekly, monthly schedules
- Book and manage all of your appointments from the one system — sales, measure, install, service and personal appointments
- Each user can create their own customized view of the Scheduler that suits them
- Create custom appointment types and statuses
- Set automatic notifications for appointment changes to be sent to assigned staff
- Quoterite instantly creates all measure & install sheets with options to export and print if needed
Calendar Syncing and Automated Reminders
By integrating with Google Calendar and I365, syncing appointments with staff calendars is easy. Any changes from automatic reminders sent to clients are instantly reflected to provide staff a real-time live view of their schedules.
- Sync Appointments to Google Calendar and I365
- Our Google integration makes travelling to your customer’s home easy, just click ‘Get Directions’ and Google Maps automatically loads and directs you to their home
- Set appointment confirmations and reminders that automatically send to customers at pre-defined trigger points — hours, days, weeks before or after the appointment with custom messages. Customers can confirm or reschedule bookings directly through the email or text message that instantly updates Quoterite
- Simple Google Calendar style view for easy navigation
Create Your Custom Interface
Maximize your control of client communications, user access and actions for an enjoyable customer and staff experience.
- View all ‘unscheduled’ measures, installs, service and warranty jobs ready to be booked that have been sent to be scheduled
- Send invoices and process payments
- Control the exact fields you want to display and make mandatory when users create appointments
- View detailed appointment cards with all of the information you need on screen
- Set permissions to control who each user sees on the Scheduler and what actions you want them to take or not
Window Coverings Made Easy
Revolutionizing Quoting, Manufacturing & Business Management Software For the Window Covering industry
Trusted by these leading retailers and manufacturers
More than just quoting software. Enhance your client experience and streamline operations from start to finish.
A customized solution with the functionality, structure and set up you need, implemented by industry experts.
Seamlessly Power your e-commerce website and order management system with our exclusive Product Builder.
We’re reinvesting over $1,300,000 this year to expand and enhance our software, underscoring our commitment to remain the industry leader delivering the features and functions you need.