Lead Management
Every enquiry — phone, web form, walk-in — captured and tracked in one place. Set follow-up reminders, record notes, and move leads through your pipeline with a tap.
Log new leads instantly with name, address, contact details, and product interest.
Leads from your Facebook Lead Ad forms are automatically created as SmartMQ jobs — no manual copy-paste.
On-site Measuring
Digital measure sheets built specifically for blinds and curtains — room by room, window by window, with photos attached. Works with no internet signal.
Add rooms, then windows within each room. Each window gets its own measure record.
Draw measurements and split lines directly on the photo — annotated image saved with the window record.
Measure sheets save locally first. Data syncs to the cloud the moment you get signal back.
Add roller blind, sheer curtain, and pelmet all on the same window record.
Set quantity or split a wide window into multiple panels with individual widths.
All measure records are saved forever — revisit a job from two years ago in seconds.
Export a formatted PDF of your measure sheet for records or supplier submission.
Quote Builder
Build quotes directly from your product catalogue and measure sheet data. Generate a branded PDF and send it to the client for approval — all without leaving the app.
Maintain your full range of products, fabrics, and options with pricing. Prices auto-populate on quotes.
Set separate supply-only vs supply-and-install pricing per product.
Set up one or more acknowledgement forms per product type. Clients sign on-screen when accepting a quote — you and the client both keep a copy of the signed PDF.
Win Quotes & Protect Margin
AI reads a rival quote and lines it up against yours, shows how your prices compare with the market, and keeps every discount inside the limits you set. Sales and agent commission are worked out for you.
Take a photo of a rival quote or upload the PDF. SmartMQ reads it and lines it up against yours, room by room and product by product.
A Healthy / Low / Review / Below cost marker under the discount that moves as the discount changes, so nobody discounts away the profit.
Salespeople quote at your prices without ever seeing factory costs, margins or exchange rates.
Put a fabric, a price band or a whole product on special with an end date — the normal price stays as it is, and quotes already sent keep their price.
Rates for leads you hand out and leads salespeople bring in, released in steps as the job progresses. Payouts order by order, pay runs, and a My commission page for each salesperson.
Agents’ commission is built into the quote price and tracked through to payout.
Order & Install Workflow
Convert approved quotes to supplier orders with one click. Track manufacturing progress, delivery, and installation scheduling without a single spreadsheet.
Convert an approved quote to a supplier order in one tap. All product specs carry over.
Split a single job across multiple suppliers — each gets their own order and tracking.
Add the courier tracking number and the shipment updates itself, from dispatched to delivered, with the parcel weight.
Generate a final tax invoice at job completion. Send by email or share a link.
Customer Portal
A branded self-service portal your customers log into to track orders, view and approve quotes, download invoices, submit warranty claims, and refer friends.
Customers follow their order from production to dispatch to install — without calling you.
Team & Branch Management
Multi-role, multi-branch support built in from day one. Sales reps, installers, and admins each see what they need — nothing more, nothing less.
Admin, Sales, and Installer roles with separate views and permissions.
Run multiple locations from one account — each branch sees only its own jobs.
When booking a site visit, see who is free over the next 7 days and who is closest — ranked by the extra driving it adds to their day, with their route on a map.
One day with a row per person, grouped by branch, everyone's routes on a map, and a check that flags a shorter order for a person's visits.
Payroll & Timesheets
Your team records their hours from the top bar, you approve each week, and a pay run brings hours, overtime, commission and contractor jobs together. Payslips go out by email.
A clock in the top bar. A day can have several times, and the gaps are unpaid breaks. Booked visits can fill a day in one tap.
Approve a week or send days back with a note. Each day is checked against bookings, long days without a break and late entries.
PAYE with the ACC earners’ levy, KiwiSaver, student loan and ESCT worked out for each tax code, plus the payday filing file for myIR. Outside New Zealand, enter tax yourself.
Emailed as a PDF when the run is paid. Staff see every payslip, their hours, commission and documents under My pay & hours.
GST, withholding tax and per-job rates (for example per blind or per track) for contractors, with a remittance advice instead of a payslip.
Contracts, tax forms, ID and certificates for each person, with expiry reminders. Documents open only after signing in.
Analytics & Reporting
Revenue, job counts, conversion rates, and pipeline value — surfaced automatically from your live data.
Monthly revenue trend, confirmed deal count, and average deal size. Updated in real time.
Drag-and-drop KPI widgets on the admin home screen — show only what matters to you.
Match supplier bills against orders, track factory totals, and close off each period.
Marketing Automation
Automated messages, social posting, and lead capture — running in the background while you focus on the work.
Automated booking confirmation and install reminder messages sent to customers.
Two-way WhatsApp with your own dedicated number — customers can reply.
6-step qualifying conversation that captures lead details and creates a SmartMQ job.
Facebook Lead Ad submissions create SmartMQ jobs automatically — zero manual entry.
Integrations
Native integrations with the accounting, communication, and productivity tools that blinds businesses rely on.
Sync contacts, invoices, and quotes to Xero. Payment status updates automatically.
List stock on Trade Me from your inventory, including one listing for several sizes. Sales update your stock automatically.
Send automated messages via WhatsApp Business API.
Export invoices and customer records to MYOB AccountRight.
Build your own integrations using the SmartMQ REST API.
Features marked Pro+ require a Pro or Enterprise plan. Features marked Enterprise require an Enterprise plan. Features marked All plans* require the SMS/WhatsApp activation add-on on Starter. All other features are included on every plan including Starter.
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