Full Feature List
Every tool your team needs,
built for the trade.
SmartMQ covers your entire workflow — from first enquiry to final install — with features purpose-built for the blinds and curtains industry.
Lead Management
Never lose a prospect again.
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.
Lead capture
Log new leads instantly with name, address, contact details, and product interest.
Pipeline status
Track every lead through: New → Contacted → Quoted → Booked → Installed.
Follow-up reminders
Set a reminder date on any lead — the app surfaces overdue follow-ups in your daily task list.
Notes & activity log
Record call notes, emails sent, and visit history against each customer record.
Customer history
See every job, quote, and order ever done for a customer in one timeline.
Lead source tracking
Tag how the enquiry came in — referral, Google, Facebook, showroom walk-in — to track what works.
Customer segmentation
Tag customers as VIP, High Value, Repeat, Commercial, Builder, Designer — filter and search instantly.
Facebook Lead Ad auto-import
Leads from your Facebook Lead Ad forms are automatically created as SmartMQ jobs — no manual copy-paste.
On-site Measuring
Measure sheets that go where you go.
Digital measure sheets built specifically for blinds and curtains — room by room, window by window, with photos attached. Works with no internet signal.
Room-by-room sheets
Add rooms, then windows within each room. Each window gets its own measure record.
Width & drop fields
Pre-labelled fields for width, drop, inside/outside fit, mounting type, and control side.
Photo capture
Attach photos from your phone camera directly to each window. Synced to the cloud instantly.
Camera annotation
Draw measurements and split lines directly on the photo — annotated image saved with the window record.
Inside/outside fit
Built-in fit type selector — recessed, face fix, ceiling fix — pre-populated on the quote.
Works offline
Measure sheets save locally first. Data syncs to the cloud the moment you get signal back.
Multiple products per window
Add roller blind, sheer curtain, and pelmet all on the same window record.
Quantity & splits
Set quantity or split a wide window into multiple panels with individual widths.
Measurement history
All measure records are saved forever — revisit a job from two years ago in seconds.
PDF measure sheet
Export a formatted PDF of your measure sheet for records or supplier submission.
Quote Builder
Professional quotes in minutes, not hours.
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.
Product catalogue
Maintain your full range of products, fabrics, and options with pricing. Prices auto-populate on quotes.
Measure-to-quote
Dimensions from your measure sheet pre-fill the quote — no re-entry.
Variation options
Choose fabric, colour, control type, and hardware per line item. Display labels show on the PDF.
Automatic pricing
Per-unit pricing calculated from width × drop + any fabric or option price deltas.
Supply & install
Set separate supply-only vs supply-and-install pricing per product.
Discount & markup
Apply a percentage discount or markup to the whole quote or individual lines.
Deposit invoices
Generate a deposit invoice for a percentage or fixed amount before work begins. (Pro+)
Client e-approval
Share a link the client can open on their phone. They tap Approve and you get notified instantly.
Quote PDF export
Branded PDF with your logo, franchise details, line items, totals, and terms.
Shareable quote links
Send a unique link that shows a live quote — no PDF attachment needed. (Pro+)
View tracking
See when the client opened the quote link so you know when to follow up. (Pro+)
Stripe payment links
Clients pay deposits and invoices by credit card via a Stripe payment link — no chasing bank transfers. (Pro+)
Order & Install Workflow
From approved quote to completed install — tracked.
Convert approved quotes to supplier orders with one click. Track manufacturing progress, delivery, and installation scheduling without a single spreadsheet.
One-click ordering
Convert an approved quote to a supplier order in one tap. All product specs carry over.
Multiple suppliers
Split a single job across multiple suppliers — each gets their own order and tracking.
Supplier portal
Suppliers update order status and add tracking numbers through a secure token-gated portal — no login required.
Order status tracking
Track each order through: Pending → Confirmed → In Production → Ready → Dispatched.
Delivery tracking
Log courier tracking numbers and expected delivery dates per supplier order.
Customer tracking link
Share a live link with the customer so they can check their order status without calling.
Installation scheduling
Schedule the installation date from within the job. Assign an installer from your team.
Installer mobile view
Installers see their assigned jobs for the day with all measure notes and access codes.
Job completion sign-off
Installer marks the job complete on their phone. Admin gets notified immediately.
Invoice generation
Generate a final tax invoice at job completion. Send by email or share a link. (Pro+)
Warranty registration
Register warranties at install time — logged against the customer record. (Pro+)
Customer Portal
Give clients a window into their job.
A branded self-service portal your customers log into to track orders, view and approve quotes, download invoices, submit warranty claims, and refer friends.
Order tracking
Customers follow their order from production to dispatch to install — without calling you.
Quote approval
Clients review and approve quotes on any device. You get notified the moment they tap approve.
Invoice download
Customers download their own invoices and deposit receipts from the portal.
Warranty claims
Customers submit warranty claims with photos through the portal — visible instantly in admin. (Pro+)
Service requests
Post-install service and repair requests submitted through the portal — tracked in admin.
Referral program
Customers share a referral link and earn store credit when a friend signs up. Google review rewards. (Pro+)
Team & Branch Management
The right access for every role.
Multi-role, multi-branch support built in from day one. Sales reps, installers, and admins each see what they need — nothing more, nothing less.
Role-based access
Admin, Sales, and Installer roles with separate views and permissions.
Custom roles & permissions
Create custom roles with granular permission control across jobs, quotes, orders, finance, and team. (Pro+)
Multi-branch
Run multiple locations from one account — each branch sees only its own jobs. (Pro+)
Team invitation
Invite team members by email. They set their own password and are ready in minutes.
Installer assignment
Assign jobs to installers at booking. They get a push notification and see the job in their queue.
Calendar view
Admin calendar shows all booked jobs, measure appointments, and installs at a glance.
Daily task list
Each user sees their own personalised daily task list — follow-ups, measures, installs due.
Push notifications
Real-time push alerts for job assignments, approvals, and status changes. iOS and Android.
Audit log
Full history of who changed what and when on every job and quote. (Pro+)
Analytics & Reporting
Know your numbers without a spreadsheet.
Revenue, job counts, conversion rates, and pipeline value — surfaced automatically from your live data.
Revenue dashboard
Monthly revenue trend, confirmed deal count, and average deal size. Updated in real time. (Pro+)
Job pipeline report
See how many jobs are at each stage and the total value in your pipeline. (Pro+)
Conversion funnel
Visual funnel from lead to installed — spot where jobs are stalling. (Pro+)
Revenue by product type
Breakdown of confirmed revenue by Curtains, Blinds, Shutters, and Awnings. (Pro+)
Customisable dashboard
Drag-and-drop KPI widgets on the admin home screen — show only what matters to you. (Pro+)
Reconciliation
Match supplier bills against orders, track factory totals, and close off each period. (Enterprise)
Marketing Automation
Stay top of mind without extra effort.
Automated messages, social posting, and lead capture — running in the background while you focus on the work.
SMS & WhatsApp reminders
Automated booking confirmation and install reminder messages sent to customers. (All plans*)
Order notifications
Auto-notify customers when their order is dispatched or ready for install. (Pro+)
Dedicated number
Two-way WhatsApp with your own dedicated number — customers can reply. (Pro+)
WhatsApp lead bot
6-step qualifying conversation that captures lead details and creates a SmartMQ job. (Pro+)
Facebook Page posting
Share completed installation photos to your Facebook Page directly from the job. (All plans)
Facebook Lead Ad auto-import
Facebook Lead Ad submissions create SmartMQ jobs automatically — zero manual entry. (Pro+)
Integrations
Connect the tools you already use.
Native integrations with the accounting, communication, and productivity tools that blinds businesses rely on.
Xero
Sync contacts, invoices, and quotes to Xero. Payment status updates automatically. (Pro+)
Connect your Facebook Page to post photos and import leads from Lead Ad campaigns. (All plans)
WhatsApp Business
Send automated messages via WhatsApp Business API. (All plans*)
Google Maps
Address autocomplete on lead and job forms using Google Places. Built in.
Stripe
Accept credit card payments for deposits and invoices via Stripe. (Pro+)
Brevo email
Branded quote and invoice emails delivered via Brevo — with open tracking and delivery status.
MYOB
Export invoices and customer records to MYOB AccountRight. (Pro+ — coming soon)
API access
Build your own integrations using the SmartMQ REST API. (Enterprise — coming soon)
Features marked (Pro+) require a Pro or Enterprise plan. Features marked (Enterprise) require an Enterprise plan. Features marked * require SMS/WhatsApp activation add-on on Starter. All other features are included on every plan including Starter.
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