Internal operations

Run the business from one place.

Quotes, invoices, payments, contracts, client communications and partner leads — with the SJ Shades assistant available across every module.

Operations modules

Choose a workflow to continue.

Start here: find or add the client and capture every window on site.

Turn the approved measurements into a branded invoice.

Review initial or final agreements before document generation.

Record deposits, partial and final payments with balance tracking.

Follow every project stage from measured to installed.

Assign team tasks by department, track status and comments.

Preview branded templates and deliberately send approved messages.

Qualify designers, realtors, builders and referral opportunities.

Use the administrative agent by text or voice across business workflows.

Create accounts for your team and choose what each role can access.