Use the Line Grouping Feature

Providing detailed, organized quotes can make a significant difference in your customer experience. The Line Grouping feature in MyBlindCo lets you break down quotes into specific sections, such as showing costs for a particular area like a basement. This feature adds clarity to your quotes and helps your customers make informed decisions.

In this guide, we’ll walk you through activating and using the Line Grouping feature in the MyBlindCo Portal and App. By the end, you’ll be able to create organized, subtotaled quotes with ease.

Let’s get started!

How to Use The Line Grouping Feature

This feature is ideal for those who want to provide subtotals within the quote. Say you had a customer that wanted to know how much it would cost to do just the basement – The line grouping feature makes this easy!

Activate the Line Grouping feature in the MyBlindCo Portal.

• In the MyBlindCo Portal on your computer browser, click My Business in the menu on the left side of your screen. This will open a drop-down menu. In this drop-down menu, click Company Profile.
• Find the section for “Number of Quote Line Groups” and enter a number up to 10. Click Save.
• Synchronize your app to use this feature within the MyBlindCo app.

Create a Line Group

• Create a new quote.
• At the top of the screen, under Customer Name & to the right of Room, there is a drop-down field that says G0. This is how you create a group.
• Enter the room name and select a group number to create a group. Fill out the quote as normal, add lines, and click Save.
• This information will be present on a PDF for you to show your customer when you select Share & Print.

Have questions?
(703) 738-9933
info@myblindco.com