When setting up a new customer on QuickEasy it is important to first put a Proof of Concept together in order to clearly map out the full scope of the project with regards to QuickEasy BOS.

This is an example of a Proof of Concept (PoC) for a blinds manufacturer, but the principles applied here can be used for other industries too.

You will see the Setup and Inputs for Estimate Types, Calculations, Materials, Services, and Materials Setup. Use this as a guide for your next PoC.

Estimating Type - Blinds - Setups & Inputs

Calculations

Materials

Services

Material Setup

Production Type: Slats

Material Category = Slats (Type)

Slat Item User Fields (Select Item)

• Head Rail
• Bottom Rail
• End Caps - Head
• End Caps - Bottom
• Cords
• Cord Lock
• Ladders
• Ladder Lock (Top)
• Ladder Lock (Bottom)
• Plastic Wand
• Tilter Gear
• Tilting Rod
• Slats
• Valance
• Stain
• Coating