Budget Blinds

Operating challenge

The business was dealing with inefficient systems, high manual effort, paper forms, and no single source of truth across installation and repair work. Installers needed practical work-order details, time tracking, issue capture, photos, and customer sign-off without overcomplicating the field experience.

What Lodestone shaped

• Configured Service Cloud around cases, work orders, scheduling, installation and repair tracking, relationship management, reports, dashboards, and training.
• Digitized installation forms and customer sign-off sheets so service documentation could move out of paper-only workflows.
• Handled change-request needs around removing product auto-fill, adding work-order day/date/product/quantity/time fields, installer arrival and departure tracking, payment-method simplification, and installation-issue records with photo uploads.

Resulting direction

• Office teams gained a clearer view of installer schedules, work-order status, and service documentation.
• Field users had a more structured way to capture installation issues, timing, photos, and customer feedback.
• The implementation adapted to real installer workflow instead of stopping at the original Service Cloud outline.

Profile context

Window covering franchise network

National franchise system delivering in-home design consultation, quoting, and installation workflows.