Jesse Blinds & Shutters Moves from Paper to a Digital Workflow with WorkPal

Summary

Jesse Blinds & Shutters is a long‑established, family‑run commercial blinds and shutters installer operating since 1981. As a result, with 3 generations working together, the business now serves organisations nationwide and offers a diverse product range shaped by customer feedback and ongoing industry trends.

By moving away from paper-based processes and adopting WorkPal, Jesse Blinds & Shutters has digitised its manufacturing, installation and administration workflows. This shift has improved visibility, reduced errors and helped teams work more efficiently both on-site and in the office.

Challenge

Until 2021, Jesse Blinds & Shutters relied heavily on paper-based processes.

Jobs were raised manually in a book, paper copies of orders were created for manufacturing, and job sheets were sent to site for customer sign-off. If job sheets were lost, it caused delays and uncomfortable conversations with customers about re-signing documents.

While most other areas of the business had moved online, manufacturing and fitting processes remained manual. This highlighted the need for a digital solution that could support both on-site work and internal administration.

Solution

After a conversation with their Account Manager at Barclay Communications (a sister company of WorkPal) Jesse Blinds & Shutters was introduced to WorkPal as a complete software solution.

WorkPal was implemented to manage:

Job creation and order processing
Manufacturing workflows
Installation scheduling
On-site documentation and customer sign-off

Customer details were exported directly from the company’s accounts system into WorkPal, significantly reducing setup time and enabling a smooth transition.

Results

Since implementing WorkPal, Jesse Blinds & Shutters has significantly improved how work is managed across the business.

Key results include:

A streamlined admin process from order creation to installation
All job information stored in one central location
Faster access to job details when required
Improved accountability through tasks and parts tracking

The tasks feature ensures critical steps are completed on each job, such as uploading photos of completed work, checking vehicles and capturing customer sign-off. This has led to better staff response and removed reliance on memory alone.