Start with the specified product
For a trade-partner project, share the treatment type and the manufacturer or product details you have selected. Blinds, shades, shutters, sheers, drapery, motorized treatments, and exterior products can each have different installation requirements.
Product fit depends on the selected treatment and the conditions at the project. Confirm that the crew can support the specified product and scope before scheduling the visit.
- Treatment type, manufacturer, and product or model details
- Which openings are part of the job
- Planned inside- or outside-mount approach, when applicable
Share the site and timing details
Include the project city, target timing, and relevant information about the windows, mounting surfaces, access, or site conditions. For motorized products, also share the power type and any control or integration requirements you know.
These details help establish the work to be discussed. The actual requirements, project fit, and scope are confirmed for each job rather than assumed from a general checklist.
Agree on the handoff and close-out
For partner projects, CS Blinds Installers handles job scheduling and receives product. Confirm the project details and any additional preparation or follow-up needs before the visit.
Each job includes photos of every installed item, the customer's review of completed work, and sign-offs in a bundled report shared with the trade-partner client through Window Flow.
If the site or product differs from the plan
When unfinished site work or another trade prevents installation, document the site conditions on the project paperwork. Record the project manager's expected ready date when available; otherwise, enter the best estimate.
Do not install products that are not on the work order; they need a separate work order and return trip. If a listed product needs an adjustment, skip that opening and continue other in-scope work that can be completed. Contact the project lead at the dealer or design studio to discuss the issue and options, and get their okay before trying the adjustment.
If an item requires the dealer or designer to be present, such as drapery that was misidentified on the work order, note the issue, complete other installable items, and reschedule that item with the partner present.