CASE STUDY - 40 Min Read

From Near-Contract Loss to Top Performer

How Window Treatments Unlimited Found a True Technology Partner in ProjectsForce 360°

Company

Window Treatments Unlimited

Industry

Window Treatments Installation

Employees

Retail Partners

Lowe’s, Home
Depot

Coverage

Nearly 200 Stores Across Eight States

The Challenge

Managing Growth Across
Hundreds of Retail Locations

Window Treatments Unlimited had built a strong reputation as a reliable installation partner for major national retailers. With nearly 200 stores across eight states relying on their teams, the company had grown rapidly.  

But that growth came with operational complexity.  

Managing installation orders from multiple retail systems, coordinating technicians across large geographic regions, and maintaining real-time communication with both customers and store partners created increasing pressure on the business.

WTU faced several operational challenges:

Scheduling installations across multiple states and territories.

Coordinating technician availability and travel logistics.

Maintaining consistent communication with homeowners.

Managing documentation and compliance requirements from retail partners.

Keeping operations visible to management across hundreds of active jobs.

As order volume increased, manual processes and disconnected systems began slowing the business down.  

Delays, communication gaps, and operational bottlenecks created risk with key retail partners.

The company needed more than incremental improvement.  

They needed operational transformation.

WTU evaluated several technology platforms designed for service contractors. Most offered pieces of the solution, but none provided the complete operational infrastructure required to manage large-scale retail service operations.  

The company ultimately chose ProjectsForce 360°.  

What stood out immediately was that ProjectsForce 360° was not simply another field service tool.  

The Turning Point

Searching for More Than Software

It was designed specifically for companies operating within complex retailer ecosystems such as Home Depot and Lowe’s.  

ProjectsForce 360° brought together the critical functions WTU needed into one unified platform:

Centralized project management

Document and compliance tracking

Intelligent scheduling and routing

Integrated customer communication

Technician workforce management

Real-time operational dashboards

Instead of managing operations through disconnected systems and spreadsheets, WTU could now run the entire business through a single platform.

The Implementation

Building Operational Visibility Across the Entire Business

Once ProjectsForce 360° was implemented, WTU quickly began centralizing its operations.  

The platform allowed the company to:

Gain complete visibility across all active projects 360°

Managers could track installations, technician assignments, and job progress in real time across all regions.

Improve technician scheduling and routing

With intelligent scheduling and route optimization, technicians could complete more jobs per day while reducing travel inefficiencies.

Streamline communication with homeowners

Automated messaging and centralized communication tools ensured customers were informed at every stage of the project.

Meet retailer compliance requirements more efficiently

Documentation, signatures, and required project updates could now be captured and transmitted directly through the system.

Empower technicians in the field

Using the ProjectsForce 360° mobile app, technicians gained immediate access to job details, documents, routes, and communication tools, even when working offline.  

What once required multiple systems, and manual coordination could now be managed through one platform.

The Results

Transforming Operations and Strengthening Retail Partnerships

Within months of implementing ProjectsForce 360°, Window Treatments Unlimited saw measurable improvements across its operations.  

Key results included:

Improved scheduling efficiency across multiple states.

Faster response times for retailer updates and documentation.

Greater visibility into technician workloads and job progress.

Stronger communication with homeowners and retail partners.

Centralized management of projects across nearly 200 stores.

Most importantly, the company regained confidence in its ability to scale.  

ProjectsForce 360° became the operational backbone of the organization, enabling WTU to support continued growth while maintaining the performance standards expected by national retail partners.

A True Technology Partner

For Window Treatments Unlimited, ProjectsForce 360° became more than a software platform.  

It became a strategic partner.

 
Instead of adapting their operations around limited software tools, WTU now had a platform built specifically to support the way service providers work with large retailers.  

With ProjectsForce 360°, the company now manages installations across eight states with clarity, efficiency, and confidence.

About
ProjectsForce 360°

ProjectsForce 360° is a powerful SaaS platform designed to help service companies manage complex operations with precision and visibility. By connecting project management, scheduling, workforce coordination, customer communication, and analytics into a single platform, ProjectsForce 360° enables service providers to operate more efficiently and deliver exceptional results to both customers and retail partners.