Our Proven Process for Custom Shading & Screening Solutions
DISCOVER → DESIGN → BUILD → SUPPORT
Screen Solutions has spent over 25 years building a custom shading design process around a simple idea: your home should shape the plan, not the other way around. From your first conversation with our team through the final adjustment on a motorized screen, you'll know exactly what comes next at every phase. The result is shading and screening built to match your home, your climate, and how you use your space.
Let Our Process Guide the Way
Whether you're adding retractable screens to a covered patio, installing a StruXure pergola over an outdoor kitchen, or fitting motorized shades throughout a full remodel, the same process guides our work. Screen Solutions has served homeowners from Campbell to San Francisco and across the greater Bay Area since 1999. Our range of projects is exactly why a consistent custom screen installation process matters. A pergola installation calls for different timelines and equipment than a single room of roller shades, but you get the same level of communication and quality standards no matter the size of the project. The Bay Area coastal fog and inland heat also shape how a system should be built. We always adjust our outdoor shading design process with those differences in mind, rather than treating every project the same way on paper.
From Start to Finish, and Beyond
As a Lutron Black Diamond Dealer and the exclusive local distributor of Phantom Screens, our team brings manufacturer-level training to every phase, and our in-house structural engineering means projects don't get handed off to a third party partway through. If you're ready to talk through your space, or you need support on a system we installed years ago, the same team picks up the phone.
1. Discovery
Every project starts with a conversation, not a sales pitch. We sit down with you to understand your space, your lifestyle, and what you're trying to solve, whether that's insects on a covered patio, glare in a west-facing living room, or a backyard that only gets used a few months a year. This is where the custom shading design process really begins: we talk through budget, the constraints of your space, and how you plan to use the system day-to-day. We also look at exposure and orientation, since a south-facing patio in Campbell behaves differently than a fog-prone deck near the coast. Nothing gets specified at this stage. The goal is to gather everything our design team needs to build a proposal that fits how you live, not a generic package that gets adjusted later.
2. Design & Product Selection
Once we understand your space, we translate that into a tailored proposal: product types, fabric and screen options, and motorization or control options if you want the system to work with the rest of your home's technology. Our team completes a full site assessment with exact measurements, so every screen, shade, or pergola component fits the opening it's built for. You'll review the design and give feedback before anything gets finalized, so the plan reflects what you want and not just what fits on paper. From there, we prepare detailed specifications for the install team, covering measurements, mounting requirements, material selections, and hardware, so the crew that shows up to build your project is working from the same plan you approved. That documentation makes sure the finished installation matches the design you signed off on, without surprises at the end.
3. Installation
Our certified installation team handles mounting, wiring for motorized systems, and equipment setup. Projects are managed to minimize disruption to your home, with a clear schedule communicated up front, so you know what's happening and when. Before we consider a project finished, our team runs a quality-control check against the original design specs, confirming that fabrics, hardware, and motorization all perform the way they were designed to before we sign off. Attention to detail during this phase matters as much as the design itself. A well-designed pergola or screen system that's installed poorly won't perform the way it should, so our crews take the same care during the build as our designers took during planning.
4. Ongoing Support
Our relationship with you doesn't end at installation. We keep project documentation on file, so if you need service down the road, our team already knows your system and your home. If a motor needs recalibrating, a screen fabric needs replacing after years of Bay Area sun, or a StruXure pergola's wind and rain sensors need adjusting, our team can schedule a visit with your original specs already in hand. We also handle routine maintenance for automated systems, checking motorization, wiring, and controls before small issues turn into bigger repairs. The same team that designed and built your system is the one you call when it needs attention months or years later.
