Overview
This feature allows you to add rich photo and video assets directly to the products in the Product Library, which can then be showcased during an in-home project proposal presentation. It is designed to make your sales presentations more visually engaging and persuasive, improving customer communication and providing homeowners with a clearer understanding of the high-value products and project scope.
This feature is particularly useful when presenting high-cost products or project scopes to homeowners.
Availability
Supported Platforms: iOS, Android, and Windows
Subscription Requirement: Available for the Estimate tier only
What It Does
It allows you to associate a single photo and a single video with a product in your Product Library. These assets can then be displayed during the Proposal presentation to help explain the product's value, benefits, and function.
Where to Find It
The ability to Upload / View / Edit / Delete media for Products is available on the Product Library > Detail Page/Panel within the User Site.
Uploading Product Media
As an Admin User in the Product Library:
Open the detail page for the product you wish to edit.
Use the inputs provided to add your photo and video assets.
Photo: You can upload one photo in PNG or JPEG format. The maximum file size is 5MB
Video: You can upload one standard video file. The maximum file size is 100MB
Presenting Product Media
The visual assets will be visible in several key areas, primarily during the in-home presentation:
Tablet > Drawing canvas
A button to open/play media is available when the Product is selected. Tapping this button will show a full-screen view/play the media.
Tablet > Proposal Summary view
Proposal Preview as Client
A button to open/play media is available in the top left corner. Tapping this button will show a full-screen view/play the media.
Web > Proposals
Proposal Details page
A button to open/play media is available to the right side. Tapping this button will show a full-screen view/play the media.
FAQs & Troubleshooting
Q: Can my sales reps present the videos if they don't have internet access?
A: No, media assets are not available for offline cache in-app in the initial release.
Q: How many photos and videos can I add to a product?
A: You can add a maximum of one photo and one video per product for the initial launch.