Showroom mode puts your client's selections on screen without any of the HomePulse navigation around them, for choosing together in your office or on a big screen. You will not find it in the sidebar, because it opens from a job with the Presentation button.
How it differs from the client portal
It carries your branding and shows every area of the job, expanded, so you can move around the house in whatever order the conversation goes.
Choices you make here are saved straight to the job, and your client sees them in their portal under My Selections.
You can add a quantity and a note when you select a product, which the client portal does not offer.
Areas you have locked cannot be changed here either.
Before the appointment
Open showroom mode ahead of time and click into two or three decisions in each area, to check the products load.
Make sure your client has been added to the job, so their choices sit against their record.
If you are using a TV or second screen, connect it and check the product photos are clear at that size.
Running it
Open the job and click Presentation in the job header. Showroom mode opens in a new browser tab.
Pick an area from the sidebar and work through its decisions with your client.
Click a product to see its photos and details, and select the one your client chooses. Add a quantity or a note if it helps.
Carry on area by area. You do not have to finish every area in one sitting.
After the appointment
Close the showroom tab.
On the job's Chosen Selections tab, check the choices and quantities.
Lock the areas you agreed, so they cannot change after you order.
Download the signoff report or the visual report and send it to your client.
Reviewing what your client chose, and the signoff report covers the last three steps.
Related articles