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Create and export designs
Create and export designs

Generate a compelling homeowner-facing design document that summarizes and visualizes all the important aspects of a project

Eric Fitz avatar
Written by Eric Fitz
Updated over 4 months ago

After you have finished a design, it is easy to export it and share it. We recommend sharing it with the homeowner to increase sales conversion rates and with your install team to make sure everyone is on the same page.

  1. Select "Preview Design"

2. On preview, select "Export" then choose an option

  • Text

  • Email

  • Save to Files

  • Upload to your field service management platform

  • And more

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