I am a professional
ASSIGNING AND MANAGING YOUR HOUSING UNITS
For professionals - How to grant access to my acquirer's interior designer?
Interface, connection, modification, design
For professionals - How to assign a housing unit to a buyer?
Client, registration, assignment, access, configurator, notification, process, procedure, button, creation, prospect
For professionals - How to assign a second buyer on a housing unit?
Client, co-buyer, co-owner, additional, access, project, sharing
For professionals - What does the buyer receive when assigned to a housing unit?
Message, registration, access, client, request, acquirer
For professionals - How to customize the buyer's registration email?
Customization, message, client, registration
MANAGING THE USERS OF YOUR WORKSPACE
For professionals - What do different user roles mean?
Account, member, professional, authorization, possibility, management
For professionals - How to add a new user?
Account, member, professional, access, management
For professionals - Can multiple roles be assigned to a user?
Account, access, member, profesional, possibility, management
For professionals - How to delete a user?
Account, member, access, remove, management, professional
For professionals - How to stop receiving email notifications?
Settings, preferences, management, account, message, processing, request, customization
MANAGING YOUR PRODUCT CATALOG
For professionals - Product Catalog Overview
Add, modify, equipment, electricity, coverings
For professionals - How to modify products information?
Equipement, electricity, coverings, modification, catalog
For professionals - How to change the dimensions of a product?
equipement, electricity, coverings, modification, catalog, size, model
For professionals - How to add options on a product?
Modification, catalog, equipemnt, electricity, coverings
For professionals - How to add a product?
creation, catalog, object, equipement, electricity, coverings
CUSTOMIZING THE BUYERS' PERSONAL SPACES
For professionals - Presentation of the buyer's personal space
Account, client, message, customize
For professionals - How does the calendar work?
informations, customizations, choices, client, account
For professionals - Are the customization phases automatically blocked on the date indicated on the calendar?
Close, customizations, client, buyer, modifications, period, choices
For professionals - How to add photos on the buyer's personal space?
Progress, project, construction, program, residence, visual, account, client
For professionals - Where to enter the program information visible on the buyer's personal space?
Account, client, program, project, period, customize
HANDLING CUSTOMIZATION REQUESTS
For professionals - Edit button: General Overview
validation, customizations, choices, developer, plan, quote, differentiated view
For professionals - How to add a plaster wall or a false ceiling to my plan?
partition, false ceiling, plaster wall, dividing wall, walls
For professionals - Why is the surface area wrong on my plan?
error, siez, surface, room, wall, separation
UNDERSTANDING AND MODIFYING YOUR QUOTES
For professionals - Quote Overview
Customization, management, modification, plan, estimation
For professionals - How to add lines on the quote?
customization, management, modification, estimation, update
For professionals - How to remove lines from the quote?
mistake, error, delete, modificaiton, customize, management, estimate, update
For professionals - How to change the price of a customization?
Modification, management, estimate, update, rate
For professionals - How to create a flat fee on the quote?
price, general, estimate, update, management, customization
TRACKING THE HISTORY OF YOUR HOUSING UNITS
For professionals - How to access the history of a housing unit plan?
Submitted, transmitted, client, manager, collaborator, housing, date
For professionals - How to know who collaborated on a housing unit plan?
Collaborator, administrator, manager, validator, customization, submitted, transmitted
For professionals - How to see the original plan of a housing unit?
base, architect, consult, previous
COMMUNICATING WITH ACQUIRERS
For professionals - What are the options for communicating with buyers from Visuary?
message, communication, clients, acquirers, notifications
For professionals - How to send a message to a buyer?
Message, communication, information, client, acquirer
For professionals - How to add a comment in response to a special request?
special demand, communication, informations, clients, acquirers
For professionals - How to add a comment on the sales plan?
informations, communications, technical, customizations
YOUR AVAILABLE DOCUMENTS
For professionals - What documents are available?
Documents, execution, plans, quotes, measurements, quantities, Excel, table, summary, customizations
For professionals - Where can I find the documents signed by my buyer?
Electronic signature, plans, quotes, index, customizations, options, clients, buyers
For professionals - Learn more about the PDF quotes
Quotes, pricing, prices, PDF, configuration, payment, terms, general terms and conditions, clients
For professionals - Learn more about the sales plans
Plans, red, customizations, surface area, rooms
For professionals - Learn more about the DXF plans
Autocad, DWG, plans, execution, signature, customizations, companies
UPDATING THE ARCHITECTURAL PLANS
For professionals - How to update the architectural plans on Visuary?
architect, electrician, BIM