The California Closets Digital Showroom App User`s Manual
Contents
1. CALIFOR N On this page you can 1 Swipethe screen left or right to see the next or previous image You ll see the elastic snap at the end of the collection 2 This is the main navigation which will take you to the Our Difference Gallery or Products super categories and the Quick Navigation icon at the bottom 3 This is the Favorites icon that allows you and your customers to tag a photo if they see something they especially like This functionality is discussed on page 18 When an image has been favorited this icon turns red 4 The i icon will display info about the image in a box above the three page icons You can close the info box with the x icon or swipe to the next image and the info box will close 13 44 We set out to have functional beautiful closets that could be designed and installed on time in We set out to have functional beautiful closets We certainly f the midst of a accomplished all that And more Scott Lee Client since 2010 complex project And it was important they could keep with the rest of the house in terms of look and quality and sustainability We certainly accomplished all that And more CALIFORNIA CLOSETS v 5 Known as the Tech Specs icon this will pop up more information in a PDF attached to the image This will cover the entire app and you can scroll through the document Once finish tap on the x icon in the u2. TESTIMONIALS 10 49 Our Difference Logout d Check for Updates bx Gallery Products 28 Using the Digital Showroom to its Potential The desired outcome in distributing Digital Showroom to the system is that the franchises as well as the sales people in the field have a full understanding of what the app can offer as a sales tool and how and when to utilize it in the most effective manner The value and benefits to the franchise Design Consultant and client will be missed if Digital Showroom is used simply as a way to show stock product images by the Design Consultant As outlined in the Admin Manual each franchise has the opportunity to add their specific content to the app This content should include local franchise information current promotions local product and showroom images and Design Consultant portfolios to name a few The more franchise specific content that is added the more likely the Design Consultant will utilize Digital Showroom effectively and ultimately give the client a unique and collaborative experience The following recommendations for using Digital Showroom are in relation to the Facilitative Sales process for additional information on Facilitative Sales please refer to the complete model and notes on CC Dashboard Prepare for Success e All Design Consultant s trained on and comfortable with the functionality and content of the Digital Showroom e iPad screen should be clean and
3. In order to fully use the Favorites function in the Digital Showroom app you will need to have at least one email account set up on your iPad For information on how to do this please see the Apple help page at http www apple com support ipad assistant mail Getting the Digital Showroom App Requesting an Account The first step is requesting an account from your franchises Digital Showroom administrator They will create an account for you in the Digital Showroom server which will send you an email This email will have a link which will take you to a page where you can set your own password It is best to do this on your iPad because once you ve set your password you will be taken to a page where you can download the application This is a simple process If you already have your account and set your password on your iPad open the web browser and go to Once there click on Home or Download App the Install link It will download the app to your iPad Once that has downloaded you re ready for the initial content download One thing to keep in mind when downloading the initial content or any subsequent updates is that these downloads could contain hundreds of images totaling hundreds of megabytes Because of this a wi fi connection is required for the initial download and any updates Once you ve made the updates a 3G connection will be fine for any other activities in the Digital Showroom To access a wi fi connection see the App
4. it will check to see if there is an update If it finds there is an update it will notify you and ask if you want to update at that time 25 An update is available Would you like to update now No 4 Tapping on Yes will start the download immediately You can however opt to do the update later by tapping on No It will remind you the first time you open the Digital Showroom app after one day and also show that there is an update on the app icon on the main iPad screen Keep in mind it may take quite a bit of time based on the number of images the app needs to update It is best not to start an update at a client s home prior to presentation 26 10 49 AM Calendar Contacts 37 iTunes Game Center FaceTime w e Photo Booth Settings CalClosets E v When you are ready to download the update you can start it manually by tapping on the Quick 4 Navigation icon on the bottom of the main navigation bar on the left then tapping on Settings and then Check for updates It will ask you again if you want to update so tap on Yes The update will start Once it is finished the gray Downloading box will close and you are all set If the update is interrupted for any reason the Digital Showroom app will perform as if you had not updated and will work normally and you can try the update at a later time 10 49 AM Back Our Difference ABOUT US HOW WE WORK
5. By default the email will be set up with your email in the To field You can change this to send the email directly to anyone else If you have more than one email account set up on your iPad the email will automatically choose one of the accounts to send this from If you need to send it from another email account work vs personal or add a CC recipient click on the Cc Bcc From field and change the appropriate fields 23 7 48 PM Favorite images Clif Windecker From cwindecker calclosets com A CLOSETS It was a pleasure meeting with you Here are the ideas we looked at on the California Closets Digital Showroom together When you have finished editing the email tap the Send button You can cancel as well if you do not want to send the email or save it as a draft To edit a draft email you will need to exit the Digital Showroom app and open the email app on your iPad When you are finished with the Favorites with a client tap on Edit Favorites if you haven t already and then Clear All Favorites Tap Yes to confirm and you are ready for the next client If you don t clear the Favorites they will remain the next time you open the app 24 Updates As the Digital Showroom admin for your franchise adds images to the content you will get notices that updates are available When you open the Digital Showroom app if you are connected to the network
6. charged fully updated favorites cleared e Senda pre appt email with applicable images from intro call e MSDS material safety data sheet How we work e Licensing e Installation images e Download notepad app such as Ghostwriter to use in lieu of paper tis critical for the admin manager to keep all content relevant and send out updates as needed Rapport Building e Discuss that you will be using the iPad when setting the agenda Introduce the functionality of the iPad and highlight the various icons and how they navigate through the app Review Consultation Gallery e Testimonials e Individual Design Consultant portfolio Discuss use of the Digital Showroom on confirmation call Use the Digital Showroom to introduce galleries testimonials and Design Consultant portfolios during interview process at kitchen table Design Consultant should start compiling Favorites list 29 Decision Process The iPad application should provide supporting documentation for items that are uncovered and discussed during the Decision Process This is a summary of some of those areas e Timing technical specs on lead times for product options can be included in the information icon e Internal options displaying difference between what they ve tried and how our options are more efficient e Price establish alignment on the aesthetic that is within their budget o Show embellishments v simple solutions e External our difference o T
7. indicate design applications engineering options finish options add to Favorites list e Identify images that are specific to eccentric collections e Indicate different sizes of standards components and their storage capacities e Show Design Consultant portfolio of personal work completed locally Design Consultant will most likely take the lead to find relevant images and then hand iPad to client for validation In addition prompt client to different galleries and inquire about other possible spaces to look at Capture any new Favorites Accurate Measures e Take pictures with your iPad iPad2 has camera feature for before and after detail obstructions and client inventory After taking pictures with iPad Hand back to client to allow for further inspiration from our offerings Capture any new Favorites These pictures can also be used within fulfillment period to assist in moving a pending job to sold See notes below Display Product and Design Concepts e Relevant product galleries e Design Consultant portfolios e Showroom s Design Consultant to use with client to reinforce and validate product concepts Capture relevant Favorites Determine Best Manner to Proceed e f not designing on spot sell benefits of u appointment in showroom e Email Favorites as a follow up to initial appointment and to confirm 2 appointment location date and time Design Consultant should pull up gallery of
8. 0 PM Find a location near you Call 888 336 9707 cse EB ua rr m BEDROOM GARAGE ENTRYWAY WALL BED KIDS MEDIA CENTER OFFICE STORAGE CRAFT PANTRY Schedule a FREE Design Consultation All fields are reguired Yes would also like to SUBSCRIBE to the newsletter and email promotions Showrooms Find a location near you CALIFORNIA CLOSETS v Favorites One of the most exciting features of the Digital Showroom app is Favorites This enables you to tag images that you and your client find interesting to save for later As you and or your client are browsing the images in the Digital Showroom you can click on the heart icon to add them to your favorites When you do this the heart turns red To remove the image from Favorites tap on the heart icon again and it will go back to white As you are adding images to Favorites they will appear as the first category in the Gallery super category with a blue caption The thumbnail shown is the first image of the collection which contains the tagged image If you tap on the tagged image thumbnail it will take you to that image directly 19 FAVORITES Edit Favorites gt BEDROOM WALK INS REACH IN INFANTS BOYS GIRLS CALIFORNIA CLOSETS v Once you ve finished tagging images that you are interested in swipe the Favorites to the right end and tap on Edit Favorites 20 E
9. S On this page you can 1 Slide the collections in one category from left to right If there are more than three collections in a category this is how you see the rest collections not shown on the screen You ll notice an elastic snap at both ends of the collection slide Slide the categories up and down If there are more than three categories in the super category this is how you see the other categories You ll notice an elastic snap at the top and the bottom of the slide The C icon will always bring you back to the Our Difference screen shown here This left hand navigation is always present The Camera icon will always take you to the main Gallery screen The Drawers icon will always take you to the Product screen This is the Quick navigation button It is an alternate way to get around the app that is a little bit quicker It also provides access to the settings for the app These are discussed below Clicking on a thumbnail will take you into that collection 12 Collection Navigation When you click on a thumbnail in the super category screen you will see a page in the collection 64 We set out to have funcjional beautiful elesete thist could be designed and installed on time in the midst of a complex project And it was important they could keep with the rest of the house in terms of look and quality and sustainability We certainly accomplished all that And more 99 NIA CLOSETS
10. The California Closets Digital Showroom App User s Manual Purpose of the California Closets Digital Showroom nennen enne nnne nnns 3 Ir 3 Iu Me RE OP EO AE O ERA TE ET ERA AT ET PRA 3 SUper CAtO BOL y iii c K EEEE ei a ee Zeta jed el 3 cula EN 4 EET 5 ETT E TL 6 Requirements and RECOMMENAAtIONS cccccessccessenteceeseneececseaaececeeaaececeeaaeceseeaaeceeeeaaeeeeseaaeeeeeeaaeeeeeeaas 7 Getting the Digital Showroom App eerie 7 Redue ting ani s s EE EE TD 7 Downloading the Digital Showroom APP 8 Initial Content Download ne tier ereptus te bec Ra gd ee euer eee VA BENE eee ador eue 8 Using the Digital Showroom App 10 Logging liy cite toic certc A RN RORES 10 Category MI EVIIcubnm EE EH 10 Collection Navid at iO seseris eran ENE eae opo de dove va aaa nah 12 Quick 15 The Web Site 16 Favores wens RR 18 Jo 24 Using the Digital Showroom to its Potential 28 Prepare for SUCCESS sise cena pee ea rideo ad yen eaa adeo suae de any e eaa RA 28 acIseeduam aaa 28 PrOCE SS ELEM 29 Genere 29 WI ESRPILIse Ila 30 A
11. ccurate e n 30 Display Product and Design Concepts 30 Determine Best Manner to Proceed 30 Present Design Price Availability Optional Services 30 Ask forthe Order tuti metet bte edits 31 Next Steps eicit oe de cedet edle tees etu Dei usque Alain cise ieee iin 31 Fulfillment Period iei eren eerte ette te ren pe enero D Ata po ERE ro dee lo a zi po 31 Other iPad Apps That May Facilitate Your Sales Process 31 Petiultimate iate es GR Ree NU See eh tte ke ii 32 Bamboo Paperz aeter dei eer b de is HE ei eR ER 32 DOP DOK dE 32 en nOD RR HR TRA ERE EU 32 P 32 Purpose of the California Closets Digital Showroom With Digital Showroom we are trying to provide Design Consultants with an electronic interactive portfolio that is customizable to the business that each franchise has Digital Showroom is intended to allow Design Consultants to work with clients on multiple levels e As inspirational brochure ware potentially replacing the need to carry heavy and expensive presentation binder along on calls e Asa workbook and sample book to use with clients in deciding on options and extras for their clients e As a self guided tool clients can browse maintaining their focus while the Design Consul
12. e of a category could be Bedroom which contains the collections Walk ins Reach ins and Wardrobe z 9 m CALIFORNIA CLOSETS MEDIA OFFICE CRAFT ROOM Collection A collection is a collection of pages or images A collection could be a group of images showing Walk ins or Finishes iil Collection BEDROOM WALK INS MEDIA OFFICE CRAFT ROOM MEDIA CENTER CALIFORNIA CLOSETS A page is the term that we ve given the actual image A page that shows an image say of a beautiful walk in closet contains also the title of the image and probably a description of that closet It may also contain a document with more information about the image Examples of this will be shown below c Walk In Closet Suite System in Cognac Lorem ipsum dolor sit amet consectetur adipiscing elit Proin et odio eu augue pellentesque aliquam 8 sit amet libero Phasellus tristique pulvinar pretium CALIFORNIA CLOSETS Requirements and Recommendations To use this application you will need an iPad 1 or 2 That sit Other than initial set up and y subsequent updates you will not be required to even have a persistent network connection This allows you to work at a client site that may or may not have network or cell access You also do not need an iPad with 3G capability You can use the full functionality of the Digital Showroom app with a wi fi only iPad
13. eir before closets you can utilize these to send in an e mail to pending clients to prompt them to move forward on their project Otherwise make sure to take after photos and then send both before and after to your client as a thank you post installation and encourage them to share both photos with their friends and or on their social networking sites such as Facebook People get enthusiastic seeing the transformation and are very excited to share these with friends This is an excellent opportunity to promote your PMP business by asking for referrals Other iPad Apps That May Facilitate Your Sales Process As long as you have the iPad to work with on the consultation there are many other apps that can help you work in the field and with your client Here are a few suggestions to look at You can find all of these in the App Store by searching on their names 32 Penultimate This app gives you the ability to take notes with your finger as the pen Very handy for writing down measurements You can email the notes once your done or have them visible on the iPad while you enter the measurements in to CAD Bamboo Paper Similar to Penultimate this app allows you to take notes with your finger but you can also purchase a stylus that may give you finer control Dropbox This app is part of a service that gives you the ability to easily transfer files between your iPad your computer and your iPhone You will need to install Dropbox on a
14. estimonials warranty our NPS program installation gallery exclusive finishes and accents showrooms sustainability Professional Partnership Program for builders architects etc e Decision maker emailing Favorites directly to other decision maker s Other projects o Indicate images that identify another project that we may be able to service o Showcase testimonials and customer service slides that differentiate us from other in home services Use of Digital Showroom during the interview should be done at kitchen table when applicable It may be appropriate for you and your client to use the app at this stage Design Consultant should continue to compile Favorites list Company Awareness The Our Difference is the first icon within the iPad app so that you can utilize the various galleries to provide differentiation to your client This will include the following e Website Showrooms location and images consultation gallery installation gallery technical specifications NPS program warranty MSDS material safety data sheet sustainability program LEED upcoming events and community interaction licensing insurance and bonding resale transfer of warranty industry affiliations etc Askthe client what they would like to know about California Closets Use the Our Difference super category during this step Continue to capture new Favorites 30 Needs Discovery e Use Gallery and Products to
15. ions does not work we can best research the solution with as much information about the problem you re seeing as possible This includes 33 Noting what you were doing at the time when you first noticed the problem What version of iPad you have 1 or 2 What error message you are seeing Pp Bo MOP Screenshots of the problem To take a screenshot on the iPad hold the Home button and press the Power button on the top of the iPad at the same time You should see a white flash like a flashbulb and hear a camera shutter sound if you have the sound turned up The screenshot will be placed in your photos and you can email that along with any of the above information to ipad calclosets com
16. le help page at Click on the C icon to start the Digital Showroom app 11 34 AM Calendar Contacts v m Photo Booth CalClosets Game Center FaceTime N This will start the Digital Showroom app and show you the login dialog box 11 45 LOGIN Email User Name Password You will need to fill in all three fields to continue The password is the one you ve set using the link in the email Once you press Submit the app will start downloading all of the content The first time this will take quite a while depending on the speed of your wireless internet connection It s best to plug the iPad in and let it sit The process will take anywhere between 30 minutes and several hours 10 12 03 PM DOWNLOADING 20100429 cc farstad 520 jpg 0 out of 502 files 4 When it has finished it will open the Our Difference super category and you can begin to explore the application Most of the time the iPad should remember your login from the initial download or unless you specifically log out If you do need to log in it is the same procedure as shown above in the initial download When you open the Digital Showroom app for the first time you should be on the Our Difference screen There are several things that you can do here v 11 SUSTAINABILITY CALIFORNIA CLOSETS HOW WE WORK CUSTOMER SERVICE TESTIMONIALS K THE LEE FAMILY THE DAUG FAMILY CALIFORNIA CLOSET
17. ll of the computers you want to transfer files between Very easy to setup and use Docusign Free app Once your franchise has signed up for this service you can have your customers sign their contract directly on the iPad More information can be found at http www docusign com Square Free app and swiper Square is used for swiping credit cards through the iPad or iPhone Talk to your franchise to see if this is an option More information can be found at http squareup com Troubleshooting You may encounter an blue error box during an update If this should happen tap on OK to close the error box and try the update at least 30 minutes later In the meantime the Digital Showroom app should function normally If you continue getting the blue error box let your franchise admin know If for any reason the Digital Showroom app behaves abnormally please first try the following 1 Click the Home button so the main iPad screen is visible 2 Double Click the Home button to show the list of running apps in a row on the bottom of the screen 3 Press and hold on the Digital Showroom C icon until all of the icons start shaking 4 Pressonthe red minus on the Digital Showroom C icon 5 Click the Home button 6 Click the Home button again 7 Taponthe Digital Showroom C to start the app again 8 Ifthe problem persists contact your franchise admin and describe the problem If either of these solut
18. mail Favorites Clear All Favorites WALK INS REACH IN WARDROBE FAVORITES BEDROOM INFANTS BOYS GIRLS CALIFORNIA CLOSETS v Here you have the choice of emailing the Favorites or clearing them out Click on Email Favorites to open an email window with the images that you tagged 21 7 45 PM Favorite images Ydeck Subject Favorite images CALIFORNIA CLOSE It was a pleasure meeting with you Here are the ideas we looked at on the California Closets Digital Showroom together Luxurious Walk in Closet Luxurious walk in closet system with angled shoe rails accessory drawers and decorative door and drawer faces and trim Lago Milano Grey Matte Nickel Fluted Pull Matte nickel finished zinc diecast pull v This email has all of the images that you tagged If you have tagged a lot of images it may take a moment or two for all of the images to show up A You can edit all of the text in this email directly here on the iPad or you can send it to yourself and edit it within Outlook or any other email program if you want to attach other files or use other editing tools 22 Favorite images ject Favorite images CALIFORNIA CLOSETS It was a pleasure meeting with you Here are the ideas we looked at on the California Closets Digital Showroom together Luxurious Walk in Closet will follow up with layout possibilities for your walk in closet
19. p level of the super category you are in in this case Our Difference Here this is the same as tapping on the C icon in the main navigation 10 Tap on any thumbnail to go directly to that image Quick Navigation The Quick Navigation tool is intended for you to get to any collection in the app more quickly with fewer of the wow transitions 16 iPad gt Back Difference DESNA ABOUT US HOW WE WORK TESTIMONIALS Moti ds U Gallery Products 4 1 First choose the super category you want to navigate to 2 Then use the list to navigate to the collection you want to see You will eventually end up at the first page of the collection you choose and the Quick Navigation will close 3 If you want to exit out of Quick Navigation without going to a new collection click the Back button The Web Site There is one special button in the Our Difference super category The Website collection launches the browser inside the app Your franchise admin can set the page to which this opens for all of the iPads To close the browser tap a button on the left navigation um CALIFORNIA CLOSETS ABOUT US x tc o z z z o TESTIMONIALS CALIFORNIA CLOSEIS WEBSITE CONSULTATION S THE LEE FAMILY 17 49 amp N FAN X 2s SUSTAINABILITY z CALIFORNIA CLOSETS INSTALLATION CUSTOMER SERVICE THE DAUG FAMILY THE JANSSEN FAMILY 18 5 3
20. pper right corner to close the PDF and continue 14 When Scott and Tracy Lee decided to build d Swipe to y in Mill Valley California they came to the project with experience than the average homeowner Scott is the lead architect at a prestigious firm known worldwide for creating stunning buildings and hotels And Tracy is the Director of Spa Devglopment for a line of exclusive high end resorts So it s no urprise that the Lees desires went beyond simply building home Irstead they sought to create a space of true sanctuary where they could relax recharge and connect away from the stresses y everyday life But the Lees wanted to do something else as well they decided early on to make the project as sustainable and earth friendly as possible Scott explains As designers and architects our outlook on the environment has changed and evolved And as parents we re certainly more 6 Taponce anywhere on the image to bring up the filmstrip navigation 15 5 40 64 We set out to have functional beautiful closets that could be designed and installed on time in the midst of a complex project And it was important they could keep with the rest of the house in terms of look and quality and sustainabi y 4 7 Swipe the thumbnails to the left and right to see other images in the collection 8 Youcan use these two buttons to page between the images 9 This icon will take you back to the to
21. tant is measuring or using ClosetCAD Asa means to effectively follow up with information that the client specifically shows interest in during the appointment e Asa means for the local franchise to set the story of their business and the products they sell With Digital Showroom on the iPad and ClosetCAD on a laptop Design Consultants will have everything they need to excel in sales in an exciting way Basics To start out there are a couple of basics to understand The first is a set of terms we ve developed as we designed and built this app Knowing these will make understanding the rest of the documentation easier Second is the set of requirements that you should be aware of before using the app Terms Super Category There are three super categories in the Digital Showroom They are Our Difference Galleries and Products These three super categories are always there and you can get to them directly from the main navigation Our Difference is intended to provide information about your franchise or California Closets in general Galleries is intended to show off our work and provide inspiration to your customers And finally Products provides examples of options and add ons that are available in your franchise WALK INS CRAFT ROOM CALIFORNIA CLOSETS N Category A category is a grouping of collections see below that are tied together with a theme in a horizontal navigation group An exampl
22. the local franchise showroom to create excitement and sell benefits of showroom visit Present Design Price Availability Optional Services e Slide for introducing benefits of any current promotion e Tear out policy discussed o Image of unrepaired tear out v clean prepped and painted closet Ready for installation 31 e Availability and timing of special order products items reinforced in tech specs on Favorite items e Reinforce CAD design with appropriate images and tech specs Design Consultant to use Digital Showroom when appropriate during this step Ask for the Order e Screen shot of Docusign to familiarize with digital signing page tech specs on process e Use Favorites email to create a PDF of final selections and include Scope of Work portion of contract o Edit Favorites email to include an inventory of accessories or manual items not visible in CAD Digital Showroom is used as a support tool at this stage If used it should be by the Design Consultant Next Steps e Local Showroom included in Favorites hours location and phone e NPS program survey question what it means how it is measured e Referral Slide Professional Partnership Program discussed as appropriate Design Consultant to navigate to appropriate galleries Fulfillment Period e Installation gallery showing process e Warranty service Design Consultant to navigate to appropriate galleries If you have taken photos of th
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