Help Center

Your questions, answered straight

Everything dealers and manufacturers ask about the 3D builder, pricing, leads, and getting set up — 21 questions and counting.

The 3D Builder

What exactly does the 3D configurator do?

It lets your customers design their building on your website — width, length, leg height, roof style, colors, doors, windows, and options — while watching a 3D preview and a live price update with every click. When they're done, the design lands in your pipeline as a quote with their contact information attached.

Does it use my real prices or a generic template?

Your real prices, always. We digitize your actual price sheets — including options, certifications, surcharges, and regional differences — so the builder quotes exactly what your sales team would quote. Your margins stay exactly where you set them.

Will it work on my existing website?

Yes. The builder embeds into any website, or runs on its own page under your domain. If you don't have a website yet, we can stand up a landing page for you as part of setup.

Does it work on phones?

It's built mobile-first, because most building buyers shop from a phone. Designing, pricing, and submitting all work with thumbs on a small screen.

Can customers see certified vs. non-certified pricing, wind and snow ratings?

Yes — certification options, wind/snow ratings, and any state-specific requirements are part of your pricing logic, so buyers see the right options and the right prices for their install location.

What does the customer see when they finish — can they order right there?

You choose. The builder can end with a saved quote and a callback promise, a deposit payment, or a full checkout — most dealers start with quote-plus-follow-up and turn on deposits once they trust the numbers.

Pricing & Price Books

How do price updates work when a manufacturer sends a new sheet?

You upload the new sheet (or email it to us). It's stored as a new version with effective dates, and every quote from that moment prices off the new numbers. Old quotes keep the price they were quoted at — no surprises for customers holding a valid quote.

I carry multiple manufacturers. Can it handle that?

That's one of the main reasons we built this. Every manufacturer in your network lives in the system with their own price books, discounts, surcharges, fees, and commission structures — and you can price the same building against different manufacturers to win on price, lead time, or service area.

Can I add my own dealer margin on top of manufacturer pricing?

Yes. Dealer discounts, markups, document fees, processing fees, permit fees, and labor fees are all configurable — and you control which of them show on the customer-facing 3D designer versus internal quotes.

What about delivery zones and state-by-state pricing?

Service areas and state-level pricing rules are built in. If a manufacturer only serves certain states or prices differently by region, the builder respects that automatically based on the customer's install location.

Can it handle commercial and wide-span pricing?

Yes — as long as it's in your price book, we can model it: clear-span widths, header bars, extra trusses, snow loads, and the rest. Genuinely custom engineered projects can be routed to a 'request a quote' flow instead of instant pricing.

Leads, CRM & Messaging

Where do the leads go?

Straight into your pipeline, with the full design spec, price, and the buyer's contact info. You can also forward them to email, a spreadsheet, or an existing CRM if you're not ready to switch.

Do I have to use your CRM?

No — the configurator can feed any system. But the built-in CRM is where the platform really pays off: quotes, contracts, deposits, production stages, invoices, and manufacturer price books are native to it, not bolted on.

What channels does the inbox support?

SMS, email, Facebook Messenger, and WhatsApp — in one screen, with the customer's deal context (building, quote, stage) alongside the conversation. Calls can be made and logged from the same place.

Can it automate follow-ups?

Yes. Stage changes trigger workflows — quote sent → follow-up task in 2 days → reminder text in 5 → escalation if no reply. You design the cadence; the system keeps it running so no lead dies of silence.

Does it track where leads come from?

Down to the exact ad. Connect Google and Facebook and every lead carries its source, campaign, and ad set — so your reports show cost per lead, cost per sale, and return on ad spend by campaign.

Setup, Support & Plans

How long does setup take?

A typical launch is about four weeks: price book digitization in week one, your branded builder in weeks two to three, team setup and training in week four. Complex multi-manufacturer catalogs can take longer — we'll give you a real timeline up front.

Do you migrate my existing contacts and leads?

Yes. Contacts, leads, and open deals can be imported from spreadsheets or your current CRM as part of onboarding, so your team starts with their book of business intact.

What does it cost?

Founding partners get flat founder pricing with setup included, locked in as we grow. Book a demo and we'll quote it straight — the same way you quote a building: a real number, not a maze.

What kind of support do we get?

Direct access. As a founding partner you're not routed through a ticket tier — you talk to the people who built your configurator and can actually change things. Feature requests from early partners drive the roadmap.

Who owns my data?

You do. Your leads, your customers, your price books — all yours, exportable at any time. No marketplace steering your buyers anywhere, no lock-in games.

Still have a question we didn't cover?

Bring it to a 30-minute demo call — you'll get a straight answer and see the platform live at the same time.

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Founding Partner Program — Limited Spots

See your own buildings — and your own prices — in 3D this month.

Bring one price sheet to the demo and we'll show you a working builder from your actual catalog. 30 minutes, on Zoom, no commitment.

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