Step 1
Open a project workspace connected to the customer, estimate, and proposal record.
Product module
3D Designer
Help homeowners understand design options with a Home Vision presentation workspace for project visuals, material selections, and proposal-ready choices.
Who this is for: Sales teams and designers presenting premium project options during homeowner consultations.
Project visualization workspace
Material and finish option sets
Customer presentation support
Proposal-ready design selections
Product-specific workspace preview
SellEstimateVisualizeDeliverGet Paid
3D Designer
Model rendering when assets are available
Material swatchesClient viewOption sets
Interactive walkthrough mode
Charcoal roof
White trim
Stone accent
Black gutters
• Project visualization workspace
• Material and finish option sets
• Homeowner presentation support when assets are available
How 3D Designer works
Step 2
Organize design options, materials, colors, finishes, and visual references for a clearer homeowner conversation.
Step 3
Capture preferred selections and connect those choices to the proposal package the customer reviews.
Step 4
Share visual context with production so the approved scope is easier to understand after the sale.
3D Designer deep dive
Homeowners approve faster when they can understand the options.
Project choices can be hard to explain with only a line item or a short note. Materials, finishes, layouts, colors, and visual references all affect the homeowner decision, but those details often live outside the proposal and get lost during handoff.
Home Vision solution
A design-presentation workspace connected to estimates and proposals.
Home Vision gives teams a place to organize prepared visuals, material selections, finish options, and homeowner preferences so design conversations can support the proposal instead of staying disconnected from the sale.
How it works
A workflow your team can actually follow.
01
Open the design workspace
Start from the customer, estimate, or active project opportunity.
02
Add visual context
Organize prepared visuals, references, finishes, colors, and material selections.
03
Compare options
Help homeowners understand upgrade paths and design tradeoffs before approval.
04
Carry choices forward
Move preferred selections into the proposal and production handoff context.
Use cases
Built for the roles that move the job forward.
Sales consultant
Guide homeowners through visual options during the sales conversation.
Designer
Organize selections and preferred options before proposal approval.
Production manager
Review the visual scope and selections that were sold.
Key capabilities
The details that make the workflow useful every day.
Design workspace
Keep visual references and project selections in one place.
Material and finish options
Organize choices like colors, fixtures, finishes, products, and styles.
Option comparison
Support clearer homeowner decisions with side-by-side project options.
Proposal support
Carry selected options into proposal-ready context.
Production context
Help operations understand what was presented and approved.
Prepared asset workflow
Use the workspace when project visuals or design assets are available.
Connected workflow
This page works best when it is connected to the rest of Home Vision.
Proposals
Preferred design options can support the proposal package.
Bathroom Estimates
Remodel options can stay connected to estimate packages and upgrade choices.
Materials
Approved selections can support material planning and production handoff.
CRM + Pipeline
Visual decisions stay connected to the customer and opportunity record.
FAQ
Questions teams ask before rolling this out.
Does this automatically create every 3D model?
No. The workflow is framed around prepared project assets and design presentation support when visuals are available.
Can selections connect to proposals?
Yes. The intent is to carry preferred options and visual context into proposal-ready packages.
Is this only for bathrooms?
No. It can support any project where prepared visuals, options, and selections help the homeowner decide.
Outcome and use cases
Home Vision helps teams make project options easier to understand before the homeowner approves the scope.
- • Sales consultants guiding homeowners through project options
- • Design teams comparing good, better, and best packages
- • Production managers reviewing the visual scope that was sold
Related modules
Proposals
Turn approved estimates, roof report details, visuals, and package options into polished proposals homeowners can review and approve.
View related module →Materials
Turn approved scopes, report measurements, and proposal details into cleaner material planning and job handoff workflows.
View related module →CRM + Pipeline
Keep customers, lead sources, estimates, proposals, tasks, and sales activity organized in one Home Vision pipeline.
View related module →Present project options with Home Vision
Book a tailored walkthrough and we will map this module to your current sales, operations, and customer handoff process.