The client's choice page in 3D

Send the client two options of a design. On their 3D page they compare them side by side and approve or ask for changes room by room. They can take a room from the other option and see the price as chosen. The studio approves their choices before they count.
PLANSScale only

The problem it solves

  • The client likes the living room of option A and the bedroom of option B, and the feedback arrives as a voice note.
  • Two options mean two PDFs and two totals, and nobody can say what the mix would cost.
  • Changes asked on WhatsApp are lost, and the next version misses one of them.
  • A spouse abroad cannot come to the studio to walk through the design.

How it works

  1. On a design, press Make an Option. It copies the same version with everything in it (Option B, then C). Change its style, finishes or furniture and Send to Client with the design.
  2. The client opens the 3D page from the link. For each room they press Like, Approve or Changes… with what to change; the room buttons show what they said.
  3. Each room shows its price in This design and in the other options. A tap takes the room from another option, and As chosen gives the design's price with those rooms.
  4. Compare draws the other option beside the design; the two views turn and walk together, each with the room's price.
  5. Send my choices lists the rooms, asks their name and a note, and sends them. The designer gets a to-do, and the choices go on the project feed.
  6. An Interiors manager approves or refuses them, through the Client Choice approval chain when it is installed. Approved with every room from the design asked, the design itself is approved. Otherwise the designer gets a to-do to make the version from the choices.

Everything it does

On the client's 3D page

  • This room: Like, Approve, Changes… with a comment, for each room
  • Each room's price in this design and in each option or earlier version
  • A room taken from another option or an earlier version
  • Compare: the two designs side by side, turned and walked together
  • As chosen: the price with the rooms taken from other options
  • Send my choices with a name and a note; no login, the page link is the key
  • A refused choice shows the reason on the page, and the client can choose again

Options

  • Make an Option copies the same version with every room, box, finish and piece; the original is kept
  • Rename it in Option (Option B, Warm wood); the design's name shows it
  • Each option is sent to the client like any design

In the back office

  • Interior Design > Briefs and Concepts > Client Choices, and the design's Client Choices button
  • A choice: Client Picking, Sent by the Client, Approved or Refused. It holds the client's name and note, Price as Chosen, Price of the Design Asked, who decided and when, the refusal reason
  • A line per room: the option taken, Not Looked At, Liked, Approved or Changes Asked, the comment, the price in that option
  • Sent, approved and refused choices are posted on the project feed for the team and the client

Also on the 3D page (Scale)

  • Package for this room: try Essential, Premium or Luxury with the difference each makes, and say I'd like this
  • Try the finishes of other material sets with their price (nothing is saved)
  • The tour, Day and night, the gallery, Plans (PDF)

Who uses it

DesignerMakes the options, sends them, and makes the next version from the client's choices.
Interiors ManagerApproves or refuses the client's choices, alone or as a level of the Client Choice chain.
ClientCompares the options, decides room by room and sends the choices with a note.

Where you use it

  • Client: the design's 3D page, opened from the link in the Please Decide message; on a phone, tablet or computer, no login
  • Web: Interior Design > Briefs and Concepts > Client Choices; a design > Make an Option, Client Choices
  • The project feed: posts when choices are sent and decided
  • Not in the SmartMy Interiors Client app: the choices are made on the web page

What you control

Settings

  • The Client Choice approval chain: Interiors managers to start with; add levels or set it to Approved at Once
  • Who on the project feed sees the posts (team, client)

Approvals

  • Client Choice: an Interiors manager approves to start with; without the approval engine, a manager presses Approve or Refuse

Notifications

  • Please Decide: to the client when a design or option is sent, at once. By email and WhatsApp (WhatsApp once its template is approved by Meta)
  • The designer gets a to-do when the client sends their choices, and another to make the version when the choices are approved with changes
  • Approvers get the request in Approvals and as a to-do

Questions

Does the client need an account?

No. The page opens from the link you send. Anyone with the link can see the design, so send it only to the client and the people who decide with them.

Can the client mix rooms from two options?

Yes. They take a room from the other option and the page shows the price as chosen. The designer then makes a version from those choices.

Do the client's choices change the design at once?

No. They wait for the studio's approval. Approved with every room from the design asked, the design is approved; otherwise the designer makes the new version.

Has it been tried?

On our demo in a desktop browser: likes, approvals, Compare with an option, a room taken from it. Also Send my choices and the approval through the engine. Not yet on a real phone or at a customer.

Related features

DESIGN3D designer with a price on every boxDraw the rooms wall by wall and put your own kitchen and wardrobe boxes on the walls. Each box shows in 3D with its materials, its price and anything wrong with it. The client turns the design on their phone, tries other material sets with their prices, and approves.DESIGN STUDIOStyles applied to the whole houseApply a style such as Modern, Scandinavian or Indian Contemporary to the whole design in one click, or room by room. Offer each room in Essential, Premium or Luxury with the price of each level, and let the client try them on the 3D page. Furnish a room or the house by your own rules.DESIGN STUDIO360 views and the client's galleryMake 360° views of the rooms in the browser and send each one on WhatsApp with a link that needs no login. Record a filmed tour with captions and a small plan, and show day and night side by side. The client's gallery keeps it all.PROJECTSProject feed and key eventsOne feed per project where updates, the daily work log, payments and stage changes land, each marked with who may see it. Key events such as the design presentation, site marking, installation and handover carry their own readiness checks. They also carry invitations the client answers from a link, reminders and follow-ups.ACROSS SMARTMY INTERIORSApproval chainsFee bills, measurements, stage overrides, subcontract work, expenses, budgets and client choices go to the right people in order, set up without code. Every decision is kept with who made it, when and why.ACROSS SMARTMY INTERIORSNotificationsSmartMy Interiors tells the right person when something needs them. That can be a quote or visit time for a client, a design to decide, a stage that is yours, a payment due. Each event has its own recipients and channels: in the app, by email, as a phone notification or on WhatsApp.

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