Using Video Conferencing Software


Our vsHome package facilitates the sales process from inputting customer details, through to survey, visualisation, finances and report generation. VsHome, which is already used by many in the industry, can be the perfect way for you to increase your sales ability in the current social climate.  


Working remotely can be a challenge, especially when your job would usually involve interacting with the customer in person or even in their home. vsHome can be used to help bridge the gap between you and your customer in these times. With the help of video conferencing and screen share technology such as Skype, you can easily set up meetings and walk your client through the design from start to finish.


A step-by-step guide


  1. Decide what video conferencing application you will be using. Skype is a very popular option and is used by many people as it is associated with Microsoft Office. You can download Skype from your web browser, your client will need to do the same in order to participate in the video call. All you need is their Skype name or email address to start the call. 
  2. Before the video call starts ensure that vsHome is open. If this is the first time speaking with your client you will need to set them up as a new customer. You might want to do this before you decide to share your screen and use the opportunity to introduce yourself, build rapport and gain an understanding into what the client is looking for. We recommend making some notes so that you can build the model as efficiently as possible, given the client will be watching. 
  3. Now you have set the new customer up and have an understanding into their project requirements you can share your screen with the client to walk them through the design process. To share your screen select ‘Share screen’ from the toolbar at the bottom of the window (highlighted in the red box below).You will then have the option to choose which screen you would like to share. We would recommend that your work with 2 monitors or a laptop and 1 monitor if possible. That way you can still use your computer or laptop whilst being on the video call and the other participant won’t be able to see as only 1 screen will be shared. To the left is the ‘Choose screen to share’ window that pops up in Skype. You can see the option to share both monitors or specific windows that are open on the computer such as Google. There is also an option to share computer sound.
  4.  Now you can start to build the model based on the requirements you discussed at the start. We believe that being able to visualise upgrades as they are added helps with the sales process which is why we recommend you share your screen with your client. You can follow a basic structure of inputting the model, choosing the style, adjusting the size, frame layout and customising the model so the external and internal materials match the client’s home. See our full length video on How to Input a Basic Roof Model in vsHome for more information on the structure. 
  5. Once your design is finished you can use the Visualisation tool in vsHome to show them what it would look like in position. Please note you will need to request a picture of your client’s home prior to this in order to make use of this function. We have a useful article on How to take a good picture for the Visualisation Tool on our website you may want to send to your client.
  6. Finally why not make use of the vsHome AR app. This free to download app allows your customers to view their prospective purchase in immersive augmented reality, and get closer than ever before. All you need to do is share the model to your customer using their email address. If you’re unsure how to do that please follow the guide on our website on How to view your Model in the vsHome AR app. We have also created a video for the home owner, which shows them how to download the app and view the model you have shared with them.