FREQUENTLY ASKED QUESTIONS
Step 1
Setup your own Company/Sales Admin account, and login as a Salesperson on the AxioAR app.
Step 2
Once you’re properly logged-in with your Sales account, you then need to navigate to the view called “Clients” in the main menu of the app.
Step 3
Press the (+) button at the bottom right of the screen and enter the following information of the client:
- Email Address
- Phone Number
- First Name
- Last Name
Step 4
At this point, the Customer should receive an email in their inbox that’s inviting them to join your organization on the AxioAR app. If they can’t find the email, make sure to let them know to check their spam folder.
Step 5
The Customer needs to open the invitation email with either their iPhone or IPad. (that’s important since it won’t work properly if they try to accept the invitation on their computer (Mac or PC) or on their Android phone. At the moment, failure to open the link on the right device will open a webpage that will display an error)
Step 5
The Customer needs to open the invitation email with either their iPhone or IPad. (that’s important since it won’t work properly if they try to accept the invitation on their computer (Mac or PC) or on their Android phone. At the moment, failure to open the link on the right device will open a webpage that will display an error)
Step 6
Once the Customer clicks on the link inside the invitation email, they should be brought to the AxioAR’s app on the AppStore where they can download the app.
Step 7
The Customer needs to download the app using the AppStore
Step 8
The Customer needs to open the app on their device if it doesn’t open automatically
Step 9
Once the AxioAR app is opened for the first time after downloading it, it should accept the invitation and re-direct the user to the HomePage of the app.
Step 1 – Register Your Company
Tap “Register My Company” on the app’s home screen to begin the setup process.
Step 2 – Create Your Account
Enter your email address and choose a password to sign up.
Step 3 – Verify Your Email
Check your inbox for a verification email and click the link to confirm your account.
Step 4 – Add Personal & Company Info
Fill in your personal details and your company’s information to complete your profile.
Step 5 – Upload Your Profile Picture
Go to Settings → Profile Information, then tap on the profile picture section to upload your image.
Step 6 – Set Your Company Logo
Go to Settings → Admin’s Panel → Company’s Information, then tap on the logo area to upload your company’s logo image.
Step 7 – Invite Your Team
Go to Settings → Admin’s Panel → Team Members, then press the + button at the bottom right of the screen. Enter your team members’ email addresses one by one, and tap “Send Invites” to confirm.
Step 8 – Set Your Availability
Go to Settings → Profile Information → My Availability to choose the times you’re available for virtual consultations.
Step 1 – Open Your Invitation Email
Locate the AxioAR invitation in your inbox and open it.
Step 2 – Download the App
Follow the link in the email to download the AxioAR app to your device.
Step 3 – Confirm Opening in App
When prompted with “Open link in app?”, tap “OPEN” to continue into the AxioAR app.
Step 4 – Allow Clipboard Access
When asked “AxioAR would like to paste from Safari”, tap “Allow Paste” to proceed.
Step 5 – Log In to the App
You should be automatically logged in the first time you open the app. You can also use the temporary password provided in the email to log in manually.
Step 6 – Verify Your Email
Check your inbox for a verification email and click the link to confirm your account.
Step 7 – Set Your Password
Enter your new password and confirm it by filling in both the “New Password” and “Confirm New Password” fields.
Step 8 – Set Up Your Account Information
Enter your first name, last name, and phone number to complete your account setup.
Step 9 – Upload Your Profile Picture
Go to Settings → Profile Information, then tap on the profile picture section to upload your image.
Step 10 – Set Your Availability
In the AxioAR app, go to Settings → Profile Information → My Availability to schedule your virtual consultation hours.
Step 1 – Navigate to Company Products
Go to Settings → Admin’s Panel → Company’s Product to manage your product catalog.
Step 2 – Add a New Product
Tap the “+” button at the bottom right corner to begin adding a new product.
Step 3 – Enter Product Details
Fill in your product’s name, icon, required measurements, visualization type, and upload the 3D model.
Step 4 – Save Your Changes
Tap “Save Changes” to add the new product to your company’s catalog.
Step 1 – Go to Clients
Open the “Clients” section in the app to manage your client list.
Step 2 – Add a New Client
Tap the “+” button to begin the process of adding a new client.
Step 3 – Enter Client Information
Fill in the client’s email address, first name, last name, and phone number.
Step 4 – Send the Invitation
Tap “Send Invite” at the bottom of the screen to invite the client.
Step 5 – View Pending Invitations
After sending, tap “Invitations” at the top right of the Clients screen to see all pending invites.
Step 1 – Log In to the App
Use your email and password to sign in to your AxioAR account.
Step 2 – Go to the Home Screen
Tap on “Home” from the bottom menu to view upcoming activities.
Step 3 – Find Your Scheduled Activity
Scroll up or down to locate the correct scheduled consultation or call.
Step 4 – Join the Call
Tap “Join” to enter the scheduled virtual consultation.
Step 1 – Go to Clients
Tap “Clients” from the main menu bar to access your client list.
Step 2 – Find the Right Client
Scroll up or down or use the filter feature to locate the client you want to contact.
Step 3 – Select the Client
Tap on the client’s name to open their profile.
Step 4 – Start the Call
Tap “Call via App” at the bottom of the screen to begin the virtual consultation.
Step 5 – Client Receives Notification
The client will receive an in-app notification prompting them to accept or decline the instant call.
Step 1 – Log In to the App
Use your email and password to sign in to your AxioAR account.
Step 2 – Go to the Home Screen
Tap “Home” from the bottom menu to view and manage upcoming activities.
Step 3 – Create a New Activity
Tap “Create New” to start setting up a new activity.
Step 4 – Enter Activity Details
Fill in the activity name, select the related client under “Deal With,” and choose the timing (Today, Tomorrow, or a Custom Date).
Step 5 – Save the Activity
Tap “Create Activity” to finalize and add it to your schedule.
Step 1 – Log In to the App
Use your email and password to sign in to your AxioAR account.
Step 2 – Go to the Home Screen
Tap “Home” from the bottom menu to view and manage your list of activities.
Step 3 – Open Filter Options
Tap the “Filter” icon at the top right of the screen.
Step 4 – Choose Your Filters
Select how you’d like to filter your activity list: by status (Completed, Uncompleted, Late) or by a custom date range.
Step 5 – Apply or Clear Filters
Tap “Apply” to see the filtered results or “Clear” to remove any custom filters.
Step 1 – Log In to the App
Use your email and password to sign in to your AxioAR account.
Step 2 – Navigate to Your Schedule
Go to Settings → Profile Information → My Availability to manage your consultation availability.
Step 3 – Add a New Schedule
Tap the “+” button at the bottom right to create a new schedule.
Step 4 – Set Schedule Details
Enter a description, select the days you’ll be available, and begin adding timeslots for each selected day.
Step 5 – Add Timeslots
Tap the “+” icon on the right side of a day’s row to add a new timeslot.
Step 6 – Edit Timeslots
Tap on the “from” and “to” times to adjust each timeslot’s hours.
Step 7 – Delete Extra Timeslots
Tap the red “Trash” icon next to any timeslot you wish to remove.
Step 8 – Save the Schedule
Once you’re happy with the setup, tap “Add” to save your new schedule.
Step 9 – Activate Your Schedule
Tap the “My Schedule” dropdown at the top and select your newly created schedule.
Step 1 – Grant Access Permissions
When prompted, allow the app to access your device’s camera and microphone to enable video consultations.
Step 2 – Use Video Call Features
During the virtual consultation, you’ll have access to several tools to enhance communication:
Step 2.a – Camera Toggle
Turn your camera feed on or off.
Step 2.b – Mute Toggle
Mute or unmute your microphone.
Step 2.c – Messaging View
Tap the message icon to open the chat. To return to the video call, tap the customer’s video feed.
Step 2.d – Customer Profile Access
Tap the profile icon to view the customer’s profile, including their created projects and shared files.
Step 2.e – Request Screen Share
Use this button to initiate screen sharing and guide the customer through measurements by viewing their screen.
Step 2.f – End Call
Tap the red phone icon to end the consultation at any time.
Step 2.g – Minimize or Fullscreen View
While the customer is sharing their screen, tap “Minimize” to see available video call features, or “Fullscreen Mode” to focus on the shared screen with a decluttered view.
Step 2.h – Add Visual Indicators
When the customer is sharing their screen in fullscreen mode, tap anywhere on the screen to place visual indicators on their side. This helps guide them through the consultation more effectively.
Step 1 – Request Screen Share
During a virtual consultation, tap the “Request Screen Share” button to prompt the customer to start sharing their screen. The customer can choose to accept or deny the request. They also have the option to initiate screen sharing themselves by tapping the screen share button on their interface.
Step 2 – Customer Screen Share Steps
Once the customer begins the screen sharing process, they’ll need to follow a few additional steps to officially start sharing their screen:
a. Tap the black circle located at the top-right corner of their device.
b. Tap “Start Broadcast” on their device.
c. Wait until the black circle at the top-right turns red, which indicates the screen sharing has started.
d. Press “OK” at the bottom of their instruction screen.
Step 3 – Return to Call Options
After screen sharing begins, the customer can return to their call options by tapping on the camera feed located at the top-right of their screen.
Step 4 – View Customer’s Screen & Use Visual Indicators
Once screen sharing is active, the customer’s screen will appear on your device. The app will automatically switch to Fullscreen mode, removing call interface clutter. In this view, you can tap anywhere on the screen to place visual indicators, helping guide the customer throughout the consultation.
Step 5 – Toggle Between Views
You can always return to the main call view with all call features visible by tapping the “Minimize” button. To go back to the uncluttered Fullscreen mode, simply tap the “Fullscreen mode” button at the bottom of the screen.
Step 6 – Access Full Call Features Anytime
While the customer is sharing their screen, you can switch back to the Minimized view to regain access to all regular call features like ending the call, viewing the customer’s profile, chatting with the customer, and more.
Step 1 – Access Quote Requests
From the app’s Home screen, view your current outstanding activities and tasks, including any pending quote requests that need your attention.
Step 2 – Find and Fulfill Quote
Scroll through the list to locate the specific quote request you want to fulfill. Once found, tap on “Fulfill” to begin the process.
Step 3 – Review Customer’s Project Overview
You’ll see an overview of the customer’s project, including the Project Name, Product Name, a list of measurements, and photos taken by the customer.
Step 4 – Start Quoting Process
After reviewing the details, tap “Start quoting process” to begin preparing the quote.
Step 5 – Request More Information (Optional)
If needed, tap “Request more information”, enter your message, and tap “Request more information” to send an in-app message to the customer. Once the customer provides the details and requests a new quote, you’ll restart the fulfillment process from Step 1.
Step 6 – Upload the Quote
Tap on “Upload the quote” to be redirected to the upload view where you can add your prepared quote document.
Step 7 – Submit the Quote
Tap “Upload file” and select your quote document from your device’s file storage. Note: currently, only PDF format is supported. After selecting the file, tap “Send to client” to complete the quote fulfillment and send the quote to the customer.
Step 1 – Open the Chat Feature
After logging into the app, tap on “Chat” from the bottom menu to access the messaging system.
Step 2 – View Your Conversations
You’ll be taken to the Chat view, where all your conversations with customers are displayed.
Step 3 – Locate the Right Conversation
Scroll up or down to find the correct customer conversation, then tap on it to continue the chat.
Step 4 – Communicate with Your Customer
Once inside the chat, you can:
a. View the entire conversation history.
b. Send a text message to your customer.
c. Take a photo and send it directly in the chat.
d. Share a file from your device’s file storage.
Step 5 – View Customer Profile (Optional)
For additional context about the customer, tap the “Profile” button at the top right of the chat screen.
Step 1 – Access Control Center
On your iPhone, swipe down from the top-right corner of the screen. On iPads with a Home button, swipe up from the bottom-right corner.
Step 2 – Locate the Rotation Lock Icon
Find the lock icon with a circular arrow around it. This controls the screen rotation lock (portrait orientation lock).
Step 3 – Enable or Disable Rotation Lock
Tap the icon once to enable screen rotation lock (preventing screen rotation). Tap it again to disable the lock and allow the screen to rotate freely.
Step 1 – Select the Text to Copy
On your iPad, tap into a text field or double-tap the text you want to copy to highlight it.
Step 2 – Tap the Copy Icon
Once the text is selected, use your virtual keyboard and tap the two-paper icon to copy the text.
Step 3 – Choose the Destination Field
Tap on the field where you want to paste the previously copied text.
Step 4 – Tap the Paste Icon
On your virtual keyboard, tap the clipboard icon to paste the text into the new field.
The AxioAR app is an invite-only application so you’ll need to be invited in order to try it out.
Contact the AxioAR team to secure an invitation: info@axioar.com
Step 1 – Scan the Area
Begin by scanning the top of the staircase to capture the surrounding environment.
Step 2 – Mark the Top Landing
Press, hold, and release at the corner where the stair nose meets the wall on the top landing.
Step 3 – Measure the Bottom Landing
Walk down to the bottom landing and mark the corner where the wall meets the landing. Then, add the depth or run measurement to the last step rise (Extenser).
Step 4 – Measure the Staircase Width
Finally, measure the full width of the staircase from one side to the other to ensure accurate dimensions.
Step 1 – Navigate to Scheduling
Go to “Schedule a Call.”
Step 2 – Choose a Date
Select your preferred date for the consultation.
Step 3 – Pick a Time
Choose an available time slot.
Step 4 – Confirm Your Appointment
Select “Schedule” to finalize your booking.
Step 1 – Start Scanning
Move your device side to side as prompted to begin scanning the room.
Step 2 – Aim the Camera
Point your phone’s camera at the area you want to measure.
Step 3 – Touch the Screen
Place your finger on the screen to activate the measurement tool.
Step 4 – Adjust the Cursor
While keeping your finger on the screen, move the cursor to the exact point where you want to begin your measurement.
Step 5 – Set the Starting Point
Once the cursor is positioned correctly, lift your finger to confirm the starting point.
Step 6 – Touch the Screen Again
Place your finger on the screen once more to continue the measurement.
Step 7 – Adjust the Cursor
While keeping your finger on the screen, move the cursor to the exact point where you want to end your measurement.
Step 8 – Set the Ending Point
Once the cursor is positioned correctly, lift your finger to confirm the endpoint and finalize the measurement.
Step 9 – Review or Retry
If needed, select “Retry” to retake the measurement or select “Confirm” to proceed.
Step 10 – Add More Measurements
If additional measurements are required, select “Yes.” If not, select “No.”
Step 1 – Go to Projects
Tap on “Projects” from the bottom menu to access the Projects section.
Step 2 – Create a New Project
Tap the “+” button to start creating a new project.
Step 3 – Select Your Product
Choose the product you want to associate with this project.
Step 4 – Name Your Project
Enter the name of your project in the “Enter name” field.
Step 5 – Proceed to Project Wizard
Tap “Next” to open the Project Wizard, where you’ll complete the remaining project information.
Step 6 – Take Required Measurements
Follow the on-screen prompts to input all required measurements for the selected product.
Step 7 – Add Extra Measurements (Optional)
If applicable, you can include any additional measurements relevant to the project.
Step 8 – Take Required Photos
Use your device’s camera to take and upload the necessary photos to support the project.
Step 1 – Accept Invitation Email
Check your email inbox for an invitation from AxioAR and tap the link provided.
Step 2 – Download the App
If you haven’t installed AxioAR yet, you will be redirected to the App Store to download the app.
Step 3 – Automatic Account Setup
If the app is already installed, opening the link will automatically accept the invitation and create your account.
Step 4 – Log In and Open App
Launch AxioAR and make sure you are logged in and viewing the Home screen.
Step 5 – Join the Virtual Consultation
On the Home view, tap the large “Join” button to enter the call.
Step 6 – Allow Camera & Microphone Access
When prompted, accept permissions to share your camera and microphone to start the consultation.
Step 7 – Start Your Consultation
Once connected, your assigned salesperson will guide you through the process to get your quote.
Step 1 – Grant Access Permissions
When prompted, allow the app to access your device’s camera and microphone to enable video consultations.
Step 2 – Use Video Call Features
During the virtual consultation, you’ll have access to several tools to enhance communication:
Step 2.a – Camera Toggle
Turn your camera feed on or off.
Step 2.b – Mute Toggle
Mute or unmute your microphone.
Step 2.c – Messaging View
Tap the message icon to open the chat. To return to the video call, tap the salesperson’s video feed.
Step 2.d – Share Your Screen
Tap the screen share button to start sharing your screen, allowing the salesperson to guide you through measurements or other steps. You can return to the video call—and access all video options—at any time by tapping on the salesperson’s video feed while sharing your screen.
Step 1 – Start Screen Sharing
While in a virtual consultation, tap the screen sharing button to initiate screen sharing.
Optional: A salesperson can also request screen sharing from you. If so, you’ll be prompted with the choice to either “Share” your screen or “Don’t share” if you have trouble finding the screen sharing button.
Step 2 – Follow On-Screen Instructions
Complete the following steps to begin sharing your screen:
a. Tap the black circle at the top right of your screen.
b. Tap the “Start Broadcast” button.
c. Wait until the circle turns red, indicating screen sharing has started.
d. Tap outside of the instruction box to return to the previous view.
e. Press “OK” to confirm.
Step 3 – Stop Screen Sharing
To end screen sharing, tap the salesperson’s video feed to return to the call, then tap the “Stop sharing screen” button.
Step 1 – Open Your Inbox
Locate the AxioAR invitation email in your inbox and tap to open it.
Step 2 – Accept the Invitation
Tap the “Click here to accept the invitation” link in the email.
Step 3 – Choose Your Browser
Select your preferred browser to proceed to the App Store.
Step 4 – Download the App
Tap the download icon to install the AxioAR app on your device.
Step 5 – Open the App
Once the app is installed, tap “Open” to launch it.
Step 6 – Grant Notification Permissions
When prompted with “AxioAR Would Like to Send You Notifications”, tap “Allow” to grant permission.
Step 7 – Grant Camera Permissions
When prompted with “AxioAR Would Like to Access the Camera”, tap “Allow” to grant permission.
Step 8 – Grant Microphone Permissions
When prompted with “AxioAR Would Like to Access the Microphone”, tap “Allow” to grant permission.
Step 9 – Get Started
Once inside the app, you can schedule a virtual consultation, start messaging with your virtual salesperson, or explore additional in-app features.
Step 1 – Navigate to the “Projects” Page
Once you have created a project, you can access it anytime by tapping the “Projects” button in the navigation menu.
Step 2 – Open the Project
Tap on the project for which you want to request a quote.
Step 3 – Request Quote
Tap the “Request Quote” button located at the bottom of your screen.
Step 4 – Confirm Your Request
When the confirmation pop-up appears, tap “Confirm” to proceed.
Step 5 – Quote Request Sent
Your quote request has been successfully sent. A salesperson will review it and respond via the in-app chat.
Step 1 – Access Your Project
Once you’ve created a project, you can access it anytime by tapping the “Projects” button in the navigation menu.
Step 2 – Select a Project
Choose the project that contains the product you’d like to visualize in your space.
Step 3 – Launch AR View
Tap the “See in your space” button to begin placing the product using augmented reality.
Step 4 – Interact with the Product
Tap anywhere on the screen to place the product. You can follow the on-screen instructions to interact with it:
a. Drag one finger to move the product.
b. Use two fingers to rotate it.
Step 5 – Adjust and Capture
Once placed, you can rotate and position the product as desired.
Optional: You can capture a photo of the setup by tapping the photo button. The image will be saved to your in-app files.
Step 1 – Open Confirmed Project
Once the salesperson has fulfilled the quote for your project, you can access it anytime by tapping the “Projects” button in the navigation menu.
Step 2 – Open Fulfilled Project
Tap on the fulfilled project to start signing the quote.
Step 3 – Start Signing the Quote
Tap the “Sign Quote” button at the bottom of the screen. You’ll be redirected to a secure document powered by BoldSign.
Step 4 – Accept Disclosure Terms
Mark the checkbox to confirm that you have read and agreed to the Electronic Signature Disclosure Terms.
Step 5 – Finalize Accepting Disclosure Terms
Tap the “Continue” button to finalize.
Step 6 – Begin the Signing Process
Tap the “Start Signing” button at the bottom of the screen. You’ll be taken to the first signature field in the document.
Step 7 – Add Your Signature
Tap the “Sign Here” prompt to place your signature.
Step 8 – Place Your Signature
In the pop-up window, choose from the following options:
a. Use a typed signature based on your name
b. Draw your signature
c. Upload an image of your signature
Optional: If the salesperson has added additional fields to fill in, you will need to tap the “Next Field” button at the bottom of your screen to be guided through each one automatically.
Step 9 – Save Your Signature
Once you’re satisfied, tap “Save & Use” to apply the signature to the document.
Step 10 – Complete the Process
Tap the “Finish” button at the bottom of the screen to finalize the signing process
Step 1 – Open Measurement Type Menu
During your project creation, your salesperson may provide different measurement options to assist with accuracy. Tap the dropdown menu to view the available options.
Step 2 – Select Vertical Mode
Tap the “Vertical” option to activate vertical measurement mode. This mode is designed to help you capture precise vertical measurements in your space.
Step 3 – Take the Measurement
Use your device to take the vertical measurement:
– Blue cursors with a line between them indicate the distance you’ve selected for the measurement.
– The yellow line is generated by the app based on your actual measurement, helping ensure it is strictly vertical.
Once you’re satisfied with the result, tap the “Confirm” button to save it.
Step 1 – Open Measurement Type Menu
During your project creation, your salesperson may provide different measurement options to assist with accuracy. Tap the dropdown menu to view the available options.
Step 2 – Select Horizontal Mode
ap the “Horizontal” option to activate horizontal measurement mode. This mode is designed to help you capture precise horizontal measurements in your space.
Step 3 – Take the Measurement
Use your device to take the horizontal measurement:
– Blue cursors with a line between them indicate the distance you’ve selected for the measurement.
– The yellow line is generated by the app based on your actual measurement, helping ensure it is strictly horizontal.
Once you’re satisfied with the result, tap the “Confirm” button to save it.
Step 1 – Open Sharing Options
While screen sharing, you can stop broadcasting at any time without ending the call. Tap the salesperson’s video feed located at the top-right corner of your screen.
Step 2 – Stop Screen Sharing
Tap the “Stop Sharing Screen” button at the bottom of your screen.
Step 3 – Confirm Stop
Tap the “Stop Now” button on the confirmation pop-up.
Step 1 – Return to Call View
While screen sharing, you can always return to the main call view at any time by tapping on the salesperson’s video feed located at the top-right corner of your screen.
In the call view, you can access all available features such as Stop Sharing, End Call, Mute or Unmute Microphone, and more.
Step 1 – Confirm Photo Request
During your project creation, you’ll be asked if you’d like to take a photo of the space where the product will be installed. Tap the “Yes” button to proceed.
Step 2 – Capture Your Space
Use your device’s camera to frame the area where the product will be placed.
Step 3 – Take a Photo
Tap the photo button to capture the image.
Step 4 – Save Your Photo
Tap the “Save” button to upload the photo and attach it to your project.
Optional: You can take additional photos to support the project.
Step 1 – Enter the Chat View
After logging into the app, tap the “Chat” button located in the bottom navigation bar to open the chat view. This is where you can communicate directly with your assigned salesperson.
Step 2 – View and Send Messages
In the chat view, you can:
a. View the conversation history with your assigned salesperson
b. Send a text message to communicate directly
c. Take a photo and send it using the camera icon
d. Share a file stored on your device using the file attachment option
Step 1 – Access Control Center
On your iPhone, swipe down from the top-right corner of the screen. On iPads with a Home button, swipe up from the bottom-right corner.
Step 2 – Locate the Rotation Lock Icon
Find the lock icon with a circular arrow around it. This controls the screen rotation lock (portrait orientation lock).
Step 3 – Enable or Disable Rotation Lock
Tap the icon once to enable screen rotation lock (preventing screen rotation). Tap it again to disable the lock and allow the screen to rotate freely.
Step 1 – Select the Text to Copy
On your iPad, tap into a text field or double-tap the text you want to copy to highlight it.
Step 2 – Tap the Copy Icon
Once the text is selected, use your virtual keyboard and tap the two-paper icon to copy the text.
Step 3 – Choose the Destination Field
Tap on the field where you want to paste the previously copied text.
Step 4 – Tap the Paste Icon
On your virtual keyboard, tap the clipboard icon to paste the text into the new field.