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.